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Carol
carolann1115@yahoo.com
386-804-5170
746 S. Woodward Ave
Deland, FL 32720
Accountant Manager / Controller
25 years experience W2
0
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Average rating
29
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Summary

Software:
Word, Excel, Power Point, Publisher, Access. Accounting and Tax Software: QuickBooks, Peachtree,
Creative Solutions, DelTek, AccPac, Platinum, Multiledger, Infinity,
Microsoft SL (Solomon), Fabtrol, Ultra Tax, ProSeries, TurboTax and TaxAct

Awards and Recognition:

  • 1996 Arthur Anderson Tax Challenge, now Deloitte Tax Case Study Competition. Member of first team from UCF to compete. Placed 3rd in nation.
  • School of Accounting scholarship
  • Deland Athens Business and Professional Women’s Association scholarship
  • Member of S.A.S., Student Accounting Society

Volunteer Work:
Guang Ming Buddhist Temple, Orlando, FL
Timacuan National Park, Jacksonville, FL

Experience
Finance Director
Education
Jan 2017 - Jan 2020
Sanford, FL

Non-Profit. Child Advocacy Center.

  • Prepared monthly budget to actual fund financial statements for presentation to the Board of Directors.
  • Maintained and reconciled bank accounts, credit card accounts, accounts payable, accounts receivable, and fixed assets.
  • Prepared cash flow reports to ensure timely payment of liabilities.
  • Prepared audits schedules and requested documents to ensure timely completion of audit.
  • Calculated and prepared payroll, including ensuring labor costs were applied to the proper fund.
  • Assisted with health insurance and 401(k) decisions and employee enrollment.
Auditing Accounting Accounts Payable
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Tax Preparer (Contract, Seasonal)
Professional/Consulting Services
Jan 2017 - Jan 2018

Prepared individual tax returns

No skills were added
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Controller/Consultant (Contractor)
Manufacturing
Jan 2014 - Jan 2017
Altamonte Springs, FL

Special projects as needed.

No skills were added
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Controller
Hospitality and Entertainment
Jan 2016 - Jan 2016
Winter Park, FL

Fine Art Gallery.

  • Maintained and reconciled bank accounts, credit card accounts, accounts payable, accounts receivable, and fixed assets.
  • Prepared payroll tax deposits and quarterly and annual payroll tax returns, Florida and New York.
  • Prepared monthly sales tax returns, Florida and New York
Accounts Payable
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Controller
Construction/Engineering
Jan 2015 - Jan 2016
Winter Springs, FL

Construction Company. Supervised staff of 3.

  • Prepared monthly job cost reports and reviewed with project managers.
  • Prepared cash flow reports to ensure timely payment of liabilities.
  • Regularly reviewed accounts receivables and wrote collections notices, when needed.
  • Calculated and prepared payroll, including ensuring labor costs were applied to the proper job/fund.
Accounting
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Controller
Construction/Engineering
Jan 2014 - Jan 2015
Orlando, FL

Construction company. Supervised staff of 3.

  • Mid-State purchased the assets of M&B in 2014. Duties remained the same.
Accounting
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Controller
Construction/Engineering
Jan 2012 - Jan 2014
Orlando, FL

Construction company. Supervised staff of 2.

  • Prepared monthly job cost reports and reviewed with project managers
  • Maintained and reconciled bank accounts, credit card accounts, accounts payable, accounts receivable, and fixed assets
  • Prepared cash flow reports to ensure timely payment of liabilities
  • Calculated and prepared payroll, including ensuring labor costs were applied to the proper job.
  • Prepared payroll tax deposits and quarterly and annual payroll tax returns
  • Prepared monthly sales tax returns
  • Prepared annual property tax returns
  • Instituted accounting policies and procedures, including the use of purchase order numbers. In
  • October of 2012, the company’s Dun & Bradstreet Paydex scores was 54. Instituted cash flow procedures that resulted in the increase of the Paydex scores to 80, in February of 2014.
Accounts Payable Accounting Tax Accounting
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Director of Finance
Education
Jan 2009 - Jan 2013
Deland, FL

Non-Profit Charter School. Supervised 1.

  • Prepared monthly budget to actual fund financial statements, with notes, for presentation to the Board of Directors and County School Boards
  • Revised budget when funding changed
  • Maintained and reconciled bank accounts, credit card accounts, accounts payable, accounts receivable, and fixed assets
  • Prepared cash flow reports to ensure timely payment of liabilities
  • Calculated and prepared payroll, including ensuring labor costs were applied to the proper fund.
  • Prepared payroll tax deposits and quarterly and annual payroll tax returns
  • Fiscal year ended 6/30/2010, the charter schools received perfect audits with one minor finding between them. These were the first, “no significant issue” audits since the schools opened. One of the schools was in financial emergency and by the end of fiscal year 6/30/2011 had a positive fund balance and had met the 3% fund balance reserve.
Project Management Accounts Payable Auditing Tax Accounting
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QuickBooks/Accounting Consultant
Jan 2007 - Jan 2009
No skills were added
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Office Manager/Bookkeeper
Professional/Consulting Services
Jan 1995 - Jan 2008

Non-Profit.

No skills were added
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Accounting Supervisor and Small Business Services Manager
Professional/Consulting Services
Jan 2005 - Jan 2007
Winter Springs, FL

Public CPA Firm. Supervised 5.

  • Prepared compiled, reviewed and audited financial statements
  • Calculated and prepared payroll
  • Prepared payroll tax deposits and quarterly and annual payroll tax returns, including multi-state
  • Prepared monthly sales tax returns, including multi-state returns
  • Prepared annual property tax returns, many Florida counties and out-of-state returns
  • Installed, set-up, and trained employees on accounting software
  • Reviewed existing accounting policies and procedures and revised or created, when necessary
  • Reviewed employee policies and procedures and revised or created, when necessary
  • Expanded Small Business Services to include accounting system set-up, training and clean-up. In one year, increased my billable time by about $50,000. Wrote six articles published under the firm’s name for a Florida Used Auto Dealers magazine.
Accounting Auditing CPA Project Management
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Controller
Manufacturing
Jan 2004 - Jan 2005
Ocoee, FL

Manufacturing company.

No skills were added
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Tax Manager
Professional/Consulting Services
Jan 2000 - Jan 2004
Altamonte Springs, FL

P.A. Public CPA firm. Supervised 2.

CPA Tax Accounting
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Assistant Controller
Professional/Consulting Services
Jan 1999 - Jan 2000
Daytona Beach, FL

Repossession company.

No skills were added
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Staff Accountant
Professional/Consulting Services
Jan 1997 - Jan 1998
Deland, FL

Public CPA firm

CPA
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Edit Skills
Non-cloudteam Skill
Education
Master's in Tax (with Honors)
University of Central Florida 1997
Record has not been verified.
Bachelor's in Accounting Major (with Honors)
University of Central Florida 1995
Record has not been verified.
Associate's in Accounting Major (with Honors)
Daytona Beach Community College 1992
Record has not been verified.
Certifications
CPA (Inactive)
Skills
Accounting
2020
9
Auditing
2020
9
Tax Accounting
2014
9
Accounts Payable
2020
8
CPA
2007
7
Project Management
2013
6