Summary
Overview
Work History
Education
Skills
Accomplishments
Affiliations
Timeline
Generic

Timothy Smith

Orange,CA

Summary


Senior accounting and finance professional with over 9 years of experience as a trusted adviser assisting companies with financial analysis, financial reporting, auditing, internal control policies and procedures, and strategic planning. Proven leader in the accounting profession influencing and driving initiatives that impact financial reporting and fiscal accuracies. Highly skilled in generally accepted accounting practices (GAAP) and managerial practices and procedures.

Overview

25
25
years of professional experience

Work History

Audit Senior Manager

RSM US LLP
08.2023 - Current
  • Serve clients in various industries including CP/IP, Construction, Service, Retail, Wholesale, Distribution, Manufacturing and TMT companies.
  • Direct, train, and manage multiple engagement teams in performing financial statement and compliance audits of corporations and partnerships, utilizing risk-based audit methodology.
  • Plan and execute client engagements including budgeting, scheduling and staffing of personnel with the goal of maximizing effectiveness and efficiencies of staff workloads along with profitability.
  • Serve as recruiter for the local audit practice with responsibility for interviewing and recommending hiring of the highest caliber staff as well as mentor, train and evaluate staff to drive employee job satisfaction and maximize performance on an annual basis.
  • Accountable as a general business adviser for clients including overall client satisfaction, while adhering to company metrics and strengthening process improvements.
  • Completed audit papers by thoroughly documenting audit tests and findings.
  • Identified management control weaknesses and provided value added suggestions for remediation.
  • Cooperated with senior leaders to create operating budgets and initiate financial planning.

Audit Manager

RSM US LLP
11.2020 - 08.2023
  • Identify technical accounting matters early and assess impact on financial statements; coordinate with firm specialists as needed
  • Recognize industry-specific and general accounting and auditing issues, including revenue recognition, inventory pricing and LCM, receivable discounts, allowances, incentives and bad debts, current and deferred tax provisions, etc. Determine appropriate audit approach for such areas
  • Provide insightful feedback on financial statements and prepare other client deliverables such as board communications, deficiency letters, management letters, etc.
  • Supervise seniors and supervisors on engagement teams.
  • Anticipate and address client concerns as they arise
  • Maintain contact with clients throughout the year to understand impact of significant developments in client's business and assess impact on current year audit engagements
  • Identify and communicate significant accounting and auditing matters to senior manager and partner on engagement
  • Develop others within the Firm through facilitating levels based or industry training, advising on career development or participating in other Firm initiatives
  • Identify performance improvement opportunities for team members
  • Understand RSM's lines of businesses, availability of services and where applicable, discuss with client management of opportunities to make valuable introductions to others in the firm
  • Manage time appropriately across multiple projects
  • Subscribe to and actively read industry publications and share relevant information with clients as considered applicable
  • Develop a strategy to utilize relationships external to the firm with different types of Centers of Influence to effectuate business growth
  • Manage profitability of projects
  • Ensure professional development through ongoing education
  • Keep abreast of latest developments as they affect GAAP and the Firm's standards and policies
  • Conducted strategic and technical reviews to verify compliance with quality control standards, schedule constraints and budget parameters.
  • Trained and mentored department staff on policies and procedures to establish strong foundation for client development and service activities.

Audit Intern Through Supervisor

RSM US LLP
12.2014 - 11.2020
  • Developed understanding of company audit methodology, approach and tools while working under supervision of licensed auditors.
  • Proofread audit and tax reports and year-end financial statements to verify accuracy.
  • Compiled data and insights derived from [Type] research to inform licensed auditors' risk assessments.
  • Analyzed information of payments to vendors against contracts to find overpayments, writing claims to retrieve over payments from clients.

Police Officer

City Of Anaheim
01.2004 - 10.2013
  • Apprehended offenders and conducted interviews and interrogations.
  • Conducted preliminary investigations at scenes of major crimes.
  • Gathered necessary information for court appearances and testified as witness under oath in court.
  • Talked regularly with citizens to establish rapport and become familiar presence in area.
  • Primary response officer (PRO) trained in active shooter mitigation, evacuations and team leadership during crisis situations.




Deputy Sheriff

County Of Los Angeles
01.1999 - 01.2004
  • Observed jail and inmate activity to maintain order and safety of inmates and guards.
  • Monitored crowded public areas and events to mitigate risk and promote safety.
  • Performed rescue functions and administering emergency medical aid of inmates.
  • Conducted searches of individuals and premises.
  • Assisted in special investigations and crime prevention programs within the jail system.

Education

Bachelor of Arts - Accounting

California State University Fullerton
Fullerton, CA
12.2015

Skills

    • Financial statement analysis
    • Financial & operational analysis
    • Strategic & business planning
    • Process improvement & implementation
    • Team leadership
    • Financial administration
      • Staff development & training
      • Project management
      • Project Management Experience
      • Client Relationship Management
      • Risk Assessment

Accomplishments

  • Maintained a book of business up to $1,200,000 on an annual basis.
  • Developed extensive experience with financial statement audits, reviews, compilations, and special projects for public and private companies in various industries.
  • Managed an accounting staff of 30 professional accountants.
  • Assisted with recruiting of staff at local universities including CSUF, UCI, UCLA, USC.
  • Actively contributed in the successful growth of our audit practice over my 9 year tenure.

Affiliations


  • American Institute of Certified Public Accountants - 2020 to present.


Timeline

Audit Senior Manager

RSM US LLP
08.2023 - Current

Audit Manager

RSM US LLP
11.2020 - 08.2023

Audit Intern Through Supervisor

RSM US LLP
12.2014 - 11.2020

Police Officer

City Of Anaheim
01.2004 - 10.2013

Deputy Sheriff

County Of Los Angeles
01.1999 - 01.2004

Bachelor of Arts - Accounting

California State University Fullerton

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