Summary
Overview
Work History
Education
Skills
Websites
Community Service
Certification
Timeline
Generic

WILLIAM B. SHARP

DIRECTOR OF OPERATIONS - CLIENT ACCOUNTING SERVICES
West Hartford

Summary

Over 19 years of success maximizing profitability and improving financial systems for clients and companies. Diligent financial expert with a track record of accomplishment owning, developing, and improving internal controls in order to bring value to businesses. Proven skill and expertise across a broad range of financial management and accounting processes in alignment with Generally Accepted Accounting Principles (GAAP), such as budgeting, forecasting, cash flows, tax preparation, fiscal period closing, reconciliations, regulatory compliance, and Balance Sheet activities, including accounts payable, accounts receivable, inventory, and fixed assets. Analytical prowess and keen attention to detail utilized to critically assess business and financial operations, develop and recommend process improvements, and produce timely, accurate, and compliant financial reports, statements, and records. Engaging leader with interpersonal strengths leveraged to mentor and motivate high-performance accounting teams, liaise with key stakeholders, deliver best-in-class customer service and financial advice to clients, and present sophisticated insights to business owners and executives.

Overview

25
25
years of professional experience
1
1
Certification

Work History

Director of Operations - Client Accounting Service

Talley LLP
05.2021 - 06.2025
  • Oversaw daily operations across multiple departments, ensuring seamless coordination and efficient execution of tasks.
  • Defined, implemented, and revised operational policies and guidelines.
  • Negotiated with vendors, suppliers and other stakeholders to acquire mutually beneficial contracts and agreement.
  • Oversaw successful implementation of operational strategies and policies to drive organizational growth and productivity.
  • Mentored junior staff members, fostering a supportive work environment that encouraged professional growth.
  • Streamlined financial processes by implementing automated systems and reducing manual tasks.
  • Oversaw the month-end closing process, ensuring timely and accurate financial statement preparation.
  • Improved financial reporting accuracy through meticulous data analysis and reconciliation efforts.
  • Prepared cash flow projections, cost analysis and monthly, quarterly and annual reports.

Lead Accountant

Talley LLP
06.2020 - 05.2021
  • Consult with small to medium size business clients to assist in various high-level CFO and Accounting functions.
  • Issued detailed, timely, and complete documentation for clients through preparing, maintaining, and updating all accounting records and monthly financial statements for their businesses.
  • Participated in strategic planning initiatives that involved input from multiple departments across the organization.
  • Managed fixed asset tracking system for accurate depreciation calculations and capital expenditure planning purposes.
  • Served as a trusted advisor to executive management, providing valuable financial insights and recommendations based on data analysis.
  • Enhanced accuracy of financial statements through thorough review and analysis, identifying discrepancies and resolving issues promptly.
  • Reduced month-end closing timeframes by developing efficient procedures for reconciliations and journal entries.

CHIEF OF EXECUTIVE OPERATIONS & ACCOUNTANT

Bullseye Accounting, LLC
01.2007 - 05.2020
  • Delivered expert financial advice and services to an array of clients as CEO of an accounting firm that specialized in small businesses, including full payroll accounting.
  • Led each individual client in increasing profitability while reducing shortages for their unique businesses by producing year-to-year financial analyses, presenting insights, and recommending financial systems.
  • Guided clients through tax planning by reviewing and researching tax information, recognizing and resolving complex tax issues, advising with regard to tax liabilities, and preparing corporate, partnership, and non-profit tax returns.
  • Issued detailed, timely, and complete documentation for clients through preparing, maintaining, and updating all accounting records and monthly financial statements for their businesses.
  • Noted Accomplishments:
  • Established, built, and grew the business from the ground up, leading to over a decade of success.
  • Prepared or reviewed 300 individual tax returns each year on average.

ACCOUNTING MANAGER

Gridline, Inc.
05.2018 - 09.2019
  • Advanced core missions for the telematics company by planning and directing all aspects of accounting, including reconciliation of shared resources for two sister companies.
  • Owned internal controls and orchestrated a broad range of financial activities, such as month-end closing, cash management, accounts payable and receivable, inventory control, and fixed assets.
  • Drove ongoing professional growth and development through directing and training accounting staff, reviewing and approving all journal entries from junior accountants, and ensuring timely completion of assignments.
  • Furthered financial integrity in alignment with GAAP by preparing and completing corporate tax returns, reconciling financial statements, and examining accounting records for completeness and accuracy.
  • Utilized sophisticated technologies to build, implement, and update recordkeeping and accounting filing systems.
  • Optimized efficiency and drove continuous improvement by critically analyzing current processes, ascertaining accounting needs, and developing new procedures that addressed business and financial issues.
  • Delivered data-driven recommendations to management after analyzing business operations, trends, costs, revenues, financial commitments, and obligations.
  • Promoted cost-efficiency by developing and managing budgets, executing variance analysis to compare budgeted costs to actual costs, projecting future revenues and expenses, and producing detailed weekly, monthly, and yearly operational financial reports.
  • Noted Accomplishments:
  • Maximized profitability by implementing a system that reduced accounts receivable, enhanced the overall reconciliation process, and improved balance sheet accounts.
  • Honored an efficient process for the introduction of Standard Operating Procedures.

ACCOUNTANT

Gallagher, Lieb, Moroni & Associates
05.2004 - 05.2008
  • Guided multiple small business clients in improving operational and cost efficiency.
  • Presented monthly financial statements to company owners and administered all accounting records.
  • Prepared and filed quarterly payroll tax returns, monthly sales tax returns, and individual, corporate, partnership, and non-profit tax returns.

ACCOUNTANT

Leonard & Associates, CPA PLLC
01.2000 - 05.2004
  • Enhanced the orderliness, accuracy, and organization of bookkeeping for individual clients and small businesses in preparation for tax returns.
  • Authored journal entries and filed incorporation paperwork for new and current customers.
  • Prepared and filed quarterly payroll tax returns as well as individual, corporate, partnership, and non-profit tax returns.

Education

Bachelor of Science - Finance

University of Illinois At Chicago
Chicago, IL

Skills

  • Financial & Accounting Management
  • Effective team building and guidance
  • Tax Accounting & Filing
  • Financial Planning & Reporting
  • Variance Analysis
  • Financial System Maintenance
  • Process Enhancements
  • Staff Training & Development
  • Relationship-Building
  • Business Development
  • Written, Verbal & Presentation Skills

Community Service

City of Phoenix Income Tax Assistance Program, Volunteer Tax Preparer, Phoenix, AZ, 2016, 2018

Certification

Spiirall Management Academy - January 2024 to June 2025

Timeline

Spiirall Management Academy - January 2024 to June 2025

06-2025

Director of Operations - Client Accounting Service

Talley LLP
05.2021 - 06.2025

Lead Accountant

Talley LLP
06.2020 - 05.2021

ACCOUNTING MANAGER

Gridline, Inc.
05.2018 - 09.2019

CHIEF OF EXECUTIVE OPERATIONS & ACCOUNTANT

Bullseye Accounting, LLC
01.2007 - 05.2020

ACCOUNTANT

Gallagher, Lieb, Moroni & Associates
05.2004 - 05.2008

ACCOUNTANT

Leonard & Associates, CPA PLLC
01.2000 - 05.2004

Bachelor of Science - Finance

University of Illinois At Chicago

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