Marcus A. Berlin, Cpa, Mst, Cgma Email & Phone Number

Elkhart, In, Us

Portage, Michigan, United States

Kalamazoo, Michigan, United States

Portage, Michigan, United States

• Finance team co-leader supporting annual sales of $720 million for a global automotive parts manufacturer, including $300 million top-line growth over 7 years, a 71% increase• Coordinated the development and implementation of several tax strategies that resulted in cash tax savings of over $8 million annually since 2015• Partnered with insurance broker and carrier to improve Kentucky employee safety that resulted in a 67% reduction in claims and premium refunds of $350,000 over the past 4 years• Provided finance, legal, tax and treasury support for global expansion via 9 new entities in 5 countries• Co-led the monthly and year end close processes• Led the monthly global consolidated financial statement process, including foreign exchange translation• Responsible for the US account reconciliation and foreign account reconciliation review processes• Supervised the US accounts receivable process; Supported foreign subsidiaries’ accounts receivable collections; $80 million average monthly balance• Headed the US accounts payable process: $35 million average monthly balance• Joint responsibility for managing fixed asset records, procedures and maintaining capitalization policy• Accountable for managing annual Reimbursable Tooling costs of $70 million• Directed the Global Treasury function, including liquidity management and 43 accounts in 5 countries• Responsible for the annual global audit and US and Hong Kong annual tax return engagements• Managed Global insurance program, including coordinating the annual policy renewal process• Developed and maintained key business relationships – audit, insurance, legal, tax, treasury• Proficient with Microsoft Excel and Word, functional knowledge of Power Point and Access• ERP experience – Epicor CMS on AS/400-IBM i Series platform• Supervised and mentored 4 staff through job delegation, training plans and timely performance assessments • Reported directly to the CFO and the shareholders

Kalamazoo, Michigan, United States

• Accountable for managing $360,000 of client revenues – tax-only engagements • Maintain and manage clients with revenues ranging from $500,000 to $420 million• Accountable for budget reviews to ensure revenue optimization• Supervise 10-12 full time and seasonal tax return preparers for business and individual income tax returns• Oversee staff training and developmental needs and assign projects based on staff proficiency levels• Promote and market tax services to clients and identify additional client service opportunities• Collaborate with other service lines to provide relevant value added services• Member of team that implemented 2 operational efficiency software applications

Portage, Michigan, United States

• Manage assurance, tax and specialty engagements, including tax audits from inception through billing and collection for businesses and individuals.• Leverage delegation to develop staff.• Proactively assist clients develop and implement tax optimization strategies.• Manage multiple priorities and deadlines on a daily basis• Primarily advise sophisticated clients, such as multistate or multiple entities, plan for and analyze tax consequences of complex transactions• Actively engage in network/practice development events

Chicago, Illinois, United States

• Primary responsibilities included supervising staff and interacting with client personnel for on-site implementation of large corporate tax consulting engagements such as R&D Tax Credit Studies, Cost Segregation Studies, Consolidated Stock Basis and Earnings and Profits Determinations for Pre- and Post- Merger and Acquisition Transactions for Fortune 500 Companies;• Preparing Engagement Presentations (Kick-Off, Interim/Status Updates, Conclusions);• Prepared final project deliverable for manager/partner review, including executive summary and final calculations;• Delegated tasks, reviewed staff workpapers, conducted staff performance appraisals• Audited over $1 million in monthly expenses• Examined expense reports for compliance with internal policies and IRS guidelines• Reconciled subsidiary ledgers to general ledger control accounts• Prepared a procedure manual that standardized the expense account reconciliation process• Trained three auditors

Master Of Science, Taxation

Bachelor Of Science, Accounting