Kelly Lehman
Midland,MI
Summary
As a Certified Public Accountant, I bring 13 years of experience in accounting and taxation, complemented by 8 years of teaching in higher education. I am eager to apply this extensive background to the position of Assistant Professor of Accounting at Northwood University.
Overview
17
17
years of professional experience
1
1
Certification
Work History
Non-Profit Controller
Kelly's Accounting Services, LLC
Midland , MI
2020.12 - Current
- Managed all accounting functions such as Accounts Receivable, Accounts Payable, Payroll, and Tax Filings
- Maintained general ledger and chart of accounts, performed complex accounting functions such as journal entry preparation, account analysis, balance sheet reconciliation and preparation of quarterly financial statements.
- Responsible for managing the financial aspects of grants, ensuring accurate tracking of restricted income and proper classification of expenses.
- Assist in financial planning and execution of successful fundraising events
- Prepared budgets, forecasts, cash flow analysis, trend analysis and other related activities for the Board of Directors.
- Oversaw external audit, ensuring effective communication and documentation sharing with auditor
- Prepared required tax filings for non-profit entities and related for-profit entities.
Adjunct Professor – Tax/Accounting
WALSH COLLEGE
2017.09 - Current
- Created engaging and interactive courses by developing creative teaching methods and incorporating innovative learning activities.
- Facilitated engaging classroom instruction through comprehensive presentations integrating real-world scenarios and fostering open discussions combined with collaborative activities.
- Conducted office hours to facilitate discussions on grades, assignments, and tests. Provided tutoring support to students seeking help in understanding challenging concepts.
- Assessed student performance and monitored progress through administering and grading tests and assignments
- Collaborated with colleagues to enhance curriculum development and achieve academic excellence.
- Utilized a range of educational software programs such as Blackboard, Cengage Learning, WileyPlus, Moodle, and Zoom.
Adjunct Professor – Tax/Accounting
NORTHWOOD UNIVERSITY
2016.09 - Current
- Design courses that teach the established curriculum while focusing on student engagement and comprehension
- Facilitate classroom instruction with thorough and clear presentations that incorporate real world examples
- Evaluate student performance and manage student requests/expectations regarding grades
- Utilize various educational software programs including Blackboard, Cengage Learning, WileyPlus, Moodle and Zoom.
Senior Tax Associate
PRICEWATERHOUSECOOPERS LLP
Detroit , MI
2014.07 - 2016.09
- Managed and supervised multiple state compliance projects for various clients, including corporations and flow-through entities
- Reviewed calculations and forms prepared by staff
- Managed state estimates/extensions, notices and tax returns
- Conducted research on intricate state tax queries and generated technical memorandums for both internal and external application
- Assisted state consulting projects to identify substantial tax savings for clients.
- Assisted with year-end audit of large automotive client, gaining experience in FAS 109 (ASC 740)
- Managed the career development and performance evaluations of assigned staff members.
Tax Associate
PRICEWATERHOUSECOOPERS LLP
Detroit , MI
2012.09 - 2014.06
- Oversee large state compliance projects for multiple clients including corporations and flow-through entities
- Review all calculations and forms prepared by staff i.e
- State estimates/extensions, state notices and state tax returns
- Research complex state tax questions and prepare technical memorandums for internal and external use
- Assist with state consulting projects aimed at finding significant tax savings for clients
- Experience with FAS 109 (ASC 740) from assisting with year-end audit of large automotive client
- Responsible for career development and performance evaluations for assigned staff members.
Tax Intern
PRICEWATERHOUSECOOPERS LLP
2012.01 - 2012.03
- Oversee large state compliance projects for multiple clients including corporations and flow-through entities
- Review all calculations and forms prepared by staff i.e
- State estimates/extensions, state notices and state tax returns
- Research complex state tax questions and prepare technical memorandums for internal and external use
- Assist with state consulting projects aimed at finding significant tax savings for clients
- Experience with FAS 109 (ASC 740) from assisting with year-end audit of large automotive client
- Responsible for career development and performance evaluations for assigned staff members.
Tax Accountant
GUARDIAN INDUSTRIES CORP.
Auburn Hills , MI
2008.05 - 2011.11
- Prepared Federal returns and schedule M calculations for various legal entities.
- Managed and oversaw the fixed asset system along with all associated calculations
- Researched and executed tax-saving strategies like utilizing bonus depreciation and cost segregation techniques
- Prepared single, unitary combined and consolidated filings for various state returns.
Accounting Intern
RIETER AUTOMOTIVE
Farmington Hills , MI
2007.03 - 2008.04
- Balanced Accounts Payable and Accounts Receivable while completing monthly close
- Organized and retrieved information for both Internal and External Auditors
- Reconciled and input data for year-end reporting for over 40 accounts.
Education
Master of Science – Taxation -
WAYNE STATE UNIVERSITY
Detroit, MI12.2011
Bachelor of Science – Business Administration with Accounting emphasis -
WAYNE STATE UNIVERSITY
Detroit, MI05.2008
Skills
- Non-profit accounting
- Financial accounting
- Management accounting
- Tax accounting
- Financial Information Systems
- Budget Preparation
- Cash Flow Management
- Analytical Skills
- Course material preparation
- Instructional Design Knowledge
- Continuous Learning Attitude
- Teaching and mentoring experience
- Interpersonal Skills
- Effective Communication
- Adaptability and Flexibility
- Relationship Building
Certification
- Certified Public Accountant – State of Michigan
Timeline
Non-Profit Controller
Kelly's Accounting Services, LLC
2020.12 - Current
Adjunct Professor – Tax/Accounting
WALSH COLLEGE
2017.09 - Current
Adjunct Professor – Tax/Accounting
NORTHWOOD UNIVERSITY
2016.09 - Current
Senior Tax Associate
PRICEWATERHOUSECOOPERS LLP
2014.07 - 2016.09
Tax Associate
PRICEWATERHOUSECOOPERS LLP
2012.09 - 2014.06
Tax Intern
PRICEWATERHOUSECOOPERS LLP
2012.01 - 2012.03
Tax Accountant
GUARDIAN INDUSTRIES CORP.
2008.05 - 2011.11
Accounting Intern
RIETER AUTOMOTIVE
2007.03 - 2008.04
Master of Science – Taxation -
WAYNE STATE UNIVERSITY
Bachelor of Science – Business Administration with Accounting emphasis -
WAYNE STATE UNIVERSITY
- Certified Public Accountant – State of Michigan
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