| | | 20,000+ Fresh Resumes Monthly | |
|
|
| | Related Resumes Customer Service Accounts Payable New Port Richey, FL Controller/Accountant/Financial Manager Wesley Chapel, FL Accounting Manager Financial Tampa, FL Accounts Payable Human Resource Collections Customer Service Brooksville, FL General Manager Financial Services Tampa, FL Staff Accountant Customer Service Sarasota, FL Financial Services, Sales, Management, Analysis Tampa, FL |
|
Click here or scroll down to respond to this candidateCandidate's Name
http://LINKEDIN LINK AVAILABLEEMAIL AVAILABLE PHONE NUMBER AVAILABLEFinancial Services Professional CFO Controller Accounting Manager Senior AccountantAccomplished, dynamic, and detail-oriented Financial Services Professional with sound financial acumen, numerous industry designations, and 15+ years of well-rounded experience in all facets of setting up and managing GAAP-compliant public accounting, nonprofit and fund accounting, and treasury management. Able to explain and present potentially-complex systems, options, products, and services with ease, clarity, and confidence. Exceptional listening, interpersonal, and people skills. Lead-by-example professional passionate about providing extraordinary products, services, and customer experiences.Areas of ExpertiseGeneral Accounting, Bookkeeping, and Tax PreparationAccounts Payable: payables on schedule, three-way matchingPayroll Processing: automated and Manual Data Entry, Payroll Checks, Payroll Tax Filings, and Journal EntriesAccounts Receivable: Invoicing, Posting, Deposits, Cash Application, and CollectionsMonth-End Close Activities: Bank Account Reconciliation, Financial Analysis, Multiple Accounts, Income Statements, Balance Sheets, General Ledgers, General Journals, and Forensic AuditingFinancial Services: Banking, Lending, and Real EstateManaging Financials, including: P&L Management, and Balance Sheet and Reconciliations.Provision of Financial AdviceIncome Tax Return Preparation: Individual Corporate, Trust, and Partnership ReturnsQuickBooks for Full Functioning BookkeepingMicrosoft Dynamics GPBlackbaud Financial Edge Non-Profit Accounting SoftwareMS Office SuiteIndustry-Specific SoftwareExperienceAccounting Manager 2 yearsAlliance Property Management Solutions, LLC Largo, FLAccounting for multiple HOA entities including accounts receivable and accounts payable. Month End and yearly closings. Monthly financial statements including Income Statements, Balance Sheet, Budget Analysis and Budget monitoring. Designed and implemented a system to manage and account for jobs and projects.Accountant 4 yearsROBERT HALF Accountemps St Petersburg, FloridaRecruited to provide a variety of general to highly-specialized accounting services for a portfolio of diverse businesses, including: AR Metallizing Ltd, SPC College Foundation, St Petersburg Chamber of Commerce, Prestige Spa Covers, Lightning Master, and Alliance Property Management Solutions, LLC.Assignments ranged from Controller, Accounting Manager, and general accounting, including AP/AR, and bookkeeping to bank account reconciliation, payroll processing, treasury management, and tax preparation. I consistently implemented best practices and adhered to all GAAP principles and guidelines to ensure accurate accrual accounting practices and to maintain financial integrity and compliance for each business.Accounting Manager 1 yearsCLEARWATER NEIGHBORHOOD HOUSING SERVICES Clearwater, FloridaEmbraced the opportunity to transform this non-profit community services Finance Department into a well-organized, efficient, and audit-ready operation.While improving processes, procedures, and protocols, successfully managed all financial matters, including: accounting, financial reporting, loan portfolio administration and collection, insurance, financial operations, accounting system modification, and audit preparation.Controller 4 yearsALL AMERICAN BAR AND GRILL W. Dennis, MAAs the Controller at this popular eatery, not only provided financial oversight of all financial operations, including treasury management, financial statement preparation, and accounting management, but also used sound financial acumen to advise leadership on company goals.Prepared journal entry, bank reconciliations, and other financial statements; managed A/P and company accounting procedures and operations; prepared and submitted annual tax returns; provided POS system management and established remote financial management capability.Certified Financial Planner 10+ yearsBAYSTATE INVESTMENT ADVISORS, INC. Framingham, MAAs a CFP and Registered Investment Advisor, launched and ran a highly successful, for-profit financial planning firm providing private equity investment, wealth management, tax preparation, and business management advice and services.Developed and managed an ever-growing portfolio of loyal and referring affluent clients.Additional ExperienceRegional Branch Manager, JACOB DEAN MORTGAGE CO., INC.and EW MORTGAGE CO., INC. 5+ yearsUnique AccomplishmentCEO, Managing Member 2005 to present GREEN VIEW REALTY, LLC.Organized and managed from conception, a single purpose entity for the development of a 52-acre parcel of land that has remediated a brownfield and enabled the highest and best use of the land. A 10.27-megawatt solar project has been permitted and constructed and is now in commercial operation. Value-added $5,000,000 in lease revenue.Certifications, Designations, & QualificationsCertified Financial Planner: (CFP) Board of StandardsRegistered Investment Advisor: Securities Exchange Commission, Commonwealth of MassachusettsRegistered Representative Series 7 Private Placements: National Association of Securities DealersMortgage Broker: Commonwealth of MassachusettsRealtor: Commonwealth of Massachusetts: Realtor, Sales AgentChartered Financial Consultant (ChFC): American CollegeCharter Life Underwriter (CLU): American CollegeInsurance Agent: Life, Health, and Variable Annuities: Commonwealth of MassachusettsSailing Instructor: ASA Certified sailing instructorEducationCertified Financial Planner: CFP Board of StandardsBACHELOR OF SCIENCE Economics and AccountingBENTLEY UNIVERSITY, Waltham, Massachusetts |
