Privately held equity firm that remodels and builds student housing for universities in major metropolitan cities. Report to two executives: Managing Principal and Director of Underwriting & Asset Management.• Prepare monthly construction draws consisting of hard costs, soft costs, professional services and other expenses.• Supervise 3rd party A/P staff, manage A/P ledger for corporate and 7 property accounts.• Manage external audits with external auditors, coordinating construction and property-level financials and requests for two completed properties. • Code vendor invoices using Job Cost accounting for A/P clerk to track project-level construction budgets ranging from $15M to $40M. • Reconcile 10 bank accounts. Reconcile two credit card accounts with monthly expenses ranging up to $65,000.

National staffing firm that provides skilled contractors for long term and recurring projects specializing in corporate roles.Reported to client contacts and served on 3 client engagements. • Performed full-cycle accounting including journal entries, account reconciliation, bank reconciliation, and month-end close processes for large and mid-size clients of Robert Half. • Completed G/L accounting and special projects such as inventory reconciliations, foreign exchange transactions, inter-company reconciliations, balance sheet reconciliations, and bank reconciliations.• Followed procedures for SOX and regulatory environments. • Collaborated with client staff to reconcile bank accounts and balance sheet accounts to successfully pass annual audit.• Recommended and implemented audit controls.• Developed, implemented, and documented procedures improving accuracy and efficiency for clients. Provided training.

4Corner’s provides accounting, bookkeeping, tax preparation and payroll services to small businesses.Reported to Principal / Owner and served on both Accounting and Income Tax teams.Auditing/Accounting• Analyzed and reconciled 10 client accounts that were previously prepared by third-party vendors. • Implemented job cost accounting for construction contractor clients.• Audited inventory of Qualified Improvement Property for real estate clients. • Determined proper classification of assets for depreciation periods and developed extemporary depreciation schedules.• Analyzed job costs and cash flows for real estate improvements. Advised clients regarding best practices.Income Tax Preparation• Prepared current and prior-year forms 1040, 1120S, and 1065 including Schedule C, Schedule D, and Schedule E per Circular 230 guidelines.• Identified and corrected inconsistencies with federal, state, and local tax authorities resulting in payroll tax filing to be current. • Onboarded new clients with federal, state, and local payroll tax authorities, including set-up of EFT/EFTPS payroll tax deposits. • Performed monthly auditing of payroll accounts to verify that taxes were filed and paid timely. • Researched and developed tax-savings plans for clients providing recommendations for payroll benefits, retirement accounts, and tax credits geared toward revenue retention, increasing employee satisfaction, and decreasing turnover.•

Tax consultancy specializing in tax preparation for complex tax situations. Practice grew 75% during tenure.Reported to Principal/Owner. • Created sales tax procedures and trained staff to prepare sales tax returns for 65 jurisdictions per month. Reduced preparation from 7 days to 3 days per month by developing automated spreadsheets and online accounts rather than paper returns for most clients.• Prepared and reviewed 200+ 1040, 1120S, 1065, 990, and 1041 tax returns annually including Schedule C, Schedule D, and Schedule E income per Circular 230 guidelines. • Researched, verified, and maintained asset and inventory management for manufacturing and real estate clients. • Counseled high net-worth clients on best practices and tax strategies to minimize tax liabilities.• Supervised 3 junior staff members for numerical, compliance, and schedule accuracy providing strong knowledge of federal and state tax regulations.

Marketing firm focused on helping retailers increase shopper engagement to drive foot traffic using digital and cloud-based tools.Reported to the President.• Reported to President. Responsible for all aspects of A/R management including monthly invoicing, cash receipts, journal entries, collections, and database management compliant with GAAP. • Maintained timeliness and accuracy of A/R cycle as workload increased from 200 to 390 invoices per month. • Developed financial reconciliation processes to ensure accuracy of monthly invoicing and posting of A/R, sales, and revenue to general ledger. Provided reports to management with detailed picture of A/R and revenue.• Established collection roadmap to identify outstanding receivables on a weekly and monthly basis to resolve collection issues with 95% client retention. Reduced past due invoices from $35,000 to $7,500 per month through continual contact with clients. • Implemented monthly commission payments for sales staff during 45% revenue increase in company growth.

• Performed full-cycle G/L, account reconciliations, inventory management and job cost reporting, A/R, A/P, auditing, and account analysis for clients such as CH2MHill, Western Union, Comcast, ProLogis, Quovadx, Carter Burgess, and First Data.

• Reported to CFO. Managed 1 direct report and 3 indirect reports. Responsible for cash management, perpetual and special-order inventories, commission payroll, month-end close cycle for an office furniture company with annual revenues of $5 million.