Dennis Wolter, MBA, APA
Tax Accountant at FRSCPA, PLLC- Claim this Profile
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Bio
Larry Smith
Dennis is an exacting individual with a strong drive for performance. While working in the position of Recall Coordinator for me, Dennis was able to interpret and document the database processes in MS Access for items determined to be involved in field corrections. As the Corporate Maintenance Specialist, Dennis was able to bring in the DataLoad Professional application. This application automated many of the manual inputs into the Oracle Inventory Forms (Item Master) reducing time to modify/update items and increasing efficiencies. I highly recommend Dennis and he would be an asset to any group and/or company that he is associated with.
Bill Franz
As a Business Analyst, his responsibilities included cost preparation, proposed pricing and margin for analysis on various product lines our company produces and distributes. During his stay with Mazzella Lifting Technologies, Dennis produced various costing models that drilled down to our labor times and costs in our bill of materials for manufactured products. Although Dennis’s tenure at our company was for a short period of time, Dennis exhibited excellent logic and analytical skills. There were projects that required effort beyond normal business hours. Dennis was always willing to continue until the project was completed and has an excellent work ethic.
Larry Smith
Dennis is an exacting individual with a strong drive for performance. While working in the position of Recall Coordinator for me, Dennis was able to interpret and document the database processes in MS Access for items determined to be involved in field corrections. As the Corporate Maintenance Specialist, Dennis was able to bring in the DataLoad Professional application. This application automated many of the manual inputs into the Oracle Inventory Forms (Item Master) reducing time to modify/update items and increasing efficiencies. I highly recommend Dennis and he would be an asset to any group and/or company that he is associated with.
Bill Franz
As a Business Analyst, his responsibilities included cost preparation, proposed pricing and margin for analysis on various product lines our company produces and distributes. During his stay with Mazzella Lifting Technologies, Dennis produced various costing models that drilled down to our labor times and costs in our bill of materials for manufactured products. Although Dennis’s tenure at our company was for a short period of time, Dennis exhibited excellent logic and analytical skills. There were projects that required effort beyond normal business hours. Dennis was always willing to continue until the project was completed and has an excellent work ethic.
Larry Smith
Dennis is an exacting individual with a strong drive for performance. While working in the position of Recall Coordinator for me, Dennis was able to interpret and document the database processes in MS Access for items determined to be involved in field corrections. As the Corporate Maintenance Specialist, Dennis was able to bring in the DataLoad Professional application. This application automated many of the manual inputs into the Oracle Inventory Forms (Item Master) reducing time to modify/update items and increasing efficiencies. I highly recommend Dennis and he would be an asset to any group and/or company that he is associated with.
Bill Franz
As a Business Analyst, his responsibilities included cost preparation, proposed pricing and margin for analysis on various product lines our company produces and distributes. During his stay with Mazzella Lifting Technologies, Dennis produced various costing models that drilled down to our labor times and costs in our bill of materials for manufactured products. Although Dennis’s tenure at our company was for a short period of time, Dennis exhibited excellent logic and analytical skills. There were projects that required effort beyond normal business hours. Dennis was always willing to continue until the project was completed and has an excellent work ethic.
Larry Smith
Dennis is an exacting individual with a strong drive for performance. While working in the position of Recall Coordinator for me, Dennis was able to interpret and document the database processes in MS Access for items determined to be involved in field corrections. As the Corporate Maintenance Specialist, Dennis was able to bring in the DataLoad Professional application. This application automated many of the manual inputs into the Oracle Inventory Forms (Item Master) reducing time to modify/update items and increasing efficiencies. I highly recommend Dennis and he would be an asset to any group and/or company that he is associated with.
Bill Franz
As a Business Analyst, his responsibilities included cost preparation, proposed pricing and margin for analysis on various product lines our company produces and distributes. During his stay with Mazzella Lifting Technologies, Dennis produced various costing models that drilled down to our labor times and costs in our bill of materials for manufactured products. Although Dennis’s tenure at our company was for a short period of time, Dennis exhibited excellent logic and analytical skills. There were projects that required effort beyond normal business hours. Dennis was always willing to continue until the project was completed and has an excellent work ethic.
Experience
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FRSCPA, PLLC
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United States
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Accounting
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1 - 100 Employee
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Tax Accountant
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May 2017 - Present
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Retirement Plan Consultant
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Nov 2014 - May 2017
Develop relationships with prospects and prospects’ centers-of-influence (financial advisors, CPA’s, etc) to become their primary resource for qualified retirement plan expertise and third party administration. Educate business owners on retirement plans and assist with understanding both IRS and DOL regulations. Stay up-to-date on current and new regulations surrounding the qualified plan field, and be able to communicate these regulations to business owners and their advisors. Help business owners understand their day-to-day duties of running a plan to avoid non-compliance.Retirement plans can be great way to put away $50,000 to over $250,000 in tax-deferred contributions per year, AND create a great tool for your employees to start saving for retirement. Adding on a new comparability profit sharing and/or a cash balance pension plan can shift your retirement savings into high gear, providing you with additional company-funded contributions, all while providing a comfortable level of contributions to your employees.Matthews Benefit Group is a local Tampa Bay business offering the best in Third-Party Administration services to the Florida community and the southeastern United States.
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Retirement Plan Advisor
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May 2011 - Nov 2014
Provided year-end financial reports for clients including balance sheet, income statement, and account reconciliation for plan as well as individual participants. Reconciled plan year activity to year end valuations. Provide outstanding personalized service to clients, including retirement plan administration and consultation. Assist clients with complete regulatory compliance with both the IRS and DOL.
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St. Petersburg Area Chamber of Commerce
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United States
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Non-profit Organization Management
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1 - 100 Employee
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Member of Executive Council
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Dec 2011 - Dec 2013
The Saint Petersburg Young Professionals serves the city as a part of the Chamber of Commerce. Our mission is to attract and identify the next generation of community leaders; connect young professionals with the surrounding community through unique opportunities in the areas of service, leadership and advocacy; and engage young professionals in local corporate, community, and cultural settings. The Saint Petersburg Young Professionals serves the city as a part of the Chamber of Commerce. Our mission is to attract and identify the next generation of community leaders; connect young professionals with the surrounding community through unique opportunities in the areas of service, leadership and advocacy; and engage young professionals in local corporate, community, and cultural settings.
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Cost Analyst
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Aug 2008 - Mar 2009
- Negotiated and administered contracts for customers accounting for 35% of company sales. - Collaborated with consultants in launching dashboard software for executive team. - Developed procedures to reduce time to perform analysis of contract pricing by 80%. - Developed monthly sales analysis by customer, market, and industry. - Negotiated and administered contracts for customers accounting for 35% of company sales. - Collaborated with consultants in launching dashboard software for executive team. - Developed procedures to reduce time to perform analysis of contract pricing by 80%. - Developed monthly sales analysis by customer, market, and industry.
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Invacare Corporation
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United States
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Medical Device
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700 & Above Employee
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Recall Coordinator
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May 2006 - Aug 2008
- Manage product recall process, Ensuring compliance with FDA regulations- Minimize impact of product recalls on the business- Reassigned outsourced phone campaign operations in-house, saving approximately $5k per campaign.
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Corporate Maintenance Specialist
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Feb 2007 - Jan 2008
- Maintained all domestic and international respiratory, aerosol, and basic homecare products in system.- Coordinated with cross-functional teams to optimize launch of new products.- Project Leader: integrated automation software into the department; 90% reduction in time and cost of data entry, 100% reduction of errors attributed to manual entry
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Education
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2009 - 2010
Cleveland State University
MBA, Business Management, Finance & Accounting -
2005 - 2007
Kent State University
Bachelor in Business Administration, Accounting, Operations Management
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