Highly competent and accomplished CPA with 25+ years of accounting, audit, and financial experience. Excellent interpersonal and teamwork skills. Strong verbal and written communication abilities. Adept at financial statement reporting. Experienced with budgets and projections. Skilled at account analysis and troubleshooting. Background in both public accounting and private sector accounting.
· Reduced operational costs by identifying areas for improvement and implementing cost-saving measures across various departments.
· Refined internal control procedures, strengthening the overall integrity of company financial data.
· Ensured compliance with all regulatory requirements by staying current on industry developments and implementing all required controls within the organization.
· Responsible for audit preparation for government on-site audits.
· Managed relationships with external auditors, ensuring a smooth and efficient annual audit process with minimal findings or issues identified.
· Prepared accurate financial statements to summarize financial health and business performance.
· Conducted detailed analysis of company financial information and oversaw preparation of related reports.
· Managed financial, operational and human resources to ensure efficient business practices and procedures.
· Streamlined financial processes by reducing manual tasks, leading to increased efficiency and accuracy.
· Maintained all facets of the accounting cycle for Superior Discovery, NY and its two subsidiary companies in Chicago, IL and Washington, DC.
· Set up procedures for accurate and efficient AP processing, AR collections, payroll, and HR functions.
· Optimized cash flow management by closely monitoring accounts receivable and payable activities.
· Improved financial reporting accuracy by streamlining processes and implementing efficient financial controls.
· Provided treasury and cash management by overseeing reconciliation of banking activity and sales tax filing.
· Reduced operating costs through meticulous budget management and cost analysis.
· Prepared comprehensive tax returns for individuals, partnerships, corporations, and non-profit organizations.
· Continuously updated knowledge of federal, state, and local tax codes to provide accurate guidance to clients.
· Conducted thorough research on tax laws to ensure full compliance and minimize liabilities for clients.
· Successfully resolved various federal and state tax issues for clients.
· Developed strong relationships with clients, fostering trust and loyalty through personalized service.
· Assisted clients with monthly accruals, journal entries and financial statements.
· Reviewed write up and tax returns prepared by junior staff accountants.