## BIO
Tax and Accounting
**Finance**
* Produced numerous monthly financial statements (including comparisons to budget, prior years, and other customized reports), trend analysis, cash flow projections, and cash needs requirements.
* Prepared feasibility studies with forecasts for business field offices, spin-offs, purchases and buy-outs
* Drafted and implemented business plans, including product, marketing, financial, and technology segments
* Developed business plan and financial projections for spin-off apparel company. Assisted in development of PPM (Private Placement Memo) for fundraising capital of $2.2 million.
**Accounting**
* Supervision of accounts payable, accounts receivable, payroll, cost accounting, billing, purchasing, contract administration and payroll (up to 21 direct reports)
* Effectively trained and empowered staff to complete all reporting on a consistent timely basis
* Experience with multiple accounting systems with varying levels of complexity, including the development of profit centers, divisional analysis, and conversions from one system to another
* Analytical review of account histories and balances, reviewing for exceptional items and ensuring the integrity of account balances
* Drafted annual audited financial statements with footnotes and other mandated reporting
**Tax**
* Prepared Federal, State, Local, and miscellaneous tax returns for many different entities and business units
* During my public accounting experience prepared in excess of 5,000 various tax returns, including individual, corporate, partnerships, not for profit, and various other types
* Developed customizes tax solutions for large national firm for Expatriate tax compliance and a full featured Trust and Estate tax compliance system including federal and state returns
* Created and implemented customized tax solution for national tax franchise for compliance with OhioCitytax
* Calculation of tax consequences of proposed transactions, and preparation of FAS 109 reserves
**General Administration**
* Developed employee handbook, disaster preparedness plan, long term perpetuation plans
* Implemented Company policies, procedures, and developed internal controls at new acquisitions
* Review of policies, procedures and internal controls for potential conflicts with elements of Sarbanes-Oxley
* Proficient in many different software including Word, PowerPoint, Costpoint, QuickBooks, and other accounting and financial reporting systems
- expert in EXCEL based solutions
## Area of Expertise
MS OFFICE