JOSEPH Anthony
New York,NY
Summary
I am a dedicated and results-driven worker who's adept at assessing customer needs, providing suitable products and guiding customers through the financing process. Im aiming to utilize my Bachelor of Administration in Accounting, and Master's degree in Taxation and Finance to seek and maintain a position that offers professional challenges that utilize my interpersonal skills, excellent time management and problem-solving skills to creatively come up for solutions!
Overview
35
35
years of professional experience
1
1
Certification
Work History
MANAGING PARTNER
GBC CONSULTING INC.
12.2017 - Current
- Worked with clients to identify financial goals while working with a plethora of direct lenders to facilitate the client's financial needs.
- Consulted with groups like First Class Business Group and Sutton Funding. Managed the accounting, tax, and financing department. Ran the Real Estate Lending arm of both practices.
- Obtained and compiled copies of loan applicants' credit histories, corporate financial statements, and other financial information to understand the client’s needs and wants. analysis of these statements and other documentation helps with determining the feasibility of granting loans for clients.
- Analyzed potential loan markets and developed referral networks to locate prospects for loans.
- Aided in preparation of client’s financial statements, tax returns, and other relevant documentation in order to approve loans.
CFO
FIRST CLASS BUSINESS GROUP
12.2018 - 05.2022
- Preparation of Corporate Tax Returns for several entities including First Class Business Group, Inc. As well as preparing the Individual Income Tax Returns for both principals.
- Directed and coordinated financial and budget operations to increase efficiency. This includes the weekly payroll and overseeing the ADP function of the office.
- Preparation of Financial Statements. Managed loan portfolio for Property Management Department. Managed staff and consultants.
- Overseeing legal and financial contracts for MCA and Commercial Real Estate funding arm of corporation as well as the considerable
WRITER AND PRODUCER
MULBERRY FILMS, LLC
09.2008 - Current
- Produced of the Tony, Grammy and Drama Desk Award Winning Musical production in 2009 to 2011 "Spring Awakening," Also produced "Rock of Ages, Legally Blonde and Radio Golf.
- Wrote and produced the full-length feature film, "See You in September. Produced the Ken Bowser, Fremantle movie, "Easy Rider's Raging Bull's," based on a book by Peter Biskin. Produced for U. Robin Romano, "Stolen Childhoods."
- Authored the following manuscripts: Cloning Christ, Bannerman Castle, The Code, Blue Taboo and the Last Bond.
- Worked as a Production Coordinator on many films in New York and California. Employed as a Production Accountant and managed many independent film tax credits.
- Aided in financial raises for movies and theater in New York. Prepared the necessary application's and audits for New York State Film Tax Credit's. Have a personal relationship with the New York City Mayor's Office for Film and Theater.
MANAGING PARTNER
C&A CAPITAL PARTNERS LLC
09.1988 - 01.2012
- Preparation of over 1,600 Individual Federal and Multi State Tax Returns and aided in the preparation of over 500 Corporate, LLC S-Corp and Partnership Tax Returns.
- Maintained knowledge of tax code changes and of accounting procedures and theory to properly evaluate financial information.
- Managed all Payroll filings for Corporate clients and their Domestic employees.
- Examined and analyzed tax assets and liabilities to determine resolution of delinquent tax problems.
- Preparation of all Books and Records utilizing Quick Books, Prepared all Tax and Financial Planning, calculated all pension contribution with pension professionals.
- Worked with Clients Agents, Managers and Lawyers. Reviewed contracts and maintained Investment Advisory relationships.
Education
MASTER OF SCIENCE (M.S.) ACCOUNTING, TAX, AND FINANCE -
LONG ISLAND UNIVERSITY BROOKLYN
06.1985
BACHELOR OF SCIENCE (B.S.) IN ACCOUNTING, TAX, AND FINANCE -
LONG ISLAND UNIVERSITY BROOKLYN
06.1983
Skills
- Excellent communication
- Time management
- Detailed oriented
- Microsoft Excel proficiency
- QuickBooks proficiency
- Ultra Tax CS Software
- Corporate and Personal Tax Return Preparation
- Knowledge of Internal Revenue Code Chapters 3 & 4
- Accounts Payable and Receivable
- Corporate Structures
- Commercial Real Estate
- Financing Options
Certification
Paralegal Certification
References
References available upon request
Timeline
CFO
FIRST CLASS BUSINESS GROUP
12.2018 - 05.2022
MANAGING PARTNER
GBC CONSULTING INC.
12.2017 - Current
WRITER AND PRODUCER
MULBERRY FILMS, LLC
09.2008 - Current
MANAGING PARTNER
C&A CAPITAL PARTNERS LLC
09.1988 - 01.2012
MASTER OF SCIENCE (M.S.) ACCOUNTING, TAX, AND FINANCE -
LONG ISLAND UNIVERSITY BROOKLYN
BACHELOR OF SCIENCE (B.S.) IN ACCOUNTING, TAX, AND FINANCE -
LONG ISLAND UNIVERSITY BROOKLYN
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