Overseeing the University's federal account reconciliations and compliance programsAssessing compliance with federal and University regulationsSupervising staff who preform daily reconciliations Assist in preparing schedules for federal reporting

Monitor accounts to identify problems of expenditures or obligations Assist in the preparation of financial information Analyze accounts and operations to assure compliance with proper accounting procedures, applicable laws and regulationsProvide assistance to departments and individuals in interpreting reports, accounting procedures, controls and in resolving associated problemsAnalyze and monitor cash management functions, including cash flow and investmentsReview fund transfers

Preparation of business and individual tax returnsProSystem Fx Engagement binder setups CCH Axcess DynalinkingAccounting assistance

Audit and Tax Preparation of client financials for both tax and audit purposes. Worked on numerous audits and reviews involving detailed analytics.Reconciliation of intercompany transactions, developed transfer pricing strategies.Experience includes utilizing latest technologies and strategies to help clients with complex and dynamic issues surrounding tax and business planning.Learned to prepare corporate, nonprofit , partnerships and trust tax returns to meet state, local and federal guidelines. Responsible for advising private companies how to meet business and investment goals. Oversee and track cost related with specific client projects.Adapted to work in a fast pace, complex environment while sticking to budget.Proficient with Microsoft Excel, Word, Prosystems Tax and Engagement software.

Engaged in objective based tax projects and wealth planning.Maintained close relationships with individual tax clients. Responsible for preparing and processing tax returns to meet a specific deadlines. Learned to work with the latest tax software in the industry.

Eastern Connecticut State University Housing and Residential Life – Willimantic, ConnecticutHousing and Residential Life Accounting InternReconciliations of budget to actual accounts for residential halls. Monitor spending and track expenses from Hall Directors.Work closely with Accounts Payable Department.Maintain and Reconcile Housing & Residential Life budgets.Maintain over 35 separate budgets for central office and residence halls.Work with Fiscal Affairs & SABO to reconcile monthly budget reports.Oversee one of the largest budgets in Division of Student Affairs.

Customer sales, service and supervisory experience.

Coordinated and organized tax savings and retirement planning seminars.Followed strict compliance standards.Identified deficiencies in current and prospective clients retirement and investment portfolios. Responsible for analyzing sales trends and adjusting sale techniques to attract new business.Identify opportunities for sales improvements.