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Professional Experience
Licenses/
Memberships |
1985 – Present Stephen J.
Carew, CPA Roselle, Illinois
CPA/Income Tax Specialist/Small Business Services
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Income tax practice with year-round service to
corporations, partnerships, and individuals
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Payroll, consulting, and accounting services for
small and medium-sized clients
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QuickBooks consulting and support for local area
businesses
1996 - 1999 Pitney
Bowes Software Systems Lisle, Illinois
Assistant Controller/Senior Financial Analyst
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Liaison with corporate parent (Connecticut) for
income taxes and credits
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Prepared, analyzed, and presented annual budget to
departments, CEO, and parent company
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Designed and implemented variable compensation
system for account executives and professional service
specialists
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Added variance and comparison-to-budget analysis
to monthly, quarterly, and annual financial statement reporting
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Designed and published monthly company Scorecard,
connecting all local employees to vital performance metrics and
employee bonus programs
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Supervised A/R, A/P, and Payroll functions
1981 - 1996 Dodi
Properties Itasca, Illinois
Senior Financial Analyst/Controller/Accounting Manager
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Responsible for feasibility study and software
modeling for strip shopping center development and rental
property operation
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Negotiated construction and permanent loans with
mortgage bankers and lenders
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Interaction with joint venture partners,
attorneys, construction managers, leasing agents, and major
tenants
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Prepared property, partnership, and corporation
interim and annual financial statements and supplemental
reporting
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Coordinated field work with outside auditors and
tax professionals for all entities
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Redesigned EDP system to provide multi-user
accounting input, spreadsheet models, and database programs
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Managed cash and short-term investments directly
with banks
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Handled, then supervised A/R, A/P, payroll, and
general accounting functions
Certified Public Accountant, 1982
AICPA Member
Series 6 and 63 Securities Licenses, various States
Loan Originator License, State of Illinois |
