Shannon Findley Bullón

• Provide monthly accounting services to multiple nonprofit clients.
• Review and reconcile all accounts monthly.
• Post journal entries for prepaid expenses, depreciation, RoU adjustments, and other accruals as needed.
• Allocate shared costs to program categories, administration, and fundraising in a systematic manner that is compliant with GAAP and IRS regulations.
• Track restricted grants and contracts for accurate reporting to auditors and funders.
• Monthly finance reports for staff and board review focused on budget versus actual year-to-date.
• Ongoing availability for staff and board questions, training, and problem solving.

• Perform all accounting functions in accordance with GAAP for nonprofit organization including AP, AR, cash management, journal entries, account reconciliations and maintenance of fixed assets.

• Coordinate human resource functions with PEO, including management of changes in salaries and benefit elections, onboarding new employees and responding to employee requests and inquiries.

• Prepare and present quarterly and annual financial reports to board of directors.

Prepare annual 1099s, and assist the external firm with all other tax and compliance filings.

• Implement auditor recommendations and prepare documentation for external financial audit.

• Maintain and update policies, procedures and internal controls.

• Provide ad-hoc reporting to executives and department directors as needed.

• Review and comply with various contractual requirements including lease, debt and board of directors’ agreements.

• Assist development department with grant applications and tracking charitable contributions in the CRM.

• Created the annual budget and trained department directors in the budgeting process.

• Transitioned outsourced accounting function to in-house department and converted accounting system from desktop to web- based system.

• Performed all accounting functions, including AP, AR, cash management, journal entries, account reconciliations, weekly payroll processing, federal and state electronic payroll tax deposits, and quarterly federal and state payroll returns.

• Performed all human resource functions, including management of changes in employee benefits, onboarding new employees, recruiting, processing employee insurance payments, and IRA contributions.

• Trained bookkeeping staff to use client databases and advanced spreadsheets, including pivot tables, VLOOKUPs, and arrays.

• Reviewed monthly accounting reports, answered technical GAAP and tax questions for clients and staff members, researched, and communicated with legal and HR consultants regarding complex client issues.

• Attended industry conferences and presented staff and clients with information regarding new technology and potential changes in accounting standards and tax regulations

• Assisted business development by creating and reviewing presentations, speaking at client presentations, performing market research, analyzing potential clients’ accounting records and financial statements

• Performed all accounting functions for church with membership over 3,000 families and approximately 600 student elementary school, including journal entries, recording of deposits, bank and credit card reconciliations, disbursement requests, tuition billing, quarterly and annual endowment reporting.

• Prepared all necessary tax filings, including annual 1099s, W-2Gs, Form 945.

• Led conversion of accounting system from server-based software to web-based software.

• Responsible for transitioning manual processes for school enrollment, tuition payment and parishioner donations to electronic/web-based systems.

• Performed various accounting tasks, including maintenance of general ledger, bank and investment fund reconciliations, accounts payable review, property tax review, wire transfers, accounting software research and upgrade.

• Prepared monthly investment analysis reports for investment holders.

• Prepared monthly, quarterly and annual financial statements for LLCs, individuals and trusts.

• Prepared quarterly and annual federal and multi-state tax projections for LLCs, individuals and trusts.

• Reviewed quarterly and annual federal and multi-state tax returns prepared by external accounting firm.

• Managed four accounting employees and provided oversight of all accounting functions for a 150-room resort and two restaurants in the U.S. Virgin Islands.

• Developed accounting policies and procedures and trained staff to implement and adhere to such.

• Reviewed and approved monthly financial statements and related schedules, quarterly taxes, fixed asset schedules and capital expenditure requests.

• Participated in the creation of a construction budget for the resort and casino.

• Maintained schedule of actual capital expenditures compared to budget.

• Acted as liaison between contractors, architects and owner.

• Trained and managed three employees responsible for preparing monthly account statements, accounts receivable and accounts payable.

• Reviewed annual grant allocations and approved disbursements.

• Prepared quarterly and annual reports in compliance with SEC reporting standards for real estate investment partnerships.

• Conducted internal audits of various residential properties.

• Audited, reviewed and compiled financial data from clients within the manufacturing, banking and automotive industries.

• Prepared individual, partnership and corporate tax returns.