Summary
Overview
Work History
Education
Skills
Accomplishments
Certification
Timeline
Generic

MARY F. BALDWIN, CPA

Apex,NC

Summary

Detail-oriented, organized, dependable candidate with 25+ years of public , private, corporate and partnership accounting experience who is excited to assume a new and challenging role. I am a talented and proven financial leader well-versed in accounting principles who is motivated to keep company financial operations compliant, accurate and cost-effective while managing multiple priorities and departments with a positive attitude to meet team and company financial and strategic goals.

Overview

25
25
years of professional experience
1
1
Certification

Work History

Independent Consultant

MARY F. BALDWIN, CPA
01.2018 - Current
  • Provided varied accounting expertise from bookkeeping to auditing, tax, review and compilation work.
  • Leveraged finance knowledge to strengthen controls and improve transparency.
  • Prepared and filed tax returns and generated monthly reports in compliance with regulatory and organizational standards.
  • Worked with both internal and external users to create detailed financial reports.
  • Identified management control weaknesses and provided value added suggestions for remediation.


Independent Consultant

CAROLINA PROPERTIES, LLC
03.2015 - 06.2017


A privately help Company that provides real estate development services such as planning, developing, acquiring, managing and financing multiple property types across the Southeast

  • Worked primarily independently and managed 20+ Partnership Properties comprised of daily and monthly accounting work, tax detail organization for filing and review, calculation and Partnership distributions.
  • Streamlined year-end tax filing with outside counsel which translated into18% cost savings and earliest filing since formation for Partners.
  • Interviewed clients to obtain additional information on taxable income, deductible expenses and allowances.
  • Conducted reviews of internal tax documentation, reducing errors related to missed tax benefits.
  • Maintained loan compliance and proper bank structure between Partnerships to retain correct ownership percentages.

Independent Consultant

RED EAGLE MANAGEMENT
01.2010 - 09.2013

A private investments and business development firm focused on making and managing investments in small to medium sized businesses and commercial real estate developments in North Carolina, South Carolina, Georgia and Tennessee

  • Worked one on one with owner to evaluate new projects, property purchases and business ventures.
  • Was hired to balance multiple Properties’ financial statements and consolidated financials, create and institute monthly/quarterly/ yearly reconciliations and closing procedures to improve internal controls.
  • Taught staff proper procedures for maintaining operational and accounting controls and appropriate research techniques to eliminate variances and improve integrity and reliability of internal financial information.
  • Created automated proforma analytic excel workbook that could be utilized across varied prospective business opportunities quickly, effectively and comparatively.

Financial Controller

SPECTRACITE, INC, AMERICAN TOWER CORP
04.2002 - 05.2005

A Publicly held company that owned, leased and operated wireless and broadcast antenna sites mainly throughout the metropolitan United States, its equity was valued at $3.1 billion at merger

  • Oversaw department that produced monthly reports including explanations for Executive Board of the Company’s profit centers on stand-alone and consolidated levels.
  • Produced quarterly report packet for Board of Directors meeting used for Analyst calls.
  • Managed department responsible for monitoring, reviewing and reporting all General and Administrative costs of publicly held Company.
  • Coordinated, analyzed and finalized annual Budget and 5 year projection for all Corporate Departments’ expenses.
  • Streamlined efficiency by 20% of month end reporting close days while also improving summarization of variance quality and quantity in less time so that Executive Board had quicker access to information to make more informed decisions.
  • Automated annual budget process allowing budget procedure to be reduced by 3 weeks; automation also allowed for flexibility of varied assumption scenarios yielding immediate net income/loss results.
  • Collaborated with executive team and led preparation of annual capital and operating budgets, forecasts and all financial reporting and analysis.

Director

KONOVER PROPERTY TRUST, INC
05.1998 - 03.2002

A $350 million publicly traded self-administered real estate investment trust engaged in the management, leasing, development and acquisition of neighborhood and community shopping centers in the Southeast

  • Managed accounting operations of property accounting issues for 4.8 million square feet, assisted in preparation and review of financial public filings, helped coordinate quarterly and annual external audit, prepared and monitored waterfall distribution calculations for joint venture agreement compliance.
  • Assisted with preparation of all Company financial press releases and conference call scripts, represented Company at national real estate conferences, coordinated Annual Report collaboration and distribution and interacted with outside analysts and investors.
  • Corrected, updated, maintained and centralized comprehensive summaries for CFO and Board of Directors detailing outstanding stock issues and plans that were needed to meet the timely sale of the Company, Investor Relations.
  • Organized and maintained all aspects of the Company’s stock programs, including employee stock option and stock benefit plans, all equity calculations for public financial reporting purposes and Proxy preparation and distribution.
  • Brought Proxy preparation and year-end executive stock filings in-house resulting in savings of $25,000 annually.
  • Oversaw department that produced monthly and quarterly financial statements for executive review.
  • Implemented a streamlined month end reporting process that generated accurate and reliable financial data in 33% fewer days.


Senior Staff Accountant

Albin, Randall & Bennett, Cpas
02.1996 - 01.1998

A multinational professional services public accounting firm serving medium and large sized organizations in New England with tax, accounting and management consulting services

  • Taught junior staff how to prepare statements, resolve discrepancies and maximize efficiency.
  • Prepared federal and state income tax returns for individuals, businesses, trusts, estates and non-profits.
  • Analyzed complex client problems and generated targeted solutions that resolved outstanding audit and tax issues while enhancing client business positions.
  • Developed methods and computerized tests ensuring client’s proper treatment of business transactions resulting in time savings and increased profit realization on non-profit engagements

Senior Tax Accountant

ERNST & YOUNG, LLP
08.1993 - 02.1996

An international professional services organization that provides assurance, including audit, tax, consulting, business risk, technology and security risk services, and human capital services worldwide

  • Prepared federal and state income tax returns, extensions and tax provisions for individuals, businesses, trusts, estates and non-profits.
  • Prepared and documented accurate tax work papers for straightforward to moderately complicated income and franchise tax returns.
  • Documented cash, credit, fixed assets, accrued expenses, and line of credit transactions.
  • Researched technical tax issues to define tax effect or impact of certain tax positions.
  • Performed auditing work in accordance with rigorous auditing standards and principles.

Education

Bachelor of Science - Business Administration

University of North Carolina At Chapel Hill
Chapel Hill, Apex, NC
05.1993

Master of Accounting - taxation

Kenan-Flagler School of Business, University of North Carolina At Chapel Hill
Chapel Hill, NC
05.1993

Skills

  • Public Accounting
  • Financial Statements Expertise
  • Regulatory Compliance
  • Staff Management
  • Fiscal Reporting and Analysis
  • Budget Preparation and Development
  • Audit and Tax Preparation Management
  • Reports and Documentation

Accomplishments

  • Apex High School: Varsity Soccer Parent Co-coordinator (4 years), PTA volunteer
  • Apex Friendship High School: Co-Treasurer of Booster Club for 2.5 years, created by-laws, internal controls and initial 501 (c)(3) filings and tax preparation
  • Apex and Salem Middle Schools: PTA volunteer
  • Scotts Ridge Elementary: Co-creator of school yearbook, room parent and various PTA help
  • Salem Elementary: Executive Board for 3 years, Co-creator of yearbook for school (2 years), Co-Chair of Spring Fling Fundraiser (3 years, increased profits 12% per annum), room parent (6 years)

Certification

  • Certified Public Accountant, NC # 27504

Timeline

Independent Consultant

MARY F. BALDWIN, CPA
01.2018 - Current

Independent Consultant

CAROLINA PROPERTIES, LLC
03.2015 - 06.2017

Independent Consultant

RED EAGLE MANAGEMENT
01.2010 - 09.2013

Financial Controller

SPECTRACITE, INC, AMERICAN TOWER CORP
04.2002 - 05.2005

Director

KONOVER PROPERTY TRUST, INC
05.1998 - 03.2002

Senior Staff Accountant

Albin, Randall & Bennett, Cpas
02.1996 - 01.1998

Senior Tax Accountant

ERNST & YOUNG, LLP
08.1993 - 02.1996

Bachelor of Science - Business Administration

University of North Carolina At Chapel Hill

Master of Accounting - taxation

Kenan-Flagler School of Business, University of North Carolina At Chapel Hill
MARY F. BALDWIN, CPA