• Executive Leader who boasts proven accounting, legal advisory, and business start-up success, and who makes decisions to reflect positively on strategic operations in alignment with a key company s vision, value, and goals.
• Ambitious Self-Starter who rises above challenges to expertly analyze finances, streamline processes, improve efficiency, and drive winning outcomes while thriving on complexity and attaining quantifiable industry results.
• Excellent Communicator who builds synergistic relationships with C-level executives, senior-level management, legal professionals, business teams, regulatory agencies, and clients (e.g. corporations, partnerships, LLCs, estates, trusts); who excels in autonomous and collaborative environments; and who leads staff with integrity.

Self-Employed

  Capitalized on the opportunity to lead forward-thinking full-cycle accounting and legal advisement for small- to large-scale businesses across various industries (e.g. medical practices, attorneys, auto dealerships, franchises, construction contractors, professional athletes, retail stores, restaurants, non-profit organizations).

  Collaborated among such high-profile brands as Nissan and Dunkin Donuts franchises, as well as NFL athletes.

  Exhibited experience ranging from financial statements preparation (e.g. monthly compilations, annual year-end reviews) to general business recommendations for tax planning, essential legal routes to take, accounting system set up and implementation, and compliance with core government regulations to achieve best results.

  Consistently utilized a team-based approach and networking among professionals to deliver optimal services.

  Regularly delivered expert witness testimony within Federal and State Courts, as well as arbitration hearings.

Staff Accountant

  Strategically steered accurate preparation of tax returns for individuals, corporations, and partnerships.

  Contributed solid multitasking proficiencies toward preparing comprehensive monthly financial statements.

Controller

  Applied strong leadership talents toward directing a details-focused 8-member accounting department team.

  Spearheaded timely preparation of financial statements for top executives and Board of Director meetings.

  Proactively liaised among company professionals and outside CPA firms and legal counsel to meet goals.

Staff Accountant

  Delivered accurate, deadline-driven preparation of tax returns, and assisted with audits and reviews.

Staff Accountant

  Demonstrated sharp analytical abilities toward preparing financial statements and reports.

  Led an entire division, including assisting VP of Finance / CFO in preparations for annual auditing.

  Supported seamless financial operations for this large-scale retail chain employing 1,000+ associates.

Controller

  Expertly handled all facets of cash flow to optimize the bottom line.

  Played a vital role in preparing financial statements for company president.

  Delivered executive-level advisory recommendations to support president with decisions.

Bachelor of Science in Accounting (Magna Cum Laude)

Law School Graduate Tax Program (Master s Level Courses in Partnership & Fiduciary)

Passed CPA Exam Commonwealth of Xxxxxx (1995)

Read Law Under Supervision of Attorney & Authority of the Xxxxxx State Bar Passed Multi-State Portion of Bar (1987)

Additional Studies

Taxation ￨ Advanced Study of Corporations

Subchapter S vs. C Corporations ￨ LLCs ￨ Partnerships

Financial Accounting ￨ Review & Compilation Engagements

MBA-Level Finance & Leadership Studies (From Top MBA Schools)

Excellent Professional References Provided Upon Request