EXPERIENCE

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Modified a comprehensive financial reporting package to reflect growing organisational complexity.

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Maintained integrity of general ledger, including the chart of accounts.

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Filed tax returns and prepared governmental reports in compliance with strict standards.

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Analysed monthly balance sheet accounts for corporate reporting.

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Cooperated with engineering, manufacturing and corporate accounting to verify that quality standards were met.

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Optimised and managed research and development spending through collaboration with key business leaders.

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Generated financial statements and facilitated account closing procedures each month.

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Compiled general ledger entries on a short schedule with nearly 100% accuracy.

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Analysed and researched reporting issues to improve accounting operations procedures.

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Trained new employees on accounting principles and company procedures.

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Computed taxes owed by applying prescribed rates, laws and regulations.

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Proactively researched technical tax issues related to consulting projects.

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Created periodic reports comparing budgeted costs to actual costs.

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Reduced annual tax adjustments through better financial control.

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Suggested budgetary changes to increase company profits.

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Prepare, examine, or analyze accounting records, financial statements, or other financial reports to assess accuracy, completeness, and conformance to reporting and procedural standards.

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Compute taxes owed and prepare tax returns, ensuring compliance with payment, reporting or other tax requirements.

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Maintain or examine the records of government agencies.

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Report to management regarding the finances of establishment.

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Advise clients in areas such as compensation, employee health care benefits, the design of accounting or data processing systems, or long-range tax or estate plans.

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Establish tables of accounts and assign entries to proper accounts.

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Develop, implement, modify, and document recordkeeping and accounting systems, making use of current computer technology.

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Develop, maintain, and analyze budgets, preparing periodic reports that compare budgeted costs to actual costs.

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Provide internal and external auditing services for businesses or individuals.

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Analyze business operations, trends, costs, revenues, financial commitments, and obligations, to project future revenues and expenses or to provide advice.

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Advise management about issues such as resource utilization, tax strategies, and the assumptions underlying budget forecasts.

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Represent clients before taxing authorities and provide support during litigation involving financial issues.

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Prepare forms and manuals for accounting and bookkeeping personnel, and direct their work activities.

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Appraise, evaluate, and inventory real property and equipment, recording information such as the description, value and location of property.

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Survey operations to ascertain accounting needs and to recommend, develop, or maintain solutions to business and financial problems.

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Serve as bankruptcy trustees or business valuators.

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Locate and notify customers of delinquent accounts by mail, telephone, or personal visits to solicit payment.

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Receive payments and post amounts paid to customer accounts.

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Advise customers of necessary actions and strategies for debt repayment.

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Persuade customers to pay amounts due on credit accounts, damage claims, or nonpayable checks, or to return merchandise.

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Confer with customers by telephone or in person to determine reasons for overdue payments and to review the terms of sales, service, or credit contracts.

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Locate and monitor overdue accounts, using computers and a variety of automated systems.

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Answer customer questions regarding problems with their accounts.

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Record information about financial status of customers and status of collection efforts.

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Trace delinquent customers to new addresses by inquiring at post offices, telephone companies, credit bureaus, or through the questioning of neighbors.

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Contact insurance companies to check on status of claims payments and write appeal letters for denial on claims.

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Notify credit departments, order merchandise repossession or service disconnection, and turn over account records to attorneys when customers fail to respond to collection attempts.

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Sort and file correspondence, and perform miscellaneous clerical duties such as answering correspondence and writing reports.

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Negotiate credit extensions when necessary.

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Perform various administrative functions for assigned accounts, such as recording address changes and purging the records of deceased customers.

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Collect and analyze data to detect deficient controls, duplicated effort, extravagance, fraud, or non-compliance with laws, regulations, and management policies.

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Prepare detailed reports on audit findings.

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Supervise auditing of establishments, and determine scope of investigation required.

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Report to management about asset utilization and audit results, and recommend changes in operations and financial activities.

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Inspect account books and accounting systems for efficiency, effectiveness, and use of accepted accounting procedures to record transactions.

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Examine records and interview workers to ensure recording of transactions and compliance with laws and regulations.

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Examine and evaluate financial and information systems, recommending controls to ensure system reliability and data integrity.

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Review data about material assets, net worth, liabilities, capital stock, surplus, income, and expenditures.

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Confer with company officials about financial and regulatory matters.

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Prepare, analyze, and verify annual reports, financial statements, and other records, using accepted accounting and statistical procedures to assess financial condition and facilitate financial planning.

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Direct activities of personnel engaged in filing, recording, compiling and transmitting financial records.

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Inspect cash on hand, notes receivable and payable, negotiable securities, and canceled checks to confirm records are accurate.

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Conduct pre-implementation audits to determine if systems and programs under development will work as planned.

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Examine inventory to verify journal and ledger entries.

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Evaluate taxpayer finances to determine tax liability, using knowledge of interest and discount rates, annuities, valuation of stocks and bonds, and amortization valuation of depletable assets.

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Review taxpayer accounts, and conduct audits on-site, by correspondence, or by summoning taxpayer to office.

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Establish and maintain relationships with individual or business customers or provide assistance with problems these customers may encounter.

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Examine, evaluate, or process loan applications.

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Network within communities to find and attract new business.

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Approve, reject, or coordinate the approval or rejection of lines of credit or commercial, real estate, or personal loans.

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Plan, direct, or coordinate the activities of workers in branches, offices, or departments of establishments, such as branch banks, brokerage firms, risk and insurance departments, or credit departments.

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Prepare financial or regulatory reports required by laws, regulations, or boards of directors.

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Establish procedures for custody or control of assets, records, loan collateral, or securities to ensure safekeeping.

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Oversee the flow of cash or financial instruments.

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Review collection reports to determine the status of collections and the amounts of outstanding balances.

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Prepare operational or risk reports for management analysis.

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Evaluate financial reporting systems, accounting or collection procedures, or investment activities and make recommendations for changes to procedures, operating systems, budgets, or other financial control functions.

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Plan, direct, and coordinate risk and insurance programs of establishments to control risks and losses.

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Recruit staff members and oversee training programs.

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Submit delinquent accounts to attorneys or outside agencies for collection.

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Communicate with stockholders or other investors to provide information or to raise capital.

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Evaluate data pertaining to costs to plan budgets.

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Analyze and classify risks and investments to determine their potential impacts on companies.

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Review reports of securities transactions or price lists to analyze market conditions.

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Develop or analyze information to assess the current or future financial status of firms.

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Direct insurance negotiations, select insurance brokers or carriers, and place insurance.

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Operate computers programmed with accounting software to record, store, and analyze information.

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Check figures, postings, and documents for correct entry, mathematical accuracy, and proper codes.

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Perform personal bookkeeping services.

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Prepare bank deposits by compiling data from cashiers, verifying and balancing receipts, and sending cash, checks, or other forms of payment to banks.

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Classify, record, and summarize numerical and financial data to compile and keep financial records, using journals and ledgers or computers.

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Debit, credit, and total accounts on computer spreadsheets and databases, using specialized accounting software.

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Operate 10-key calculators, typewriters, and copy machines to perform calculations and produce documents.

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Prepare trial balances of books.

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Receive, record, and bank cash, checks, and vouchers.

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Calculate and prepare checks for utilities, taxes, and other payments.

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Comply with federal, state, and company policies, procedures, and regulations.

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Compile statistical, financial, accounting or auditing reports and tables pertaining to such matters as cash receipts, expenditures, accounts payable and receivable, and profits and losses.

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Code documents according to company procedures.

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Compute deductions for income and social security taxes.

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Prepare and process payroll information.

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Reconcile or note and report discrepancies found in records.

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Access computerized financial information to answer general questions as well as those related to specific accounts.

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Compare computer printouts to manually maintained journals to determine if they match.

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Reconcile records of bank transactions.

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Transfer details from separate journals to general ledgers or data processing sheets.

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Prepare purchase orders and expense reports.

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Match order forms with invoices, and record the necessary information.

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Monitor status of loans and accounts to ensure that payments are up to date.

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Perform financial calculations such as amounts due, interest charges, balances, discounts, equity, and principal.

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Perform general office duties such as filing, answering telephones, and handling routine correspondence.

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Calculate costs of materials, overhead and other expenses, based on estimates, quotations and price lists.

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Compile budget data and documents, based on estimated revenues and expenses and previous budgets.

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Maintain inventory records.

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Locate and notify customers of delinquent accounts by mail, telephone, or personal visits to solicit payment.

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Receive payments and post amounts paid to customer accounts.

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Advise customers of necessary actions and strategies for debt repayment.

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Persuade customers to pay amounts due on credit accounts, damage claims, or nonpayable checks, or to return merchandise.

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Confer with customers by telephone or in person to determine reasons for overdue payments and to review the terms of sales, service, or credit contracts.

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Locate and monitor overdue accounts, using computers and a variety of automated systems.

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Answer customer questions regarding problems with their accounts.

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Record information about financial status of customers and status of collection efforts.

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Trace delinquent customers to new addresses by inquiring at post offices, telephone companies, credit bureaus, or through the questioning of neighbors.

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Contact insurance companies to check on status of claims payments and write appeal letters for denial on claims.

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Notify credit departments, order merchandise repossession or service disconnection, and turn over account records to attorneys when customers fail to respond to collection attempts.

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Sort and file correspondence, and perform miscellaneous clerical duties such as answering correspondence and writing reports.

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Negotiate credit extensions when necessary.

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Perform various administrative functions for assigned accounts, such as recording address changes and purging the records of deceased customers.

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Develop internal control policies, guidelines, and procedures for activities such as budget administration, cash and credit management, and accounting.

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Coordinate and direct the financial planning, budgeting, procurement, or investment activities of all or part of an organization.

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Maintain current knowledge of organizational policies and procedures, federal and state policies and directives, and current accounting standards.

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Monitor and evaluate the performance of accounting and other financial staff, recommending and implementing personnel actions, such as promotions and dismissals.

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Receive cash and checks and make deposits.

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Prepare and file annual tax returns or prepare financial information so that outside accountants can complete tax returns.

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Advise management on short-term and long-term financial objectives, policies, and actions.

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Prepare or direct preparation of financial statements, business activity reports, financial position forecasts, annual budgets, or reports required by regulatory agencies.

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Evaluate needs for procurement of funds and investment of surpluses and make appropriate recommendations.

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Develop and maintain relationships with banking, insurance, and nonorganizational accounting personnel to facilitate financial activities.

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Perform tax planning work.

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Provide direction and assistance to other organizational units regarding accounting and budgeting policies and procedures and efficient control and utilization of financial resources.

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Analyze the financial details of past, present, and expected operations to identify development opportunities and areas where improvement is needed.

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Supervise employees performing financial reporting, accounting, billing, collections, payroll, and budgeting duties.

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Monitor financial activities and details, such as cash flow and reserve levels, to ensure that all legal and regulatory requirements are met.

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Compute, withhold, and account for all payroll deductions.

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Determine depreciation rates to apply to capitalized items and advise management on actions regarding the purchase, lease, or disposal of such items.

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Lead staff training and development in budgeting and financial management areas.

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Receive, record, and authorize requests for disbursements in accordance with company policies and procedures.

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Delegate authority for the receipt, disbursement, banking, protection, and custody of funds, securities, and financial instruments.

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Conduct or coordinate audits of company accounts and financial transactions to ensure compliance with state and federal requirements and statutes.

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Recommend investments and investment timing to companies, investment firm staff, or the public.

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Determine the prices at which securities should be syndicated and offered to the public.

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Prepare plans of action for investment, using financial analyses.

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Evaluate and compare the relative quality of various securities in a given industry.

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Draw charts and graphs, using computer spreadsheets, to illustrate technical reports.

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Inform investment decisions by analyzing financial information to forecast business, industry, or economic conditions.

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Monitor developments in the fields of industrial technology, business, finance, and economic theory.

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Interpret data on price, yield, stability, future investment-risk trends, economic influences, and other factors affecting investment programs.

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Present oral or written reports on general economic trends, individual corporations, and entire industries.

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Monitor fundamental economic, industrial, and corporate developments by analyzing information from financial publications and services, investment banking firms, government agencies, trade publications, company sources, or personal interviews.

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Contact brokers and purchase investments for companies, according to company policy.

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Collaborate with investment bankers to attract new corporate clients to securities firms.

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Establish and maintain relationships with individual or business customers or provide assistance with problems these customers may encounter.

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Examine, evaluate, or process loan applications.

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Network within communities to find and attract new business.

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Approve, reject, or coordinate the approval or rejection of lines of credit or commercial, real estate, or personal loans.

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Plan, direct, or coordinate the activities of workers in branches, offices, or departments of establishments, such as branch banks, brokerage firms, risk and insurance departments, or credit departments.

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Prepare financial or regulatory reports required by laws, regulations, or boards of directors.

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Establish procedures for custody or control of assets, records, loan collateral, or securities to ensure safekeeping.

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Oversee the flow of cash or financial instruments.

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Review collection reports to determine the status of collections and the amounts of outstanding balances.

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Prepare operational or risk reports for management analysis.

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Evaluate financial reporting systems, accounting or collection procedures, or investment activities and make recommendations for changes to procedures, operating systems, budgets, or other financial control functions.

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Plan, direct, and coordinate risk and insurance programs of establishments to control risks and losses.

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Recruit staff members and oversee training programs.

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Submit delinquent accounts to attorneys or outside agencies for collection.

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Communicate with stockholders or other investors to provide information or to raise capital.

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Evaluate data pertaining to costs to plan budgets.

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Analyze and classify risks and investments to determine their potential impacts on companies.

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Review reports of securities transactions or price lists to analyze market conditions.

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Develop or analyze information to assess the current or future financial status of firms.

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Direct insurance negotiations, select insurance brokers or carriers, and place insurance.

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Analyze acquisitions to ensure conformance with strategic goals or regulatory requirements.

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Develop or direct development of offering documents or marketing materials.

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Direct activities of accounting or operations departments.

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Evaluate the potential of new product developments or market opportunities, according to factors such as business plans, technologies, or market potential.

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Identify group or individual target investors for a specific fund.

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Meet with investors to determine investment goals or to discuss investment strategies.

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Monitor financial or operational performance of individual investments to ensure portfolios meet risk goals.

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Monitor regulatory or tax law changes to ensure fund compliance or to capitalize on development opportunities.

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Prepare for and respond to regulatory inquiries.

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Present investment information, such as product risks, fees, or fund performance statistics.

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Review offering documents or marketing materials to ensure regulatory compliance.

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Select specific investments or investment mixes for purchase by an investment fund.

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Verify regulatory compliance of transaction reporting.

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Attend investment briefings or consult financial media to stay abreast of relevant investment markets.

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Develop or implement fund investment policies or strategies.

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Develop, implement, or monitor security valuation policies.

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Hire or evaluate staff.

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Manage investment funds to maximize return on client investments.

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Perform or evaluate research, such as detailed company or industry analyses, to inform financial forecasting, decision making, or valuation.

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Select or direct the execution of trades.

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Analyze acquisitions to ensure conformance with strategic goals or regulatory requirements.

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Develop or direct development of offering documents or marketing materials.

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Direct activities of accounting or operations departments.

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Evaluate the potential of new product developments or market opportunities, according to factors such as business plans, technologies, or market potential.

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Identify group or individual target investors for a specific fund.

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Meet with investors to determine investment goals or to discuss investment strategies.

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Monitor financial or operational performance of individual investments to ensure portfolios meet risk goals.

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Monitor regulatory or tax law changes to ensure fund compliance or to capitalize on development opportunities.

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Prepare for and respond to regulatory inquiries.

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Present investment information, such as product risks, fees, or fund performance statistics.

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Review offering documents or marketing materials to ensure regulatory compliance.

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Select specific investments or investment mixes for purchase by an investment fund.

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Verify regulatory compliance of transaction reporting.

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Attend investment briefings or consult financial media to stay abreast of relevant investment markets.

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Develop or implement fund investment policies or strategies.

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Develop, implement, or monitor security valuation policies.

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Hire or evaluate staff.

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Manage investment funds to maximize return on client investments.

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Perform or evaluate research, such as detailed company or industry analyses, to inform financial forecasting, decision making, or valuation.

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Select or direct the execution of trades.

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Review time sheets, work charts, wage computation, and other information to detect and reconcile payroll discrepancies.

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Process paperwork for new employees and enter employee information into the payroll system.

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Verify attendance, hours worked, and pay adjustments, and post information onto designated records.

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Compute wages and deductions, and enter data into computers.

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Record employee information, such as exemptions, transfers, and resignations, to maintain and update payroll records.

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Process and issue employee paychecks and statements of earnings and deductions.

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Keep track of leave time, such as vacation, personal, and sick leave, for employees.

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Compile employee time, production, and payroll data from time sheets and other records.

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Prepare and balance period-end reports, and reconcile issued payrolls to bank statements.

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Distribute and collect timecards each pay period.

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Issue and record adjustments to pay related to previous errors or retroactive increases.

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Complete, verify, and process forms and documentation for administration of benefits such as pension plans, and unemployment and medical insurance.

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Provide information to employees and managers on payroll matters, tax issues, benefit plans, and collective agreement provisions.

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Keep informed about changes in tax and deduction laws that apply to the payroll process.

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Compile statistical reports, statements, and summaries related to pay and benefits accounts, and submit them to appropriate departments.

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Post relevant work hours to client files to bill clients properly.

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Conduct verifications of employment.

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Coordinate special programs, such as United Way campaigns, that involve payroll deductions.

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Collect taxes from individuals or businesses according to prescribed laws and regulations.

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Maintain knowledge of tax code changes, and of accounting procedures and theory to properly evaluate financial information.

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Maintain records for each case, including contacts, telephone numbers, and actions taken.

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Contact taxpayers by mail or telephone to address discrepancies and to request supporting documentation.

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Confer with taxpayers or their representatives to discuss the issues, laws, and regulations involved in returns, and to resolve problems with returns.

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Enter tax return information into computers for processing.

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Send notices to taxpayers when accounts are delinquent.

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Conduct independent field audits and investigations of income tax returns to verify information or to amend tax liabilities.

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Investigate claims of inability to pay taxes by researching court information for the status of liens, mortgages, or financial statements, or by locating assets through third parties.

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Review selected tax returns to determine the nature and extent of audits to be performed on them.

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Check tax forms to verify that names and taxpayer identification numbers are correct, that computations have been performed correctly, or that amounts match those on supporting documentation.

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Process individual and corporate income tax returns, and sales and excise tax returns.

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Recommend criminal prosecutions or civil penalties.

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Examine accounting systems and records to determine whether accounting methods used were appropriate and in compliance with statutory provisions.

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Answer questions from taxpayers and assist them in completing tax forms.

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Review filed tax returns to determine whether claimed tax credits and deductions are allowed by law.

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Notify taxpayers of any overpayment or underpayment, and either issue a refund or request further payment.

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Impose payment deadlines on delinquent taxpayers and monitor payments to ensure that deadlines are met.

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Participate in informal appeals hearings on contested cases from other agents.

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Examine and analyze tax assets and liabilities to determine resolution of delinquent tax problems.

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Direct service of legal documents, such as subpoenas, warrants, notices of assessment and garnishments.

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Determine appropriate methods of debt settlement, such as offers of compromise, wage garnishment, or seizure and sale of property.

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Prepare briefs, and assist in searching and seizing records to prepare charges and documentation for court cases.

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Install systems of recording costs or other financial and budgetary data or provide advice on such systems, based on examination of current financial records.

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Compute taxes owed or overpaid, using adding machines or personal computers, and complete entries on forms, following tax form instructions and tax tables.

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Prepare or assist in preparing simple to complex tax returns for individuals or small businesses.

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Interview clients to obtain additional information on taxable income and deductible expenses and allowances.

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Review financial records such as income statements and documentation of expenditures to determine forms needed to prepare tax returns.

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Furnish taxpayers with sufficient information and advice to ensure correct tax form completion.

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Consult tax law handbooks or bulletins to determine procedures for preparation of atypical returns.

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Calculate form preparation fees according to return complexity and processing time required.

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Check data input or verify totals on forms prepared by others to detect errors in arithmetic, data entry, or procedures.

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