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Click here or scroll down to respond to this candidate Candidate's Name , CPA, JD
Street Address -29 Crescent St. Apt. 2C, Astoria, New York City | EMAIL AVAILABLE
PROFESSIONAL EXPERIENCE
CFO/CONTROLLER
PROMISED PERFECT LOVE FOUNDATION
FEBRUARY 2022 - PRESENT
Preparation and Review of the Quarterly/Annual Financial Statements
Establish and maintain overall accounting systems, procedures, and policies.
Lead analysis and reporting of inancial information including budgets and planning, and ilings
Supervise general accounting including journal entries, intra-company reconciliations
Supervise monthly and annual inancial closing process.
Identify areas of improvement and establish new processes accordingly
Design, document and maintain solid processes and systems
Form 990 Filing
Char 500 Filing
Prepare the Yearly Budget
CONTROLLER
VISIT HEALTHCARE
DECEMBER 2021 - APRIL 2023
Preparation and Review of the Quarterly/Annual Financial Statements
Lead essential accounting functions.
Establish and maintain overall accounting systems, procedures, and policies.
Supervise general accounting including journal entries, intra-company reconciliations
Supervise monthly and annual inancial closing process.
Identify areas of improvement and establish new processes accordingly
Manage and prepare monthly strategic inancial reporting processes; coordinate with inance
Assist in preparing consolidated inancial statements.
Build and manage AP and AR processes of the clients.
Assist with tax compliance and reporting, including tax returns, tax provisions, and audits.
Design, document and maintain solid processes and systems
Ensure optimum control of the operations of the clients.
Serve as the main point of contact to the day to day inancing issues with the client
Work with the Company's external auditors on quarterly reviews and annual audits.
Supervise accountant and accounting assistants
Reconcile Payroll entries with the payroll reports
Assist Payroll Audit
Maintain accuracy of book/physical inventory records
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CHIEF FINANCIAL OFFICER/CONTROLLER
Candidate's Name , CPA FIRM
OCTOBER 2017 - FEBRUARY 2023
Preparation and Review of the Quarterly/Annual Financial Statements
Lead client s essential accounting functions.
Establish and maintain overall accounting systems, procedures, and policies.
Lead analysis and reporting of inancial information including budgets and planning, and ilings
Presents indings and recommendations to the clients
Supervise general accounting including journal entries, intra-company reconciliations
Supervise monthly and annual inancial closing process.
Identify areas of improvement and establish new processes accordingly
Manage and prepare monthly strategic inancial reporting processes; coordinate with inance
Assist in preparing consolidated inancial statements.
Build and manage AP and AR processes of the clients.
Personal Tax Returns
Business Tax Returns
Payroll Tax Forms
State Filings
Business Tax Filings
Business Registration
EIN Processing
ACCOUNTING SUPERVISOR
TALBERT AND TALBERT, LLC DECEMBER 2016 TO OCTOBER 2019
Preparation and Review of the Quarterly/Annual Financial Statements
Lead client s essential accounting functions.
Establish and maintain overall accounting systems, procedures, and policies.
Lead analysis and reporting of inancial information including budgets and planning, and ilings
Presents indings and recommendations to the clients
Supervise general accounting including journal entries, intra-company reconciliations
Supervise monthly and annual inancial closing process.
Identify areas of improvement and establish new processes accordingly
Manage and prepare monthly strategic inancial reporting processes; coordinate with inance
Assist in preparing consolidated inancial statements.
Build and manage AP and AR processes of the clients.
Assist with tax compliance and reporting, including tax returns, tax provisions, and audits.
Design, document and maintain solid processes and systems
Ensure optimum control of the operations of the clients.
Serve as the main point of contact to the day to day inancing issues with the client
Work with the Company's external auditors on quarterly reviews and annual audits.
Supervise controllers, managers, bookkeepers and accounting assistants
Reconcile Payroll entries with the payroll reports
Revenue Forecast and Monthly Revenue Recognition calculation
Assist Audit Manager and Managing Partner in Audit Representation
Form 941, Form 940, NYS 45, W2 and W3 reporting
Maintain accuracy of book/physical inventory records
Analyzing of manufacturing price variances
Developing costs for new inventory items and computing monthly inventory values
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ASSISTANT CONTROLLER
ASSOCIATION FOR METRO AREA AUTISTIC CHILDREN,INC.
NON-PROFIT - MAY 2013- FEBRUARY 2015
General Ledger
Year-end and monthly closing of the general ledger, review of journal entries and bank account
reconciliations
Consolidate records of transactions such as bank deposits
Oversee the low of cash or inancial instruments by monitoring running balances of bank accounts, to
process wire transfers and/or request stop payment, as needed
Maintain deposit iles to facilitate in audit sampling selection and assist with annual audit schedule
preparation and support
Assist with audit schedules as assigned by Director of Finance
Provide assistance with inancial statement preparation when needed and other duties as assigned by
the Director of Finance, Chief of Operations, and Executive Vice President of Operations & CFO
Demos Action (c4) assist Director of Finance to oversee documentation and reporting for 501c4
entity, Demos Action
Assist in CFR preparation
Accounts Payable
Review AP and generate AP aging report for approval
Process accounts payable checks & ACH payments
Generate report for Positive Pay
Generate IRS Form 1099-MISC for independent contractors annually
Ensure compliance with purchasing guidelines for consultant and vendor selection with a racial
equity lens
Accounts Receivable
Assist in the reconciliation between the accounting system and fundraising database in coordination
with development staff.
Review and import monthly credit card details as provided by development staff from third-party
merchant (ie. Rallybound, Classy, etc.)
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Payroll Administration and Bene its Support
Review and approve payroll and transmit payroll to payroll provider
Review payroll records periodically for accuracy and compliance
Maintain and organize con idential payroll iles and payroll system
Prepare journal entries for semi-monthly payroll and employee bene its programs
Process online bene its payments
Maintain records of bene its payments for reconciliation purposes
Submit necessary documentation for retirement plan contributions
Team Management
Direct supervision of Accounting Manager and Bookkeeper
Other tasks as requested by the Director of Finance, Associate Director of Operations, Chief of
Operations and Executive Vice President of Operations & Chief Financial Of ice
CONTROLLER
PRIVATE EQUITY SIGMA CAPITAL PARTNERS
SEPT.2012-APRIL 2013
Prepare and review general ledger entries, inancial statements and investor capital accounts
Prepare and review capital calls/distribution notices and related calculations
Prepare and review partnership calculations
Partner with external auditors on schedule preparation and year-end audit processes
Deliver documents and reports to investors as needed
Maintain investor contact information and wire payment information
Assist with prompt response/resolution of inquiries from investors
Interface with clients daily and manage an effective client relationship
Complete ad-hoc and special projects as directed
Other duties as assigned
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Education
GRADUATE OF BACHELOR OF ACCOUNTANCY | JUNE 1996-OCT 1999 |UNIVERSITY OF SAN CARLOS
GRADUATE OF BACHELOR OF LAWS | JUNE 2003- MARCH 2008 |UNIVERSITY OF SAN JOSE
MASTER OF BUSINESS ADMINISTRATION 2 SEMESTERS | 2015-2016 | PACE UNIVERSITY
Software Knowledge
Quickbooks
PeachTree
Sage
Fund EZ
Desired Salary:
$145,000 - $180,000
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