Simon Guzman Email & Phone Number

New York, New York, US

• Previously held Director of Finance (2013 – 2019) and Senior Accountant (2010 – 2013) titles
• Managed all accounting functions, including general ledger, accounts payable, payroll, investments, grant accounting and reporting.
• Implemented new accounting system using Intacct Software.
• Implemented new internal and external financial reporting system.
• Prepared annual audits, with independent auditing firms and A1-133
• Prepared 990 Returns and 5500 forms.

• Managed all accounting functions, including general ledger, accounts payable, grants disbursements, payroll, and investments.
• Implemented new accounting system using MIP Software
• Designed new financial reports for management and Board of Directors
• Planned, coordinated, and prepared annual audits.
• Streamlined, managed, and prepared annual budgets and budget modifications in conjunction with management team.
• Managed an investment portfolio of $100 Million.

• Managed all accounting functions, including general ledger, accounts payable, accounts receivable and payroll.
• Prepared consolidated financial statements following FASB 116 and 117 for seventy entities.
• Designed and implemented financial reports for funding sources, senior management and Board of Directors using Lawson accounting system.
• Managed audits with funding agencies and independent auditing firms, including A- 133 Audits.
• Managed federal and state grants and contracts and single audit reporting.
• Managed corporation and foundations grants and contracts

• Managed all general ledger functions and reconciliations.
• Coordinated and prepared year end audits with funding agencies liaisons as well as independent auditing firms including A-133 Audits
• Managed federal and state grants and contracts.
• Maintained fixed assets systems up to 146 million dollars.
• Managed large escheatment process

M.A, Non Profit Management

B.A, Business/Accounting