Director Of Financial Planning

• Jul 2021 - Present

Senior Accountant

• Nov 2019 - Oct 2020

Audit • Performed audit, review, and compilation engagements for tax-exempt organizations and municipalities. Obtained and examined supporting documentation. Proposed audit adjustments. Provided reasonable assurance. Prepared financial statements and notes. • Complied with relevant professional standards. Kept license in good standing via continuing education and professionalism. Taxation • Prepared tax returns for trusts and estates (Form 1041), partnerships (Form 1065), S-corporations (Form 1120S), tax-exempt organizations (Form 990), and individuals (Form 1040) to alleviate clients the burden of navigating complex taxation documents. Payroll • Calculated accurate payroll amounts, including gross and net wages, Federal, Social Security, Medicare, and State withholdings. Submitted timely payments and at proper frequency for various Federal and State taxes. Prepared year-end income tax forms. Bookkeeping • Bookkeeping on cash- and accrual-basis. Evaluated supporting documentation for sufficiency. Recorded and categorized check register transactions. Reconciled bank accounts. Maintained depreciation schedules. Prepared periodic financial statements. Show less

Business Risk Advisory Services - Senior Associate

• Jul 2016 - Sep 2018

Public Sector • Audited incurred cost submissions. Established recommended indirect cost rates based upon determining the allowability, reasonableness, and allocability of direct and indirect costs. Prepared explanatory audit reports. • Evaluated accuracy of DCAA audit findings, with a specific focus on allocability, of indirect rates in accordance with the Federal Acquisition Regulations and Cost Accounting Standards. Efficiently resolved disputed findings. • Conveyed knowledge of Cost Accounting Standards and Disclosure Statements to clients considering government contracts. Corporate Finance • Developed and maintained an employee status tracker for nearly 2,000 employees of an entity undergoing restructuring. Calculated cost savings based on inputted information to determine restructuring costs and one-time expenses for write-off purposes and for exclusion from the run rate of budgeting forecasts. • Drafted WARN Act, temporary retention bonus, and relocation offer letters for department managers to distribute to impacted employees. Facilitated meetings between financial planning, human resources, and various impacted departments to align priorities between headcount, job positions, and compensation targets. Internal Control • Performed internal audits to determine operating effectiveness, increase operational efficiency, and safeguard assets. Evaluated the design of IT environments to identify high-risk areas and developed methods to mitigate risk. • Designed internal control environments in compliance with Sarbanes-Oxley. Documented information technology procedures and business processes via narratives, risk control matrices, and flowcharts. Show less

Taxation Intern

• Jan 2015 - Apr 2015

• Facilitated an increased bottom line for clients through assertive application of taxation-advantaged strategies. Ensured clients complied with all applicable taxes without making unnecessary or excessive payments. • Exercised knowledge of tax compliance on a federal, state-by-state, and local level for corporations, companies, and high-net-worth individuals. Prepared assorted forms to alleviate clients from the burden of navigating complex taxation documents. • Applied tangible property regulations to isolate fixed assets authorized for hastened depreciation. Applied cost segregation to identify and reclassify fixed assets into component parts to thereby shorten depreciable life and current income tax obligations. Show less

Wealth Management Intern

• Jun 2014 - Aug 2014

• Performed research analytics to assist in decision-making related to buying, holding, or selling of diverse equities and fixed-income. Ascertained reasons for underperformance of client portfolios and identified areas to sell in order to take advantage of market opportunities to make noticeable contributions to continuing health of client portfolios. • Resolved client issues and calmed investor anxiety stemming from the Puerto Rico debt crisis, including interacting with both clients and distressed mutual funds. Disputed fund settlement amounts to help clients be awarded higher compensation. • Interacted with clients face-to-face and telephonically to ensure optimum client service, deliver portfolio updates, and provide the house-view and market reports of various and particular positions. • Attended wholesaler meetings and presentations to remain up-to-date on various options potentially of benefit to clients. Show less