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Click here or scroll down to respond to this candidateCandidate's Name
Street Address PHONE NUMBER AVAILABLE EMAIL AVAILABLEExperienceController The Country ClubSept 2023 July 2024-Managed and overseeing the financial operations of the prestigious country club-Maintained accurate financial records, analyze budgets, and provide strategic financial guidance to support the club's success-Lead the accounting team and collaborate with various departments, ensuring compliance with financial regulations and implementing effective financial controlsTax Manager McManamon & Co. CPAMarch 2022 Sept 2023-Review Federal and State Income Tax Returns for over 2,500 clients-Prepare Personal 1040, 1041 Income Tax Returns-Prepare and Review Business Returns such as 1065, 1120, 1120S-Prepare Payroll, CAT, Sales and use Tax returns-Prepare W2, W3, and 1099s-Prepare year end journal entries for clients and consult with clients on best practices-Prepare year end financial statements for clients-Consult with clients on future tax planningAccounting Manager Zagaras MarketplaceJuly 2020 March 2022-Payroll for 104 employees Full Payroll Process-Manage all AP and AR-Cash Control and Daily Store Balancing-Accounting Manager for Operations, Holding Company, and Profit Share Account-Process all, Payroll, CAT, Liquor, and Sales tax returns-Monthly reconciliation of bank accountsTax Expert Intuit / TurboTax Live!January 2021 December 2021-Full Service Tax Expert with 30 years of experience. Consultant Salaried Professional Services, Robert Half International March 2020 to June 2020-As a Robert Half salaried professional I am a highly skilled professional with deep, diverse experience. Over the course of my career, I have tackled challenging and complex assignments for companies of various sizes, in a wide range of industries. I thrive on the change that project work provides. And I am able to immediately mesh with a team and get to work.Financial and Operations Manager, Keller Williams Greater Cleveland Southeast October 2011 to March 2020-Manage and control Escrow Account for all Real Estate Transactions for 180+ Real Estate Agents-Complete daily, weekly, and monthly tasks with regards to the financial cycle from A/P, A/R to Financial Reporting-Maintain all aspects of a professional Real Estate Office-Monthly Financial Reporting and Trending compared to industry standards and trends-Monitor cash control for the corporation-Calculate, Report, Monitor, and Verify CAM charges for rented commercial office space-Audit controlling, and audit engagements-Create and write standard operating procedures for all areas of the business-Institute Budgets and Budget Variance Analysis for multiple lines of service-Maintain, and developing employee files for Human Resource purpose Clinical Business Manager for Imaging and Lab Services, Kaiser Permanente The Ohio Region October 2008 to October 2011-Received the 2009 High Performer award for Diagnostic Support Services-Manager of Imaging Registration and Scheduling team (6 FTEs 144,000+ appointments per year)-Improvement Advisor (IA) and graduate of the Process Improvement (PI) education given at National Kaiser Permanente-Implemented AIDET training (Acknowledge, Introduce, Duration, Expectation, Thank you) for every patient every time-Increased co-pay collections by +40% in 4 months by implementing observation and collection controls upon check-in Candidate's Name Page 210444 California Street Aurora Ohio 44202 PHONE NUMBER AVAILABLE EMAIL AVAILABLE Senior Accountant, Sirva Relocation Global Division, & DJK New York Division February 2008 to October 2008-Review A/R daily for the New York Office and complete financial reporting-Collect on problem A/R for the New York office and resolve A/R problems-Complete and Maintain Financial Reports for NY and Global Division including Revenue, A/P etc.-Responsible for closing and month end processes for the Global Division (From 15+day close to <5 day close)-Prepare reconciliations for Global Division for all Balance Sheet Accounts-Distribute and Prepare Monthly Financial Statements for Upper Level Management and monitor results-Resolve Cash variances on Fixed Fee Files and complete various adhoc projects such as budget preparation-Respond to any requests from Internal and External auditors Experience (Continued)Financial Analyst & HR Manager, DeVore Technologies, Inc. June 2007 to February 2008-Complete daily, weekly, and monthly tasks in regards to the financial cycle from Accounts Receivable to Financial Reporting-Project Manager for Contract Personnel Projects, staffing, billing to completion-Develop reports for financial, and production forecasting-Monitor cash control for the corporation-Audit controlling, and audit engagements-Create and write standard operating procedures for all areas of the corporation-Institute Budgets and Budget Variance Analysis for 8 lines of service-Maintain, and developing employee files for Human Resource purpose The Cleveland Clinic Foundation, July1989 June 2007 Finance Manager / Cancer Research, Taussig Cancer Center, July 2006 to June 2007-Controlled finances of over 450 research activities such as Pharmaceutical Trials, Government Grants, and Awards-Reported and Maintained 126 Treasury Funds with a cash balance of over $30 Million dollars-Managed a staff of 3 Senior Accountants-A direct report to over 70 Doctors, and Primary Investigators-All Research trials were maintained with activity based accounting, in Lawson (software package)-Created and Developed Monthly reporting for all Research Financial Data-Continuous creation of adhoc financial reports and analysis-Develop and maintain a research budget of over $16 Million dollars Senior Financial Operations Analyst, Patient Financial Services, August 2000 to July 2006 Senior Accountant, Division of Radiology July 1996 to June 1999 Accountant, Financial Reporting July 1994 to July 1996 Audit Controller, Patient Financial Services, August 1990 to July 1994 Finance Manager, Neurosurgery and Neurology Associates, Inc. & Advanced Imaging June 1999 August 2000Time and Attendance Clerk, The Federal Bureau of Investigation July 1989 July 1990Formal EducationCleveland State University, Cleveland, Ohio Baldwin-Wallace College, Berea, Ohio Degree: MBA, November 1999 Degree: BA Accounting, November 1995 Other EducationHondros College - Real Estate Education 2012National Association of Security Dealers, New York, NY - Arbitration Training H&R Block, Maple Heights, Ohio - Over 31 hours of Tax Training every year for 15 years Candidate's Name Page 310444 California Street Aurora Ohio 44202 PHONE NUMBER AVAILABLE EMAIL AVAILABLE Computer SkillsLotus 123 5.0, M/S Excel, OS/2 Warp, Monarch, Brief, M/S Word 07, Publisher 07, PowerPoint 07, Access, ATX Tax Software, Peachtree, ACT, Wintrac, Service Engine, Quickbooks, Peachtree Sage50 Associations, and Other Outside ActivitiesAssociations- Medical Group Management Association Former Member- Healthcare Financial Management Association Former Member- National Notary Association Current Member- Garfield Heights United Methodist Church Treasurer of Special Savings Account Activities and General Fund, Responsible for an Endowment Account with a Net Present Value of over $100K Dollars.- Ohio Association of Realtors- National Association of Realtors- Akron Cleveland Association of RealtorsOthers- I have my own Tax Business for 20+ years, over 350 tax clients. Taking 31hours of tax education each year.- Arbitrator for FINRA taking cases, listening to evidence and making final decisions |
