Koreen Bennett, CPA

Business Development Manager at Jefferson Wells USA
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Contact Information
us****@****om
(386) 825-5501
Location
Cary, North Carolina, United States, US

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Experience

    • United States
    • Business Consulting and Services
    • 100 - 200 Employee
    • Business Development Manager
      • Jul 2020 - Present

      Raleigh, North Carolina, United States I'm responsible for business development in the Raleigh NC and Triangle area and provide experienced professionals for interim or permanent professional resourcing. Jefferson Wells delivers solutions and experienced talent to solve emerging challenges in Finance & Accounting, Risk & Compliance, Tax Services, and Business Optimization. Our mission is to deliver value-based client results through the deep expertise and agility of our people. At Jefferson Wells, we serve clients… Show more I'm responsible for business development in the Raleigh NC and Triangle area and provide experienced professionals for interim or permanent professional resourcing. Jefferson Wells delivers solutions and experienced talent to solve emerging challenges in Finance & Accounting, Risk & Compliance, Tax Services, and Business Optimization. Our mission is to deliver value-based client results through the deep expertise and agility of our people. At Jefferson Wells, we serve clients, including Fortune 500 and Global 1000 companies, from offices worldwide leveraging the workforce capabilities of our parent company, the ManpowerGroup. Show less

    • United States
    • Software Development
    • 700 & Above Employee
    • Senior Accounting Manager
      • Aug 2019 - Sep 2019

      Raleigh, NC Support accounting, finance, and M&A teams to promote continued rapid corporate growth and financial success.

    • United Kingdom
    • Software Development
    • 500 - 600 Employee
    • Finance Implementation Consultant
      • Apr 2018 - Jul 2019

      Cary, NC Enable K8 system customers to use Kerridge Commercial Systems' ERP software to run their daily financial records. Advise management regarding US sales tax nuances in K8.

    • Tax Manager
      • Sep 2017 - Jan 2018

      Greensboro, NC Responsible for US tax preparation and reporting of income, sales, use, business license, business property listings, and other corporate taxes. Prepared Base Erosion Profit Shifting (BEPS) disclosures. Liaison with Ernst & Young and tax jurisdictions. Documented tax procedures. Initiated tax shared data repository. Advised management regarding tax compliance.

    • Assistant Controller
      • Mar 2015 - Sep 2017

      Cary, NC Treasury responsibilities include nationwide cash management, tax filings and compliance, capital asset acquisitions, and intercompany interest oversight. Reporting of nationwide holding company to international parent. Great energy and wonderful folks!

    • Retirement Accounting Supervisor
      • Aug 2013 - Feb 2015

      Raleigh-Durham, North Carolina Area Financial responsibility of over $100 billion spanning 7 defined contribution retirement plans, 3 other post-employment benefit plans and 2 defined contribution plans. Responsible for the retirement portion of the NC Comprehensive Financial Report (CAFR). Payroll reporting and recording for 270,000 retirees statewide, of $5 billion annually. Enjoy team building.

    • United States
    • Staffing and Recruiting
    • 700 & Above Employee
    • CPA Consultant
      • Jun 2013 - Jul 2013

      Raleigh-Durham, North Carolina Area Shaw University. Consultant to improve audit preparation.

    • CPA
      • Dec 2012 - Apr 2013

      Cary, NC Prepared high-wealth individual and corporate income tax returns, for one tax season.

    • United States
    • Accounting
    • CPA
      • Dec 2009 - Dec 2012

      Prepared accounting write-up work for several clients. Prepared corporate tax returns. Recorded and reported payroll for clients.

    • CPA & Tax Preparer
      • Jul 2004 - Dec 2011

      Carrboro, NC Preparation of accounting records. Prepare tax returns for C-corporation.

    • Tax Preparer
      • Dec 2007 - Apr 2008

      Chapel Hill, NC Tax preparation for individuals for one tax season.

    • Accountant. Tax Preparer.
      • May 1997 - May 2003

      Gaithersburg, MD Prepared accounting records. Tax preparation for C-corporation.

    • United States
    • Telecommunications
    • 700 & Above Employee
    • Senior Financial Analyst
      • Aug 1989 - Sep 1995

      Germantown, MD Internal Auditor. Nationwide locations. Corporate budget preparation. Nationwide monthly financial results reporting. Long-term planning. Program financial analyst.

    • Senior Auditor
      • Apr 1986 - Aug 1989

      Pennsylvania Avenue, Washington, DC Promoted to Senior Auditor. Led nationwide, non-profit audit. Supervised 6 staff. Consolidated 50 state audits. Emerging Business Services. Industries include high tech, banking, non-profit.

Education

  • Certified Public Accountant license active in NC
    CPA
    2010 - 2020
  • University of Maryland
    9 credits of MBA program, Management
    1992 - 1992
  • University of Pittsburgh
    Bachelor's degree, Management with emphasis on Accounting
    1983 - 1986

Community

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