To obtain a challenging Sr. accounting / accounting manager position in a competitive company where the application of my solid professional education and broad experience, computer skills and initiative can contribute to the achievement of the organization’s goals.
QUALIFICATIONS SUMMARY recent experience in both
A CPA (currently licensed in California and Michigan) with recent experience in both public accounting and corporate accounting environments
Knowledgeable in GAAP, GAAS, IRS Codes, SEC regulations, Sarbanes-Oxley Act
Professional hands-on experiences in general accounting, cost accounting, auditing, and tax in public accounting and corporate firms
Well organized, logical thinking decision-maker with an analytical, detailed approach to researching and problem solving
Company City, ST March 2007 – Present Controller, CPA
Handle all accounting and tax matters, including AP, AR, fixed assets, credit, GL, payroll, loans, payroll tax, business tax, property tax, franchise / income tax; responsible for cash flow; close books and prepare financial reports for monthly and yearly.
Participate in financial strategic planning, prepare budget and forecasts, handle owners capital equities accounts, review of budgets vs. actual to ensure accuracy.
Develop internal control system, recommend areas for improvement both financial and operational, and establish new accounting policies and procedures.
Use financial know-how to improve profits and operations, reduce costs, and develop strategies for the company.
Company City, ST 2006 – 2007 Fiscal Manager, CPA
Manage staff in a broad range of accounting functions; responsible for creating and monitoring all finance initiatives; develop and maintain accounting policies and procedures; prepare financial reports for all units, programs, projects, and funds to funding sources, and regulatory bodies (e.g. IRS, State Franchise Tax Board, the Attorney General’s Office and the Secretary of State).
Oversee all organization funds in compliance with all legal and regulatory financial requirements, as well as with all requirements of funding agencies.
Participate in organizational planning, develop and maintain budgets of all units, programs, projects and funds; enhance the internal control structure and environment.
Coordinate financial audits with various auditors and funding agencies.
Company City, ST 2003 – 2006 Controller / Deputy CFO / Consultant, CPA
Oversee all entities’ (C and S corporations, LLC, Partnerships) accounting related matters, including chart of accounts, banking, AP, AR, GL, payroll, inventory, loan accounting, interest allocations; in charge month and year end close process; prepare consolidation and elimination entries, complete consolidated financial reports; prepare corporate tax returns and tax planning.
Participate in strategic planning process, prepare budget and forecasts, handle owners capital equities accounts, review of budgets vs. actual to ensure accuracy.
Manage internal control system, internal audit review, recommend areas for improvement both financial and operational, develop and establish new policies and procedures.
Support external auditor for three federal grant projects / entities / partnerships.
Supervise and develop a staff of four, establish performance standards and expectations for staff, review work assignments both in-progress and when completed.
Company City, ST 2002- 2003 Senior Auditor, Senior Staff Accountant, CPA
Performed audit, review and compilation services for various clients, such as manufacturing, construction, software service, investment consulting, filming / video production, high-tech / auto design service, retail trade, and professional service companies
Provided tax services for various individuals and corporations
Company City, ST 2000 - 2002 Senior Auditor, Senior Staff Accountant, CPA
Performed audits for financial institutions, securities brokerage, non-profit organizations, etc.
Performed review and compilation services for various clients, such as construction, retail trade, manufacturers, professional service, educational services, health care, affiliated companies, and non-profit organizations
Provided services of tax planning and tax returns for individuals, partnership, C & S corporations, and non-profit organization
Produced services of developing, installing, improving, training and maintaining computerized accounting information systems for the clients
Utilizing and maintaining computerized accounting and tax systems. Experience with:
e-Pace Creative Solution
Lacerte Intuit ProSeries
ATX / MAX Tax
Master of Science in Professional Accountancy
Bachelor of Economics with major Accounting
American Institute of Certified Public Accountants
California Society of Certified Public Accountants
Michigan Association of Certified Public Accountants