Margie Reale

Experience

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  Arthur Andersen & Co.

  Sept 1990 - Aug 1994

  Sr. Accountant

  • Planned, performed and supervised audits• Developed and adhered to budgets ranging in size from $13,000 to $300,000• Audited international banks, investment companies, commodities concerns and profit sharing plans• Supervised and evaluated several people across concurrent engagements• Performed auditing procedures on judgmental areas including bad debt reserves, inventory valuation, accounting for investments and liability accruals• Participated in recruiting and evaluating prospective candidates• Evaluated internal control systems and drafted management recommendations for improvements based on findings• Interacted with all levels of client personnel• Attended over 250 hours of CPE accredited technical, administrative and interpersonal skills training• Prepared memoranda detailing client background, industry issues and audit approach• Tested clients’ compliance with terms of agreements and covenants Show less

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  Capaldi Reynolds & Pelosi, P.A.

  Jan 2007 - May 2009

  Sr. Accountant

  • Prepared Applications for Recognition of Exemption• Prepared Individual Tax Returns and corresponding schedules• Prepared Returns of Exempt Organizations• Compiled financial statements with accompanying footnotes• Performed in-house quality review of audit workpapers• Developed and presented continuing professional education courses to peers

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  Advantage Benefit Planning

  Jul 2007 - Dec 2011

  Chief Financial Officer

  • Maintained all books and records of the company• Compiled financial statements• Billed and collected accounts receivable• Recorded and paid amounts due to vendors• Responsible for cash management, including securing seed financing/loans• Prepared payroll and all applicable taxes and government payroll reports• Ensured compliance with all applicable laws and regulations• Maintained current licensing of the company and all employees• Developed company policies and ensured human resource compliance• Managed office Show less

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  Sport Clips Haircuts

  Jan 2013 - now

  Owner/Operator/Team Leader-3 Units

  • Performed due diligence to determine desirability of franchise opportunity• Evaluated construction bids and oversaw construction• Maintained books and records of the company• Recorded and paid amounts due to vendors• Responsible for cash management, including securing seed financing/loans• Responsible for all aspects of human resource management, including payroll• Ensured compliance with applicable laws and regulations• Maintained current licensing of the company• Developed company policies• Managed office• Coordinated all aspects of marketing Show less

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  Terrence R. Mooney, CPA

  Jan 2016 - Dec 2017

  Senior Accountant