Business Consultant And Tax Preparer resume example with 20+ years of experience

(555) 432-1000,
Montgomery Street, San Francisco, CA 94105
Financial Controller with almost 20 years of manufacturing accounting experience, responsible for the accuracy, timeliness, and presentation of the Financial Statements under GAAP.
Partnered with all levels of management for financial planning, production reporting, cost analysis and inventory valuation, budgeting and cash forecasting. 
Served almost 3 years in operations managing three departments, Inventory Control, QA, and Warehouse activities including shipping and receiving. 
Certified Public Accountant with over 3 years of public accounting serving high net worth individuals, C corp., S corp., and  partnerships, both in tax preparation and financial statement auditing. 
University of Tennessee Chattanooga, TN Expected in 1991 Bachelor of Science : ACCOUNTING - GPA : Accounting GPA 3.4
Hesser Business College Manchester, NH Expected in 1981 : Digital Electronics - GPA :
Miragen Therapeutics - Business Consultant and Tax Preparer
Waltham, MA, 03/2015 - Current
Business Consultant and Analyst - Work with small business owners to assess their operations and accounting systems to identify trouble areas and to recommend solutions for better processes and internal controls and reporting.   
Over 30 tax seasons of preparing tax returns for Individuals (Form1040) and Business returns (Forms 1065 and 1120), Personalty Property returns and Sales and Use tax returns. Payroll reporting for W-2, W-3, 940, 941, 1099 and 1096. 
Owens Corning Headquarters - Corporate Controller
Cincinnati, OH, 09/2003 - 03/2015
Managed accounting operations, accounting close, general ledger reporting and account reconciliations.
Maintained a documented system of accounting policies and procedures.
Supervised team of 6 staff professionals.
Prepared and Presented Divisional and Consolidated Financial Statements in accordance with GAAP.
Designed Cash Flow spreadsheet to manage the monthly operation needs for working capital.
Provided reliable budgets and forecasts, and spend data for all departments.
Analyzed account details and monitor the budget vs actual expenditures.
Responsible for the capitalization and depreciation on fixed assets.
Assisted CEO to develop the annual business plan for management team and bank compliance. 
Served as liaison between company and financial institutions.
Prepared bank required reports and projections to include quarterly Balance Sheets, monthly Profit & Loss Statements (driven by the Sales forecast), EBITDA & other Covenant Calculations.
Managed all bank audits and fiscal year end audit with outside accounting firm.
Evaluated and recommend changes in accounting methods, production reporting procedures or practices as needed.
Developed and or test Standards for product costs and inventory valuation.
Explained variances generated from a standard cost system and the relationship they have in the inventory valuation.
Leidos - Plant Controller
Chantilly, VA, 07/1999 - 09/2003
Prepared monthly Balance Sheet and Income Statement per GAAP.
Analyzed plant variances to the general ledger while making adjustments as needed to be GAAP.
Reported weekly production data including batches produced and total throughput, labor dollars per case, etc and charted them against standards.
Discussed and recommended quality and improvement processes. Managed accounting staff including HR and plant payroll.
Supervised production control and inventory movements.
Worked with IBM programmers to migrate the plant's new ERP / cost system in SAP.
Reviewed and updated raw good items with correct costing and units of measure.
Examining the BOMs and their primary routes (run rates) to ensure good standard costs.
A. Rifkin Co. - Director of Operations
Wilkes Barre, PA, 10/1996 - 07/1999
Consulted with and reported to the VP of Operations regarding improvements and recommendations for sounder processes.
Worked with VP of Information Systems to determine the reliability of the company's sole-proprietor software (COPS).
Identified a software flaw and worked with programmers to re-write and test the logic.
Managed the warehouse personnel and activities including all stock movements to reduce the churning of overstock inventory.
Managed the Inventory Control department, and implemented a cycle count process. Created an Order picking audit process which assisted in the 50% increase of inventory accuracy.
Litespeed Titanium, Inc - Controller
City, STATE, 05/1994 - 09/1996
Prepared monthly Financial Statements for owners, managers, auditors, and bankers.
Prepared weekly management reports to track orders and shipments.   consumed.
Assisted production with their weekly reports.
Assisted in testing all manufacturing BOMs and routes for accuracy. 
Completed all company insurance renewals including property, workers' compensation, general liability, and health care benefits.
Managed Federal and State reporting requirements for payroll including, 941, 940, reconciliations with W-2's and W-3. 
Implemented a seamless integrated ERP system called SYMIX which resulted in a faster month end close and more accurate financial information.
Prepared the necessary financial information for due diligence that assisted in Litespeed being purchased by the American Bicycle Group. 
Costello, Strain & Russe, CPA's - Certified Public Accountant
City, STATE, 10/1991 - 05/1994
Prepared business tax returns for Corporations, Partnerships, and Sole-Proprietors.
Prepared tax returns for clients' pension accounting plans.
Prepared all Payroll related tax forms, both quarterly and annually. Worked on audits of manufacturers in the off-season.
Military Experience
US Army National Gurad - Wire and Telecommunications
Houston , Tx 10/1978 - 01/1982
Rank: E4 Specialist
MS Office, Dynamics AX 2012, SAP, SYmix, MAPICs, Quickbooks,   ProSystem, H&R Block Tax-Cut

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Resume Overview

School Attended

  • University of Tennessee
  • Hesser Business College

Job Titles Held:

  • Business Consultant and Tax Preparer
  • Corporate Controller
  • Plant Controller
  • Director of Operations
  • Controller
  • Certified Public Accountant


  • Bachelor of Science

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