Summary
Overview
Work History
Education
Skills
Certification
Timeline
Generic

Robert Bolling CPA MBA

Parkland,FL

Summary

Energetic and Reliable Senior Auditor with exceptional and demonstrable quantitative abilities to perform rigorous and creative analyses, learn new industries quickly and function as integrated member of project team. Manages and delivers assigned responsibilities within scope and budget.

Overview

5
5
years of professional experience
1
1
Certification

Work History

Assurance Senior Associate

CBIZ
07.2024 - Current
  • Developed strong relationships with clients through consistent communication and excellent service delivery.
  • Conducted thorough risk assessments for clients, resulting in improved financial controls and reduced risks.
  • Leveraged analytical skills to evaluate complex transactions, providing valuable insights into potential risks or opportunities for growth within clients'' organizations.
  • Reviewed financial data for accuracy and completeness, identifying discrepancies that led to significant adjustments in reported figures.

Assurance Associate

CliftonLarsonAllen LLP (CLA)
11.2021 - 06.2024
  • Assurance Associate with 3 years of experience in performing financial audits and reviews for professional service clients & higher education institutions
  • Assisted in the preparation of financial statements and reports, ensuring accuracy and compliance with accounting standards
  • Collaborated with cross-functional teams, including finance, operations, and compliance, to ensure adherence to regulatory requirements and industry best practices.

Audit & Tax Intern

Novogradac & Company LLP
01.2021 - 05.2021
  • Performed audit and tax services for major real estate companies in the US, with a specialization in low-income housing tax credits
  • Experienced working in a fast-paced and dynamic environment during busy season at a public accounting firm while successfully managing multiple client engagements simultaneously, meeting tight deadlines and delivering high-quality work.
  • Collaborated with team members to complete audits within established deadlines, maintaining a consistent level of professionalism throughout the process..

Exchange Specialist

1031 Exchange Connection
12.2019 - 12.2020
  • Performed 1040 NR documents for over one hundred different foreign clients, as well as completed 1031 Like-Kind Exchanges
  • Facilitated a number of exchanges and sat in on complex 1031 Discussion
  • Learned directly under the owner of the firm and gained a great deal of knowledge of the intricacies of how an accounting firm works
  • Allowed me to broaden my knowledge of accounting, while giving me experience with being a member of a team of CPA's.

Education

Master's of Business Administration -

Florida Gulf Coast University
Fort Myers, FL
05.2023

Skills

  • Quick learner
  • Information gathering
  • Financial statement analysis
  • Data Analytics
  • Reliability
  • Excellent Communication

Certification

Certified Public Accountant, Average Exam Score of 92.5

Timeline

Assurance Senior Associate

CBIZ
07.2024 - Current

Assurance Associate

CliftonLarsonAllen LLP (CLA)
11.2021 - 06.2024

Audit & Tax Intern

Novogradac & Company LLP
01.2021 - 05.2021

Exchange Specialist

1031 Exchange Connection
12.2019 - 12.2020

Master's of Business Administration -

Florida Gulf Coast University

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Robert Bolling CPA MBA