• Performing monthly financial close functions through prep of financial statements for 3 operating locations.• Monthly completion of a three-month financial forecast.• Monthly narrative analysis of significant financial variances to budget and forecast.• Rate analysis and review.• Planning and participating in the annual financial budget process.• Effective ongoing communication of financial related information to business counterparts.• Providing training to non-financial personnel on internal control compliance, accounting procedures and financial statement review.

• Prepare recurring monthly, quarterly, and yearly close procedures for 7‐10 clients at a time.• Compile, review and present client financial statements, forecasts, and budgets to board of directors and senior management.• Calculate, prepare, and file monthly and quarterly tax forms at the local and state level for clients.• Manage agreed‐upon‐procedure engagements including financial statement compilations and reviews.• Actively advising new team members and peers with active training, including technical training, administrative, and interpersonal soft skills.

• Reported on 20+ audits per year of financial statements of privately held companies and employee benefit plans. Primary industries include Non‐Profit, Real Estate, and Technology based organizations.• In‐Charged on engagements, duties include supervising staff, maintaining budget, and completing phases of the audit such as planning, internal controls, substantive testing, and financial reporting.• Established client relationships as client’s primary point of contact on engagements.• Prepared memos, research, and implement changes related to accounting standards of U.S. GAAP.• Involved in the Mentor and Buddy program, responsible for 2‐3 new associates on a monthly basis.

• Assisted with federal and state income tax compliance of parent and subsidiaries.• Researched and analyzed federal/state income tax issues, incorporated findings into return analysis, preparation, and filings.

• Complete audit engagements for designated clients.• Identify and communicate potential problem areas during engagements.• Conduct business-specific research, gather and analyze data, interpret results, compile reports and make recommendations to principals and partners

• Operated the CDK/ADP (Billing System) to create invoices and claims• Certified parts expert with a wide variety of knowledge of proper parts for VW parts• Created excel spreadsheets to maintain a proper inventory of over 22,000 parts• Utilized internet and VW catalog information to verify information• Sold consumers on the value of German engineering