Liz Truntz Email & Phone Number

Middletown, Pa, Us

Harrisburg, Pa

CFO of $10+ million not-for-profit law firm with 14 locations serving 18 counties in central PA. Develop and recommend fiscal policies and procedures and program-wide internal controls. Develop and prepare proposed annual program-wide budget in consultation with Executive Director for submission to the Board of Directors. Develop individual project budgets for funding applications. Prepare bi-monthly internal financial statements and other relevant reports for use by the Executive Director, Finance Committee and Board of Directors. Train, supervise and evaluate Fiscal Department staff. Oversee all program finances, including bank and investment accounts, and serve as primary liaison to the administrator of the organization's 403(b) plan. Prepare required Forms 5500 and related forms and statements in a timely manner. Serve as primary contact for annual independent financial statement audit and single audit, including preparation of all required documents, prepare draft financial statement in accordance with GAAP and GAAS, including notes to the financial statement and supplementary information, oversee auditor's preparation of Form 990 and, review auditor's draft reports.

Camp Hill, Pa

Extensive local government and non-for-profit audit experience. Successfully planned, managed and coordinated GAAS and GAS audit engagements. Advised clients on proper internal control policies and procedures. Compiled data and drafted financial statements in conformity with GAAP, Yellow Book and GASB 34. Preparation and review of information returns for not-for-profit clients and, DCED Annual Audit and Financial Reports. Trained, supervised and evaluated audit staff accountants.

Hershey, Pa

Developed mission statement, business plan and, job performance criteria for the Governmental and Not-for-Profit service area (G/NFP.) Extensive local government audit experience. Successfully planned, supervised and performed governmental and not-for-profit audit and review engagements. Prepared information returns for not-for-profit entities. Assisted clients with development and implementation of internal controls. Trained and supervised audit staff accountants. Established and maintained client relationships.

Lancaster, Pa

Extensive audit experience with various business entities. Lead auditor of multiple governmental audit engagements. Advised clients on proper accounting and internal control procedures. Managed and coordinated audit teams. Supervised Junior CPA's and staff accountants. Established and maintained positive client relationships.

Lancaster, Pa

Consistent audit team member performing a variety of audit functions. Preparation and filing of individual, partnership and corporate tax returns. Preparation and filing of not-for-profit information returns. Specialized in multi-state taxation issues.

Lancaster, Pa

Employed full-time while pursuing undergraduate degree in accounting.

Bachelor Of Science - Bs, Accounting

Associate Of Arts - Aa, Business Administration, Highest Honors

Activities and Societies: Phi Theta Kappa