CP Accontax ServicesSenior Tax Associate / Financial Analyst
Jun. 2015 - Dec. 2018United States• Manage a team of eight bookkeepers and financial analysts, providing services to a client portfolio of 400. • Prepare key analytic financial reports and statements on a monthly/quarterly basis, including: budgets, month-end and year-end closing journal entries, income/expense categorization, balance sheets and income statements. • Quickly learned and synthesized new systems and processes, demonstrating a strong understanding for US GAAPS. • Minimize risk for clients by closely analyzing financial records, monitoring controls and identifying best practices and system improvement opportunities. • Strategize with clients on opportunities to reverse inefficiencies caused by a fragmented and loosely connected environment into a structured and seamless operation with tight internal controls. • Performed detailed product and variation analysis based on inventory management. Presented findings to senior management team with key analytical reports used to inform strategic decisions. • Month end closing and financial reporting process including account analysis and reconciliations. • Compiling and Analyzing financial information to prepare entries to general ledger accounts. • Identifying and explaining variances to budget and prior year. Performing balance sheet reconciliations, researching and analyzing findings to ensure accuracy of accounts. • Appropriate advance tax is paid by consistent review and evaluation of all data. • Prepare and review transaction tax returns for monthly, quarterly and annual filings • Participate in and manage development of our overall tax strategy, short term and long-term goals, drive tax research and planning efforts. • Assist with ASC 740 quarterly account analysis for income, franchise and state taxes payable. • Timely reconcile the sales register, asset lists, use tax reports, bank accounts, and tax accounts as assigned.