Experience

Union Capital Mortgage Corporation

• United States
• Financial Services
• 1 - 100 Employee

• Chief Financial Officer

  • Jun 2021 - Present



JA Doran & Associates, Inc.

• Certified Public Accountant

  • Jan 2014 - Jun 2021

  Middleburg Heights, Ohio A full service accounting firm focusing on small businesses and small business owners. We provide outsourced CFO/Controller services, modeling and forecast development, tax preparation and strategic tax planning for small to medium sized business located in the Midwest.



Union Home Mortgage Corp.

• United States
• Financial Services
• 700 & Above Employee

• Vice President / Controller

  • Mar 2001 - Jan 2014

  Cleveland, OH • Successfully implemented a comprehensive HR, time keeping and payroll system to create a seamless integrated platform. • Through change management reduced the close cycle times from 12 days to 3 business days. • Co-led a negotiation team to control and contain health and welfare expenditures. • Through sound internal control development have led over 12 successful audits resulting in less than .03% in audit adjustments. • Provided decision support and analytics for ERP accounting… Show more • Successfully implemented a comprehensive HR, time keeping and payroll system to create a seamless integrated platform. • Through change management reduced the close cycle times from 12 days to 3 business days. • Co-led a negotiation team to control and contain health and welfare expenditures. • Through sound internal control development have led over 12 successful audits resulting in less than .03% in audit adjustments. • Provided decision support and analytics for ERP accounting implementation. • Senior Manager providing strategic guidance to the senior team relating to performance analysis, budget variations and present/future capital expenditures. • Integrated finance related process flows from acquired entities into current operating system. Show less



EY

• United Kingdom
• IT Services and IT Consulting
• 700 & Above Employee

• Tax Specialist

  • Jan 2001 - Mar 2001

  • Integral part of the successful transition team from the Cleveland office to the Chicago office, related to our client relocating from Cleveland. • Performed complex domestic and international tax consolidation calculations relating from multi-divisional operations. • One of 2 team members on the engagement offered continued employment.



PwC

• Professional Services
• 700 & Above Employee

• Sr. Associate

  • Jan 1998 - Dec 2000

  Cleveland, Oh • Prepared & presented complex domestic federal income tax returns to client tax management in order to ensure full corporate compliance. • Prepared various state income and franchise tax returns on a standalone, combined and consolidated basis for multiple divisions, and at the corporate level. • Prepared federal and state estimated payments for the consolidated corporate structure. • Collaborated closely with client tax managers and business unit controllers in order to prepare… Show more • Prepared & presented complex domestic federal income tax returns to client tax management in order to ensure full corporate compliance. • Prepared various state income and franchise tax returns on a standalone, combined and consolidated basis for multiple divisions, and at the corporate level. • Prepared federal and state estimated payments for the consolidated corporate structure. • Collaborated closely with client tax managers and business unit controllers in order to prepare detailed reliable tax forecasts on a quarterly and annual basis. • Researched and compiled responses to federal and state audit requests. • Analyzed state audit assessments for accuracy and any future tax liabilities. • Integral in the preparation of the FASB 109 analysis of deferred taxes for the divisional and corporate levels. Show less



Gale, Doran & Company

• Staff Accountant

  • Dec 1994 - Dec 1997

  • Prepared financial statements for privately held businesses on a quarterly and annual basis. • Performed audit field work to ensure full compliance with G.A.A.P. for the purpose of financial statement certification. • Calculated and analyzed income tax returns for individuals, partnerships and corporations. • Provided advisory services related to accounting software support including: training, system design and system selection.