- Operates six franchised automobile dealerships and an independent automobile auction on the north shore of Massachusetts and the seacoast region of New Hampshire.- Franchises include Honda, Chevrolet, Porsche and Audi- Assess and evaluate financial performance of the organization with regard to operational goals, budgets and forecasts.- Provide analysis for both short-term and long-term growth opportunities.- Inform and communicate with the Board and the executive leadership team.- Manage banking, insurance and benefit administration relationships.- Develop annual budgets with the assistance of the General Managers and Department Managers.- Review and analyze financial results, and provide recommendations for improvement to the General Managers and Department Managers.- Ensure the timely preparation of monthly and annual internal financial statements.- Coordinate with external auditors to ensure the accuracy and timeliness of audited financial statements and tax returns.

• Plan and supervise GAAP financial statement audit engagements for healthcare, not-for-profit, higher education and governmental entities ranging in size.• Provide clients with financial reporting guidance pursuant to new reporting requirements and industry standards.• Supervise, train and evaluate staff on engagement teams.• Planned and executed audits using a risk-based audit methodology and performed testing on high-risk audit areas.• Tested the designed and operating effectiveness of internal controls by obtaining process narratives, identifying controls, performing process walkthroughs and completing testing.

Full service certified public accounting firm performing audit, corporate and individual taxation, business consulting, accounting and specialized services.• Plan and execute audits, reviews, and compilations for clients in a variety of different industries such as auto dealerships, consulting, manufacturing, not-for-profits and governmental entities.• Experience with year-end financial statement audits, internal control testing procedures, analytical procedures, quarterly reviews, Yellow Book and single audits and state compliance audits.• Prepare/review adjustments to business records for GAAP and Federal income tax purposes.• Prepare/review complex business tax returns including C-Corps, S-Corps, Partnerships and other tax forms, while also maximizing tax depreciation and computing shareholder and member basis.• Experience with conducting several audits with complex consolidated financial statements and tax returns.• Coordinate year-end tax planning for both business and individual clients comprised of financial report analysis, projecting business income and its effect on the individual shareholders' income tax liability while consistently reducing client tax liability.• Manage senior and associate level employees, plan and manage workloads, mentor staff, and provide constructive, timely feedback utilizing opportunities to promote learning objectives.• Responsible for communicating directly with clients to resolve open items and communicate year-end results and analysis.• Experience with fraud engagements including review of transactions, accounts and other matters andcompletion of written fraud reports.• Collaborate in the development of templates and training programs for the firm as well as performing training for associates, seniors and mangers.• Authored articles for O’Connor & Drew’s constant contact email newsletter.• Active at internal and external networking events.• Active participant in firm community service activities.