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Hi, I’m

Steven Heizmann

Waldorf,United States
Steven Heizmann

Summary

Driven Lifetime Learner Creative Precision Passionate What Side of the Box Am I Thinker Navigator Inventor Most Endorsed 3x Leadership Certified Public Accountant and Chartered Global Management Accountant with CFO experience, I'm a passionate navigator and inventor, most endorsed for leadership in both corporate and nonprofit sectors. With a strong foundation in finance, IT, and cybersecurity, I specialize in cost and management accounting. My advanced coursework in communication and entrepreneurial finance complements my comprehensive skill set. I advocate for recognizing the diverse qualifications within the accounting field, acknowledging that not everyone needs the CPA designation. With today's challenges around inflation and the rising costs of education, I question if we are truly accounting for all variables, such as specialty technicalities, when evaluating compensation and benefits. Perhaps it's time to reconsider our professional standards and explore the creation of a labor union to ensure equity and recognition for all accountants. Proven expertise in conducting in-depth audits and devising successful improvement strategies. Methodically evaluated documents and systems and initiated corrections in compliance with established standards. Superb analytical and communications skills enabled optimum results. Accomplished auditing professional polished in risk mitigation and cost reduction strategies. Completes audits for clients in diverse industries and executes planning strategies to enhance financial positions. Focuses on delivering high-quality results and producing exceptional work. Systematic Auditor possessing impressive accounting and financial analysis expertise. Creates internal auditing systems and reviews and reconciles customer, vendor and ledger balances. Knowledge of accounting practices, policies and current regulations.

Overview

23
years of professional experience
1
Certification

Work History

Connect2Dine
, United States

Founder
03.2024 - Current

Job overview

  • Developed and implemented a comprehensive business plan to launch the company.
  • Identified potential partnerships to expand the reach of the business.
  • Built relationships with key stakeholders in industry associations to promote brand visibility.
  • Developed strategic initiatives to increase market share and revenue growth.
  • Established policies and procedures for efficient workflow management.
  • Monitored performance metrics to ensure quality standards were maintained.
  • Analyzed consumer trends data to inform product offerings and services.
  • Led cross-functional teams in developing innovative solutions for customers needs.
  • Evaluated new technologies for potential application in the organization's processes.

All Seeing Eye Accountants (ASEA)
, United States

CPA/CFO/Inventor
01.2019 - Current

Job overview

  • Accounting Firm with an R&D Department.
  • Developed and implemented financial strategies to increase efficiency and reduce costs.
  • Provided guidance on capital structure, investments, acquisitions, divestitures, and other strategic initiatives.
  • Collaborated with senior management to develop long-term business objectives and plans.
  • Assessed current accounting processes and procedures; developed new policies as needed.
  • Oversaw the development and implementation of systems for tracking financial performance metrics.
  • Evaluated internal controls over financial reporting processes and ensured compliance with applicable laws and regulations.

CPA Tax Shop
Washington D.C. Metro Area

Business Owner
01.2013 - Current

Job overview

  • Developed business plan to secure financial backing from investors.
  • Identified and recruited staff members, including managers and sales personnel.
  • Established marketing strategies, such as social media campaigns, to promote the business.
  • Negotiated contracts with vendors for supplies and services.
  • Monitored cash flow to ensure proper budgeting of resources.
  • Created a customer service policy to ensure customers were satisfied with products or services.
  • Ensured compliance with all local laws and regulations related to the business operations.
  • Implemented systems for tracking sales performance and analyzing data trends in order to maximize profitability.
  • Conducted regular meetings with employees to review progress towards company goals.
  • Resolved conflicts between employees or customers in a timely manner.
  • Reviewed financial statements on a monthly basis in order to assess financial health of the organization.
  • Analyzed competitor's pricing and product offerings in order to remain competitive within the market.
  • Developed relationships with key stakeholders, such as suppliers and vendors, in order to secure advantageous terms for the company.

Dairy Technology Society of Maryland & DC
Washington D.C. Metro Area

Controller
02.2009 - Current

Job overview

  • Developed and implemented effective internal control systems to ensure compliance with GAAP, company policies and procedures.
  • Created financial reports for senior management, board of directors and external auditors in accordance with generally accepted accounting principles.
  • Analyzed financial data and generated accurate financial statements on a monthly basis.
  • Reviewed journal entries for accuracy and completeness.
  • Managed the preparation of budgets, forecasts, cash flow analysis, trend analysis and other related activities.
  • Coordinated month-end closing process in order to meet tight deadlines.
  • Developed strategies to improve profitability by analyzing current trends in revenue and expenses.
  • Monitored accounts receivable and payable activity to ensure proper reconciliation of accounts.
  • Conducted regular reviews of fixed assets register to maintain accuracy of records.
  • Provided support during audits conducted by outside agencies or internal audit teams.
  • Ensured compliance with applicable laws, regulations and reporting requirements such as SEC filings.
  • Prepared consolidated financial statements at period end close including balance sheet reconciliations.
  • Maintained general ledger integrity through review of account balances and transactions ensuring accuracy of information reported in the financial statements.
  • Assisted in developing best practices for overall corporate governance processes and procedures.
  • Performed detailed variance analyses between actual results versus budget and forecast estimates.
  • Identified areas for improvement within the finance department operations and processes.

TFC Consulting, Inc.
Rockville, Maryland, United States

Financial consulting
11.2023 - 03.2024

Job overview

  • Seasoned CPA with over 15 years of specialized experience in governmental auditing, proficient in enhancing financial systems and controls for effective governance and accountability.
  • Provided consulting services to businesses regarding economic trends or financial decision making strategies.
  • Provided consulting services to clients on a variety of topics such as project management, process improvement, operations management, financial analysis, and risk management.
  • Provided consulting services on accounting standards including Generally Accepted Accounting Principles and International Financial Reporting Standards.
  • Provided consulting services to local businesses on matters related to financial planning or portfolio management.
  • Tracked financial information related to consulting services including invoices, expenses and payments received from clients.
  • Monitored financial performance of the OR, created budget reports and tracked expenses.
  • Assisted with strategic planning initiatives by providing accurate financial data and forecasts.
  • Oversaw annual financial audits in partnership with external auditors.
  • Represented clients in interaction with tax authorities and provided knowledgeable litigation support to resolve financial issues.

DoorDash
Washington DC-Baltimore Area

Delivery Driver
04.2021 - 09.2023

Job overview

  • Received daily delivery instructions and route assignments from dispatch.
  • Ensured accurate completion of all paperwork associated with deliveries.
  • Inspected delivery vehicle to ensure optimal safety and performance prior to each trip.
  • Loaded, secured, and unloaded cargo in a safe and timely manner.
  • Maintained accurate records of goods delivered and collected payments as required.
  • Verified accuracy of items loaded onto truck against shipping documents.
  • Adhered to all applicable traffic laws while driving delivery vehicle.
  • Communicated regularly with dispatch regarding any delays or issues encountered on routes.

Ryan & Wetmore, PC
Tysons Corner, Virginia, United States

Senior Accountant
01.2023 - 04.2023

Job overview

  • Business Tax Specialist with Proficiency in Cutting-Edge Software Tools
  • Reviewed and analyzed financial statements to identify potential discrepancies.
  • Maintained detailed records of account transactions, including invoices, payments, and journal entries.
  • Assisted in developing budgeting processes and forecasting future revenue and expenses.
  • Prepared monthly financial reports for management review.
  • Monitored accounts payable activity to ensure accuracy and timeliness of payment processing.
  • Analyzed general ledger accounts for accuracy and completeness on a regular basis.
  • Provided support to internal and external auditors during the annual audit process.
  • Developed strategies to improve accounting systems and processes.
  • Ensured compliance with all applicable laws, regulations, policies, procedures, and standards of generally accepted accounting principles.
  • Reconciled bank statements to general ledgers on a monthly basis.
  • Identified opportunities for cost savings through analysis of current business practices.
  • Advised senior management regarding complex accounting matters such as taxation issues or capital investments.

Kelly & Company LLC
Tysons Corner, Virginia, United States

Senior Audit Associate
05.2021 - 10.2022

Job overview

  • Dynamic CPA & Consultant at Kelly & Company LLC - The Accountant Who Defied All Odds
  • Performed risk assessments to identify potential areas of non-compliance with applicable laws and regulations.
  • Developed audit programs and test plans for financial, operational, compliance, and IT audits.
  • Conducted interviews with staff members to obtain an understanding of internal control systems.
  • Identified discrepancies between actual results and expected results from the audit tests.
  • Analyzed complex accounting records to detect errors or irregularities.
  • Prepared detailed reports on findings from the audit process for management review.
  • Reviewed financial statements for accuracy and completeness in accordance with Generally Accepted Accounting Principles.
  • Monitored progress against established timelines for completion of audit activities.
  • Provided guidance to clients on how to improve their internal control systems and processes.
  • Evaluated existing procedures and recommended changes as needed to ensure compliance with regulatory requirements.
  • Assisted in training junior auditors on best practices related to auditing techniques.
  • Participated in special projects such as fraud investigations or litigation support services.
  • Designed new data analytics tools used during the auditing process.

U.S. Department of Justice
United States

Analyst
06.2021 - 04.2022

Job overview

  • Lead Investigator: DOJ-USPIS Elite Joint Task Force
  • Conducted market research to identify trends and customer needs.
  • Developed financial models to analyze data and identify potential risks.
  • Performed cost-benefit analysis to evaluate project feasibility.
  • Created reports, presentations, and other documentation for stakeholders.
  • Provided recommendations based on data analysis results.
  • Analyzed large datasets using statistical methods and software programs.
  • Identified opportunities for process improvements across the organization.
  • Developed strategies to optimize operational efficiency and reduce costs.
  • Prepared forecasts of future performance based on historical trends.
  • Monitored industry news to stay informed of new developments in the field.
  • Gathered requirements from stakeholders to inform system design decisions.
  • Designed test plans to ensure quality assurance standards were met.
  • Collaborated with cross-functional teams on projects related to analytics initiatives.
  • Maintained accurate records of all data collected during analysis processes.
  • Documented procedures for performing tasks such as data collection and manipulation.

Olive Garden
Waldorf, Maryland, United States

Associate
02.2020 - 12.2020

Job overview

  • Verified credit card charges against purchase receipts for accuracy.
  • Reported any discrepancies or errors in pricing or inventory levels to management.
  • Processed shipments received from vendors according to established protocols.
  • Helped customers locate items within the store using the inventory system.
  • Operated equipment such as scanners and scales correctly during checkout process.
  • Placed orders for additional stock when necessary to ensure adequate supply of merchandise.
  • Encouraged customers to sign up for loyalty programs or store credit cards.
  • Assisted customers with selecting items and answering questions about products.
  • Conducted inventory checks to ensure accuracy of shelf stock.
  • Provided customer service support for inquiries, complaints, and returns.
  • Trained new associates on store operations, policies, and procedures.
  • Performed cash register functions accurately and efficiently.

Broadcast Management Group, Inc.
Washington, District of Columbia, United States

Accounting Controller
01.2019 - 05.2019

Job overview

  • Navigating the glitzy halls of BMG, where every leader's achievements were etched on Wikipedia, I found my unique spotlight.
  • Managed all accounts payable and receivable activities.
  • Prepared financial statements, budgets and reports to management.
  • Reviewed and approved journal entries for accuracy and completeness.
  • Developed internal control procedures to ensure compliance with GAAP standards.
  • Analyzed financial data and prepared monthly variance analysis reports.
  • Coordinated the annual audit process with external auditors.
  • Reconciled bank accounts on a weekly basis.
  • Assisted in developing departmental policies and procedures manual.
  • Performed complex accounting functions such as consolidations, allocations and intercompany transactions.
  • Provided guidance to staff members on technical accounting issues.
  • Monitored cash flow activity to ensure sufficient funds are available for operations.
  • Collaborated with other departments to resolve discrepancies in financial records.
  • Implemented cost-saving measures that resulted in improved profitability.
  • Provided training to new employees on accounting systems and processes.
  • Maintained accurate records of fixed assets including inventory levels.
  • Developed strategies to improve efficiency and reduce costs within the department.
  • Researched technical accounting literature to identify changes in regulations or standards.

Vanda Pharmaceuticals
Washington, District of Columbia, United States

Senior Data Analyst
09.2018 - 12.2018

Job overview

  • In the dynamic epicenter of Vanda, I transitioned into the role of a Data Analyst, diving into the vast ocean of Advanced Tracking Systems (ATS).
  • Developed complex SQL queries to analyze large datasets for trends and insights.
  • Created data visualizations in Tableau to present findings to stakeholders.
  • Performed statistical analysis on customer data to identify patterns and correlations.
  • Designed, developed and implemented ETL processes for data integration from multiple sources.
  • Established KPI metrics and monitored performance of data analysis projects.
  • Conducted A and B testing experiments to optimize website features and user experience.
  • Utilized machine learning algorithms to predict customer behavior based on past interactions.
  • Provided data-driven recommendations for marketing campaigns and product development initiatives.
  • Analyzed web traffic using Google Analytics tools to inform optimization strategies.
  • Implemented predictive models to forecast sales trends for inventory management purposes.
  • Automated daily reporting processes with Python scripting techniques.
  • Lead the design, implementation, maintenance, and support of enterprise data systems architecture solutions.
  • Collaborated with cross-functional teams across departments such as Sales, Marketing, Finance.

SRL TOTAL SOURCE INC.
Waldorf, Maryland, United States

Chief Financial Officer
09.2017 - 02.2018

Job overview

  • At the heart of SRL TOTALSOURCE, I steered the full accounting cycle, delving into pricing, costing, and dynamic modeling.
  • Developed and implemented financial strategies to drive growth, improve profitability, and maximize long-term value.
  • Created annual budgets and monitored performance against them to ensure objectives were achieved.
  • Conducted regular financial reviews of operations to identify areas for improvement in terms of cost savings or process improvements.
  • Provided strategic advice on capital structure, debt financing, investments, acquisitions, divestitures and other corporate finance matters.
  • Directed the preparation of timely and accurate financial statements in accordance with Generally Accepted Accounting Principles.
  • Managed relationships with external auditors, bankers and investors to ensure compliance with all regulations.
  • Analyzed business trends and provided forecasts to senior management team for decision making purposes.
  • Ensured compliance with federal, state and local laws regarding taxation and reporting requirements.
  • Oversaw cash flow management activities including accounts receivable and payable processing, payroll administration and banking functions.
  • Established policies related to internal controls over accounting systems as well as financial processes within the organization.
  • Reviewed contracts prior to execution by the company to ensure they are financially sound decisions.

SALTER & CO
Bethesda, Maryland, United States

Senior Audit Manager
02.2016 - 08.2016

Job overview

  • In the intricate world of accounting, my journey has spanned across a broad spectrum of industries, including non-profits, for-profits, governments, and personalized individual portfolios.
  • Developed and implemented internal audit programs to ensure compliance with regulatory requirements.
  • Conducted risk-based audits to identify areas of improvement in processes, procedures, and controls.
  • Prepared audit reports summarizing audit findings and recommending corrective actions.
  • Reviewed financial statements for accuracy and compliance with Generally Accepted Accounting Principles.
  • Assessed the design and effectiveness of internal control systems.
  • Monitored progress on implementation of corrective action plans arising from audit results.
  • Provided guidance to team members regarding best practices in auditing techniques.
  • Identified opportunities to improve operational efficiency through process reengineering projects.
  • Ensured that all relevant information was gathered during an audit engagement.
  • Facilitated communication between management and auditors to ensure a successful outcome of the engagements.
  • Collaborated with external auditors to coordinate joint activities as needed.
  • Evaluated the adequacy of accounting records maintained by clients for completeness, accuracy, timeliness, and relevance.
  • Analyzed data related to financial transactions for potential fraud or irregularities.

Mudd & Lakes
Waldorf, Maryland, United States

Certified Public Accountant
01.2016 - 02.2016

Job overview

  • Developed and implemented internal control procedures to ensure compliance with GAAP.
  • Conducted financial analysis of existing investments, operations, and sales trends.
  • Prepared consolidated financial statements in accordance with generally accepted accounting principles.
  • Analyzed complex financial information and prepared detailed reports.
  • Advised clients on tax planning strategies to minimize their tax liability.
  • Reviewed client accounts for accuracy and completeness.
  • Identified areas of potential cost savings or revenue enhancement opportunities.
  • Assisted in the preparation of federal, state, and local income and franchise tax returns.
  • Researched technical accounting issues related to new transactions or changes in business operations.

House of Ruth, Inc.
Washington, District of Columbia, United States

Assistant Controller
08.2015 - 12.2015

Job overview

  • Reviewed and analyzed financial reports, accounts payable and receivable and payroll records to identify discrepancies.
  • Monitored daily cash flow, prepared journal entries, bank reconciliations and maintained general ledger.
  • Developed and implemented internal control procedures for accounting operations.
  • Assisted in the development of annual budgets and forecasts.
  • Ensured compliance with Generally Accepted Accounting Principles standards.
  • Prepared financial statements including balance sheets, income statements, trial balances and statement of cash flows.
  • Conducted month-end closing activities such as accruals, amortization of prepaid expenses and other adjustments.
  • Provided technical guidance to staff on accounting issues related to revenue recognition, fixed assets management, cost allocation methods.
  • Managed accounts receivable collections process by monitoring customer payments and following up with customers on past due invoices.
  • Analyzed monthly financial results against budget and forecast; investigated variances when necessary.
  • Identified opportunities to improve processes through automation or improved controls over data accuracy.
  • Coordinated external audits with auditors; reviewed audit findings and recommendations with senior leadership team members.

Maryland Hospital Association
Baltimore, Maryland, United States

Assistant Controller
01.2015 - 01.2015

Job overview

  • Reviewed and analyzed financial reports, accounts payable and receivable and payroll records to identify discrepancies.
  • Monitored daily cash flow, prepared journal entries, bank reconciliations and maintained general ledger.
  • Developed and implemented internal control procedures for accounting operations.
  • Assisted in the development of annual budgets and forecasts.
  • Ensured compliance with Generally Accepted Accounting Principles standards.
  • Prepared financial statements including balance sheets, income statements, trial balances and statement of cash flows.
  • Conducted month-end closing activities such as accruals, amortization of prepaid expenses and other adjustments.
  • Provided technical guidance to staff on accounting issues related to revenue recognition, fixed assets management, cost allocation methods.

SEAF
Washington DC-Baltimore Area

Database Specialist
10.2014 - 12.2014

Job overview

  • Open offices, stink specially for database administration you have to begin with the end in mind it's too noisy.
  • Assisted in the installation and maintenance of database systems.
  • Developed data models, tables and stored procedures to support application development.
  • Configured user accounts, access rights, security settings and other parameters for databases.
  • Created scripts to automate regular tasks and ensure system stability.
  • Monitored database performance and identified potential problems in a timely manner.
  • Conducted research on emerging database technologies and products.
  • Provided technical assistance to customers regarding database issues.
  • Implemented backup and recovery strategies for databases using native tools or third-party applications.
  • Performed troubleshooting of complex SQL queries or stored procedures for applications.
  • Optimized existing SQL queries to improve response time and throughput of applications.
  • Resolved data integrity issues by developing scripts to validate data integrity before loading into the database.

Maryland & Virginia Milk Producers Cooperative
Washington D.C. Metro Area, United States

Management Accountant
01.2008 - 03.2013

Job overview

  • Financial Maverick & Internal Audit Stalwart
  • Prepared, analyzed and interpreted monthly financial statements for management review.
  • Developed, maintained and updated accounting systems to ensure accuracy of financial information.
  • Reviewed and reconciled bank statements on a daily basis.
  • Monitored budget performance against actual results, identified discrepancies, and recommended corrective actions.
  • Assisted with the preparation of annual budgets and forecasts for management review.
  • Performed month-end closing activities including journal entries, reconciliations and other related tasks.
  • Established internal control procedures to ensure compliance with GAAP standards.

U.S. Department of Homeland Security
United States

Emergency management and communication design
01.2009 - 12.2012

Job overview

  • A Homeland security task force for emergencies national emergencies of the highest importance.
  • Developed and implemented emergency management plans to ensure compliance with applicable regulations.
  • Conducted risk assessments, identified potential hazards, and developed mitigation strategies.
  • Coordinated the development of emergency response procedures and protocols for various hazard scenarios.
  • Provided training and guidance to staff on emergency preparedness and response measures.
  • Monitored weather conditions, analyzed forecasts, and disseminated information related to hazardous events.
  • Maintained contact with local government agencies regarding emergency management activities.
  • Facilitated interagency coordination in responding to emergencies or disasters.
  • Responded to inquiries from internal or external stakeholders regarding emergency management policies and procedures.
  • Organized drills, exercises, and simulations to test the readiness of personnel in responding to emergencies or disasters.
  • Assisted with damage assessment following a disaster event by gathering data from affected areas.
  • Created reports detailing the impact of disasters on the community as well as the effectiveness of response efforts.

Little Caesars Pizza
Waldorf, Maryland, United States

Associate
06.2008 - 12.2012

Job overview

  • Verified credit card charges against purchase receipts for accuracy.
  • Reported any discrepancies or errors in pricing or inventory levels to management.
  • Processed shipments received from vendors according to established protocols.
  • Helped customers locate items within the store using the inventory system.
  • Operated equipment such as scanners and scales correctly during checkout process.
  • Placed orders for additional stock when necessary to ensure adequate supply of merchandise.
  • Encouraged customers to sign up for loyalty programs or store credit cards.
  • Assisted customers with selecting items and answering questions about products.
  • Conducted inventory checks to ensure accuracy of shelf stock.

FINRA
Washington DC-Baltimore Area

Executive Director of IT
01.2007 - 01.2007

Job overview

  • Tech Maverick & Innovation Driver at [Company Name]
  • Developed and implemented strategic plans to ensure organizational growth and development.
  • Cultivated relationships with key stakeholders, including board members, donors, sponsors, partners, and community leaders.
  • Managed the organization's financial resources and operations to maximize efficiency and effectiveness.
  • Provided oversight of all departments to ensure compliance with established policies and procedures.
  • Created a collaborative environment that fosters innovation and encourages employee engagement.
  • Recruited, trained, mentored, evaluated, coached, and managed staff members to ensure success in achieving their goals.
  • Organized regular meetings with board members to discuss progress on initiatives and solicit feedback.
  • Developed marketing strategies to promote the organization's mission throughout the community.
  • Evaluated existing programs for improvement opportunities while identifying new program ideas based on market analysis.
  • Secured funding from public and private sources through grant writing activities or other fundraising efforts.
  • Collaborated with external vendors to provide cost-effective solutions for services such as IT support or human resources management.
  • Ensured legal compliance by staying abreast of relevant laws, regulations, standards, guidelines.
  • Coordinated special events such as conferences or workshops designed to raise awareness about the organization's mission.

SINGLETON ELECTRIC, INC.
Washington DC-Baltimore Area

Electrician
06.2006 - 08.2006

Job overview

  • Performed electrical installations, maintenance and repairs of electrical systems, wiring, fixtures and components.
  • Tested continuity of circuits with testing devices such as ohmmeters, voltmeters and ammeters.
  • Installed conduit for new wiring systems in commercial buildings.
  • Inspected electrical equipment and systems to identify hazards, defects and the need for adjustment or repair.
  • Repaired or replaced worn or defective parts using hand tools and power tools.
  • Connected wires to circuit breakers, transformers or other components.
  • Maintained current electrician's license or identification card to meet governmental regulations.
  • Constructed control panels from blueprints or schematic drawings.
  • Ensured that all work was completed in accordance with applicable codes.
  • Identified problems with electrical systems by observing operation, listening for problems and using test equipment such as multi-meters.

Chaney Enterprises
Waldorf, Maryland, United States

Construction management
04.2004 - 08.2004

Job overview

  • Led strategic planning sessions for design and construction management.
  • Provided guidance on best practices related to construction management processes.
  • Assisted in construction management, including monitoring progress and ensuring compliance with regulations.
  • Reviewed construction management practices and checked whether debris or chemicals were contaminating protected areas.
  • Provided technical guidance on construction management issues such as safety protocols, scheduling, budgeting, and quality control.
  • Participated in training sessions aimed at enhancing knowledge base pertaining to best practices in the field of construction management.
  • Participated in various industry forums and events representing company's interests by providing insights into current trends in construction management and controls.
  • Provided technical advice on matters related to utilities management such as design, construction, installation, operation, and maintenance.
  • Advised senior management on various aspects of bridge design and construction projects.

UPS
Waldorf, Maryland, United States

Auditor
09.2002 - 03.2003

Job overview

  • Was a box auditor my job was replaced by a technological wand.
  • Reviewed and evaluated internal control systems, financial records, and accounting systems to ensure accuracy of information.
  • Analyzed financial data and prepared reports outlining findings and recommendations.
  • Conducted risk assessments to identify potential areas of fraud or non-compliance.
  • Identified discrepancies in financial documents, investigated causes, and proposed solutions.
  • Performed regular reviews of the company's operations for compliance with laws and regulations.
  • Assisted in preparing audit plans based on established objectives and standards.

Red Lobster
Waldorf, Maryland, United States

Associate
03.2001 - 07.2002

Job overview

  • Verified credit card charges against purchase receipts for accuracy.
  • Reported any discrepancies or errors in pricing or inventory levels to management.
  • Processed shipments received from vendors according to established protocols.
  • Helped customers locate items within the store using the inventory system.
  • Operated equipment such as scanners and scales correctly during checkout process.
  • Placed orders for additional stock when necessary to ensure adequate supply of merchandise.
  • Encouraged customers to sign up for loyalty programs or store credit cards.
  • Assisted customers with selecting items and answering questions about products.

Education

Harvard Kenneth C. Griffin Graduate School of Arts and Sciences

Master's Certificate from Political Science and Government
04.2024

Baylor University - Hankamer School of Business

Bachelor of Business Administration - BBA from Accounting and Finance
06-2008

St. Mary's Ryken

College prep diploma

University Overview

Honors

Skills

  • Cybersecurity
  • Startups
  • Govcon
  • Strategic Planning
  • Succession Planning
  • Staff Management
  • Marketing
  • Revenue development
  • Organizational Structuring
  • Board Collaboration
  • Operations Management
  • Customer Acquisition
  • Business Administration
  • Trends Analysis
  • Contract Management
  • Consulting
  • Financial Management
  • Strategic Vision
  • Team Engagement
  • Project Management
  • Team Leadership
  • Business Development
  • Entrepreneurial and Innovative
  • Process Improvements

Additional Information

Ultimately to help people, but the main reason was because I went to the library and picked up a book in the A. section and stumbled upon forensic accounting., Artificial intelligence, 3, Swiss American Irish US citizen

Company Website

heizsteve.wixsite.com/cpataxshop2013/

Personality

ENTJ, MBTI Profile: ENTJ - Often characterized as a confident, strategic leader with a 'Commander' or 'Fieldmarshal' mindset. Known for assertiveness and goal-oriented leadership. Representing just 2-5% of the population, this rare type underscores my unique approach to leadership and strategy.

Personal Website

heizsteve.wixsite.com/allseeingeyecpas/

Blog

mrclassifiedblog.wordpress.com/

Personal Information

Title: CGMA

Hobbies and Interests

I'm an enthusiast of staying active and engaged both mentally and physically. From jogging to playing basketball, I find solace in the rhythm of a run and the excitement of a game. Occasionally, I lend a hand at baseball games and harbor aspirations to umpire in the future. On the academic front, I'm aiming to pursue my MBA from Johns Hopkins University. And just for clarity - while I am single, I approach LinkedIn purely as a professional platform, not a dating site. Looking forward to connecting on shared interests and opportunities

Certification

RykenMuddTyson'sTyson's
  • Certified Public Accountant
  • Chartered Global Management Accountant
  • QuickBooks Certifications
  • Bill.com Certifications

Timeline

Founder

Connect2Dine
03.2024 - Current

Financial consulting

TFC Consulting, Inc.
11.2023 - 03.2024

Senior Accountant

Ryan & Wetmore, PC
01.2023 - 04.2023

Analyst

U.S. Department of Justice
06.2021 - 04.2022

Senior Audit Associate

Kelly & Company LLC
05.2021 - 10.2022

Delivery Driver

DoorDash
04.2021 - 09.2023

Associate

Olive Garden
02.2020 - 12.2020

CPA/CFO/Inventor

All Seeing Eye Accountants (ASEA)
01.2019 - Current

Accounting Controller

Broadcast Management Group, Inc.
01.2019 - 05.2019

Senior Data Analyst

Vanda Pharmaceuticals
09.2018 - 12.2018

Chief Financial Officer

SRL TOTAL SOURCE INC.
09.2017 - 02.2018

Senior Audit Manager

SALTER & CO
02.2016 - 08.2016

Certified Public Accountant

Mudd & Lakes
01.2016 - 02.2016

Assistant Controller

House of Ruth, Inc.
08.2015 - 12.2015

Assistant Controller

Maryland Hospital Association
01.2015 - 01.2015

Database Specialist

SEAF
10.2014 - 12.2014

Business Owner

CPA Tax Shop
01.2013 - Current

Controller

Dairy Technology Society of Maryland & DC
02.2009 - Current

Emergency management and communication design

U.S. Department of Homeland Security
01.2009 - 12.2012

Associate

Little Caesars Pizza
06.2008 - 12.2012

Management Accountant

Maryland & Virginia Milk Producers Cooperative
01.2008 - 03.2013

Executive Director of IT

FINRA
01.2007 - 01.2007

Electrician

SINGLETON ELECTRIC, INC.
06.2006 - 08.2006

Construction management

Chaney Enterprises
04.2004 - 08.2004

Auditor

UPS
09.2002 - 03.2003

Associate

Red Lobster
03.2001 - 07.2002

Harvard Kenneth C. Griffin Graduate School of Arts and Sciences

Master's Certificate from Political Science and Government

Baylor University - Hankamer School of Business

Bachelor of Business Administration - BBA from Accounting and Finance

St. Mary's Ryken

College prep diploma

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Steven Heizmann