Summary
Overview
Work History
Education
Skills
Certification
Timeline
Section name
Generic

Corey Carlos, MSA, CPA

South Burlington,V

Summary

Talented financial leader well-versed in accounting principles and regulations. Motivated to keep company financial operations compliant, accurate, and cost-effective. Ready to bring 10+ years of experience and take on a challenging new role.

Overview

11
11
years of professional experience
1
1
Certification

Work History

Controller

OnLogic, Inc.
11.2022 - Current
  • International Accounting Team Management: Led and mentored a remote international accounting team of professionals across multiple regions to ensure timely and accurate financial close and reporting. Implemented a new reporting structure that improved efficiency and consistency across global operations.
  • Financial Planning and Analysis: Directed comprehensive financial planning and analysis activities, including budgeting, forecasting, and variance analysis. Provided critical insights to senior leadership by developing detailed financial models and performance dashboards that guided strategic business decisions.
  • Audit Compliance: Directed and managed all aspects of internal and external financial audits, including annual financial statement audits and internal control reviews. Successfully achieved a clean audit opinion for three consecutive years by meticulously preparing documentation and coordinating with auditors.
  • Sales and Use Tax Compliance: Oversaw multi-state and multi-jurisdictional sales and use tax compliance, including monthly, quarterly, and annual filings. Developed and maintained tax compliance processes to ensure timely remittance and minimize risk of penalties, successfully navigating complex compliance requirements across numerous states.
  • Corporate and Franchise Tax Compliance: Managed corporate and franchise tax compliance and reporting obligations. Coordinated with external tax advisors to ensure accurate tax provision calculations and timely filing of all required returns, contributing to optimized tax strategies and full compliance with state-specific regulations.
  • Completed journal entries, reconciliations, and account analysis to prepare quarterly financial documents and general account management.
  • Prepared balance sheets, cash flow reports and income statements.
  • Provided treasury and cash management by overseeing reconciliation of banking activity, credit card processing, and sales tax returns.
  • Streamlined annual audit process, working closely with external auditors to ensure accurate representation of company's financial position. Global consolidated audit, as well as multiple statutory audits.

Senior Accountant

Kittell, Branagan and Sargent
07.2014 - 10.2022
  • Coordinate fieldwork and planning responsibilities for approximately 40 audits, compilations, and reviews with team members annually.
  • Collaborate with a team to support various corporate, non-profit, small business, individual, and trust clients for their accounting, auditing, and tax needs.
  • Delegate tasks and establish individual deadlines to ensure overall client or regulatory deadlines are met while being mindful to remain within budget parameters.
  • Maintain a high level of organization while managing an extensive workload in a fast pace work environment.
  • Train new employees with adapted approaches based on their learning styles so they are familiar and comfortable with the processes for audits, tax preparation, and varying regulatory requirements specific to client industries.
  • Maintain client files in the firm’s software packages, including automated audit systems, through a suite of tax preparation software (i.e., CCH, UltraTax, Microsoft Excel).
  • Preparing financial statements and recommending adjusting journal entries as needed upon review of client financial data.
  • Testing of accruals, prepaids, debt, payables, receivables, revenues, expenses, and property and equipment (including preparation of depreciation schedules).
  • Compile, review, and analyze financial reports to summarize data and prepare financial statements in accordance with GAAP, GASB, and OCBOA.
  • Establish a quality relationship with clients as the primary contact, and communicate throughout projects to ensure we receive the information that we need from them and that they understand the financial statements we provide them with.

Education

Bachelor's Degree - Business and Accounting

Saint Michael’s College
Vermont
01-2014

Master of Science - MS - Accounting

Western Governors University
Vermont
01.2018

Skills

  • Certified Public Accountant
  • Collaboration
  • Financial Reporting
  • Financial Statements
  • Team Building
  • Troubleshooting
  • Preparing financial statements
  • Cash flow management
  • Staff management

Certification

CPA 2018

Timeline

Controller

OnLogic, Inc.
11.2022 - Current

Senior Accountant

Kittell, Branagan and Sargent
07.2014 - 10.2022

Bachelor's Degree - Business and Accounting

Saint Michael’s College

Master of Science - MS - Accounting

Western Governors University

Section name

Improve knowledge and education through Continuing Professional Education (CPE) and regulatory updates to maintain understanding of various accounting and tax procedures and guidelines.

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