I am a young professional, with a wide array of experience and skill sets in accounting and finance which truly set me apart from my peers. I am looking for a career move where my diverse and unique understanding of business mechanics will help my employer/clients thrive and prosper. I desire a work environment where I am constantly challenged and building up my skillsets to one day be a well rounded and experienced CFO.
My current role as Controller for Forge Nano has come with a varying array of responsibilities and learning experiences, such as:
Monthly financial reporting
Working capital management
Oversight of HR and payroll
Annual operating plans
Federal grant funding budgeting, reporting and management (+$5M/yr)
SIOP (Sales, Inventory and Operations)
US GAAP convergence and process implementations
Construction and Relocation
Sr. Business Consultant:
Payroll: I manage the payroll setup, implementation and maintenance of all in-house and outsourced payrolls. I have on-boarded and transitioned dozens of clients, including the tax ID application in numerous federal, state and local jurisdictions, vacation/sick policies, company sponsored retirement plans, and numerous other employee benefits.
Bookkeeping: I manage our monthly, quarterly and annual bookkeeping roll-out schedule. I am a certified QuickBooks ProAdvisor with extensive knowledge in reconciling bank accounts, credit cards, loans and other balance sheet items. Once the financial statements were reconciled and reviewed by myself, I would present the financials to the client in a customized dashboards with catered metrics per their individual needs.
Sub-Chapter S Corporations: I have extensive experience working with S Corporations and strategically planning our client's tax considerations, including, retirement plans, accountable plans, payrolls/reasonable salary, distributions, Form 2553, etc.
Working Capital Management: I assist in the planning, implementing and maintaining of our client's Accounts Payable and Accounts Receivable processes and procedures.
Tax Preparation: I have worked with a small tax team helping close out financials statements, balancing Schedule M1/M2, preparing and reviewing tax returns as well as interfacing with clients as part of our due diligence in our information gathering
Audit: I assisted the audit team in preparing and maintaining the firm's work papers as well as performing substantive and analytical procedures.
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