Bryan A.

Experience

• 

  Arc Marion

  Chief Financial Officer (CFO)

  Apr 2025 - Present

  • Report monthly financial statements to the Board of Directors
  • Maintain adequate internal controls
  • Conduct internal audits to ensure financial statements are accurate
  • Train accounting department personnel
  • Process 1099s
  • Prepare and File Form 990
  • Respond to Internal Revenue Service (IRS) notices
  • Advise the CEO on the financial health and potential opportunities for the entity
  • Create and monitor the Entity’s budget
  • Prepare and file Florida sales tax returns
  • Communicate with External Certified Public Accountant (CPA) Firm to ensure they receive sufficient appropriate audit evidence for a successful completion of the Annual Financial Statement Audit
• 

  Aman Tax and Accounting

  Owner

  May 2020 - Present

  • Business Tax Returns
  • Individual Tax Returns
  • Tax Planning
  • Bookkeeping
  • Accounting
  • Fractional CFO Services
  • Financial Controller Services
  • IRS Representation
  • IRS Notices
  • And more
• 

  Ocala Metro Chamber & Economic Partnership

  Chief Financial Officer (CFO)

  Aug 2023 - Jan 2025

  • Safeguarded assets in accordance with internal controls
  • Managed the accuracy and productivity of day-to-day activities of accounts payable, cash disbursements, invoicing/billing, customer credits and collections, payroll, fixed asset records, entity accounting, and Human
  • Resources record-keeping
  • Provided executive management updates on current and forecasted cash position
  • Prepared consolidated financial reports for presentation at Board of Director meetings
  • Oversaw audits and ensured tax returns for all entities were filed timely
  • Provided recommendations to strategically enhance financial performance and business opportunities
  • Ensured that effective internal controls were in place and ensured compliance with GAAP and applicable federal, state, and local laws and regulations for financial and tax reporting
  • Established and maintained strong relationships with senior executives to identify their needs and seek full range of business solutions
  • Offered advice to senior management on the financial implications of business activities
  • Communicated with the Board of Directors and Executive Committee
  • Provided Human Resource function
  • Maintained and secured employee earnings records
  • Ensured employees were paid correctly and timely
  • Assisted with new-hire orientation
  • Maintained employee records
  • Managed renewal of all employee-related insurance in conjunction with the CEO and COO
  • Prepared and filed Florida sales tax returns for all entities
  • Conducted intercompany reconciliations
  • Oversaw the financial reporting of 6 entities
  • Offered guidance and training to the finance department
  • Worked collaboratively with the CEO, COO, CGO, and CXO to ensure organizational objectives were met or exceeded
  • Oversaw the timely and accurate processing of 1099s for all entities
  • Prepared and initiated timely and accurate 401(k) and Payroll direct deposits
• 

  Crippen

  Tax Staff

  Sep 2022 - Jul 2023

  • Prepared and filed Federal Tax returns such as Forms 1040 (Individuals), 1120 (Corporations), 1120-S (S Corporations), 1065 (Partnerships), 1041 (Trust and Estates), and 709 (Gifts) for various industries and of various
  • complexities
  • Prepared and filed State Tax Returns for multiple states
  • Prepared and filed Florida tangible personal property tax returns
  • Prepared diversified accounting and tax assignments
  • Produced clear, concise work papers, and communications
  • Maintained strict client confidentiality
  • Provided timely and high quality services and completed deliverables that met or exceeded client expectations
  • Offered support to the accounting and tax departments
  • Researched tax laws, rules, and regulations
  • Provided ongoing status updates to direct supervisor, client managers, and partners
  • Reviewed trial balances, income statements, and balance sheets and compared with supporting documents
  • Prepared Financial Statements
  • Proposed and recorded end of month and end of year journal entries
  • Recorded fixed assets, depreciation, and accumulated depreciation
  • Reconciled Payroll to 941s
  • Reconciled bank and other balance sheet accounts
  • Conducted tax planning and advised clients on strategies
  • Communicated with clients
  • Processed 1099s
  • Drafted Internal Revenue Service (IRS) penalty abatement letters
• 

  Crime Prevention Security Systems

  Controller

  Nov 2021 - Dec 2022

  • Oversaw all Accounting Department functions
  • Responsible for the scheduling and successful completion of all external audits
  • Provided guidance, support, and training to the entire accounting department
  • Worked closely with the company President, Vice President (VP) of Development, Human Resources Director, and Marketing Director to assess risks and opportunities and ensure operational compliance
  • Maintained General Ledger
  • Reconciled to bank daily
  • Assured that all company credit cards were reconciled in a timely manner
  • Oversaw reconciliations of 10 corporate bank accounts
  • Reviewed recordings of intercompany journal entries for 5 companies
  • Maintained 5 separate QuickBooks Enterprise accounts
  • Conducted intercompany reconciliations
  • Lead the completion of end of month journal entries
  • Prepared consolidated financial statements and compliance certificate for the bank on a monthly basis
  • Made sure that company loans and mortgages were paid in a timely manner
  • Conducted internal audits to verify internal control adherence and audit preparedness
  • Produced weekly cash flow projections
  • Performed monthly balance sheet reconciliations
  • Monitored payroll for all companies utilizing ADP Workforce Now
  • Prepared Florida sales and use tax returns
  • Ensured that corporate taxes were paid accurately
  • Oversaw check runs
  • Proposed internal control policies
  • Responsible for 1099 processing
  • Corroborated that 1099s and Certificates of Insurance (COIs) were being maintained properly
• 

  CROM

  Senior Accounts Payable Specialist

  Aug 2021 - Oct 2021

  • Supported Accounts Payable clerks
  • Prepared sales and use tax returns for multiple states
  • Processed weekly check runs and on-demand check requests
  • Maintained Accounts Payable vendor database including W-9s and certificates of insurance (COIs)
  • Examined internal 1099 data accuracy
  • Responsible for 1099 processing for over 100 vendors
  • Reconciled Vendor Statements
  • Researched and corrected discrepancies as they became apparent
  • Reviewed and processed a high volume of invoices
  • Audited over 90 credit card statements on a continuous basis
  • Audited WEX Fleet Gas Card account with over 80 vehicles
  • Processed credit card bills
  • Processed 3 way Purchase Order (P.O.) matching invoices
  • Prioritized invoices according to cash discount potential and payment terms

• AFIRM

  Insurance Premium Auditor

  Jul 2020 - Aug 2020

  • Prepared detailed reports in support of audit findings
  • Maintained positive and supportive client relationships and provided technical expertise
  • Scheduled appointments with businesses in order to gather necessary information to conduct audits
  • Managed workload in accordance to priority
  • Conducted worker’s compensation and general liability audits
  • Examined payroll, tax records, and income statements
• 

  Mactown Inc.

  Accountant

  Jan 2019 - Mar 2021

  • Bank Reconciliation
  • Credit Card Reconciliation
  • Payroll Reconciliation
  • Labor Distribution Reports (ADP WorkForce Now)
  • Accounts Payable
  • Accounts Receivable
  • Journal Entries
  • Maintained General Ledger
  • Prepared Budgets
  • Prepared Financial Statements
  • Managed Go Fund Me Donations
  • Communicated with Vendors
  • Processed 1099s
  • Ensured W-9s were obtained in a timely manner
  • Created Cost Reports (Medicaid)
  • Acquired Working Knowledge of Joint Commission
  • Assisted with Audit Preparation
  • Created Reports as Needed
  • Worked with Vice President/Chief Operating Officer

• IRS - Volunteer Income Tax Assistance and Tax Counseling for the Elderly (VITA/TCE)

  IRS Certified Tax Preparer

  Jan 2019 - Apr 2019

  • Greeted all visitors to ensure a welcoming atmosphere
  • Assessed taxpayers to determine the type of assistance needed and confirmed they had the necessary documents to complete their tax returns
  • Filed federal tax returns for families using various forms such as 1040-EZ, 1040, 1099-INT, 1099-MISC, and more
  • Completed returns for taxpayers filing single, married filling jointly, married filling separately, qualifying widow(er), head of household, with and without dependents
  • Served as a tax counselor
• 

  Mactown Inc.

  Human Resources and Accounting Associate

  Oct 2018 - Dec 2018

  • Interviewed job candidates
  • Scheduled interviews
  • Managed personnel records (ADP)
  • Assembled new employee handbooks
  • Assisted with conference room reservations for employee trainings
  • Accounts payable
  • Arranged files according to fiscal year
  • Reconciled credit cards
  • Compared purchase authorization forms to receipts
  • Reviewed credit card use approval forms
  • Worked closely with Human Resources Director and Vice President/Chief Operating Officer
• 

  Mactown Inc.

  Accounting Intern

  Jul 2018 - Oct 2018

  • Processed accounts payable
  • Reconciled credit cards
  • Created reports and databases as needed
  • Organized files according to fiscal year
• 

  Comcast

  Telecommunications Technician 3

  Sep 2016 - May 2018

  • Troubleshot broadband and plant related issues
  • Provided exceptional customer service
  • Maintained accurate records
  • Repaired, maintained, installed, and troubleshot broadband equipment
  • Prepared wiring for digital cable, telephone, and high speed internet up to 1 Gbps
  • Worked with Windows 7, 8, 10, and Mac
  • Operated and fixed issues with printers, fax machines, VOIP phones, wired, and wireless phones
  • Serviced WIFI related matters, including but not limited to WIFI extenders
  • Maintained and tuned CISCO, ARRIS, TECHNICOLOR, as well as other brands of modems/routers
  • Established action plans to meet customer demands
  • Taught new and current customers about all products and features
• 

  Comcast

  Telecommunications Technician 2

  Sep 2015 - Sep 2016

  • Troubleshot broadband related issues
  • Provided an outstanding customer experience
  • Preserved accurate records
  • Repaired, maintained, installed, and troubleshot broadband equipment
  • Ran wiring for digital cable and high speed internet
  • Worked with Windows 7, 8, and 10
  • Worked with both wired and wireless printers
  • Educated customers on work performed and preventative measures