Accomplished Certified Public Accountant at Devries, Trifiletti & Loy, Inc., adept in GAAP standards and tax law compliance, significantly minimizing client liabilities. Expert in client relations, I spearheaded financial strategies and training programs, enhancing organizational efficiency and fostering professional development. Driven Certified Public Accountant with 32 years of experience Specialization in accounting, tax compilance, budgeting and payroll for diverse organizations. Advanced knowledge of generally accepted accounting principles and practices. Fosters transparency, understanding and ownership of financial reports and financial and operational metrics across organization. Thorough understanding of applicable laws, regulations, public finance and external reporting.
Overview
33
33
years of professional experience
1
1
Certification
Work History
Certified Public Accountant/Shareholder
Devries, Trifiletti & Loy, Inc.
06.1991 - Current
Setup accounts, ledgers and reporting systems per GAAP standards and regulatory requirements.
Followed all GAAP standards and complied with regulations when setting up accounts, ledgers and reporting systems.
Advised clients on tax planning strategies, helping them minimize liabilities while adhering to tax laws and regulations.
Handled planning, integration and delivery of financial and compliance audits for [Type] and [Type] facilities and nonprofit organizations.
Ensured timely completion of monthly and annual financial statements, maintaining strict adherence to regulatory requirements.
Implementing training program for client staff to oversee accounting and bookkeeping systems.
Analyzed data and presented reports of financial statuses.
Compiled and reviewed data and delivered reports of financial statuses.
Handled cash controls and implemented payment authority practices and approval of Chart of Accounts.
Created detailed financial reports based on financial statuses and data.
Performed reviews of organization's adherence to regulatory guidelines applicable to industry activities and practices.
Created accounts, wrote ledgers and set up reporting systems based on GAAP standards and regulations.
Put safeguards and controls into place for receipt of revenue, costs, budgets and expenditures.
Mentored junior staff members in accounting best practices, fostering a culture of continuous learning and professional development within the team.
Contributed to long-term growth planning through careful evaluation of investment opportunities based on detailed ROI assessments.
Established strong relationships with external stakeholders, including auditors, bankers, and legal counsel.
Managed complex tax filings for multiple entities, ensuring compliance with federal and state tax laws.
Prepared working papers, reports and supporting documentation for audit findings.
Used accounting software to issue tax returns and prepare consolidated reports.
Compiled general ledger entries on short schedule with 100% accuracy.
Kept up-to-date with tax changes and industry trends by participating in professional organizations, opportunities, and networks.
Found tax solutions to complicated tax issues or errors from incorrect tax filings.
Identified legal tax savings and recommended ways to improve profits.