I work with individuals and corporations to maximize their tax savings.Prepare and present monthly, quarterly and annual financial reports.Research tax implications for client decision making.Process journal entries, tax reports, and financial statements.Prepare tax returns for business clients from Schedule C for individuals to1120 for Corporations.

I was responsible for the financial statements and monthly accounting for three ofBOE’s divisions (a general contractor, an IT services company, and the sharedservices entity).- Prepare and present work papers and financial statements monthly for allthree entities to the general managers and owners.- Coordinate with the other accounting business partners (3) to reconcileinter-company account balances and transactions.- Worked with business management to review budget vs actual results, andengage in discussions on areas for improvement.- Managed a team of AP and AR personnel.

- Created and presented cash flow projections to management weekly.- Increased payable discounts taken year over year by over 200%.- Reconciled physical inventory for nine departments annually.- Created and implemented a new paperless process with annual savingsestimated at $75k.- Promoted from A/P Specialist to Accounting Clerk II to Accountant I

• Funded 10.5M annually• 95% customer satisfaction based on surveys• Met quality guidelines for quarterly bonus• Closed 86% of business• Assisted lending manager to help train new mortgage bankers on how to read financial documents and how they relate to attaining a mortgage. • Developed Priority Partner relationships with local real estate offices• Chase Accomplishments• Ranked 62nd nationally within Chase on purchase scorecard in July 2013• YTD ranking in top 25% overall

• Highest grossing producer for 10 months• Personal sales grew 20% year over year • 50% of my clients were from referrals• Was 1st Rate Lending's BNI representative for two years• 20 plus hours per year of continuing education