Louis Middlesworth, M.S. Email & Phone Number

Philadelphia, Pennsylvania, United States

• Conduct detailed financial analysis to support strategic decision-making and drive business performance.• Develop and manage comprehensive financial models for forecasting, budgeting, and long-term planning.• Prepare and analyze monthly, quarterly, and annual financial reports, identifying key trends and variances.• Collaborate with cross-functional teams to create and monitor budgets, ensuring alignment with organizational goals.• Develop and present financial performance reports to executive leadership, offering actionable recommendations.• Implement internal controls and process improvements to enhance financial reporting and analysis accuracy and efficiency.• Perform ad hoc financial analysis to evaluate potential investments, cost-saving initiatives, and business opportunities.• Ensure compliance with financial regulations and internal policies through meticulous documentation and review.• Led financial planning and analysis efforts for revenue restructuring and numerous major projects, ensuring alignment with strategic objectives.• Managed vendor relationships, renegotiated contracts, and optimized procurement processes, resulting in cost savings of over $200,000.• Designed and implemented comprehensive receivables and reconciliation processes, providing enhanced verification mechanisms to ensure the reliability and integrity of financial reporting.Achievements: 3x quarterly recognized employee

Pennsauken, New Jersey, United States

• Collaborate with individual and corporate clients to accurately report investment and business incomes and ensure compliance with tax regulations.• Assist in conducting comprehensive audits and reconciliations of year-end ledgers and bank statements for corporate clients, enhancing financial accuracy and transparency.• Generate detailed Profit & Loss statements, Income Statements, and Balance Sheets for corporate tax returns, providing critical financial insights.• Prepare complex business and individual tax returns, optimizing tax outcomes and ensuring adherence to tax regulations.• Proactively assist clients with all tax notices, effectively mitigating penalties through expert guidance and resolution strategies.• Implement strategic tax planning initiatives to maximize client savings and optimize financial outcomes.• Maintain up-to-date knowledge of changes in tax legislation to provide informed advice and ensure compliance.• Conduct scenario analysis to identify and advise on potential tax implications of various financial strategies.• Prepare payroll and quarterly tax payments for corporate clients

Greater Philadelphia Area

• Created and managed budgets and transactions for a diverse real estate investment portfolio.• Assisted the CFO in developing a comprehensive valuation model for the sale of a real estate portfolio.• Prepared detailed P&L statements, balance sheets, ledgers, and cash flow statements for all affiliated companies.• Implemented innovative processes to streamline accounting procedures and reduce inefficiencies. • Conducted in-depth account analysis to resolve complex accounting discrepancies.• Enhanced financial reporting accuracy by developing and implementing advanced bookkeeping practices.• Facilitated seamless financial audits by maintaining meticulous records and documentation.• Provided strategic insights and financial analysis to support executive decision-making.• Led the integration of new accounting procedures and controls, enhancing data accuracy and operational efficiency.• Conducted financial due diligence and provided comprehensive reports for potential investment opportunities.

Master Of Science - Ms, Accounting

Activities and Societies: Alpha Alpha Alpha honor societyI developed a comprehensive suite of technical skills essential for a successful.

Business Administration, Economics, Banking, And Corporate Finance

Activities and Societies: National Society of leadership and success, Economics Society, Investment Association, Beta Gamma Sigma.My.