Controller

• Oct 2020 - Present

General Accountant IV

• Feb 2017 - Oct 2020

Work with various departments to maintain relevant accounting records related to both purchased and internally-built fixed assets. Prepare monthly accrual and account analysis for the firearm and ammunition excise tax. Prepare monthly accruals and account analysis, and provide information to outside accountant to prepare domestic and Canadian sales tax filings. Work with various departments to maintain relevant accounting records related to both purchased and internally-built fixed assets. Prepare monthly accrual and account analysis for the firearm and ammunition excise tax. Prepare monthly accruals and account analysis, and provide information to outside accountant to prepare domestic and Canadian sales tax filings.

Senior Accountant

• Oct 2015 - Feb 2017

Work closely with the Controller/CFO and President to effectively plan and implement accounting policies adhering to GAAP as well as control procedures consistent with the COSO framework. Conduct pattern/trend analysis using both internally-prepared data and data obtained from vendors to identify future cash requirements based on the production and sales cycle. Manage the build and implementation of a core software package, including learning operational processes for the 3 departments affected by this software from the ground up, obtaining buy-in from various departments regarding the scope and direction of the project once the initial plan was set, assisting with the creation of new operational processes within the Parts and Service departments, and tracking progress against the budget/pre-determined milestones. General responsibilities include: Maintain accurate GL accounts Present KPIs and financial analysis to owners and management Manage the month-end financial closing cycle Review accounting clerks' reconciliations Prepare reconciliations of bus inventory to Accounts Payable Assist with fiscal year budget preparation Manage the year-end physical inventory at all 5 locations Prepare deliverables requested by external auditors and tax preparers Prepare and file various local tax returns Maintain fixed assets in Sage FAS Review internal processes and recommend changes to management Show less

Senior Accountant, Business Services

• Jul 2014 - Oct 2015

Act as in-charge on audit, review, and compilation assignments and interact with clients throughout the planning, preparation, and delivery phases of each audit. Lead meetings and conducted interviews with clients to understand, document, analyze procedures and internal control structure, and assess risk to design and document appropriate audit procedures based on these discussions. Complete tests of controls over financial reporting and contract compliance and make recommendations to senior management as necessary. Supervise/train the staff assigned to each engagement and assist them in resolving issues as needed, up to and including escalation of issues to the engagement manager or partner. Industry Experience: Senior Living Facilities (Independent and Assisted Living) and CCRCs Life Insurance Administration (SOC 1 reporting) Collection Agencies (SOC 1 reporting) Data Warehouses (SOC 2 reporting) Audits of HUD Chapter 3 facilities Not-for-Profit Organizations A-133 audits Retail stores Manufacturer/Distributors Employee Benefit Plans Assist in the preparation of financial projections Show less

Auditor

• Feb 2014 - Jun 2014

Assist management with the preparation of all required documentation for financial statement audits of local government and not for profit entities and supervise staff during fieldwork. Exercise appropriate judgment in audit matters and apply knowledge of Yellow Book and GAAP in performing daily functions. Industry experience: Local governments (various cities within the St. Louis metro area) Convention Centers Transportation Development Districts Fire District Hotel Not-for-Profit Organizations Show less

Senior - Assurance Services

• Jul 2013 - Dec 2013

As a Senior in the Assurance Services department, responsibilities encompassed all planning aspects of audit, review, and compilation engagements, including preparation of time budgets and preparing the risk-based audit programs necessary for each engagement. Other responsibilities included the drafting of financial statements for clients in a variety of industries, and supervision of staff on engagements.

Staff Accountant - Assurance Services

• Dec 2010 - Jun 2013

This was a very traditional staff role, and the primary responsibilities were to learn and grow my technical skills. Achieving this goal required obtaining an understanding of the audit programs and related steps used on engagements, evaluating client internal control systems for potential deficiencies, and drafting management communications as required by the standards.During this time, I assisted a client to resolve a depreciation reporting issue that added over $100k to the client's bottom line from 2012-2013, and helped resolve a revenue recognition issue at another client that added $60k to the top line. Show less

Administrative Assistant

• Nov 2005 - Nov 2010