Supporting organization-wide small business development projects such as grant administration, loan portfolio tracking, reporting and accounting. Works on CDFI tracking and reporting, financial statements, and process improvements.

Current Assignment is reviewing and approving local businesses for COVID-19 relief funds. Reviewing documentation, preparing grant agreements, disbursing funds, and maintaining internal controls to insure that grants are paid correctly.

As of October 2017 added responsibilities of growing our development department focusing on contributions from businesses, corporate, private and public foundations. Updated reporting for board designated funds versus operating funds to insure proper cash position. Took responsibility for employee benefits management to allow the Executive Director to focus on other duties. Collaborate with other staff to prepare accurate budgets

Accounting Contractor-Non-profit audit preparation services. QuickBooks Consulting. Health & Wellness Contractor-Educate clients and provide products for a healthy lifestyle

Prepared commission audits to insure carrier compliance with contractStreamlined the year-end sales and use tax procedure. Reduced hours from 200 to 20. Lead trainer for staff on Agency Management system procedures

Manage US accounting functions. Provided conversion of US GAAP statements to IFRS reporting for consolidated reportingCollaborated with staff members to prepare accurate and complete budgets

Accounting contractor through Accountemps. Currently working on a Non-Profit organization. Previous position was with an Insurance Services company in the finance department. Updating insurance commissions received, analyzing general ledger accounts, preparing financial reports, assisting with special projects.

Worked on property management company accounting.

Managed a block of retirement plans, provided consulting on plan design, plan documentation, and government filings including employee stock ownership plans. Partnered with operations to customize vesting schedule so that inbound client calls were reduced. Participated in monthly conference calls and resolved issues with service consultant, broker and client which strengthened the client relationship. Coordinated the receipt of information from multiple contacts which ensured the timely preparation of reports.

Prepared and reviewed corporate, partnership and employee tax benefit tax returns. Trained new accountant at client after accountant left company which maintained a smooth transition.

Administered defined contribution plans, reconciled assets, prepared government filings and IRS determination letter requests. Worked in tax department in addition to benefits department duties which alleviated the workload.

Prepared and reviewed corporate, partnership, trust and estate returns, and employee benefit filings. Supervised and trained staff members. Worked with audit staff educating about employee benefits plans which allowed the staff to have a better understanding of employee benefit plans. Supervised the conversion of client depreciation data to FAS for windows which eliminated duplicate software systems.Worked on contract with telephone and cellular company preparing partnership returns, subsidiary returns, and depreciation which decreased the need to hire additional staff.