Sam Lamm, C.P.A.
Edison, NJ
Home: [Send email to request phone number] 77-1139
Cell: 347-813-9507
Email: SamLammCPA@yahoo.com
ALL information on this resume shall be kept Confidential and not released
without my authorization nor shall it be submitted to any company without my
explicit permission
SUMMARY:
13+ years of experience in Accounting.
8+ years of experience in Forecasting and Budgeting.
7+ years of experience in Financial Analysis.
7+ years of experience in Management and Supervisory roles.
Extensive hands on experience in accounting, analysis,
budgeting, and forecasting.
My experience and background allows me to not only transact
with outside companies smoothly but to adapt to new
situations.
Solid understanding of business protocols, project principles
and concepts.
Sound management and business background for building solid
business relationships.
Strong customer-service focus combined with business acumen.
Exceptional work ethic, using time productively, maximizing
efficiency, and meeting challenging work goals.
Very good at using creative (Out of the Box) and global (Big
Picture) thinking to accomplish all given tasks and
challenges in a timely and professional manner.
Strong aptitude and ability to come up with new concepts and
innovative strategies to successfully complete given
projects.
Strong attitude of being flexible in constantly changing
circumstances.
Professional, organized, dedicated and responsible.
Adept at working on complex projects and prioritizing
deliverables to meet deadlines.
Experience interacting with various levels of management as
well as establishing and maintaining on-going business
relationships.
Experienced in studying a situation, proposing solutions and
implementing them.
Results-driven leader adept at creating the vision and
"getting the job done".
Team leader as well as a great team player and enjoy working
in a team oriented atmosphere.
Firm believer in leading by example to my peers and
colleagues.
OBJECTIVE:
To find a challenging position with an established company in a stable
environment utilizing my extensive expertise, skill sets and experience as well
as bring my enthusiasm, desire and strong will for success to the table.
EXPERIENCE:
4D Security Solutions South Plainfield, NJ - 2008
Senior Accountant
4D Security Solutions is a startup which provides complete
security solutions to sensitive locations, such as airports,
ports, fuel facilities and shipping depots.
Assisted the Controller with the monthly close, budgeting and
intercompany transactions.
Closed two entities on a monthly basis and checked work
papers for the main entity, 4D.
This involved preparing the payroll entries, bank and
purchase order reconciliations, accruals, asset tracking and
depreciation, loan and liability adjustments, variance
analysis, P&L, B/S and cash flow preparation and
consolidation of four entities.
Prepared yearly and quarterly budgets and updated the rolling
budget.
Implemented an automated timesheet program which allocated
work to various projects.
Saved one days work by automating parts of the closing
process.
Provided guidance to accountants regarding policy, workpaper
and Excel functions.
Reviewed accounting and billing procedures with accounting
staff to enable a more accurate and timely close.
Managed chart of accounts for multiple entities.
Tracked and recorded intercompany fund transfers among
related entities.
Confirmed that fund transfers over $50k were signed and
properly authorized. (Many transfers were from $1 million to
$10 million)
CashEdge Inc. New York, NY - 2006-2007
Senior Accountant
CashEdge is a software startup which provides software
security solutions for online fund transfers. An Application
Service Provider (ASP), Cashedge is currently in its high
growth stage.
Assisted the Director of Finance / Controller in all aspects
of finance & accounting.
Presented research, cost analysis and project results to the
CFO and Controller.
Played a lead role in the selection of a new accounting
package, which involved: Reviewing all contracts and ensuring
that invoices were entered in the old system correctly, based
on the terms of the
contracts.
Evaluating three accounting packages (Softrax, Intacct and
Netsuite) and testing them with various entries and by
running financials to test packages for suitability. Writing
a training manual for new employees, with graphics and step
by step instructions.
Prepared and entered journal entries for the monthly/yearly
close.
Preparation of deferred rent, prepaid expenses, professional
fees & lease schedules.
Checked the bookkeepers entries and logged them into the
system.
Reviewed the financial statements from CashEdges
international subsidiary.
This included checking assumptions and formulas used for
budgets and forecasts.
Prepared a Visio worksheet to track the design of a new $300k
companywide phone network. Prepared analysis to present
yearly savings and payoff period.
Wrote a revenue recognition manual for the accounting and
sales department.
This manual was based on FASB 48, SOP 97-2 and SAB 101 & 104.
Evaluated 401k providers, interviewed prospective providers
and presented my findings. Identified the low cost providers
that would save employees thousands of dollars for their
retirement.
Provided sales and expense data to Salespeople and Customer
representatives.
Reviewed timesheets and assisted with the implementation of a
new timesheet system.
WPP Group New York, NY - 2003-2005
Senior Financial Analyst
WPP is an international leader in marketing
communications.
Some WPP companies are Young & Rubicam, Ogilvy & Mather,
Grey, Mindshare and JWT.
Worked closely with divisional CFOs, Controllers and
Analysts to ensure that intercompany activity was recorded
correctly. Reported to VP of Finance.
Gained a strong understanding of the advertising industry,
client relations and project management.
Dividend analysis reviewed and reconciled all intercompany
dividend payments and advised my counterparts worldwide to
correct incorrect entries to accounts.
Intercompany analysis downloaded intercompany data from
Hyperion to Excel, sorted the data, advised my contacts at
WPPs various subsidiaries to record corrections and prepared
adjusting entries for intercompany entries which were not
corrected in time.
Settled I/C accounts over $25k via wire transfers paid by the
treasury department.
Recorded G/L entries for parent and subsidiaries to close
intercompany balances.
Lease analysis - reviewed North American leases and ensured
that there were sufficient reserves for lease cancellation
fees and underperforming subleases.
Prepared process papers to ensure compliance with
Sarbanes-Oxley legislation.
Participated in the Lean Six Sigma program
implementation.
Involved with selection of a new accounting package.
Courtenay Communications Corporation New York, NY - 1998-2003
Senior Accountant
Hired to assist the CFO / Controller in all aspects of the
firms business. (Courtenay Communications published Direct
Marketing News)
This role gave me the opportunity to be involved with the
business units, external auditors and manage the accounting
staff as well.
Was heavily involved in the budget process, meeting with
department heads to ensure the budget was ready on a timely
basis.
Worked closely with Senior Management and Business Managers.
Responsible for the weekly cash flow management report.
Prepared / recorded the bimonthly payroll entries.
Reviewed & corrected A/R & A/P, prepared all J/Es & closing
the G/L & B/S.
Projected for and expensed Bad debt monthly and wrote off Bad
debt annually.
Prepared a monthly and year to date Cash Flow Statement.
Variance analysis reviewed actual vs. budgeted amounts and
footnoted differences.
Maintained the 401k retirement plan, ensuring that the plan
was fully funded
Worked with the WebMaster to ensure that Web income / expense
was reported accurately.
Worked with Doubleclick to ensure all Web activity was
invoiced and paid.
Prepared yearly budgets and variance analysis for all
accounts and all departments.
Met with department heads and my supervisors to confirm
budget details.
Tested the PPC Buyout Plan before deciding to create various
models in Excel.
Forecasted the firms financial prospects and prospects of
firms targeted for acquisition.
Prepared multiyear financial projections using Excel.
These projections showed the P&L, B/S and Cash flows based on
various assumptions.
Discounted projected cash flows and compared the NPV to IRR.
Calculated IRR, NPV, loan covenants and A/R balances for
bankers and investors.
Maintained and upgraded of the accounting package.
Supervised a staff of four. (Bookkeeper, A/R and Data Entry
personnel).
Interfaced with external auditors to ensure a speedy audit
process.
Prepared P&L and B/S analysis for the auditors some
accounts analyzed were A/R, Deposits, Fixed Assets, A/P,
Loans, Prepaids and Owners equity.
Saved the firm $100k per annum by bringing in work done by
auditors.
Reviewed procedures to ensure schedules and entries were
prepared according to GAAP.
Spitz & Edelstein, CPAs New York, NY - 1997-1998
Auditor
Spitz & Edelstein was a small CPA firm, specializing in real
estate.
Prepared full financials for small clients, creating
financial statements from raw data.
Reviewed data presented by larger clients, prepared adjusting
entries, ran financial statements and prepared footnotes to
financials.
Assisted in reviews performed for clients in the real estate
industry.
Gained a good understanding of the New York City real estate
industry.
Accounted for multiple revenue streams, commercial and
residential properties, co-ops and condominiums, tenant,
project and purchasing issues.
Assisted in auditing a client for fraud upon a judges
request.
Interfaced with clients and with officers and employees of
clients.
Reviewed internal controls of clients and recommended changes
to procedures.
Tax preparation - 1040s, K-1s and 1120s
Productivity analysis inventory turnover, overhead, profit
margin and R.O.A.
Profitability analysis analyzed profitability of clients
based on hourly billing and timesheets.
Glencore Ltd. Stamford, CT - 1993-1996
Senior Accountant
Glencore is one of the worlds largest commodities brokers
and suppliers with over $100 billion in turnover.
The company is based in Switzerland, with offices worldwide.
U.S. office in Stamford, CT.
Prepared P&L statements and asset usage reports.
Accrued sales, expense and interest. A/P, A/R & G/L
preparation.
After two years in the Corporate Accounting department, was
transferred to the Lead/Zinc Trading department to assist the
commodities traders with trading strategies and logistics.
Resolved payment discrepancies for commodities.
Bank, Intercompany and Inventory reconciliations.
Consulted with the finance department regarding loans and
investments.
Tracked and depreciated assets.
Prepared insurance and pension balance sheets.
Priced forward contracts for customers using market data
provided by Reuters.
Supervised and invoiced sea, rail, and truck shipments of
lead and zinc metal as well as lead and zinc concentrates -
Shipment values ran from $5 -30 million.
Reviewed financing agreements with mines and tracking
production.
Demurrage and dispatch calculations for late and early
departures.
Worked with Irrevocable and Standby Letters of Credit.
Acted in the capacity of agent for a client to maximize
profits.
Reviewed chartering agreement for vessels.
Heavily involved with importing, storing and trucking lead &
zinc metal.
Tracked over $30 million of palletized inventory in more than
eight warehouses. Worked closely with Hoogewerff, Allied,
S.H. Bell and LME certified warehouses.
Invoiced customers for concentrates and metal, using umpires
for disputed values. Consulted with finance and accounting
regarding customers financial status.
EDUCATION:
Bachelors of Science Degree in Accounting - Touro College,
Brooklyn, NY.
CPA Certified (Certified Public Accountant) - State of
Virginia License # 28907. (Passed the CPA exam in November
2002)
SKILL SETS & SOFTWARE:
Accounting and Finance packages: Reflection, ATB, MAS 90, MAS 500, SB Client,
PPC Buyout Plan, GEAC, Hyperion, QuickBooks, Peachtree, Solomon.
Productivity software: Excel (Pivot Tables, VLOOKUP, Macros, Filtering,
Conditional Formatting, PV, NPV, IRR), Lotus, MS Access, MS Word, Wordperfect, MS
Powerpoint, Adobe Acrobat, Doubleclick.
-Currently studying Crystal Reporting.
-Knowledgeable in database theory, requirements and setup.
Types 40 wpm
Versatile, Detailed-Oriented, Diligent, Results-Oriented, Results-Driven,
Leadership Qualities, Decision-Maker, Problem Solver, Personable, Enthusiastic,
Highly Motivated, Can Think Outside Of The Box, Can See The Big Picture, Get
Along With Others, Hands-On, Courteous, Punctual, Adaptable, Pay Attention To
Detail, Ability To Work Within And Accomplish Deadlines, Work Well Under
Pressure, Strong Willed, Quick Learner, Organized And A Very Hard Worker,
Excellent Verbal and Written Communication skills.
U.S. CITIZEN
*References Available Upon Request
I appreciate any and all review and consideration of my resume, and look forward
to the opportunity of interviewing and learning more about your company.
KEYWORDS:
401k 401(k) A/P A/R Accountant Accounting Manager accounting packages
Accounts Payable Accounts Receivable Accrual Accruals Accrued Revenue
Accrued Expenses Accrued Interest Acquisitions ADP Advertising Agency Agent
Analysis Analyst Application Service Provider ASP Assets Assistant
Controller Audit Auditors Bad Debt Bad Debt Expensing Balance Sheet B/S
Bank Reconciliations Budget Budgeting Business Analyst Cash Flow Cash Flow
Projections Cash Flows Cash Management Cash Position Chart of Account
Maintenance Chart of Accounts Client relations Commercial Real Estate
Commodities Communications Compilation Concentrates Conditional Formatting
Condominium Consolidations Consult Contracts Controller Co-Op CPA
Certified Public Accountant Customer relations Customer Relations Database
Database Setup Demurrage Despatch Detail Detail oriented Diligent
Discounted Cash Flow Dividends Dividend analysis Excel Excellent verbal and
written skills Experience Experienced FASB Filtering Financial Analyst
Financial Projections Financing Forecast Forecasting Foreign Currency
Foreign Currency Conversions Fund Transfer Funding G/L GAAP General Ledger
Guidance Hyperion Implementation Import Import Export Import Export
Export Intercompany I/C Intercompany reconciliation Internal Control
Internal Rate of Return Inventory Inventory reconciliations Inventory turnover
Invoiced Invoicing Invoicing IRR Irrevocable Letters of Credit J/E Journal
Entries Just in Time Accounting Lean Six Sigma Leases Letters of Credit LME
London Metals Exchange Loans Loan Covenants Macros Managed Manager Markets
Metals Monthly Close MS Access MS Excel MS Powerpoint MS Visio MS Word Net
Present Value NPV Overhead P&L Pallets Paychex Payroll Pivot Tables
Prepaid Expenses Present Value Presentation Presentation Presented Presented
Procedures Production Profit & Loss Profit and Loss P&L Process Papers
Profit margin Project Projections Properties PV Real Estate Reconciliations
Review ROI Rolling Budget Running financials Sales Tax Sarbanes Oxley
Sarbanes-Oxley SAB Sarbox Savings Section 404 Security Senior Accountant
Senior Financial Analyst Shipping SOP Software Sr. Accountant Sr. Financial
Analyst Standby Letters of Credit SUMIF Supervised Supervisory Team Player
Team Player Tenant Timesheets Timesheet tracking Trading Trucking variance
analysis VLOOKUP Warehouse Web Revenue Web Revenue Tracking Wire transfers
Work flow tracking
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