Completion of financial and accounting functions for a packaging and visual merchandising company which generated approximately $22M annual salesManagement of financial statements preparation, cash flow analysis, budgeting, forecasting, and credit line management for the parent and subsidiary companyDirection of the hiring and supervision of accounting staff, while executing performance evaluations, merit increases, promotions, and developmental and disciplinary actions as requiredPivotal role in the Management Team by assisting in creating strategic plans for expense forecasting, tax planning, cash management, and investment initiatives in alignment with global directionServing as corporate liaison with lenders and auditors of international big 4 accounting firms, IRS, and New York stateAdministration of monthly and yearly closing and reconciliation of books and all journal entriesCoordination with the foreign parent company in processing intercompany transactions and monthly financial dataEstablishment and implementation of internal control policies and proceduresCollaboration with global parent company in France in handling VAT tax, while controlling cost with related companies across France, India, Mauritius, and SwitzerlandDesign and execution of job costing initiatives for month-end reports, which presented a client true profitExecution of strategic business plans and spending guidelines by working with the CFO and CEO thus reducing indirect spending by $1M in 2017Decrease of the overall payroll process time for the US Region, from two days to a half-dayAccomplishment of the 2017 financial year without any audit adjustments from external auditorsFull oversight of financial aspects of company division sales to a foreign entity, while selling company twice in its entiretyManagement of multifaceted successful company transitions to a new ERP system and accounting system

Display of industry expertise in monthly bookkeeping, recreation of books, tax planning, fraud analysis, assets management, federal and state tax preparation, and miscellaneous accounting functions to individuals and business entitiesDrafting of balance sheet statement, financial statements, and yearly recommendations for high net-worth individuals on a monthly and quarterly basis for high net-worth individualsWriting of various financial and accounting documents such as:— Detailed spreadsheets that presented individuals taxable and nontaxable income for federal audits;— Federal income tax forms, including 990, 1040, 1120, 1120S, 1065, 1041, and 1042 forms;— Payroll forms, such as W2, W3, 940, 941, 1099-MISC, and any additional state forms.Administration of all bookkeeping functions for multiple nonprofit organizations, while arranging and recording all assets upheld by individuals, corporations, and nonprofit organizationsCompletion of research on tax law for high net-worth individual’s personal returns and their additional entities, such as s-and c-corporations, partnerships, and trustsComputation of all quarterly federal payments for all clients

Ensuring the accuracy and integrity of all financial information and systems for general merchandise manufacturing organizationLeadership to the recruitment and training of staff, along with the update of financial and administrative infrastructure in compliance with shareholders requirementsDemonstration of attention to detail in budgeting, forecasting, financial planning and analysis, financial accounting, financial reporting, management and business metrics reporting, tax, treasury, and all general accounting functionsOversight of the recruitment and team allocation of geographically dispersed staff with diverse culturesPreparation and execution of the first annual budgetInterfacing with all department and senior management for the creation and implementation of budget process that involved presentation of a final budget approved by the CEO and Board of DirectorsAccomplishment of weekly forecasting of financial results against budgetRecruitment of “A” talent through the formation and execution of compensation and benefits package Writing of an employee manual which established the overall company human resource policies, procedures, and benefitsManagement of the company in formulating strategic plans that reduced monthly expense burn rate by ~35%Introduction of In-House Training Department, in charge of delivering on time and cost, including end-user training

Independently conducted tax return examinations, including personal income tax returns, C-Corporations, S-Corporations, trusts, and other business tax returns with assets up to $20M. Analyzed the general ledger and bank reconciliations, and adjusted journal entries as needed. Applied the Internal Revenue Code to all individual and business tax returns. Completed all audits to meet governmental goals in a timely manner. Researched complex tax issues affecting business and trust tax returns. Supervised and mentored four new employees during the first year of new hire employment; designed and led training sessions for new employees on policies and procedures of the IRS.

Supervised four full-time employees and two interns. Provided quality customer service to students. Directed a quality management team to enhance efficiency in University procedures. Liaised between Financial Student Services and the Accounting Department.Developed interdepartmental communication strategies and financial reporting compliance guidelines. Prepared monthly journal entries, accruals and any special projects as needed. Performed year-end closing and audit-related tasks; created schedules, work papers, and other materials.