Senior Accountant

• Nov 2020 - Present

Consultant

• Aug 2016 - Present

▪ Research complex accounting and tax treatment as requested by and recommended to client, assist with budgets and forecasting, review financial data to ensure no suspicious activity including auditing former controller’s work ▪ Wrote a best practices manual and taught staff accountant all the new procedures, communicated newly implemented best practices to managing partners ▪ Daily operational functions include preparing weekly schedule and resolving any conflicts, management of 5 staff, interviewing candidates and on-boarding new staff, payroll, provide customer service to potential clients ▪ Analyzed monthly expenses and cash flow to minimize excess spending, in six-month project period successfully decreased expenses 8.4% and increased revenue 3.1%, solved a long-standing issue with the funding of health savings accounts and saved the company over $10,000

Senior Accountant

• Jul 2017 - Aug 2020

▪ Responsible for the completion of the full accounting cycle of 11 entities including preparation of month end financial statements and supporting schedules, analyzing finalized monthly financials and providing written findings, ensuring integrity of data, accounts payable, accounts receivable and billing, bank and credit card reconciliations, prepare monthly and quarterly sales tax and commercial rent tax returns ▪ Created and continue to improve a month end close procedure to ensure the most efficient practices are utilized, decreased month end close time from 15 business days to 6, managed the migration from a desktop accounting system to cloud based system ▪ Responsible for monitoring and planning daily cash flow of 11 entities and determining payment schedule of outstanding accounts payable items

Assistant Controller

• Jun 2015 - Jul 2016

▪ Prepared monthly and yearly GAAP and managerial financial statements and analyzed variances for three entities,, oversaw daily accounting activities including accounts receivable, accounts payable, expense reimbursements, bank reconciliations, intercompany transactions, tax effects, and general ledger entries ▪ Financial manager of Naturopathica Chelsea Spa including creating entire daily reporting and analyses from scratch, cash management, accounts payable, organizing and planning an inventory management system, procedure writing, responsible for breakeven analysis, planning and budgeting ▪ Collaborated with owners in reviewing reports and constant evaluation of ways to improve the accounting department including policies to increase cash collection and preparation of future growth ▪ Managed and delegated all month end close activities to ensure data accuracy and investigated any inconsistencies of balance sheet and material profit and loss accounts

Semi Senior Accountant

• Dec 2014 - Apr 2015

▪ Lead auditor preparing financial statements, assessing compliance with financial regulations, risks and internal controls, planning audit and preparing audit programs ▪ Reviewed financial statements, payroll services, partnership allocations, and proper GAAP accounting with clients to build strong relationships ▪ Accounting for various partnerships, S-corporations, and foundations, including bank reconciliations, adjusting journal entries, quarterly and year end federal and state payroll tax returns ▪ Reviewed and assisted junior accountants with individual tax returns ▪ Prepared returns for multi-state high net worth individuals, partnerships, S-corporations, foundations, and trusts, addressed individual tax related concerns ▪ Prepared various other tax returns, including but not limited to 1040NR, NYS-45, Federal form 941

Tax Associate

• Jan 2014 - Nov 2014

▪ Prepared complex returns for high net worth, multi-state individuals, partnerships, foundations, and trusts ▪ Using BNA prepared quarterly federal and state estimated taxes and other tax scenarios as requested by clients ▪ Preparation of other tax returns, including but not limited to 1040NR, NYS sales tax, MCTMT, NY IT-204-LL ▪ Analyzed client income and expenses to ensure proper classification within tax returns ▪ Completed over 300 returns before the April 15th deadline

City Tax Auditor

• Jan 2012 - Jan 2014

▪ Prepared and gave oral and written statements to the Department of Finance – Legal Department and New York County District Attorney’s Office, interviewed and observed taxpayers in the field to ascertain information unavailable in tax returns ▪ Researched, analyzed and applied tax laws and audit techniques to support the auditing findings using Checkpoint-RIA, Cornell Legal Information Institute and IRS Audit Techniques Guides ▪ Lead auditor and team member on complex, multi-issue cases of Fortune 500 companies to ascertain the proper amounts of subsidiary, investment and business income, capital and correct allocations ▪ Examined taxpayer returns and records, including legal documents, and preparers’ work papers to determine accuracy of return and proper application of federal, state and local tax code