Experience

CONSUMER DIRECT MANAGEMENT SOLUTIONS

• United States
• 1 - 100 Employee

• Senior Auditor

  • Jun 2006 - Present

  • Built, trained and led a Payroll Tax Team comprised of seven members• Interviewed, hired and terminated employees• Contacted state agencies on how to improve processes in regards to payroll filings• Created a payroll tax instruction manual to develop knowledgeable employees• Requested payroll tax penalty abatements of over $500,000 • Prepared and reviewed quarterly payroll reports• Contacted the Internal Revenue Service and the state government agencies in regards to all FEA and payroll matters• Created & maintained general ledger accounts and subaccounts• Developed consistent work papers and W-3 reconciliations to ensure accurate financial statements• Prepared financial statements, generated cost reports and prepared franchise tax returns• Created elimination entries and consolidated monthly financial statements for a holding company and its subsidiaries• Prepared and reviewed support documentation for financial auditors and tax accountant for over 22 companies• Worked with tax accountant in regards to all corporate tax issues, converting accrual basis financials to cash basis financials• Worked with independent auditors, assisted with IRS audits• Assisted with Solomon conversion to WorkDay, created new chart of accounts • Proficient in Solomon, WorkDay, QuickBooks, Microsoft Office, Excel & Word• Created chart of accounts for 16 interrelated companies for software conversion from QuickBooks to Solomon• Succeeded in launching and implementing Solomon• Performed bank reconciliations along with expense reports review and processing• Performed account research and analysis on balance sheet accounts, revenue and expense accounts for up to 26 companies• Prepared and analyzed financial statements and generated cost reports• Reviewed 1099 vendor expenses and issued 1099s at year end• Managed the accounts payable, general ledger and cash management team made up of seven individuals



Office of AccountAbility

• Certified Public Accountant

  • Jan 2000 - Present

  Self Employed Accountant & Financial Advisor• Perform general accounting services with QuickBooks Pro including payroll, accounts payable, accounts receivable, credit card reconciliation, bank reconciliation • Prepare and analyze financial statements• Assist clients in all areas of financial planning, from debt management to business growth to investment opportunities to retirement issues • Strategic tax planning• Prepare individual and corporation tax returns • Assist clients during audits with the IRS, Department of Revenue, Department of Labor & State Fund



Blue Mountain Therapy, LLC

• United States
• Hospitals and Health Care
• 1 - 100 Employee

• Financial Controller

  • Jan 2017 - Aug 2021