Proficient with MS Office Suite, eMoney, Salesforce, Intuit (Tax)
Michael Rose
Accounting | Financial Professional
Apopka,FL
Summary
Enthusiastic Accounting | Financial professional eager to contribute to team success through hard work, attention to detail and excellent organizational skills. Motivated to learn, grow and excel in all aspects of the industry.
Throughout my career I have been fortunate to be part of many excellent teams and they allowed me to accomplish many goals. These include assisting in 15% growth in assets under management year over year, developing various process improvements in order to increase daily efficiencies and implementations of internal controls in order to drive 30% increase in profits.
Overview
13
13
years of professional experience
4
4
years of post-secondary education
Work History
Accounting Manager
IAAPA
12.2022 - Current
- Generate monthly and quarterly financial statements for executive review.
- Manage banking reconciliations and monthly balance sheet statements.
- Coordinate efforts between the accounting team and other departments to ensure accuracy in interdepartmental transactions recording and proper cost allocation.
- Manage relationships with external vendors, ensuring timely payments and accurate recording of expenses.
- Track business revenue and expenditures and reconciled accounts to maintain high accuracy.
- Manage successful audits by collaborating effectively with internal and external auditors.
- Monitor budget allocation and expenditures to enforce compliance with company policies.
Paraplanner | Tax Analyst
Dominguez Wealth Management Solutions
01.2021 - 11.2022
- Assisted with onboarding process, collection of data, and financial planning development
- Attended client meetings and took meticulous notes to record in CRM
- Managed client action items and follow up communication
- Managed CEO’s (RIA) calendar, meeting preparation, and tasks
- Prepared client tax returns and tax projections for current and future years
Site Controller
ARC Florida
02.2018 - 01.2021
- Managed and supervised accounting department for complex manufacturing plant
- Managed all quarterly and yearly audits conducted by outside auditors to make sure Sox
compliant and following GAAP requirements - Managed and reviewed all month end closing procedures performed by senior accountant and
accounting specialist - Completed monthly financial reporting in timely manner to file with SEC
- Reported and communicated monthly financial results to GM, CFO, and CEO
- Presented Quarterly results to VP of Operations as well as all plant employees
Outside Sales Representative
Fastenal
02.2017 - 02.2018
- Managed book of business consisting of over 100 local businesses totaling 45k of monthly sales
- Managed all aspects of business operations including purchasing, receiving, packing orders, deliveries, sourcing, and inventory management
- Executed sales plan in local territory to exceed business goals by demonstrating excellence in business to business selling daily
- Effectively communicated business statistics and progress toward goals to motivate performance of others
Senior Accountant
Foundation Parners Group
02.2016 - 02.2017
- Managed assigned portfolio of 25 funeral homes
- Managed monthly financials and ensured accuracy to explain actual vs. budgeted variances
- Created and managed all monthly and yearly budgets for each funeral home
- Provided unlimited support to the field to ensure quality customer service
Senior Accountant
Physicians United Plan
02.2012 - 02.2014
- Maintained and managed all general ledger activity
- Reconciled, adjusted and maintained various balance sheet accounts on a monthly basis
- Managed for all treasury/cash management including bank reconciliations
Education
Bachelor of Science - Accounting
Binghamton University
Binghamton, NY 09.2002 - 06.2006
Skills
Ability to effectively communicate internally and externally to enhance client experience
Analytical mind set used to break down complicated concepts and scenarios
Ability to handle multiple tasks and priorities due to excellent organizational and time management skills
Prepare, present and implement financial plans and statements
Committed to following through
Ability to adapt and be flexible
Software
Experience with multiple CRM platforms
Experience with variety of accounting, ERP, and tax software systems
Timeline
Accounting Manager
IAAPA
12.2022 - Current
Paraplanner | Tax Analyst
Dominguez Wealth Management Solutions
01.2021 - 11.2022
Site Controller
ARC Florida
02.2018 - 01.2021
Outside Sales Representative
Fastenal
02.2017 - 02.2018
Senior Accountant
Foundation Parners Group
02.2016 - 02.2017
Senior Accountant
Physicians United Plan
02.2012 - 02.2014
Bachelor of Science - Accounting
Binghamton University
09.2002 - 06.2006
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