Experience

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  The Letaw Family Foundation

  • Baltimore, Maryland Area

  • DIRECTOR

    • Jan 2008 - Present
    • Baltimore, Maryland Area

    Evaluate grant requests; analyze relevance to mission and strategic goals of the Foundation via process including interviews and site visits; personally award grants; general operational responsibilities

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  Baltimore's Best Bookkeeper, LLC

  • Baltimore, Maryland Area

  • Founder

    • Mar 2000 - Present
    • Baltimore, Maryland Area

    Accounting & Administrative Services for Retail, Manufacturing, Service and Non-Profit Clients: Manage all financial transactions including inventory, sales, business plans and interactive business projections, research and analyze transaction data for suspected anomalies, prepare tax returns for all types of entities, including corporations, partnerships, single proprietorships and non-profits, prepare financial statements and reports, interface with management team, design and install accounting systems, write and implement policies and procedures, provide consultation regarding processes, train client’s staff. Designed and implemented marketing plan drawing substantial client base of corporations, partnerships, single proprietorships and non-profits.Supervise from 1 to 5 bookkeepers and clients' staff

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  StraighterLine, Inc.

  • 1201 S. Sharp Street, Suite 210, Baltimore, MD 21230

  • Director of Administration

    • Jun 2012 - Mar 2013
    • 1201 S. Sharp Street, Suite 210, Baltimore, MD 21230

    Created and managed employee on-boarding processes, including equipment and facilities allocation;Sourced and identified space; planned and executed all aspects of move from start-up facility to new office; Compiled and wrote Employee Manual establishing new policies including travel and expense reimbursement, employee benefits, asset management and emergency preparedness in accordance with state and Federal regulations; Managed outside tax firm ensuring proper application of multi-state tax, auditing and reporting requirements.

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  The Baltimore Jewish Times

  • 1040 Park Avenue, Suite 200, Baltimore, MD 21201

  • Director of Administration

    • Mar 2010 - Jun 2012
    • 1040 Park Avenue, Suite 200, Baltimore, MD 21201

    Manage Financial, HR and Administrative Divisions for corporation publishing the Baltimore Jewish Times, Baltimore Style Magazine and numerous custom media. Produce financial statements, prepare management reports and financial summaries detailing various aspects of company’s financial status, including regulatory reports required for Chapter 11 Reorganization; interface with corporate accounting firm; supervise cash management activities; oversee A/P, A/R and circulation accounting functions; monitor collections of past due accounts; act as financial arm of management team including CEO, General Manager and departmental managers; execute cash management strategies; implement efficient accounting procedures including installation of updated accounting system, initiation of A/P and purchase order system & policy; design of integrated job costing and labor allocation system and procedures, establishment of electronic systems and procedures for data transfer and storage, shop, purchase and oversee installation of new electronic payroll and HR system; 401K plan transfer and administration; risk and insurance management; contract management.

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  S&N Professional Tax Services, LLC

  • Remote Access

  • Associate

    • 2009 - 2012
    • Remote Access

    Part-time seasonal position - Preparation of Corporate Tax Returns

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  Superior Real Estate, Inc.

  • Baltimore, MD

  • Co-Founder & Realtor

    • May 1993 - Mar 2000
    • Baltimore, MD

    Assisted with corporate operations including marketing and personnel, and handled entity formation. Sold businesses and sold and managed multi-unit investment properties. Assisted investors and business owners (buyers and sellers) in preparation of business plans and projections and instructed buyers in correct interpretation of financial data. Hired and trained secretaries & Realtors® to use company software, including Word & Word Perfect and MLS.