- Managed multiple engagements concurrently with various teams to efficiently meet client deadlines - Lead the engagement team staff on the planning and execution of an audit engagement to effectively and efficiently provide world-class client service - Provided supervision, training and support to the engagement staff and promoted open communication to the engagement manager and partner - Review and evaluate work papers, and determine compliance with professional standards and firm policy - Provided consulting and advisory services for clients by analyzing and forecasting growth initiatives to act decisively on stakeholder priorities - Preparation of audited, reviewed and compiled financials statements in compliance with GAAP & SSARS - Maintained and enforced a documented system of accounting policies and procedures for clients as ad-hoc controller - Proficient in corporate, international, federal and state and local tax, as well as have a solid background in corporate restructuring, mergers and acquisitions, C Corps, partnerships and individual/ trusts - Overseed client's operations of the accounting department, including the design of an organizational structure adequate for achieving the department's goals and objectives - Prepared individual, partnership and corporate income tax returns in compliance with IRS, state and local government regulation - Provided tax planning services, estimated tax payments, extensions and projections

- Prepared audited, reviewed and compiled financials statements in compliance with GAAP & SSARS- Provided consulting and CFO advisory services for companies from small businesses to multi-billion dollar organizations- Building financial models for payouts, compensation, merger analysis and operational review- Planned and preparing forecasted financial statements for private equity firms- Implemented data analytics and forensic accounting to identify areas of business efficiency, business risk and fraud- Prepared individual, partnership and corporate income tax returns in compliance with IRS, state and local government regulation- Provided tax planning services, estimated tax payments, extensions and projections- Prepared business valuations, appraisals and calculation reports

● Analyze and compare facts and figures, using logic to identify the strengths and weakness of alternative solutions● Compile monthly financial reports and prepare invoices for clients● Coordinate organizational and administrative tasks, support payables and receivables and reconciling differences ● Entering payments from customers and issuing remittance to vendors, posting receipts of items against bills

● Created marketing material and wrote blogs for “The Road to Financial Wellness 2015”● One of four members to go on 10,218-mile road trip, partook in 37 events in 38 states in 30 days● Managed all social media outlets daily (Facebook, Periscope, Twitter, Instagram & Snapchat)● Reached out to social influencers and helped set up financial education seminars