David Longville Jr
Controller
Aliso Viejo,CA
Summary
Organized Accountant with six years of managing accurate accounting information, tax return support, bookkeeping and corporate operations. Astute financial professional with keen eye for detail and high level of integrity. Works well in large teams in corporate environments.
Overview
6
6
years of professional experience
2
2
years of post-secondary education
1
1
Certificate
Work History
Controller
Trusted Tech Team, Inc.
Irvine, CA
11.2019 - Current
- Created and distributed reports on internal and external finances, audits and budgets.
- Completed journal entries, reconciliations and account analysis to prepare quarterly financial documents and general account management.
- Prepared corporate fiscal and business plans to help strategically direct business operations and strengthen controls.
- Provided treasury and cash management by overseeing reconciliation of banking activity, credit card processing and sales tax returns.
- Maximized year-end tax benefits by efficiently managing cash flows.
- Managed budgets, assets, portfolios, accounts payable and receivable and general financial reporting procedures.
- Prepared balance sheets, cash flow reports and income statements.
Partner
Baroldi Gundersen, LLP
Foothill Ranch, CA
08.2016 - 10.2019
- Delivered comprehensive tax documentation required for accurate individual and corporate returns.
- Consulted with clients to assess and mitigate future tax liabilities and determine eligibility for tax abatement.
- Reviewed clients tax filing papers thoroughly to determine eligibility for additional tax credits or deductions.
- Prepared US, multistate and international tax returns for business clients.
- Prepared tax returns for clients in various industries according to government regulations and requirements.
Financial Strategist
Tax & Financial Group
Newport Beach, CA
04.2016 - 08.2016
- Met with clients to discuss assets, expenses and long-term and short-term investment goals to devise personalized financial plans.
- Created business plan and identified target customers by interacting on phone and in person, handling basic inquiries and providing quotes.
Education
Bachelor of Science - Economics, Accounting
University of Houston
08.2013 - 12.2015
Skills
Preparing financial statements
Pricing and costing
Processing payments
Accounting management
Financial statements expertise
Financial planning
Certification
CPA - Certified Public Accountant
Timeline
Controller
Trusted Tech Team, Inc.
11.2019 - Current
Partner
Baroldi Gundersen, LLP
08.2016 - 10.2019
Financial Strategist
Tax & Financial Group
04.2016 - 08.2016
Bachelor of Science - Economics, Accounting
University of Houston
08.2013 - 12.2015