Resume
Objective
Experienced Certified Public Accountant will add value with my understanding of tax and accounting issues, strong business background, and proficiency with technology.
Download 1-page PDF Version
Education & Credentials
University of Notre Dame - Mendoza College of Business
Masters of Science in Accountancy (MSA) Jan 2008, Magna Cum Laude:
- Specialization in Tax Services
- GPA: 3.98 - 2nd in class of ≈ 100 graduates
Bachelor of Business Administration (BBA) Jan 2007, Cum Laude:
- Overall GPA 3.62, Business GPA 3.83, Accounting GPA 3.89
- Graduated in 3 ½ Years
- Participated in Tax Assistance Program 2006, Intramural Sports, & Beta Alpha Psi.
Oregon State University – College of Engineering
Bachelor of Science (BS) – Computer Science, Class of 2023:
- GPA: 3.98, Post-baccalaureate program
Licensed Certified Public Accountant (CPA) State of Illinois
CPA Exam Passed in 2007
REG: 99, FAR: 98, AUD: 98, BEC: 89 (All out of 99)
Work Experience
Andersen Tax
Chicago, IL and Charlotte, NC (remote): 2018 - Current
Andersen provides a wide range of tax, valuation, financial advisory and related consulting services to individual and commercial clients.
Director
- Implementation of Tax Process Workflows in ONESOURCE environment.
- Designing, Building, and Implementing Specialized Tax Workpapers and processes.
- Tax consulting with a specialty in accounting methods: focusing on Inventory, Fixed Assets, Equity Compensation, and Tax Provisions (ASC 740)
- Supporting external clients and internal engagement teams on researching and implementing complex tax issues and accounting method changes.
- Involved in process automation and working with complex data
- Prepared and lead firm wide training in both technology and tax technical subjects.
Ernst & Young
Chicago, IL : 2013 - 2018
Global leader in assurance, tax, transaction and advisory services. Committed to building a better working world.
Tax Manager
Tax Technology & Data Analytics Services (TTDAS)
- Tax consulting focusing on projects with challenging data issues
- Improving processes and automating calculations using VBA Macros in Microsoft Excel and Access
- Working with Big Data issues of Volume, Variety, Velocity, & Veracity of data during the Extraction, Transformation, and Loading processes.
- Specializing in tax inventory valuations (LIFO, UNICAP, & RIM), Indirect Tax (Credits & Incentives and Sales & Use Tax), and Tax Provisions (FAS109 / ASC 740)
- Founded the Chicago office location for the TTDAS group, which is up to 14 full-time employees.
Skoda Minotti (Acquired by Marcum LLP in 2019)
Mayfield Village, Ohio : 2012 - 2013; Summer 2005 & 2006
Skoda, Minotti, & Company is a broad-based accounting and tax, strategic planning, litigation support, financial staffing, information technologies, insurance, marketing and investment services firm.
Senior Staff Accountant
- Financial Statement Audits, Reviews, & Compilations
- Private Company Business Valuations & Purchase Price Accounting
- Tax Compliance & Consulting: Partnerships, S-Corps, C-Corps, & Individuals
- Preparing & Auditing Tax Provisions (FAS 109/ASC 740)
Summer Intern
Assisted in preparation of Individual & Business Tax Returns, preparation of financial statement compilations, and performing a SAS 70 Audit
Deloitte Tax LLP
Chicago, IL : Summer 2007, 2008 – 2011
Deloitte LLP with 57,000 professionals has a single focus: serving clients and helping them solve their toughest problems. Deloitte works in four key business areas - audit, financial advisory, tax and consulting.
Senior Tax Consultant
Inventory Strategies, Improvements, & Solutions
- Federal Tax Consulting on the Tax Treatment of Inventory Valuation
- Last-In First-Out (LIFO); Uniform Capitalization (UNICAP); Retail Inventory Method (RIM); Lower of Cost or Market (LCM)
- Managed 11 different staff & seniors located in the US & India.
- Experienced with researching complicated tax issues & summarizing conclusions.
- Built a custom MS Access database to compute a LIFO calculation with 100,000’s of inventory items for a project worth over $400,000.
- Prepared & filed 50+ Form 3115’s, Application for Change in Accounting Method
- Saved a client over $2M of taxable income in an IRS audit defense.
Tax Consultant
Lead Tax Services (LTS)
- Preparing Federal Tax Returns for Large C Corps, S Corps, & Partnerships
- Preparing Tax Provisions and Deferred Tax Asset/Liability Calculations
- Assisting with Auditing the Tax Provision in Financial Statement Audits
Summer Intern
Post-Merger Integration (PMI)
- Managing tax issues arising from Mergers & Spin-offs
University of Notre Dame
Notre Dame, IN - 2003-2007
Teaching Assistant for Prof. Margaret Shackell-Dowell - Sept 06 – May 07
ACCT 30210 Accounting for Decision Making and Control – An examination of how the internal information generated by the firm's accounting system is used for decision making and control. The course develops a framework involving opportunity costs and the theory of organizations and markets. This framework is applied to various topics including budgeting, responsibility accounting, product costing, and variance analysis.
- Help Session Tutoring, Grading Tests, & Organizing Lesson Plans
Student Worker at the ND Law School Library - Sept 03 – May 06
- Updating Reference Materials & Distributing Newsletters
Shaker Heights Country Club
Shaker Heights, Ohio
Golf Caddy - Summers 1998 to 2006
Computer Skills
- Accomplished in MS Office: MS Excel, MS Access, MS PowerPoint, Visual Basic (VBA), Python, JavaScript, SQL, HTML, & CSS Web Design, Alteryx, PowerPivot, ONESOURCE Dataflow
- Interested and taking some self-study courses in Artificial Intelligence, Machine Learning, and Neural Networks