Experience

Smith, Sullivan & Brown, P.C.

• United States
• Accounting
• 1 - 100 Employee

• Senior Accountant

  • Jul 2018 - Present



Kingsley Business Service

• United States
• Accounting
• 1 - 100 Employee

• Family Office Accountant

  • Dec 2014 - Jun 2018



AFSCME Council 93

• United States
• Consumer Services
• 1 - 100 Employee

• Accountant

  • Sep 2013 - Oct 2014

  • Assists Local Unions throughout New England with various tax issues including the filing of IRS Form 1024, applying for Employer Identification Number and the accurate and timely filing of annual IRS 990 forms• Completes payroll functions for approximately 50-60 employees• Assist in the annual audit process for the CPA and the International Union auditors• Process cash receipts, cash disbursements, accounts receivable, member dues, accounts payable, employee payroll and reimbursable expenses• Completes annual reports for the IRS, Department of Labor and Worker's Compensation audits for all states• Assists in the preparation and monitoring of the budget by gathering and organizing financial information; scheduling expenditures; analyzing variances; implementing corrective actions• Prepares reports by collecting, analyzing, and summarizing operational data and trends• Performs duties related to Council employee benefits administration; enrollment in benefits programs, maintenance of records (adds, changes, deletions), communication with employees regarding benefits programsKey Achievements• Successfully reinstated local unions’ tax exempt status with the IRS



AFSCME

• United States
• Political Organizations
• 700 & Above Employee

• Accounting Manager

  • Dec 2010 - Aug 2013

  Accounting Manager 12/2010-Present• Manage all aspects of accounting cycle and procedures including payroll processing, general ledger maintenance, review of accounts payable and credit card accounts and monthly reconciliations• Ensure that accounting procedures are compliant with IRS and DOL regulations• Prepare various financial reports including annual budget and review for accuracy• Co-ordinate internal and external audits• Oversee membership department and manage membership database of over 30,000 members• Coordinate IT efforts between office personnel and IT consultant • Complete payroll functions for approximately 25-30 employees• Manage various HR related functions including employment verification and employee orientationKey Achievements• Implemented paperless accounting procedures and workflow decreasing office supplies expense by an average of $350 per month• Reduced office expenses by $12,000 annually by renegotiating existing leases and updating procedures• Implemented new policies to standardize accounting and office procedures increasing overall efficiency of the accounting office• Managed the design and implementation of online database to ensure seamless transition• Implemented plan to increase annual revenue by $350,000



Accountency, LLC

• Accounting
• 1 - 100 Employee

• Tax Accountant

  • Jan 2009 - Feb 2011

  • Responsible for the preparation of personal, non-profit, partnership, and corporate tax returns using ProSeries software as well as the preparation of personal property returns with little supervision• Provided tax planning services for small business clients• Reviewed work and progress of interns• Assisted with annual audits and annual reviews of non-profit entities and corporations• Responded to both client and government inquiries• Researched various tax matters• Responsible for the general accounting of business clients including:• Entering data into QuickBooks accurately• Managing assets• Reconciling cash and credit card accounts• Reviewing all accounts on the Balance Sheet and the Profit and Loss statement for unusual items, incorrect allocations and overall accuracy• Preparing compilations• Preparing financial statements• Making necessary adjusting journal entries for depreciation and accruals• Preparing working papers to support account balances and adjustments