Educational nonprofit

A small certified public accounting firm in Las Vegas, NV• Hire and supervise accounting staff of four including federal and state tax return preparation (Forms 1040, 1065, 1120, 1120S, 990 and 5500)• Consulted in strategic planning, including expense forecasting, tax planning, and cash management/investment strategies• Restructuring of client's accounting system to enable tax savings and/or tax refunds. Achieved that the IRS waive late fee for 990 filing in excess of $120,000• Enabled clients to organize their financial systems including invoicing in order to qualify for lines of credits of up to $6,000,000• Monitored and assisted in grants, invoicing, accounts receivable and accounts payable• Assurance services• Prepared, modified and converted chart of accounts• Registered web domains• Aided in strategic and estate planning• In 2008 was awarded the Latin Chamber of Commerce Entrepreneur of the year• Received Congressional recognitions for business achievements• Drafted and submitted for Board approval: Internal Audit Charter, Internal Audit Policies and Procedures and Internal Audit Plan• Received and processed managers input to formulate the Internal Audit Plan• Monitored and assisted in grants, invoicing, accounts receivable and accounts payable• Made journal entries, allocated shared expenses, conducted inventory counts, prepared and aided in budget process and changed budget as needed• Ensured contract performance• Prepared, modified and converted chart of accounts• Tracking of deposits, expenses and inventory usage• Through performance of audit procedures helped find over $12,000 of unaccounted inventory• Through establishment of internal controls made process less repetitive and more secure• By listening to finance staff suggestions enabled organization to reduce procedures and improve internal controls• Improved Human Resources compliance• Worked in non-profit and governmental audits• Write-up services• Business consulting

Helps clients structure their business and personal interests for both assets protection and tax minimization. Managed the non-profit section, including training and review of non-profit returns.Tax consulting including responding to tax inquiries on telephone/in-person consults.Responding to web portal and email tax/accounting and business strategy questions. Reviewed and pre-qualified section 1244 elections and approved entity tax treatment forms.Developed new procedures for existing systems improving performance and reducing paper utilization.Lead team on developing deliverables.Received World-Class Service recognition.Presents compliance section on Non-profit company events for clients.Develops videos for frequently asked questions and for attracting clients.

Provide leadership in the development for the continuous evaluation of short and long-term strategic financial objectives.Ensure credibility of Finance group by providing timely and accurate analysis of budgets, financial trends and forecasts.Take hands-on lead position of developing, implementing, and maintaining a comprehensive job cost system.Direct and oversee all aspects of the Finance & Accounting functions of the organization.Evaluate and advise on the impact of long range planning, introduction of new programs/ strategies and regulatory action.Establish and maintain strong relationships with senior executives so as to identify their needs and seek full range of business solutions.Provide executive management with advice on the financial implications of business activities.Manage processes for financial forecasting, budgets and consolidation and reporting.Provide recommendations to strategically enhance financial performance and business opportunities.Ensure that effective internal controls are in place and ensure compliance with GAAP and applicable federal, state and local regulatory laws and rules for financial and tax reporting.

Largest Non-Profit Migrant Seasonal Head Start provider serving 8 states with about 2,500 employees.Ensures Texas Migrant Council, Inc. (TMC) is fiscally sound and in compliance with all applicable federal and state fiscal and procurement regulations.Ensures TMC’s accounting system is in compliance with all Generally Accepted Accounting Principles.Ensures TMC’s fiscal and pension plan audits are completed and timely filed.Provides management with monthly expenditures compared to budget reports.Recommends the fiscal goals and objectives for TMC and oversees and reports the progress.Oversees and ensures all financial grant guidelines, statutory regulations and /or all other financial requirements are met.Ensures that all financial records are current and up to date, including that the general ledger original entries are reconciled monthly.Oversees and approves the required tax returns/reports and assists with the preparation and submittal of the General Accounting Office report.Interprets and implements all fiscal regulatory compliance changes as required.Coordinates annual agency Single Audit and other grantor audits and reviews.Reviews all agency contracts and lease agreements.Provides reports of TMC’s investments.Analyses and communicates TMC’s financial position to management and Board of Directors (BOD) through ongoing interpretation and monitoring of financial statements and reports.Prepares, negotiates, and monitors yearly indirect cost proposals and the indirect budget for all applicable state and federal regulations.Monitors all sub-grantees and other subcontractors to ensure fiscal compliance with appropriate contractual agreements.Recommends TMC 401(k) Savings Plan changes to the CEO for BOD approval.Provides strategic planning and training to the BOD and management.

Processes all receipts and disbursements.Submits requests for intercompany transfers.Maintains and reconciles the general ledger monthly.With the Finance Director, and with input from the President and Department Directors, develops the annual budget.Prepares all financial reports.Reconciles the bank accounts.Reconciles the statement of credit card deposits and service charges.Reviews and posts weekly Journal Entries.Calculates direct expenses to be charged to each entity/territory.Prepares a monthly payment schedule from Latin American entities to USA Company.Prepares monthly entries and forwards to the North America Accounting Supervisor.Reviews Accounting Coordinator reports before send off.Creates and updates the Latin America Accounting Policies and Procedures.Trains Latin America accounting personnel.Coordinate efforts with North America accounting personnel.Manages Latin America inventory.Sends Inventory reports to requesting parties in and out of AGT.Receives tax reports and verification of related payments from Argentina, Mexico and Peru.Creates and distributes New Sales Order Report in a weekly basis.Sends Commercial Order reports to Mexico accountants.Ensure ERP account accuracy for Latin America.Coordinates amortization schedules, exchange rates and payments with Florida office.

· Performed financial and Compliance Audits including royalty, benefits, audience and Academy Awards vote tally. · Participated in fraud examination procedures. · Industries: construction, paper/printers, entertainment, political organizations & non-profit.

Largest local certified public accounting firm in Southern Nevada.• Found over $100,000 of uncommitted contributions to labor organization.• Performed agreed-upon procedures (limited-scope audits) and financial statement audits.• Started the use of pivot tables to expedite procedures and reports.