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Click here or scroll down to respond to this candidateCandidate's Name
Homosassa, FL Street Address
EMAIL AVAILABLEPHONE NUMBER AVAILABLEI am a licensed CPA . I have 12 years experience in public and private accounting in several sectors of businesses. I am experienced with all tax filings including corporate, personal, and charities. I am familiar with many accounting software programs and certified on QuickBooks. I enjoy working with communicative staff and not only prior clients but new businesses as well. Work ExperienceCertified Public Accountant (CPA)Oliver & Company, Inc.-Inverness, FLJanuary 2024 to April 2024Contracted work for tax season. Preparation of tax returns, including individual tax returns, corporate tax returns, non-profit tax returns, and partnership tax returns. I was hired for tax season to assist the accounting firm to process the tax returns.AccountantVetus Foundation-Lecanto, FLOctober 2022 to June 2023Managed monthly financials for several entities including month end adjusting entries. Also, entered and tracked revenues and expenses. Monitored for discrepancies in revenues and expenses. Consulted with payroll and account payable and receivables on various issues to report to the various entities. Financial ControllerCitrus Cardiology Consultants-Inverness, FLMarch 2018 to October 2022Managing financial information including financial reporting monthly and quarterly. Accounts payable and receivables management. Management of several subsidiary businesses and accounting of property holding companies. Preparation of information for tax returns. Review of tax returns upon completion prior to submittal.Senior Staff AccountantDallaire and Associates-CPA'sMarch 2012 to March 2018Tax return preparation for individuals as well as corporate tax clients. Bookkeeping for corporations, partnerships, etc. including payroll processing, quarterly payroll tax form processing, year-end adjusting entries and payroll tax form preparation. Meeting with current and prospective clients to discuss bookkeeping needs and tax liability projections. Preparing estimated tax liability projections and payroll schedules.Administrative CoordinatorAMEC Environment & Infrastructure, Inc-Tampa, FLOctober 2010 to February 2012Work closely with various staff including Office Manager, Project Managers, Sr. Project Coordinators, and corporate accounting staff. Assist with: tracking projects and phases from procurement, tracking projects budget to actual spending, and preparing various financial reports as needed with financial Analysis as necessary. Assist with Accounts Receivable and Accounts Payable for various entities. Assist in the completion and reproduction of report deliverables, with accuracy and timeliness. Read reports to detect and correct errors in spelling, punctuation, syntax, and technical data. Assist project managers with processing client invoices, purchase orders, and expense reports. Data management including electronic and hard copy materials, and archiving in accordance with company policy and standards. Provide support in preparation of month end including reviewing of projects' accounts receivable (A/R) and work-in-process(WIP) accounts.Review WIP and A/R bi-weekly for accuracy issues and WIP for aging issues for divisions. Deal with facility issues as they arise including building maintenance, safety testing and reporting, and equipment maintenance.Bookkeeper/Office ManagerFiner Scrap Processors of Tampa, IncDecember 2008 to October 2010Manage accounts payable (A/P) and accounts receivable (A/R). Match invoice to receipts and check all pricing. Complete deposits and post cash to accounts. Process month-end financial reporting. Process all reports and paperwork for the tax accountant. Maintain employee and customer files including file retention and reporting. Administer 401K and insurance forms. Track timecards and prepare and distribute payroll.Oversee inventory and purchase office supplies as needed. Monitor state certifications and registrations and renew as necessary. Provide administrative support and assistance to president and vice president. Administrative AssistantCTX Builders Supply-Plant City, FLJune 2005 to October 2008Duties include support of management staff; scheduling lumber and truss deliveries; data entry of purchase orders; periodic checking of corporate web site for purchase orders; preparation of productivity reports as well as scheduling reports; research of inconsistent data for production reports; processing of building and cut sheets for plant production; monitoring the delivery schedule for plant production; updating the production calendar on a daily basis; assisting the design department with administrative duties such as requesting seals for permitting; providing administrative support/back-up for front office and reception area as needed; addressing questions and concerns from customers and managers. Executive AssistantSAICDecember 2002 to June 2005Duties include (but are not limited to): manage the office day-to-day operations; support business development executive staff; maintain the staff calendar; schedule meetings for executive staff; prepare correspondence as well as policies and procedures for the Tampa area; purchase office supplies; process expense reports and time cards; facilities coordination among office personnel; manage heavy travel and conference arrangements; prepare documents and briefings; create reports and charts; answer and perform administrative inquiries as requested; handle invoice questions and assist in reconciliation of charges; handle purchase requests and check requests including follow up with Accounts Payable for goods receipts; coordinate vendor establishment within the purchasing system; telecommunications point of contact for ordering and maintaining cellular service; property and asset management point of contact; responsible for tracking government furnished property, corporate assets, and technical/financial contract reports; sustain the access badge and office key spreadsheet and log; maintain personnel files and main point of contact for personnel issues for division; human resources point of contact for new employee orientation; responsible for ensuring that training is properly completed and tracking due dates for mandatory corporate training; responsible for gaining approval for requested employee training and following up with registration for requested courses; provide corporate applications' training to staff.Receptionist/Administrative AssistantU.S. Trust CompanyAugust 2001 to November 2002Handled all incoming telephone calls; completed and filed expense reports for executives; collaborated with vice presidents to create Power Point presentations, prospect and client databases, and questionnaires; distributed incoming packages, faxes, and mail; sent all outgoing packages via the U.S. Postal Service orFedEx; received dictation and typed client letters; was responsible for ordering supplies and inventory; updated and organized client files; perpetuated mass mailings for periodic events. EducationBachelor's degree in AccountingUniversity of South Florida-Main Campus - Tampa, FL Accounting LicensesCPAExpires: December 2014State: FLSkills General Ledger Reconciliation Account Reconciliation Accounts Payable Autodesk (Less than 1 year) Office Management Typing 12 years 10 Key 3 years Microsoft Word 17 years Microsoft Outlook Architectural Desktop (Less than 1 year) Deltek (Less than 1 year) 9 years Intacct 6 years Microsoft Excel Financial Report Writing Bank Reconciliation 50-55 wpm Word Perfect 18 years Microsoft Access 15 years PowerPoint Financial Analysis QuickBooks accounting (4 years) Journal Entries Accounting Software 10,000 kph Lotus Notes Asset Management General Ledger Accounting 55 wpm (Less than 1 year) Financial report writing Accounting software Accounts payable General ledger accounting Accounting Financial analysis QuickBooks Accounts receivable Payroll Bookkeeping Account reconciliation Balance sheet reconciliation General ledger reconciliation Tax experience Human resources Customer service Cash handling Office management Typing Financial Statement Preparation Databases Financial statement preparation Expense management Asset management Personal assistant experience SAP Microsoft Access Google Docs Social listening Adobe Acrobat Software troubleshooting Financial services Big 4Certifications and LicensesCPACertified Bookkeeper |
