Michael Pantaleo

• Managed budget allocations and financial reporting for union activities and initiatives.
• Oversaw payroll processing, ensuring accurate disbursement of funds to members.
• Provided timely documentation with close working relationship with CPA, for completion of LM-2, 990 and required audit.
• Collaborated with executive leadership on strategic planning and financial forecasting.
• Maintained union financial records and posted all transactions to Quickbooks software.
• Reconciled monthly statements, invoices and expense accounts, keeping records accurate, and current.
• Created budget document within the framework of our state affiliate

The American Federation of Teachers (AFT).

• Audited completed 15 year mortgage for accuracy.
• Special Education Teacher from September of 1997 until retirement in June of 2025.

1997 - 1999, St. Francis Home For Children, New Haven CT

1999 - 2025, Board of Education, New Haven CT

• Managed daily bookkeeping tasks, ensuring accuracy in financial records for two of his clients.
• Reconciled bank statements, identifying discrepancies to support accurate reporting.

• Reconciled bank statements and general ledger accounts for timely reporting.
• Handled payroll processing for employees, ensuring timely payment and adherence to tax regulations.
• Developed and maintained efficient filing systems for financial records.
• Prepared business tax return and personal tax return.

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• Prepared individual and business tax returns accurately and efficiently.
• Analyzed client financial documents to identify deductions and credits.
• Ensured compliance with federal and state tax regulations consistently.
• Created my own method of research and compliance to better guarantee accuracy of my work.
• Provided clients with strategic tax planning guidance to minimize liabilities.

• Maintained comprehensive filing system for financial documents and records.
• Prepared monthly bank reconciliations for business to ensure accurate representation of company''s financial position.
• Prepared monthly bank reconciliation for client trust account.
• Completed payroll tax forms in compliance with legal regulations.
• Prepared business and personal tax returns for client and personal tax returns for family.

• Reconciled bank statements and general ledger accounts to maintain financial integrity.

• Prepared individual ensuring compliance with federal regulations.
• Conducted thorough reviews of client financial documents to identify potential deductions and credits
• Maintained high levels of confidentiality when dealing with sensitive client information, fostering trust and loyalty among clients.
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Postings and footings.

recommended me to a client in need of a bookkeeper.