Rosie Ferdinand, CPA
Grayson,GA
Summary
Detail-oriented Tax Associate holding a GA CPA license with three years of experience in public accounting. Expertise in federal and state tax regulations, adept at managing complex tax returns. Known for developing strong client relationships. Passionate about mentoring junior staff and fostering a culture of continuous improvement in tax practices.
Overview
1
1
Certification
10
10
years of professional experience
Work History
Tax Associate
Aprio
Atlanta, Georgia
01.2024 - Current
- Review and prepare complex Individuals (Form 1040), S Corporations (Form 1120S), C Corporations (Form 1120), and Partnerships (Form 1065) tax returns in compliance with federal and state regulations within the public accounting sector.
- Collaborate with Managers and Directors to develop quarterly tax planning strategies that minimizes liabilities and maximizes client savings.
- Conduct detailed tax research and analysis to optimize client tax positions and ensure adherence to current tax laws and regulations.
- Manage multiple client workflows by delivering accurate and timely tax lings while maintaining high standards of condentiality and professionalism.
- Utilize advanced tax software (CCH Axcess and BNA) to streamline tax preparation processes and improve overall efficiency.
Financial Analyst
Bimbo Bakeries USA
Greenwich, CT, USA
05.2016 - 03.2023
- Collected data and developed detailed spreadsheets to identify related costs and create expense forecasts.
- Performed complex financial and budget analyses to determine requirements and justify requested funding.
- Used Bill of Materials, FMP system, to generate reports and recommended courses of action to upper management and directors.
- Conducted detailed financial analysis to identify and evaluate changes in unit costs and potential areas of improvement.
- Predicted, planned and recorded costs of raw materials, labor and operation.
- Performed financial reporting, trend analysis and process improvement support.
- Collected and reported monthly expense variances and explanations.
- Prepared working papers, reports and supporting documentation for audit findings.
Education
Bachelor of Science - Accounting
Sacred Heart University
Fairfield, CT12-2017
Skills
- CCH Axcess
- BNA Software
- Caseware
- Suralink
- Tax Caddy
- Tax Planning
- Financial Reporting
- Tax Regulation
Certification
- GA CPA License
Timeline
Tax Associate
Aprio
01.2024 - Current
Financial Analyst
Bimbo Bakeries USA
05.2016 - 03.2023
Bachelor of Science - Accounting
Sacred Heart University