William K. Cohen, CPA

William K. Cohen, CPA

Business Assistant

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location of William K. Cohen, CPANew York City Metropolitan Area

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  • Timeline

  • About me

    Director | LTC Ally

  • Education

    • Beth Medrash Govoha

      2014 - 2016
      Graduate Talmudic Law Studies

      Earned 56 out of 60 credits towards a Master of Talmudic Studies (MTS) degree. In-depth study of The Code of Jewish Law and its commentaries with a focus on Talmudic sourcing, legal precedent and textual analysis. Currently on hold as I pursue my accounting career.

    • Excelsior College

      2016 - 2016
      Business Administration and Management, General

      Credits granted through independent coursework and NCCRS-accredited testing:-International Business-Macroeconomics-Principles of Marketing-Principles of Management-Organizational Behavior

    • Beth Medrash Govoha

      2011 - 2014
      Bachelor Talmudic Studies (BTS) 3.84
    • Fairleigh Dickinson University

      2016 - 2017
      Master of Science (MS) Accounting 3.93

      Activities and Societies: Beta Gamma Sigma Honor Society Comprehensive coverage of all topics covered on the CPA exam. Courses include intermediate and advanced accounting, audit and attest services, federal taxation of individuals and business entities, business law, cost and managerial accounting, economics and finance, accounting and business ethics, executive communication and leadership.

  • Experience

    • EatWellSoon

      Oct 2011 - Feb 2016
      Business Assistant

      -Performed bookkeeping and maintained entity registrations, bank accounts and credit line.-Implemented strategies which contributed to practice's net income growth of more than 20% per year over 4 years.

    • Kliger and Zoldan CPAs, PC

      Mar 2016 - Apr 2016
      Accounting Intern

      -Project assignments included corporate & partnership tax return preparation and research. -Performed bookkeeping and bank reconciliations for clients.

    • LTC Ally

      May 2016 - now

      -Lead multiple teams, focus on efficient staff deployment and employee professional development-Manage clients with 150+ skilled nursing facilities and over $1.5 billion of annual revenue combined-Centralize communication and reporting to clients, operators, investors, banks, and auditors-Oversee technical side of internal product development -Create budgets and custom reporting to highlight key metrics for decision makers-Advise on and analyze financial impacts of clients' transactional activity-Initiate/support internal projects streamlining systems, processes and service offering enhancements Show less -Supported the Senior Accountant in monthly financial statements preparation -Performed daily cash transactions, bank reconciliations, and monthly adjusting JEs-Managed cash flow through AR borrowing base lines of credit and cash projections-Reviewed and reconciled trial balance -Managed accounts payable for two skilled nursing facilities (340 beds total); bill posting, payments, vendor and client relations, AP financial review and analysis.-Retained many payroll analyst responsibilities Show less -Payroll accounting of forty five SNFs: JE compilations and bank reconciliations.-Monthly payroll variance analysis.-Reconciled books to quarterly federal and state tax deposit forms -Coordinated implementations of payroll system General Ledger Interface -Trained staff in payroll system functions, data collection and procedures.-Developed and delivered fundamental presentation on the elements of payroll and their accounting.-Attained proficiency in ADP Workforce Now as well as expertise in its GL Interface module. Show less

      • Director

        Jan 2025 - now
      • Senior Manager

        Jan 2020 - Jan 2025
      • Accounting Manager

        May 2018 - Dec 2019
      • Staff Accountant

        Jan 2017 - May 2018
      • Payroll Analyst

        May 2016 - Dec 2016
  • Licenses & Certifications

    • CPA

      CPA (NJ Board of Accountancy)
      Jun 2018
  • Volunteer Experience

    • IRS Advanced-Certified Tax Preparer

      Issued by The FoodBank of Monmouth & Ocean Counties on Feb 2016
      The FoodBank of Monmouth & Ocean CountiesAssociated with William K. Cohen, CPA