William Sasser Jr, Cpa, Cfe Email and Phone Number
William Sasser Jr, Cpa, Cfe work email
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William Sasser Jr, Cpa, Cfe personal email
I am a manager in Gross Mendelsohn's Forensic, Valuation, and Litigation Support Group. I work with attorneys and insurance adjusters assisting in a broad range of forensic accounting services such as evaluations of loss of income, lost profits, fraud investigations, privately held business valuations, and other dispute resolutions. I have approximately 10 years of experience in public accounting with a background in audit and tax work that is now applied to complex disputes, claims or analyses. I am a Certified Public Accountant (CPA) in Maryland as well as a Certified Fraud Examiner (CFE). You could say I am a bit of a cliché - I love working with numbers but I also enjoy the challenge of presenting complex analyses in layman terms through report writing or preparation of digestible exhibits.The following is a quote that I really try to live by at work but also in my personal life “The ultimate measure of a man is not where he stands in moments of comfort, but where he stands at times of challenge and controversy” - Martin Luther King
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Accounting ManagerGross, Mendelsohn & Associates, P.A.Baltimore, Md, Us
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Accounting ManagerGross, Mendelsohn & Associates, P.A. Jun 2023 - PresentBaltimore, Md, Us• Assist in business interruption claims analysis including determine loss of business income, extra expenses analysis, and spoilage/theft loss. • Prepare reports and analysis for employee dishonesty losses across various industries• Various forensic accounting engagements including fraud analysis, shareholder disputes, economic damages, and valuation. • Prepare Corporate, Partnership, S Corp, and Individual Federal and State Tax returns for privately help businesses • Perform financial statement audits of non-profit and for-profit businesses across various industries but with concentration in construction• Perform review and compilation financial statement engagements -
Accounting SupervisorGross, Mendelsohn & Associates, P.A. Sep 2015 - Jun 2023Baltimore, Md, Us• Assist in business interruption claims analysis including determine loss of business income, extra expenses analysis, and spoilage/theft loss. • Prepare reports and analysis for employee dishonesty losses across various industries• Various forensic accounting engagements including fraud analysis, shareholder disputes, economic damages, and valuation. • Prepare Corporate, Partnership, S Corp, and Individual Federal and State Tax returns for privately held businesses • Perform financial statement audits of non-profit and for-profit businesses across various industries but with concentration in construction• Perform review and compilation financial statement engagements
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Financial AnalystAkj Books/Cicero Systems Dec 2013 - Feb 2015-Organize and execute check/EFT/Credit Card payments for 200+ active vendors-Maintain strong relationships with large vendor reps through monthly account reconciliations.-Compute Maryland sales tax payable on a monthly basis-Compute and reconcile prepayments for California sales tax on a monthly basis as well as file the quarterly sales tax return-Responsible for the collections of all customer account balances by creating & sending customer statements, phone & email follow up-Provide a high level of customer service to our largest customer, DonorsChoose, by managing all email inquiries. -Assist the Sales Account Manager with order entry, customer support, return of merchandise, and entry of credit memos. -Assist the VP of Sales with monthly expense reports and a detailed sales rep commissions report.-Enter daily ACH payments from DonorsChoose as well as credit card payments from other customers-Perform Ad Hoc analysis, reporting, and reconciliations.
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Club Lacrosse CoachUniversity Of Maryland Baltimore County Sep 2013 - Nov 2013Baltimore, Md, Us-Worked closely with the president of the club lacrosse team to organize and execute practice routines- Extended advanced knowledge of the game to players of all skill levels and backgrounds*Went 7-2 in the Fall 2013 season. UMBC Club Lacrosse will enter the Spring 2014 Season with a #3 ranking in NCLL's D2 schools -
Accounting InternUmbc Training Centers Jul 2013 - Nov 2013Columbia, Md, UsAt UMBC Training Centers I assist the accounting department with creating, archiving, and sending invoices to corporate agencies and individuals. Furthermore, I assist with daily operational accounting such as entering accounts payable/receivable and the sub-sequential recognitions of revenues and expenses. I am also in charge of creating unique job codes which create a means of communication between our CRM and accounting software. Lastly, I participate in the construction of internal month-end reconciliations and financial statements. -
Wealth Management AssistantBaltimore-Washington Financial Advisors Mar 2012 - Jul 2013Columbia, Md, Us-Calculated cost basis for clients using FIFO Inventory Method-Prepared quarterly Form 13F for the SEC-Prepared monthly, quarterly, and annual performance reports for internal use-Created E-file forms for security litigation claims on behalf of our clients-Classified new securities using yield calculations and MorningStar Style Box-Reconciled client accounts to custodian accounts daily-Placed equities trades daily as recommended by our Chief Portfolio Manager-Assisted in the re-balancing of portfolios to meet model allocations-Scheduled Annual Financial Plan Reviews with clients through email and phone correspondences-Assisted in administrative duties such as filing, scanning, mail prep, and answering phones
William Sasser Jr, Cpa, Cfe Skills
William Sasser Jr, Cpa, Cfe Education Details
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University Of Maryland Baltimore CountyFinacial Economics: Accounting Certificate -
Dulaney High School
Frequently Asked Questions about William Sasser Jr, Cpa, Cfe
What company does William Sasser Jr, Cpa, Cfe work for?
William Sasser Jr, Cpa, Cfe works for Gross, Mendelsohn & Associates, P.a.
What is William Sasser Jr, Cpa, Cfe's role at the current company?
William Sasser Jr, Cpa, Cfe's current role is Accounting Manager.
What is William Sasser Jr, Cpa, Cfe's email address?
William Sasser Jr, Cpa, Cfe's email address is ws****@****wfa.com
What schools did William Sasser Jr, Cpa, Cfe attend?
William Sasser Jr, Cpa, Cfe attended University Of Maryland Baltimore County, Dulaney High School.
What are some of William Sasser Jr, Cpa, Cfe's interests?
William Sasser Jr, Cpa, Cfe has interest in Wealth Management, Guitar, Stocks, Ipo, Bonds, Music, Lacrosse, Public Accounting.
What skills is William Sasser Jr, Cpa, Cfe known for?
William Sasser Jr, Cpa, Cfe has skills like Account Reconciliation, Microsoft Excel, Financial Analysis, Portfolio Management, Finance, Accounts Payable, Cost Basis Reporting, Invoicing, Financial Statements, Accounting, Accounts Receivable, General Administrative Duties.
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