Senior Consultant – Tax, Treasury, Forensic Accounting, Cash Management & Systems
EDUCATION:
WEBER STATE UNIVERSITY, Ogden, Utah
Degree: Master of Professional Accounting, May 2003
Concentration: Cost Accounting and Information Systems
WEBER STATE UNIVERSITY, Ogden, Utah
Degree: Bachelor of Science, May 2001
Major: Accounting
Major: Information Systems & Technology
PROFESSIONAL EXPERIENCE:
May 1993 to Present SWEARINGEN & SWEARINGEN, CPA’s, Eden, Utah
Partner/Tax Accountant: Prepare Tax Returns, Prepare information for Tax Returns, Prepare Tax Returns for assembly, assemble Tax Returns, Sale Tax Returns, Data entry in TaxWorks, Preparing financial statements, and Designing worksheets.
January 2012 to April 2012 ALLOY, SILVERSTEIN, SHAPIRO, ADAMS, MULFORD, CICALESE, WILSON & CO., Cherry Hill, New Jersey
Senior Tax Accountant: Prepare Tax Returns, Prepare information for Tax Returns, Preparing financial statements, and Designing worksheets.
October 2010 to April 2012 KANCHER LAW FIRM, Haddonfield, New Jersey
Forensic Accounting Consultant: Interpreting the legal and financial documents and evidence regarding clients and providing information to support the evidence and provide conclusions.
February 2006 to December 2006 ACCOUNTING CONSULTANT
Consultant for Transportation Alliance Bank to assist them with the ATM Department until they could find a replacement for my position.
June 2004 to December 2005 TRANSPORTATION ALLIANCE BANK, Ogden, Utah
ATM Manager: Bank Reconciliations, ATM Reconciliations, Cash Management, Preparation of Department Financials, Intercompany Accounts Receivable and Accounts Payable, Departmental Budgeting, Order ATMs, work with third party companies to have ATMs installed at Truck Stop locations, Train all Accounting personnel at Truck Stop locations to load ATM and fix minor issues with ATMs, Setup and Maintain contracts with Third party vendors that include armored cars, ATM maintenance and banks.
January 2004 to June 2004 TRANSPORTATION ALLIANCE BANK, Ogden, Utah
Staff Accountant: Reconciliation of daily cash, Bank Reconciliations, ATM Reconciliations, Cash Management, Preparation of Department Financials, Intercompany Accounts Receivable and Accounts Payable, Departmental Budgeting.
November 2002 to January 2004 TRANSPORTATION ALLIANCE BANK, Ogden, Utah
Cash Management Operations Co-Manager/Technical Support: Supervision of ten employees. Design and implementation of inclearing check processing system. Preparation of analysis statements. Preparation of monthly financial statements.
January 2002 to January 2004 TRANSPORTATION ALLIANCE BANK, Ogden, Utah
Project Administrator/Technical Support: Design and implementation of Transport/Proof Machine. Project Administrator for check imaging system. Planning, design and implementation of corporate Lockbox payments. Programming various upload projects for use with current and outside systems. Assist in preparation of department financial statements. Liaison between the operations department and the MIS department.
June 2001 to January 2002 TRANSPORTATION ALLIANCE BANK, Ogden, Utah
Debit Card/Credit Card Technical Support: Aid in the design and future implementation of credit card system, Project Administrator for check imaging system.
May 1999 to June 2001 TRANSPORTATION ALLIANCE BANK, Ogden, Utah
ATM Manager: Bank Reconciliations, ATM Reconciliations, Cash Management, Preparation of Department Financials, Intercompany Accounts Receivable and Accounts Payable, Departmental Budgeting, and Opening bank accounts as necessary across the country. Redesign of the previous system to make the department run more efficient and cost effective.
Sept 1997 to May 1999 WOOD, RICHARDS & ASSOCIATES, P.C., Ogden, Utah
Accounting Para-Professional: Bank Reconciliations, Proof of Cash Statements, Preparation of Quarterly Payroll Taxes, Spreadsheets, Data Entry, New Business forms preparation and processing. Redesigned partners’ billing form for better chargeable time.
Sept 1997 to May 1997 RICHARDS & RICHARDS, L.L.P., Ogden, Utah
Legal Secretary: Estate Plans, Wills and Trusts, Articles of Organization, and Articles of Incorporation. Designed format for the Estate Plans. Designed client data tracking sheets.
Jan 1997 to Sept 1997 SCHMITT, GRIFFITHS, SMITH & CO., CPAs, Ogden, Utah
Tax Department Assistant: Prepare Tax Returns for assembly, Distribution of tasks for tax returns, Data entry in Mas90, Daily deposits, Receptionist, Typing financial statements, and Designing worksheets. Redesign the format of Tax Return assembly.
