Luke Schaeffer, Mba Email & Phone Number

Allentown, Pa, Us

Bethlehem, Pa, Us

Manage daily financial & accounting operations to deliver timely, accurate reports, drive operational effectiveness, optimize resource management, plan and prepare annual & monthly budgets, conduct accurate financial forecasts, build cross-functional partnerships with C-Suite executives, featuring the CEO and Vice Presidents of Services, Development & Communication, and Human Resources, Directors, and Managers.• Oversee staff and control a $10M operational budget to facilitate 1,250 participants annually.• Reconcile A/P, A/R, and payroll to optimize financial performance.• Handle budget planning, preparation, and analysis to improve financial & accounting operations.• Approve all employee expense reports, invoices, payment requests, and cash flow management.• Evaluate monthly corporate & departmental variances to determine projected versus actual budget goals.• Monitor and control revenues and expenses by assessing all employee expense reports, invoices, & payment requests.• Perform grant management, draft contracts, drive regulatory compliance, and mitigate risks.• Oversee leasing arrangements and drive real estate sales.• Improve continual disaster recovery plans.• Supervise corporations purchasing systems to achieve best value for quality goods & services.• Facilitate with the development and implementation of strategic plans.• Closely partner with the CEO and executive leadership team to timely complete special projects on budget.• Assist with the continual development of fundraising.• Review all insurance policies, liabilities, and proposals to drive cost effectiveness across all auto, property, & general liability claims.• Manage 403 (b) Retirement Plan assets while forging vendor relations with external constituencies, including financial institutions, investmentfirms, retirement plan consultants, and auditors.• Monitor and supervise all financial, accounting, and information systems to recommend future efficiencies.

I decided to start my own outsourced accounting and CFO firm because there is a glaring shortage of good accountants serving the non-profit and small business industries. Many non-profits and small businesses suffer from poor financials and so reduce their reach and impact on the local communities. I am passionate about seeing local non-profits and small businesses reach their full potential!I help give non-profit organizations and small businesses the opportunity to thrive by simplifying financial and people complexities. My goal is to help non-profit organizations and small businesses manage their money better and keep more of it.My integrated accounting services connect and build on each other to cover more of your business needs, so you can focus on what matters most to you (and worry less about the accounting).

Lancaster, Pa, Us

Here, I strategically directed and managed all accounting and finance statement preparation, analysis, reporting, documentation, bill pay, bookkeeping, and tax planning. I also ensured immaculate audits by conducting meticulous reviews with each client. • Managed a team of 6 professional associates and senior associates in the creation of 50 monthly financial statements, and various system integration projects across several platforms. • Reviewed over 100 complex corporate business returns including 1065, 1120, 1120S, and non-profit 990 tax returns, as well as over 300 individuals 1040 tax returns.• Served as a Controller for two non-profit entities by preparing statements, grant reporting, and building annual budget spending of an average of $1.5M.• Worked with a new brewery that opened in February 2020 with a $660K SBA loan and under COVID-19 lockdown restrictions, recommended alternative county loans that ultimately saved their payroll. This brewery is currently grossing more than $2M in sales for 2022.• Successfully executed the sale of an insurance agency sale that was valued at $14M by providing accurate financial statements, reviewing the sale documents, and providing detailed financial analysis to sellers. • Assisted 60 clients in navigating through the Paycheck Protection Program (PPP) and 12 clients with the Employee Retention Credit Program (ERC). Succeeded in raising more than $1.5M in PPP funding and more than $500K in ERC credits for the clients.• Proficiently prepared payroll processes/systems, forecasting reports, and tax plans for several business and individual clients.• Trained new employees on QuickBooks processes and procedures by applying thorough knowledge of QuickBooks Pro Advisor to expand the bookkeeping and accounting book of business. • Supported multiple restaurants in reviewing, locating, and acquiring SBA loans.

Baltimore, Maryland, Us

• Facilitated and directed all quarterly investment reporting and international audits for subsidiaries and branches globally.• Collaborated and worked with a team of 3 Accountants in accurately and timely completing the group’s financial reporting according to company policies and standards.• Assisted C-suite executives with preparing presentation content and documentation for investor’s annual meetings. • Instrumental in preparing and updating the CEO, CFO, and other C-suite executives on quarterly financial data.• Oversaw multiple international projects affected by changes in regulations and in the landscape in both Europe and Asia due to Brexit and the Markets in Financial instruments Directive II (MiFID II).

Chicago, Il, Us

• Independently performed monthly financial statement close processes and reconciled/analyzed cash margin positions for companies in excess of $500M.• Successfully prepared journal entries, roll forwards, quarterly 10-Q, annual 10-K disclosures, and presented pertinent data to the CRO.• Proactively implemented multiple digital systems to update hardcopy documentation, resulting in increased efficiency and productivity across the company.

Columbia, Maryland, Us

Mclean, Va, Us

Chicago, Illinois, Us

Chicago, Illinois, Us

Allentown, Pa, Us

Master Of Business Administration (M.B.A.), Business Administration And Management, General

Bachelor'S Of Science, Accounting