Robert Todd Email & Phone Number

Boston, Ma, Us

New York, New York, Us

• Financial Reporting and SEC Reporting – Financial Statements, 10K, 10Q, S-3 - Leads preparation of annual and quarterly SEC filings as well as preparation of consolidating trial balances and SEC reporting workbooks.• Manages relationships with various external firms including those that perform: SOX compliance and internal control reviews; year-end audits and quarterly reviews; federal and state tax return preparation; and business and fair value valuations.• Manages the completion of account reconciliations, journal entries and the month-end close process at the corporate level.• Manages Accounts Payable department and staff; and assists with payroll review and processing.• Records stock transactions into subsidiary ledger as well as prepares and posts journal entries including stock compensation and maintains the capitalization table.• Manages cash and treasury functions.• Prepares quarterly financial statement analysis and presentations as needed for senior leadership, audit committee and board of directors.

Waltham, Ma, Us

Bay Harbor Islands, Florida, Us

• Financial Reporting and SEC Reporting – Financial Statements, 10K, 10Q, S-1, Form 10’s, 8K - Assists in preparation and support of annual and quarterly SEC filings for parent company and subsidiaries as well as preparation of consolidating trial balances and SEC reporting workbooks.• Manages relationships with various external firms including those that perform: SOX compliance and internal control reviews; year-end audits and quarterly reviews; federal and state tax return preparation; and business and fair value valuations.• Manages the completion of account reconciliations, journal entries and the month-end close process at the entity for private subsidiaries and consolidated corporate level; also assists public subsidiaries with quarterly and year-end closes.• Manages the monthly/quarterly close for private partner companies; manages Accounts Payable department and staff; and assists with payroll review and processing.• Records stock transactions into subsidiary ledger as well as prepares and posts journal entries including stock compensation and maintain capitalization tables for all entities.• Manages SOX testing by providing selections as requested, assists in the assembly of quarterly close binders, assuring SOX compliance, and prepares PBC support for auditors for quarterly reviews and annual audit.• Prepares quarterly financial statement analysis and presentations as needed for senior leadership, audit committee and board of directors.• Account analysis and journal entry preparation for commercially marketed, revenue-producing dermatology product partner company (Journey Medical Corp.). In addition, manages tax provision process, filing of federal and multi-state tax returns, quarterly and year-end stand-alone financials and ad-hoc financing projects.

Boston, Ma, Us

• Managed and executed the tasks required for the timely and accurate updates, reconciliation and payment of the City’s debt in compliance with relevant statues and ordinances and generally accepted accounting principles.• Supervised Accounting and Financial Reporting program of the Auditing Department and assigned and reviewed the work of accounting personnel.• Supervised the posting of receipts and expenditures to the general ledger, posting of journal vouchers and budgets to the general ledger, monthly closing process, review of account reconciliations and preparation of monthly financial reports.• Managed the collection of data for the City’s Official Statements and participates in the planning and preparing of bond issues.• Managed and executed the collection and reporting of data for the annual audit and prepared basic financial statements and the Comprehensive Annual Financial Report (CAFR) and the Official Statement.• Executed the collection and reporting of data required for the implementation of new and existing Governmental Accounting Standards Board (GASB) reporting requirements.• Executed the tasks necessary to produce timely and accurate monthly department financial reports• Oversaw and executed the tasks required for the timely and accurate reconciliation of balance sheet accounts, including inter-fund transactions, as well as the bond and payroll allotment accounts.• Developed and delivered updates to the HUB and department web site.• Developed and documented business procedures and develops and delivers citywide functional training for accounting functions.• Participated in organizing, testing and implementing financial system modifications and upgrades. • Prepared financial reporting required by the Commonwealth and other agencies, including third party requests for information.

New York, New York, Us

• In-charge and supervised on a number of real estate and non-profit audits including A-133, HUD, Mass Housing, Section 42 tax credit, governmental entities and non-profits and supervised audit teams while working directly with client management.• Performed the following services: financial statement audits, reviews and compilations; agreed-upon procedures (i.e. break-even tests); and OMB A-133/Yellow book audits.

Chicago, Illinois, Us

• In-charge and supervised on number of real estate and construction audits including A-133, HUD, MassHousing, Section 42 tax credit, governmental entities and non-profits and supervised audit teams while working directly with client management (Major clients included Suffolk Construction; Boston Housing Authority; Greenwich Housing Authority; Abbey Group; Trinity Financial; Winn Management; Maloney Properties; Atlantic Development and Investments).• Performed the following services: financial statement audits, reviews and compilations; internal control evaluations; agreed-upon procedures (i.e. break-even tests); OMB A-133/Yellow book audits; cost certification audits; and retirement plan audits.• Tax preparation includes experience with partnership returns (1065), non-profit informational returns (990) and individual returns (1040).

Braintree, Massachusetts, Us

• Audit, review and compilation services for clientele of various sizes and types with emphasis on servicing not-for-profit organizations including those required to adhere to Government Auditing Standards, OMB Circular A-133 and various state regulations. • Analysis and review of internal controls, quality control systems, accounting systems and compliance with federal and state laws and regulations.• Audit services for varying types of benefit plans in accordance with Department of Labor regulations.• Experience includes not-for-profit organizations receiving governmental financial assistance, those receiving public support, and those receiving a combination of public support and governmental assistance, professional service firms, distribution companies, manufactures, and other businesses.• Tax preparation services for corporations, partnerships, individuals, trusts and not-for-profit organizations.

Bs, Accounting

Education record

Education record