Professional Summary
Certified Public Accountant who is versatile, organized and detail-oriented. Brings over eighteen years of experience in nonprofit audits, compliance auditing, policy reviews and research and analysis. Business professional talented in establishing clear guidelines and defining the scope of each assignment from the start. Consultant who fosters open communication with colleagues and clients. Analyst who is highly effective in time management and interacting productively with colleagues and clients. Professional that brings a comprehensive background in risk management, project supervision and quality assurance.
Skills:
Review and monitoring Financial Information
Grant applications and Grant monitoring and Reporting
Accomplished in project management programs
Experienced corporate; partnership; individual tax preparer
Creative thinker
Exceptional communicator networks
Audit Reporting and Performance Audits
Software: Quickbooks, Microsoft Office Suite, Thomson Reuters Creative Solutions Accounting and tax products
Database Environments: Virtual, Cloud, LAN
Work History:
Not-for Profit Organizations- Consultant, 11/2015 to Present
Cotuit, MA
Complete review of financial records.
Utilize knowledge as an auditor to benefit organizations subject to an audit or other reporting requirements.
Assist in defining financial, internal control and risk policies.
Reconciling complex accounting information.
Compile financial information and preparation of tax returns.
Future goal planning and strategic plan implementation.
Assistance with federal and state taxing authorities.
Senior Auditor, 1/2001 to 11/2015
Contracted Auditor – Osterville, MA
Direct audits for not-for-profit: Yellow book, A-133, HUD; and for profit organizations.
Reduced engagement costs by implementing paperless quality control and work paper system for firm's 50 audit clients.
Created, implemented and currently oversee the quality control systems and procedures for the firm.
Final review of all financial statements issued.
On-line submissions for HUD REAC, MHFA, USDA, and Commonwealth of Massachusetts OSD.
Prepare not-for-profit, corporate (federal and multi-state), partnership, and individual tax returns.
Efficiently maintain audit, review and compilation client database.
Communicate audit results to upper management through written reports and oral presentations.
Reported internal control issues to management and supplied comprehensive recommendations to mitigate the
associated risks.
2000-1980: Controller privately held companies; Senior Accountant Certified Public Accounting Firms
Education:
Bachelor of Science: Accounting. Spring Arbor University – Spring Arbor, MI
Certifications and Other:
Certified Public Accountant
Member Massachusetts Society of CPAS and AICPA