Coordinate and direct annual budget and forecast development. Maintain, analyze and report significant budget variances on a monthly basis.Oversee month end close and production of financial reporting package. Ensure reported results comply with Generally Accepted Accounting Principles (GAAP). Shorten month end close process from 3 weeks to 1 week.Coordinate and direct completion of external audit and sales tax, franchise tax and income tax returns with external auditors and tax advisors.Direct treasury operations including developing quarterly cash flow budgets and projections. Monitor and analyze cash position and revolving line of credit to minimize interest expense and ensure adequate liquidity. Direct and monitor accounts receivable collections and balances. Develop procedures for establishing and monitoring customer credit limits.Monitor and ensure compliance with debt agreement covenants and reporting requirements, including delivery of required reporting to bank.Monitor and implement appropriate internal controls and processes to safeguard assets and reduce risk of errors.Collaborate with sales and other functional teams to monitor pricing and gross profit across product portfolio.Oversight and management of ERP system including related databases. Develop new reports and automated alerts in databases to automate reporting and ensure timely and proper dissemination of information to management team to maximize profitability.

Conduct financial audits and reviews of clients within variety of industries, including construction, wholesale and distributions, insurance, financial institutions, consumer products, employee benefit plans and higher education audits in accordance with GAASExperience with Government Auditing Standards and Uniform GuidanceExperience with ERISA, DOL and IRS requirements applicable to employee benefit plansOversee financial audits, supervising and training audit team and ensuring proper compliance with auditing standardsCommunicate and collaborate with managers and partners on jobs to ensure prompt delivery of report and compliance with auditing standardsExperience with business combinations, push down accounting and debt restructuringsManage firm resources and personnel to improve and maximize efficiency on audits2013 ISCPA Capstone award winner for top 1% performance on CPA examinationPerform research and draft memos regarding accounting recognition issues and authoritative guidance

Conduct financial audits and reviews of clients within variety of industries, including construction, wholesale and distributions, insurance, financial institutions, consumer products, employee benefit plans and higher education audits in accordance with GAASExperience with Government Auditing Standards and Uniform GuidanceExperience with ERISA, DOL and IRS requirements applicable to employee benefit plansOversee financial audits, supervising and training audit team and ensuring proper compliance with auditing standardsCommunicate and collaborate with managers and partners on jobs to ensure prompt delivery of report and compliance with auditing standardsExperience with business combinations, push down accounting and debt restructuringsManage firm resources and personnel to improve and maximize efficiency on audits2013 ISCPA Capstone award winner for top 1% performance on CPA examinationPerform research and draft memos regarding accounting recognition issues and authoritative guidance

Conduct financial audits and reviews of clients within variety of industries, including construction, wholesale and distributions, insurance, financial institutions, consumer products, employee benefit plans and higher education audits in accordance with GAASExperience with Government Auditing Standards and Uniform GuidanceExperience with ERISA, DOL and IRS requirements applicable to employee benefit plansLead audits and reviews supervising and training assistants and ensuring proper compliance with auditing standards throughout auditCommunicate and collaborate with managers and partners on jobs to ensure prompt delivery of report and compliance with auditing standardsExperience with business combinations, push down accounting and debt restructuringsManage firm resources and personnel to improve and maximize efficiency on audits2013 ISCPA Capstone award winner for top 1% performance on CPA examinationPerform research and draft memos regarding accounting recognition issues and authoritative guidance

Conducted research project on pension payment options and possible pension settlement accountingPrepared work papers and memos in support of financial positions and in use of upcoming auditsPerformed research on SEC reporting for industry peer group including reporting methods and presentation

Prepare individual, corporate and fiduciary returns dailyExperience and knowledge with ProSystems fx, BNA Fixed AssetsCommunicate with partners and directors missing information and issues concerning returnsAssisted on corporation in various roles including state apportionment and sales calculations

Monitored McGladrey IT Vision clients and respond to 15-30 alerts per day and resolve scheduled IT Vision ticketsPerformed daily tasks for all fully monitored clients to ensure functional IT sites

Posted 5-15 daily payments for Metrix companies and run weekly and monthly reports including cost of goods sold and accounts receivable aged reportsPosted all expense and payroll transactions and record all monthly depreciation for Metrix companiesBalanced monthly bank statements, sales, accounts receivable and accounts payable holding accounts

Designed and updated content on 4-5 Loras web pages dailyCreated new web pages using html editing software for all academic programs and majorsResearched and brainstormed new design and software options for webpages

Accurately and efficiently prepared 4-5 individual 1040 returns dailyUsed tax theory knowledge to ensure accurate preparation of 1040 returnsCommunicated and clarified 1040 return issues with accounting associates and partnersEnsured all source documents and other tax information was included in return and in correct order