Pursuing full-time role that presents professional challenges and leverages interpersonal skills, effective time management, and problem-solving expertise.
Overview
17
17
years of professional experience
1
1
Certificate
Work History
Financial Controller
Nestec, Inc.
Pen Argyl, PA
09.2023 - 04.2025
Mentored finance team members, fostering a culture of professional development and continuous improvement in the department.
Managed a team of finance professionals, providing guidance, support, and ongoing training to ensure continued growth and development.
Developed and implemented various procedures to improve accounting processes.
Responsible for completing journal entries, reconciliations, account analysis and general account management for all general ledger accounts.
Oversaw all aspects of the month-end close process, ensuring timely completion of accurate financial statements for executive review.
Prepared monthly Work In Process Schedule and performed detailed analysis for discussion with executives.
Conducted regular variance analyses between actual results and budget projections to identify trends or issues requiring further investigation or action by management staff.
Managed payroll data entry and processing via ADP's Workforce Platform for approximately 45 employees while maintaining compliance with federal and various state payroll regulations.
Maintained strong relationships with external, independent accounting team, facilitating issuance of annual consolidated financial statements and timely filing of related corporate income tax returns.
Oversaw state sales tax filings and maintained related customer and vendor sales tax exemptions, if applicable, based on individual state requirements.
Prepared quarterly financial reporting packages with financial statements and schedules as required by the bank.
Managed fixed assets accounting process, including asset additions, disposals, transfers, depreciation calculations, and reconciliations.
Supported annual audit process by coordinating efforts with external auditors to ensure efficient completion within deadlines.
Managed relationships with external auditors, ensuring a smooth and efficient annual audit process with minimal findings or issues identified.
Assisted in securing additional financing through increasing the maximum limitation on existing line of credit through direct discussion with management team at the bank.
Manger
Detweiler Hershey & Associates, PC.
Souderton, PA
10.2019 - 08.2023
Provided general accounting, financial and tax consulting services to non public companies in various industries.
Prepared federal and state tax returns for for various business entities, including corporations, s corporations and partnerships, as well as individual returns and fiduciary returns for the related owners and/or executive management.
Provided and oversaw assurance services, including compilation and review, of financial statements in accordance with generally accepted accounting principles (GAAP) and the income tax basis of accounting (OCBOA).
Supervised, trained and mentored new accounting associates in providing assurance services and preparing tax returns with minimal review comments.
Collaborated with executive leadership to develop strategic financial plans, aligning with company goals and objectives.
Reviewed accounting associates' work papers for accuracy, compliance and completeness.
Developed customized audit programs tailored to client needs and industry standards.
Assessed compliance with applicable laws and regulations concerning taxes, employee benefits, and standards of financial reporting, among others.
Identified potential fraud indicators through analysis of financial records and assessment of potential significant and inherent risk factors.
Held discussions regarding significant findings and provided valuable insights to Client's executive leadership through comprehensive analyses of financial data and performance trends.
Built strong relationships with clients, fostering trust and open communication to facilitate accurate financial reporting for use by 3rd parties and filing of tax returns with the IRS and state taxing authorities.
Prepared working papers, reports and supporting documentation for audit findings.
Trained new employees on accounting principles and company procedures.
Kept up-to-date with tax changes and industry trends by participating in professional organizations, attending external trainings and networks.
Provided exceptional customer service during peak tax season by remaining calm under pressure and addressing client concerns promptly and professionally.
Communicated with clients regarding tax situations, providing guidance on financial decisions.
Maintained compliance by adhering to current tax laws and regulations.
Educated clients on tax planning strategies, helping them maximize saving on income taxes, both corporate and individual.
Facilitated communication between clients and IRS or state tax agencies, resolving discrepancies and ensuring accurate filings.
Managed multiple deadlines efficiently, ensuring all clients'' taxes were extended and filed on time without compromising quality or accuracy.
Researched complex tax issues utilizing online resources and professional tax software.
Ensured compliance with federal and state tax regulations by staying up-to-date on the latest tax laws.
Developed personalized tax strategies for clients, leading to optimized financial outcomes.
Calculated estimated tax payments for clients.
Utilized tax software to prepare returns and meet deadlines.
Prepared written responses or tax return amendments to resolve state and federal notices.
Manager
CliftonLarsonAllen LLP
Plymouth Meeting, PA
09.2008 - 09.2019
Provided consulting, assurance and tax services to non public, closely held companies companies including general contractors, construction managers, subcontractors, and suppliers within the construction industry as well as architects and engineers.
Managed assurance team and reviewed the team's work papers, risk assessment, variances analysis, and preparation of client's financial statements and related footnotes notes as required by generally accepted accounting principles (GAAP).
Ensured accurate and timely filing (or extension) of federal and multi state business tax returns for corporations and pass through tax entities which may require the filing of additional non resident withholding returns, as required by the individual states.
Provided effective tax planning throughout the year to manage estimated tax liability and provide clients with accurate federal and state quarterly estimates and/or extensions to avoid incurring underpayment penalties and interest.
Education
Bachelor of Science - Accounting
Delaware Valley University
Doylestown, PA
05-2008
Skills
Corporate Tax Compliance - Federal and State
Knowledge of pass-through entity tax regulations and filings
GAAP Basis Financial reporting
Accounting ledger administration
Comprehensive policy design
Continuous process refinement
Risk management controls
Management of fixed assets
Variance analysis
Preparation of financial statements
ADP Human Resource Management
Intercompany transaction management
Revenue recognition for Long Term Projects - Percentage of Completion
Experience with Intuit QuickBooks Online
Affiliations
Subcontractors Association of Delaware Valley, Treasurer
Certification
CPA (Certified Public Accountant), Pennsylvania
CCIFP (Certified Construction Industry Financial Professional)