Assistant Controller General Accounting
Resume:
Adam Weiss
Cypress, TX *****
******@*****.*** 281-***-****
WORK EXPERIENCE
Controller
Synthesis Health Partners, Inc., Houston, TX Feb 2022 to current
Startup healthcare company focusing on radiology, scans, and MRI platforms using artificial intelligence monitoring and scanning to streamline the overall process
General accounting functions including accruals, journal entries, prepaids, reconciliations, intercompany transfers, month end close, financial reporting
Payroll and HR review and setup
Tax preparation for first year filings of US and Canadian corporate tax
Negotiating and setting up procedures for audit firms
Bank setup and reconciliations
Vendor setup and management
Sales contract review and management
New accounting software implementation
Purchase price accounting including ownership equity, shareholder value, and asset transition between entities
Depreciation and asset set up for multiple lines of product for both the US and international standards
Controller
Wyatt Field Service/WFS Construction Company, Houston, TX Sept 2014 to Oct 2021
$400-550 million Oil and Gas Services Company (nationwide)
General Accounting functions including journal entries, account analysis and balance sheet reconciliations necessary at month end to ensure meeting corporate deadlines
Monthly tax and liability account reconciliations
Monthly/quarterly/annual financial statement preparation and review
WIP calculations and creation, job cost review/analysis
Record all daily banking transactions into account software and perform bank reconciliations for multiple accounts
Prepare all tax filings including unemployment, payroll, sales and use
Review and close payroll for 2500 weekly employees (salary and hourly)
Review and analyze insurance (liability, worker's comp)
Perform internal audit of expense and G/L accounts, employee expense reimbursements, and revenue recognition accounts
Work with external auditors on various audit related activities including yearly G/L and banking, sales and use, 401(k)
Manage accounting staff of 12-20 (depending on number of current jobs) including payroll, A/R, collections, and billing
Review and analyze job cost entries and job status/results for profitability, margin percentages, etc.
Assistant Controller
Letsos Company, Houston, TX July 2013 to September 2014
$115 million HVAC/Mechanical Engineering Construction and Commercial Service privately owned company
General accounting functions including journal entries, account analysis and balance sheet reconciliations necessary at month end to ensure meeting corporate deadlines
Record all daily banking transactions into account software and perform bank reconciliations for multiple accounts
Prepare all tax filings including unemployment, payroll, sales and use
Consolidate 12 divisions with Letsos Company into one financial statement on a monthly basis
Process 401(k) transactions and analysis
Monthly revenue processing (WIP and % of completion)
Review and analyze insurance (liability, worker's comp, automobile)
Perform internal audit of expense and G/L accounts, employee expense reimbursements, and revenue recognition accounts
Work with external auditors on various audit related activities including yearly G/L and banking, sales and use, 401(k)
Review field payroll and process administrative payroll
Manage accounting staff of 10-12 including A/P, A/R, collections, and billing
Director of Financial Services
Brookdale Senior Living, Houston, TX Feb 2009 to Feb 2013
Largest senior living (assisted, skilled nursing, and dementia care) in the United States with close to $1 billion in annual revenue
Monthly income statement review for Houston area locations
Consolidate Houston locations into one regional financial statement for corporate review
Annual budget preparation and monthly forecasting
Monthly review of all G/L accounts and banking entries
Medicare/Medicaid/Insurance - ensure compliance and accuracy in all billings
Monitor residency and yearly trends
Review payroll for all locations to monitor overtime, unnecessary expenditures
Review purchase card transactions for accuracy and coding
Perform internal audit on all locations for all accounting functions
Prepare monthly journal entries including accruals for several retirement communities in the United States
Assist in preparing monthly financial statements for management
Aid the Controller in identifying issues on a weekly basis that appear out of the ordinary and warrant further review
Review banking and expense account entries for accuracy
Tax reviews, residency trends, and other tasks as needed and warranted on a monthly basis
Accounting Manager
Grantham University, New Orleans, LA October 2004 to June 2008
Online University specializing in military enrollments
Oversee and manage all facets of the accounting department
Monthly revenue calculations based on percentage completion of courses
G/L analysis, entries, and monthly review
Daily bank balance entries and analysis, monthly financial statement preparation
Manage and negotiate vendor relationships
Compliance with military billing and government guidelines
EDUCATION
Master’s degree (MBA), Grantham University, 2020
3.95 GPA and graduated with honors
Bachelor of Business Administration in Accounting, Grantham University 2007
Dean’s List in 7 of 8 semesters
Plan to sit for CPA exam in Spring of 2025
ADDITIONAL INFORMATION
Software Skills
Peoplesoft
Epicor
JD Edwards
Blackline
AS 400 and Trueline
Viewpoint/Vista
Microsoft Office, especially Excel
Quickbooks
Netsuite
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