Certified Public Accountant and Freelance Financial Writer Translates complex financial concepts and structures into clear English.
ACCOUNTING AND TAX EXPERIENCE
Private CPA Practice. 1996 – Present.
Sample Small Business Accounting and Tax Experience Clients:
Independent handcraft and art business.
Complex inventory of handcrafted items. New York State sales tax returns.
1099 income and home office.
S-Corp janitorial service with 10 employees.
Tax credits for hiring people who had been on public assistance. Resolved corporate charter issues over Maryland personal property tax corporation filings.
Treasurer. Congregation Beit Tikvah. FY 1997.
Bookkeeping and financial statement preparation for 100 family congregation.
Tax compliance included preparation of 1099s for various contractors and W2s for over 10 part-time employees, including clergy.
Chief Financial Officer. Chapman Capital Management, Inc. 1998 - 2000 Registered Investment Adviser. $4 million in annual revenues and $600 million in assets.
Responsible for Federal 1120 and multiple state income tax filings,
Maryland corporate personal property tax filings. Prepared 1099s and W2s for contractors and staff.
Prepared minority business (MBE) filings in Maryland and 7 other states.
Initial public offering (IPO) and other SEC filings: 10K, 10Q and
Prepared SEC and Maryland Registered Investment Adviser compliance
including Form ADV.
Director, Maryland Water Quality Financing Administration. 1989 - 1996. State environmental financing agency with $400 million in projects. 9 direct reports
Established accounting systems for $400 million in assets and loans.
Managed loan payment billings and construction progress payments.
Supervised IRS arbitrage rebate tax calculations and filings.
Negotiated $200 million in Maryland tax-exempt revenue bond offerings.
Planned compliance with a 36 page tax certificate for each of six offerings.
Controlled daily treasury operations to insure tax compliance of bond
proceeds as part of forecasting and disbursing funds for multiple construction projects.
. AUDIT EXPERIENCE
Managed preparation and schedules and coordinated of annual and interim audits with Big 4 firms 1990 – 2000.
Supervision of credit union Internal Audit Department and external auditors. 1996 – present.
Hands on experience reviewing internal audit workpapers.
Review of development and execution of annual internal audit plan.
Reviewed work of Big 4 and Tier 2 external auditors.
Instrumental in adding a quality assurance plan, including an external review.
New York University. Wagner Graduate School of Public Service. Master of Urban Planning. Two-year full-time program emphasizing quantitative research in economic and environmental planning.
New York University. Stern School of Business. B.S. Dual Major in Economics and Public Administration. University Scholar Honors Program.
LICENSES AND CERTIFICATIONS
Chartered Financial Analyst. CFA Institute. 2003. Certified Public Accountant. Licensed in Maryland. Investment Adviser Representative. Series 65. Former General Securities Representative. Series 7.
State Employees Credit Union of Maryland. Linthicum, Md. Supervisory Committee Member. May 1996 — Present. Audit Committee for $1.8 billion, 240,000 member credit union with full banking services. Conversant in unrelated business tax issues.
Baltimore Efficiency and Economy Foundation. 1999 — present. Treasurer since 2005.
Congregation Beit Tikvah. Treasurer. July 1996 – June 1997
Maryland Association of Certified Public Accountants. Maryland Society of Accountants. Completed Two Day 2008 Tax Gear-Up in December 2008. Institute of Internal Auditors. Baltimore CFA Society. CFA Institute.
MARIA MARKHAM THOMPSON, CPA, CFA E-mail: firstname.lastname@example.org 410-337- 4474