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- Providing timely, high quality client service that meets or exceeds client expectations.- Preparing all necessary financial statement and related disclosures and reportable conditions letters, with an eye on quality, thoroughness and accuracy.- Developing an understanding of client's business. - Supervising engagement team as needed.- Keeping abreast of latest developments and ensuring professional development through ongoing education.- Anticipating and addressing client concerns and escalating problems as they arise.- Completing tax planning and research- Preparing federal and state & local tax returns- Understanding tax regulations and accounting pronouncements

A financially strong, well-capitalized and prudently managed bank with more than $60 billion in • Proposed and implemented procedural changes to ensure completeness of regulatory reports as well as proper documentation maintenance • Reviewed financial regulatory reports including Call Report, FR-Y9C, FR-Y9LP, board reports prepared by staff members providing them with feedback and recommendations on amounts reported and quality of workpapers• Researched, applied and documented recently issued GAAP and regulatory pronouncements such as ASU 2011-04, ASU ASU 2010-20, ASU 2010-17 and ASU 2010-06 in addition met with business units to ensure understanding of impact of recently issued pronouncements • Prepared financial regulatory reports and investigated significant quarter over quarter variances. Addressed internal and external inquiries regarding reports filed

A $3.5 billion publicly held management and technology consulting firm • Assisted in the preparation and review of external financial statements and disclosures required for SEC Form 10-K, 11-K, 10-Q, 8-K • Supported the financial statement preparation process and SEC reporting process while supervising two staff.• Coordinated with corporate accounting, treasury, legal, executive management and external auditors in developing comprehensive support for the consolidated financial statements.• Researched, applied and documented recently issued GAAP accounting pronouncements and SEC regulations.• Developed, monitored and maintained SEC compliance programs required under the Sarbanes-Oxley Act.

Regional CPA firm, among top 30 largest firms in Boston Area • Demonstrated ability to plan, organize and review most aspects of a compilation, review and audit engagement, including corporate tax returns, nonprofit tax returns, high net worth individual tax returns.• Knowledge in preparation of Forms 1120S, 1065, 1041, 1040• Evaluated results of engagement to assure that all appropriate procedures and general accounting principles have been followed in preparation of financial statement• Supervised staff assignment of work, providing guidance and direction in performance of their duties and by giving constructive criticism based on careful review of work.

Regional CPA firm, among top 12 largest firms in the Boston area • Demonstrated working knowledge of compliance taxation, ability to direct tax return preparation by others and ability to detail review tax return• Obtained thorough understanding of basic accounting and reporting requirements, ability to direct financial statement preparation by others and ability to detail review financial statements• Organized engagement approach as it relates to recurring fieldwork assignments, including delegating, supervising and evaluating staff• Developed basic understanding of GAAP, OCBOA (cash, accrual, government), specialized accounting principles and financial statement presentations