Experience

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  Pwc

  Jan 1998 - Jan 2001

  Senior assurance associate promoted from assurance associate after 1 year

  •Planned and executed assurance engagements, liaising with all levels of the client’s staff•Summarized and documented field work for quick, easy review for the Managers and Partners•Supervised, coached and evaluated team members

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  Larkspur hospitality

  Jan 2001 - Jan 2002

  Manager of hotel accounting

  Completely changed reporting time and content to respond to business needs after September 11.Generated timely financial statements for 4 hotels while improving the reporting package when previously the company had never met a reporting deadline.

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  Greenpoint mortgage

  Jan 2002 - Jan 2005

  Accounting manager promoted from senior financial analyst after 1 1/2 years.

  •Ensured integrity of the Balance Sheet for the primary entity and its 5 subsidiaries, totaling $5.1 billion in assets•Reduced aged items on Balance Sheet reconciliations significantly due to changes in processes, approach and increased accountability. Redesigned reconciliations eliminating numerous unnecessary accounts•Identified and implemented many process improvements and trained necessary managers and staff•Revalued and analyzed the residual asset of our securitized loans•Streamlined and coordinated the residual asset revaluation process•Developed new reports and analysis to support management decisions, including deal structure Show less

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  Solutionset

  Jan 2005 - Jan 2007

  Controller

  •Released monthly financial statements and management dashboard, ensuring the reliability of the underlying general ledger. Provide timely, relevant ad hoc reporting for solid decision making. Aid company in effectively managing the complex issues that come with rapid growth and change.•Risk based implementation of key controls i.e. Balance Sheet reconciliations and segregation of duties •Interviewed, hired, trained and inspired a highly qualified, positive, fun team

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  Ami joy hontalas, cpa

  Jan 2007 - now

  Owner

  Ami J Hontalas, CPA specializes in accounting for high net worth families and their businesses. We understand the special needs of the multi-generational family office. You have multiple entities with different ownership structures. They have capital calls and distributions that may change over time depending on the age of the beneficiaries. You have Incs, GPs and LPs and operating partnerships and trusts. You need to track 1031 exchanges and basis step up. You have long term projects and philanthropic endeavors that all need to be tracked differently. And you need it all to be seamless, which is why you hire us. We Are Bespoke:We cater to a handful of clients that have distinctive and varying needs. We often act as project managers between the tax CPAs, lawyers and our clients, which ultimately saves them money on professional fees. Sometimes our clients’ needs are more operational and strategic than numeric. We enjoy partnering with our clients in a myriad of ways. We Are Scalable:Ami J Hontalas, CPA gives you access to the level of expertise you need, when you need it, with a skill set second-to-none. As your business grows, we grow with you. Our clients enjoy:- Monthly data entry and year end reports that support your tax returns beautifully- Management dashboards and decision-making tools- Controller and CFO services without the expense of a full-time employeeWe Are Trustworthy:It’s difficult to find someone to trust with your finances. Confidentiality is always at the forefront of what we do and because all our work is prepared or reviewed by a CPA, you can be confident that our accounting is accurate and everything is private. Show less

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  Blue bell enterprises llc

  Jan 2007 - Jan 2009

  Accounting controller

  Office closed due to financial downturn.Issued financials for 18 entities, multiple trusts and individual financial statements. Handled all aspects of office management. Maintained compliance with federal, state and local business requirements. Researched tax strategies and estate planning issues.

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  Guaranty finance investors, llc

  Apr 2010 - Feb 2022

  Cfo

  Manage the Accounting and Compliance for an investment fund and support the quarterly investment reports. I also do the accounting for the management company and five other entities the Managing Director owns and co-owns.

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  Stand & deliver

  Feb 2012 - Sept 2020

  Cfo