Alex Altidor, EA, MSA

Experience

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  Popcorn and More, Inc.

  Apr 2006 - Jun 2008

  Staff Accountant

  A privately help manufacturing company• Implemented new practices and procedures to reduce product waste, which resulted in over 50,000 dollars annually in cost savings• Set up the Company’s chart of accounts• Reduced account receivable aging from 90 days to less than 60 days• Developed the unit cost of each product line• Calculated the break-even point for each product line• Prepared monthly financial statements

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  Urban Ministries, Inc. (UMI)

  Jun 2008 - Jan 2014

  Senior Financial Analyst

  A privately held publishing company • Redefined the company’s quarterly board package by adding key reports such a: statement of cash flow, statement of stockholder’s equity, notes to the financial statements, etc.• Recommended new procedures in the preparation of the production forecast to increase efficiency and effectiveness in the purchasing department• Prepared monthly and quarterly financial statements within 10 days after month-end close• Reconciled general ledger including bank statements within 5 days after month-end close• Developed and implemented a master budgeting system to improve expense tracking at department level• Maintained the company’s property, plant & equipment• Provided Management with various analysis including vertical, horizontal, ratios, variances, etc. to determine the company’s financial trends• Prepared Sales and Use taxes returns• Supervised two accounts receivable and payable employees• Acted as liaison with external Auditors Show less

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  The Western and Southern Life Insurance Company

  Mar 2014 - Aug 2014

  Financial Representative

  A fortune 500 Company• Identified markets and developed appropriate marketing plans• Prospected for middle-market clients by identifying qualified names and making initial contacts• Adequately prepared all appointments through established processes• Effectively planned for and scheduled all sales, marketing, and service activities for the week and foreseeable future• Proactively developed community relationships to cultivate and strengthen presence in target markets• Maintained personal contact with clients to ensure their evolving financial needs were being met• Maintained client and company records, payments, etc. in an accurate and timely manner Show less

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  Connect Search, LLC

  Sept 2014 - Aug 2017

  Senior Financial Analyst

  A staffing and recruiting firm• Ensured timely and accurate financial statements preparation such as statement of net assets, statement of activities, fund financial statements, statement of cash flow, etc. • Developed and implement a standard reporting model for management needs and board presentation purposes• Assisted with the preparation of the annual budget by fund as required management• Prepared journal entries for funds receipt and cash disbursement, reconcile all general ledger accounts, and assist with the year-end close• Monitored the operating and capital budget, and provide Management with various report analysis for decision making purposes• Prepared monthly bank reconciliations • Maintained appropriate documentations in order to support various funds activities related to capital and operating expenditures as well as transfer to and from other funds Show less

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  Groskreutz, Abraham, Eshleman & Gerretse, LLC

  Sept 2017 - now

  Auditor

  • Compile and analyze financial information to prepare entries to accounts, such as general ledger accounts, documenting business transactions • Distribute expenditures, encumbrances, receipts, and receivables according to schedules• Perform statistical analyses to determine trends, estimates, and significant changes, and write narrative reports explaining findings• Analyze financial information detailing assets, liabilities, and capital, and prepare balance sheet, profit and loss statements, and other reports to summarize and interpret current and projected Firm financial position for other Managers• Determine proper handling of financial transactions and approves transactions within designated limits• Monitor compliance with generally accepted accounting principles and client procedures • Review, investigate, and correct errors and inconsistencies in financial entries, documents, and reports• Examine accounts and records and compute taxes owed according to prescribed rates, laws, and regulations• Ensure that client complies with periodic tax payment, information reporting, and other taxing authority requirements• Organize and maintain tax records and conduct tax studies and special projects• Collect appropriate data and prepare complex individual and corporate tax returns• Represent the client before taxing bodies as well as providing tax advice to clients and/or Firm• Install, modify, document, and coordinate implementation of accounting systems and accounting control procedures• Monitor CPE hours• Mentor new staff• Work with confidential client matters• Perform other duties as requested, directed, or assigned Show less