I am a consultant for small business owners during initial year of operations. I assist with structuring accounting systems and procedures. I also do write-up work and personal financial planning for taxpayers with small to large incomes.If you or your organization is looking for someone with extensive Excel skills to training existing staff I will custom fit training to your specifications. I am experienced with pivot tables, charts and developing complex spreadsheets to make efficient use of time and resources.

I work closely with the VP of Finance, the company’s Chief Operations Officer and assist in the management of the company’s accounting department. This position requires that I adjust and adapt quickly in a very fast paced and rapidly changing work environment due to continued business growth. I am responsible for much of the general ledger, accounts receivable and cash functions. I also assist the VP of Finance with the annual budget, audit and month-end close. I have various responsibilities for inventory controls, electronic data interchange (EDI), Treasury and bank reporting.Over the past two years I have been responsible for various process improvements including enhanced bank services, streamlining the month end, bank audit, year-end close and working with our EDI manager to train and assist the Accounts Receivable Manager to use the EDI information to more efficiently post customer payment.My current career goals include enhancing my understanding of project management and furthering my experience as a Chartered Global Management Accountant. I would be interested in working with start-up and small sized companies to enhance best practices.

My responsibilities included branch financial statements, general ledger maintenance, SouthWare reporting, monthly closing, account reconciliations, process improvement, performance measurement and analysis. Accomplishments: Automated preparation of financials statement information. I increased financial reporting accuracy by linking reports to SouthWare trial balance data. I structured processes that increased efficiency of Sun Trust Enterprise Spending Platform by automating reporting processes, simplifying data entry processes and creating standard company processing instructions. Monthly ESP charges average $500k/month.

Managed, supervised and coordinated the activities and operations of the multiple accounting functions including payroll, account reconciliation, financial statement compilation, event settlements, and the general ledger; to coordinate the preparation of the annual budget; Human Resources coordination and to provide highly responsible staff assistance to the General Manager.

Initially hired to be main point of contact for U.S. Bankruptcy court during the restructuring of a newly acquired subsidiary. Subsidiary exited bankruptcy in 18 months. Promoted to Assistant Controller responsible for managing month and year-end close, external audit and review of general ledger account reconciliation. Managed staff of 6 full-time accountants and 2 part-time accountants. Major accomplishments included: Reducing the time required for month-end close from 25+ days to 10 days. Working with external auditor to reduce audit field work time allowing the accounting staff to focus on corporate initiatives and account reconciliations. Developed and implemented a detailed process to record, evaluate and account for $150 million per year of cost of goods sold. Working closely with the Controller and CFO on the Talk America acquisition. Reduced Talk America’s accounting staff from 14 to zero while only increasing Cavalier’s accounting by 3 full-time positions.

Hired as a tax accountant. Major accomplishments included: Negotiating a $100,000 tax refund with City of Richmond that had been outstanding for several years before my joining the company. Automated procedure for computing Sales Apportionment, reducing the project time from two weeks to three days. Identified law change that resulted in $53,000 refund opportunity.

Reviewed Individual and S-Corp returns for high net worth individuals and their associated business activities. Assisted in tax planning and development of strategic tax saving ideas for high net worth individual customers. Also assisted with field audit work and agreed upon procedures engagements. Major accomplishments include: Determined affects of selling wetland credits and the timing for income recognition. Improved system for analyzing mutual fund dividends. Identified planning opportunities that allowed deductions for investment account expenses that would have otherwise been limited. Accelerated the realization of an individual’s $40,000 state tax credit from 10 years to 5.

Worked mainly on large net worth Individual returns. Prepared Form 1040, 1065 and 1120S. Assisted in year end tax planning. Major accomplishments include: Transitioned firm to a new Internet research service, increasing accuracy and efficiency of tax research projects. Implemented procedures for electronic tax return filings. Identified new reference material that increased efficiency of state compliance and during its first use saved the firm 10 times the cost of the material.

Prepared individual and corporate tax returns for high net worth individuals.

Participated in various internal audit engagements for various bank operations.