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Vice President Senior Accountant resume example with 20+ years of experience

Jessica Claire
  • Montgomery Street, San Francisco, CA 94105 609 Johnson Ave., 49204, Tulsa, OK
  • H: (555) 432-1000
  • C:
  • resumesample@example.com
  • Date of Birth:
  • India:
  • :
  • single:
Summary
To seek a challenging Sr. Controller position within a company where the application of my professional education, broad experience, computer skills, and extensive knowledge and initiatives can contribute to achieve the organization's goals.
Highlights
  • CPA certification
  • Analytical reasoning
  • Foreign tax reporting
  • Cost Benefit Analysis (CBAs)
  • Public and private accounting
  • Accounting systems assessment
  • Budget analysis
  • Exact Globe, Host Analytics, Concur, ADP, Microsoft office and Visio.
  • Auditing methodology
  • Income statement certified audits
  • Cash-flow report generation
  • Account reconciliations
Accomplishments
Accounting Reviews
    General Ledger Accounts
    • Maintained accurate accounts including cash, inventory, prepaid, fixed assets, accounts payable, accrued expenses and line of credit transactions.
    Auditing
    • Extensive experience with Financial Statements audits, reviews, compilations and audits for Governmental organizations (A-133).
    Accounting Reviews
    • Conducted detailed technical and analytical review of federal/state corporate, partnership and S corporation tax returns, FAS 109 provisions, and quarterly estimates prepared by associates.
Experience
Vice President/Senior Accountant, 09/2005 - Current
Mayer Hoffman Mccann P.C. Austin, TX,
  • Performed and reviewed all accounting and tax matters, including AP, AR, fixed assets, cash management, GL maintenance, payroll back up, business tax, property tax, franchise / income tax; responsible for cash flow; close books and prepare financial reports for monthly and yearly.
  • Managed accounting operations, accounting close, account reporting, accounting allocations and reconciliations.
  • Assist in financial analysis and provide expert financial perspectives and opinions on certain questions like 401K Forfeitures, Accrual vs Expense etc.
  • Assisted in financial strategic planning, budget and forecasts, and monthly review of budgets vs. actual to ensure accuracy.
  • Assisted and guided to PO committee on special purchase like IT Software/Hardware/Fixed asset etc.
  • and its allocation to the expense category.
  • Prepare monthly financial reports for APG US in accordance with APG NL guidelines.
  • Financial report includes preparing financial statement, balance sheet, income statement, cash flow, and other informational & budget reporting.
  • Prepared and reconciled Corporate Accounting's various general ledger accounts on a Monthly basis.
  • Responsible for coordinating financial audits with external & internal auditors, including drafting Audited Financial statement, providing PBC files on timely manner & response to Audit questions & queries.
  • Keeping company records organized and readily available for examination.
  • Developed and updated internal control system for financial and operational, and established new accounting policies and procedures like AP/ AR/ Bank Deposits/ Fixed Asset/Amex Corp Card and Purchase Card etc.
  • Assist to develop and maintain Business Process Manuals, accounting policies and procedures within corporate accounting on a yearly basis.
  • Assist in quarterly management testing of ISAE to ensure APG US Compliance.
  • Prepare & analyze year-end tax provision / tax expense for the company using accounting for Income Tax guideline FAS 109.
  • Responsible for coordinating with external tax accountants for income tax preparation.
  • Responsible for managing all tax information, queries and questions for APG US, Limetree, Oiltree, NHC, SRE & TRE LLC and ABP/Real Estate heritage funds, etc.
  • Prepare and assist PWC auditors with the transfer pricing model (using IRS guidelines), which analyzes the Management Fee income of the company which has to be in arm's length pricing associated with its inter-company transactions with APG-NL.
  • Executed and implemented Host Analytic reporting system.
  • Assisted with host project plan and built accounting structures / Mapped in host accordance with the Company's reporting structure.
  • Created reports like Balance sheet & Income statement and financial statement according to Audited Financial Statement.
  • Researched and successfully enhanced the Globe Accounting System usage by utilizing the Fixed Assets module.
  • Efficiently managed the time and resources (both internal and external) to bring the Fixed Asset project to completion.
  • Prepared financial and regulatory reports required by laws, regulations or boards of directors.
  • Worked with management to document and offset unusual expense variances in their respective areas.
  • Guided firm reconciliation, payroll, annual bonus, pension funds, annual reporting, and management of investments.
  • Addressed and resolved non-routine, complex and unexpected variances.
Senior Tax Associate, 09/2004 - 09/2005
Armanino Mckenna Certified Public Accountants & Consultants Irvine, CA,
  • Prepared, examined and analyzed U.S income tax returns and extensions for partnerships and multi-state returns for hedge funds and private equity funds Analyze trial balance and financial statements for accuracy and completeness to reconcile federal tax returns Creation of work paper to support the schedule M book / tax differences using MS Excel Review various underlying investment partnership's K-1 to identify each income category using IRS rules & regulations Review partnership allocations received from clients for accuracy and completeness using disparity.
  • Reviewed wash sale, constructive sale, and Sec.1256 analysis in connection with hedge fund clients.
  • Conducted tax research using CCH and BNA to resolve issues Clients include but are not limited to IVY Asset Management, Pequot, and Andor Capital.
  • Executed accounts receivable reporting enhancements and reconciliation procedures.
Tax Associate, 2002 - 09/2004
PricewaterhouseCoopers LLP City, STATE,
  • Reviewed & Prepared U.S.
  • Income tax returns, extensions, estimates, and U.S.
  • Informational returns for partnerships, "C" Corporations, and multi-state returns for hedge funds and private equity funds Calculated and reviewed wash sale, constructive sale, and straddle analysis in connection with hedge fund clients Calculated apportionment percentages to be allocated to various states using applicable apportionment factors Conducted research to resolve issues that arise during the course of a tax engagement using CCH and Westlaw Analyzed partnership agreements and tax allocation methodologies for various hedge fund and investment partnership clients.
  • Supervised two associate, including work delegation, staff training and assistance, work paper review, and periodic staff evaluation Participated in AICPA XBRL project, made detail tagging for companies in the manufacturing and financial services industries Clients include but were not limited to JPMorgan Partners, Angelo Gordon & Co., L.P., Glenhill Capital, L.P., and ABP Investments US, Inc.
  • Evaluated accounting requirements during discovery meetings with potential clients
Lead Payable Auditor, 04/1992 - 11/1999
Associated Global System City, STATE,
  • Performed audits, instrumental review, and data compilation for clients and verified business documentation against internal records.
  • Specialized in calculating airfreight tariff rates for domestic & international companies.
  • Reviewed and verified discrepancies on major airline edit reports using internal software such as Aspin & AS400.
Education
BBA: Accountancy, Expected in December 2001
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Baruch College, Zicklin School of Business - New York, NY
GPA: GPA: 3.3/4.0
Associate of Applied Science: Accountancy, Expected in July1997
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Nassau Community College - Garden City, NY
GPA: GPA: 3.5/4.0
Certified Public Accountant (CPA), New York, March 2005 Member of American Institute of Certified Public Accountant and New York State CPA: , Expected in
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GPA:
Affiliations
American Institute of Certified Public Accountants (AICPA)
Skills
Accounting, Accrual, ADP, AP, approach, AR, AS400, Asset Management, Balance sheet, trial balance, book, budgets, budget, Business Process, C, cash flow, cash management, Hardware, Certified Public Accountant, CPA, Clients, documentation, drafting, edit, equity, Financial, financial analysis, financial statements, Fixed Assets, funds, general ledger, GL, Investments, managing, MS Excel, Excel, MS office, PowerPoint, MS Word, payroll, policies, pricing, problem solving, Real Estate, reporting, researching, research, staff training, strategic planning, tax preparation, Tax, Visio, Well organized, Westlaw, XML, year-end

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Resume Overview

School Attended

  • Baruch College, Zicklin School of Business
  • Nassau Community College

Job Titles Held:

  • Vice President/Senior Accountant
  • Senior Tax Associate
  • Tax Associate
  • Lead Payable Auditor

Degrees

  • BBA
  • Associate of Applied Science
  • Certified Public Accountant (CPA), New York, March 2005 Member of American Institute of Certified Public Accountant and New York State CPA

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