Phillip C. Vine, Cpa Email & Phone Number

Toledo, Oh, Us

Toledo, Ohio, United States

Maumee, Ohio, United States

• Managed multiple simultaneous audits/non-audit projects with distinct teams, retaining responsibility for audit/project timeliness, profitability, internal and client-facing communication, and client service with a focus on employee benefit plan audits and the manufacturing and distribution industry.

Toledo, Oh

• Managed multiple simultaneous audits/non-audit projects with distinct teams, retaining responsibility for audit/project timeliness, profitability, internal and client-facing communication, and client service with experience in the manufacturing, not for profit, service industries and a focus on employee benefit plan audits.• Taught and provided timely developmental feedback to my direct reports• Employee Benefit Plan (EBP) audit practice leader for the Toledo office - Managed teams performing 40+ distinct audits over the course of two audit seasons (2018 and 2019), with responsibility for all of the attributes listed above and served as the technical leader for the EBP practice in the Toledo office• Member of the firm’s Audit of the Future Committee (composed of approximately 20 people of a firm of 2,000+) tasked with exploring how emergent technologies will affect our daily work• Lead a team charged with generating and assessing a list of existing processes for which machine learning and artificial intelligence applications would deliver value the firm’s core business – resulted in a bank of 100+ actionable, prioritized ideas• Collaboratively designed, tested, and piloted implementation for an audit analytics tool featuring machine learning and artificial intelligence• Presented at a MICPA conference on the expected impacts of emerging technologies on audits• Professional Standards Department fellowship (Manufacturing & Distribution)• Reviewed between 20 and 30 financial reports for quality and technical accuracy each busy season for 3 years (2017, 2018, 2019) - Continued in a reduced capacity in 2020• Authored firm-wide guidance for how control testing can be utilized to reduce quantitative samples tested, improving audit efficiency and audit effectiveness• Won firm-level award for most value-added suggestions to the firm in a given year - 3 consecutive years (2017, 2018, 2019)

Toledo, Ohio Area

• Managed the day-to-day operations of multiple simultaneous jobs• Directed/coordinated tasks for staff preparers on each job• Reviewed the staff’s work for mechanical accuracy• Served as the communication hub on the audit to the client, supervisors, and staff• Independently developed a tool to optimize sample sizes

Toledo, Ohio Area

Obtained a foundation of knowledge upon which my professional career in client service is being built, including practical and procedural tax knowledge, assurance service methodology, and the nuances of great client service.

Masters Of Accountancy, Accounting

Activities and Societies: Graduate Assistantship, Authored a case study used by The Ohio State University in its introdoctory accounting.

Bachelors Of Business Administration, Accounting

Graduated Summa Cum Laude, December 2010 Received the Financial Executives International Outstanding Undergraduate Accounting Student.