Requests
0
Keep in touch with meI'm using Intch to connect with new people. Use this link to open chat with me via Intch app
Work Background
Klein Hersh InternationalSenior Director Finance
May. 2021 - Nov. 2025
AWA Advisory GroupOwner/Accounting & Finance Consultant
Oct. 2020
LG Legacy Group, LLCSenior Tax Associate
Jan. 2017 - May. 2021Dresher, PA•Handle all accounting and tax matters for various clients, including AP, AR, fixed assets, credit, GL, loans, business tax, sales and use tax, intercompany, income tax; close books and prepare financial reports for monthly and yearly. •Prepared year-end closing, in addition to 1099 preparation for various clients. •Participated in financial and tax strategic planning, prepared budgets and ad-hoc reports for various clients. •Prepared high net worth individual, estate, trust, partnership, corporation and foundation returns.
CMC EnergyStaff Accountant
Aug. 2011 - Dec. 2016Fort Washington, PA•Report directly to CMC’s Accounting Manager, including providing ad hoc analysis and special projects as assigned. •Support general ledger closing, including preparation and entry of month-end and year-end journal entries, reconciliation of bank statements, account reconciliation analysis, and reconciliation sub-ledger account to the general ledger. •Developed and implemented improved procedures for tracking fixed assets and inventory. Negotiate pricing with inventory suppliers and work with operational personnel to identify new inventory suppliers. Lead in successful efforts to reduce materials costs by 10%. •Trained accounting clerk in job costing related to accounts payable, accounts receivable, credit card and out-of-pocket reimbursement expense. •Process payroll for over 185 employees using Paychex payroll software. Create ad-hoc reports within Paychex as required, monitor compliance with payroll tax filings, and train all new employees on the Paychex system. •Maintain Wells Fargo system used for corporate credit cards and employee expense reimbursement. Train users on the use of the Wells Fargo system. Streamline the Wells Fargo process to improve receipt matching and integration of Wells Fargo information into the general ledger system. •Supported the company’s first acquisition, including integration of 75 new employees. Trained the new employees on the Paychex and Wells Fargo system.
Leibowitz & Gold CPASenior Accountant
Jul. 2007 - Aug. 2011Huntingdon Valley, PA•Reconciled of cash, investment, and credit card accounts. •Performed quarterly and annual compilations and reviews. •Process payroll, payroll tax deposits, and 1096/1099/W2/W3 forms. •Ensured sales and use tax returns compliance. •Responsible for intercompany accounts reconciliations. •Developed and prepared audit documents and reports for non-profit organizations. •Prepared federal, state, and local tax returns, estimates, and extensions for high-income individuals, mid-sized partnerships, LLC’s, S-corporations and C-corporations.
Intch is a Professional Networking App for the Future of WorkSee more people like Sheri on Intch
300k+ people
130+ countries
AI matching
Get Intch if you'd like to
740615 people
16
Senior Pricing Analyst @ Saia Inc.
19
Teacher @ CFISD
15
Owner @ West Volusia Bookkeeping and Tax
99941 people
15
Owner @ West Volusia Bookkeeping and Tax
17
Owner @ Victoria’s VA Hub
23
Customer Service