Financial Services LeaderSep 2006 to Jan 2012 Aceterrus Corporation － Bigfork, MT
General Computer Experience Expert knowledge of Microsoft Office (Excel, Word, Access) applications since 1994 for models, presentations, and analysis Quickbooks Pro advanced user and implementer for small to medium sized company solutions SAP R/3 general ledger, accounts receivable/payable, credit, sales order, and billing functions GoSystem (Thomson Reuters) tax software for use of preparing personal, corporate, trust, and partnership tax returns WINGS insurance reporting system for NAIC filing with Eagle TM Schedule D Manager Assisted with implementation of many accounting and financial software programs and upgrades including building data dictionaries, populating databases, and interface with other software like Excel and specialized finance programs.
Tax AnalystMar 2005 to Jul 2006 United Technologies Corporation － Hartford, CT
Preparation of federal and state tax returns for various consolidations and numerous subsidiary corporate entities.
Analysis and reporting of current, past and future tax procedures to ensure compliance and maximize efficiency.
Complete periodic scheduled tax duties as needed, including estimates, extensions, and other federal and state filings.
Tax ManagerJun 1999 to Dec 2004 William H. McCabe & Co, CPA － Winsted, CT
Organization and management of small office including implementation of business software and financial records.
Completion of year-end tax returns for individuals, small to medium size corporations, partnerships, and trusts.
Consolidation of subsidiary corporate balance sheets and income statements for complex corporate returns.
Assistance to clients in implementing accounting methods and maintaining records for book and tax standards.
Financial Program SpecialistDec 1997 to Apr 1999 OSRAM Sylvania Inc － Danvers, MA
https://www.sylvania.com Management of customer financing programs including high volume customer loans, rebates, and marketing funds Compute the year-end rebate compensation to major buying groups and distributors per detailed sales contracts Perform on-site customer business compliance audits including analysis of sales, inventory, and accounting records Streamline sales reporting by helping customers configure their computing systems for electronic data transfer.
Senior AccountantJan 1997 to Nov 1997 Plaintree Systems Corporation － Newton, MA
http://plaintree.com/ Preparation of GAAP format financial statements and presentations for management, SEC, shareholders, and auditors Control of the general ledger including period, quarter, and year-end closing and intercompany account reconciliation Analysis of periodic account balances and comparison to multiple forecasts to report budget non-compliance Management of staff accountant and office staff for accounting and miscellaneous required tasks Direction of credit management and creation of successful program to reduce receivables and ease collections Filing of federal, multi-state, and local corporate forms including sales & use taxes and related annual report.
http://www.airnetcom.com/ Preparation of GAAP format financial statements, account analysis schedules, and financial presentation Research & analysis of IPO, foreign joint ventures, business acquisitions, private placements, and sales agreements Control of fixed assets from physical tagging and tracking to depreciation calculation and statement presentation Implementation of inventory controls and assistance in standard costing for manufacturing cost and margin analysis Research and disclosure of foreign joint ventures, business acquisitions, private placements, and sales agreements Coordination of financial leases including lease vs.
buy options, lease buyouts, and statement classification Valuation of capital stock issuance, employee stock option management, and shareholders' equity reporting Creation of finance internal control and policy procedure manual in accordance with GAAP and ISO-9001 standards.
Office ManagerOct 1994 to Apr 1995 Taylor Distributors of Brevard － Rockledge, FL
http://www.jjtaylor.com/ Maintenance of accounts payable and receivable journals by compiling and computing records for processing Reconciliation of inventory requiring daily inspections, monthly physical counts, and strict government reporting Calculation of bi-weekly payroll and expense reports for salaried, hourly, and commissioned employees Reporting of monthly sales promotion summaries from commission and sales reports to manufacturers Administration of warehouse, delivery, and office staff in absence of the general manager.
Bachelors of Science, Business Administration Accounting & FinanceFlorida Institute of Technology － Melbourne, FLBusiness Administration Accounting & Finance
Masters of Business AdministrationUniversity of Montana － Missoula, MT