Supervise daily operations of the finance department staff and related functions, including payroll, budgets, accounts payable, debt, fixed assets, and account reconciliations
Prepare and analyze monthly budget reports
Oversee and coordinate the annual financial audit, including reviewing and preparing account analyses, and working closely with outside accountants
Prepare schedules for Federal Form 990 and review tax returns prepared by outside accountants
Coordinate 403(b) audit and Form 5500 preparation
Implemented a payroll review system to ensure accuracy
Responsible for researching and ensuring compliance with various state payroll tax requirements
Assist the CFO with preparation of Board of Director financials and slide deck
Continuously assist in evaluating, monitoring, and implementing strong internal controls and financial policies
Serve as liaison between finance department and all other departments on campus
Supervisor
415 Group
Canton, Ohio
01.2011 - 05.2018
Prepared federal, state, local, and income taxes on a timely basis
Reviewed tax returns prepared by junior staff members
Utilized tax software to efficiently process returns and identify potential deductions and credits for clients
Prepared tax projections to help clients make decisions
Collaborated with team members during audit and review engagements
Recruited college students to intern during tax season
Coordinated new hire training for interns
Adjunct Instructor
University of Mount Union
Alliance, Ohio
08.2015 - 12.2017
Taught in-person auditing course to upper level accounting students
Promoted a positive learning environment by encouraging critical thinking skills among students
Prepared, administered and graded exams and assignments to evaluate student progress
Used experience from public accounting to help textbook material apply to real life