Robert Mendelson Email & Phone Number

New York, NY, US

White Plains, New York, US

• Developed comprehensive tax preparation formulas in Excel based on official taxation algorithms in order to automatically calculate gross income, deductions, and tax liabilities for federal and NYS individual tax returns
• Led the financial review engagements of construction contractors, performing analytical procedures and client inquiry to find and correct material misstatements as well as recalculate percentage of completion schedules
• Enabled cross-referencing between Excel template and Lacerte tax software during the tax preparation process
• Enabled partners to use the individual tax template to extrapolate tax liabilities from projected income amounts
• Prepared individual and entity tax returns, strategizing appropriate deductions for minimizing tax liability

Toronto, ON, CA

• Analyzed information system documentation in a SOC 1 audit to assure that technology controls were effective
• Performed tests of effectiveness for specific technology controls, utilizing testing sheets and client documentation
• Submitted inquiries to clients regarding required IT documentation and received clarification on items in question
• Built IT process flowcharts detailing systems and data flows by utilizing process narratives and control descriptions
• Obtained feedback from IT Audit personnel about auditing procedures that can be optimized or automated

Toronto, Ontario, CA

• Utilizing excel and VBA, developed an excel database to better facilitate the establishment of new cost centers
• Performed due diligence regarding any variances in revenue recorded in two different IT databases, and then developed an excel template for the Finance team to monitor any such database variances in future reporting.
• Maintained a daily record of journal entries that failed to post to the general ledger, opened new accounts in the IT system in order to allow those entries to post to the ledger, and then cleared those entries for.
• Built a monthly presentation template for updating senior management on fixed asset balances and trends

Harrison, NY, US

• Worked with government clients face to face on an audit team in order to verify financial balances and invoices
• Audited and analyzed several financial accounts and balances during client visits, searching for both material misstatements in the reviewed balances as well as for predictive trends in government finances. Then.
• Utilized Microsoft Excel, Microsoft Word, and Adobe Acrobat in order to generate and complete audit work papers
• Worked with a team in order to research Blockchain technology with regard to its effect on auditing and cryptocurrencies, and then presented the findings as a group to the firm

Port Chester, NY, US

• Utilized Microsoft Excel for transactional analysis of the firm's past business transactions.
• Interfaced with multiple departments to review lease agreements. This involved creating an Excel data sheet to aid in analysis of the lease agreement results. I reported directly to the company Comptroller with the.
• Reviewed equipment balances and compared them with invoices in order to affirm that the company records were accurate.

At Camp Good Times, I coordinated with the camp director in ensuring that the campers all get to their activities on time. This involved keeping an eye on the clock as well as keeping my coworkers organized on when to move on to the next activity with the campers. In addition, I communicated with parents about how their kids were doing in camp and.

Master Of Science - Ms, Accounting

Bachelor’S Degree, Accounting