Case File
efta-efta00693341DOJ Data Set 9OtherMichael Page
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DOJ Data Set 9
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efta-efta00693341
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Michael Page
Candidate Resume
Samantha Proietto
EDUCATION
West Chester University of Pennsylvania, West Chester, PA
Bachelor of Sciences, Department of Accounting & Department of Finance; Minor: Philosophy
May 2013, completion of 150 credits, AACSB accredited
Major GPA: 146, CPA Candidate
ACCOUNTING & FINANCE RELEVANT WORK EXPERIENCE
Untracht Early, LLC - Family Office and Business Support Services
Client Service Accountant, Florham Park, NJ
•
Industry experience includes: Hedge Funds, Private Equity, Personal Use Assets,
Real Estate, and Trusts
•
Review and implement the monthly close process and preparation of Financial Statements
•
Maintain client relationships by communicating directly with clients, their staff, and external parties
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Preparation of 1040, 1120, 1041 and 1065 returns
•
Manage and review staff performance on engagements to enhance efficiency and effectiveness
of work performed.
•
Responsible for billing and time management of assigned clients
•
Develop and implement accounting and financial procedures with in the department
Accountant
Pagani & Wylam CPAs, West Chester, PA
•
Local, State and Federal tax planning and preparation
•
Personal and corporate returns
•
Month-end and year-end preparations and financial statements
•
Bookkeeping maintenance using various accounting software
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Adjusting and Year-end journal entries
Staff Accountant
RSD & 1CD Systems/ Profound Technologies, Exton, PA
•
On site bookkeeper using QuickBooks software
•
Prepare cash flow analysis weekly and monthly
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Accounts payable and accounts receivable management including payroll
•
Month-end and year-end preparations and financial statements
•
Local, State and Federal tax planning and preparation
•
Meet with Vice President weekly and discuss accounting issues
Financial Coordinator
Bradford Media Group, LLC, West Chester, PA
•
On site bookkeeper using QuickBooks software
•
Financial Statement preparation
•
Tax planning and preparation
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Budget preparation and implementation by analyzing cash flows
•
Human resources involving employee and partner benefits
•
Accounts receivable and accounts payable management including payroll
RELEVANT ACCOUNTING & FINANCE SKILLS
ProSystem fic Tax, ProSystem fx Engagement, UltraTax, BNA Income Tax, QuickBooks,
Microsoft Excel, Microsoft Word, HTML, MAC and PC literate
Strong editing and writing skills
Organized, reliable, results-oriented, team player
October 2013- Present
January 2013- October 2013
April 2012- January 2013
July 2011- April 2012
This resume es provided in the strictest confidence, is subject to the Terms and Conditions of Michael Page and contains personal data that must only be processed for the purpose for
which it is submitted (in accordance with privacy laws). If you have not recently received a copy of our relevant Terms and Conditions. 'Neese ensure that you request a further copy
before instruceno our consultants to arrange any candidate interviews.
MichaelPage
Worldwide leaders in specialist recruitment
EFTA00693341
Michael Page
Candidate Resume
Samantha Proietto
ACTIVITIES
Women's Rugby, West Chester University
NCAA Division I
• Collaborate with team of 45 girls every fall and spring athletic season
August 2008- August 2012
This resume es provided in the strictest confidence, is subject to the Terms and Conditions of Michael Page and contains personal data that must only be processed for the purpose for
which it is submitted (in accordance with privacy laws). If you have not recently recaved a copy of our relevant Terms and Conditions. please ensure that you request a further copy
before instructing our consultants to arrange any candidate ntervieva.
MichaelPage
Worldwide leaders in specialist recruitment
A'AVi Inchaelpage com
EFTA00693342
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