Durham, New Hampshire, United States
• Responsible for the financial management of 17 different administration departments, totaling over $50M in operating budgets with more than 250 workers • Manage a team of five to perform all aspects of revenue and expense accounting, human resources and payroll transactions, prepare and review varied account reconciliations, management reports, and complete numerous financial analyses • Perform regular reviews of financial transactions, conduct budget analyses to identify discrepancies, preparing budget dashboards to alert leadership of potential issues, and take corrective actions as appropriate
• Plan, control, and schedule all accounting work for the Foundation and its $350M endowment portfolio and millions of dollars in charitable donations annually • Provided oversight of the annual external audit, acting as the primary point person when dealing with external auditors and the completion of the annual Form 990 filling
Plan and supervise over 50 employee benefit plan audits each year. Involved in all phases of benefit plan auditing from planning to wrap up procedures. As well as the preparation of employee benefit plan financial statements including the required management communication letter that conveys recommendation to address/mitigate deficiencies/errors identified during the audit testing. Develop an in-depth knowledge of professional standards and business practices, including recently issued professional pronouncements and regulatory changes. Exercise independent judgment in prioritizing workflow on multiple simultaneous engagements. Responsible for supervising, reviewing and evaluating the work of team members.
Provided accounting services for various affiliated organizations. Gathered information and prepared monthly financial statements for management meetings. Gathered and reviewed monthly funding requests. Conducted internal controls review and coordinated external reviews and audits.
Planned and performed risk-based audits from conception to completion, including developing and monitoring project budgets, assigning the roles of team members, and coordinating with managers/partners. Collaborated with a diverse audit team, establishing strategies to carry out comprehensive audit plans and meet objectives within time constraints. Prepared final reports including the required management communication letter that conveys deficiencies/errors identified during the audit testing.
Responsibilities included: preparing Individual, Partnership and Corporate Tax Returns, filing tax returns, assisting in audit tests, preparing audit files, drafting financial statements.