Todd Wolf
Fort Collins
Summary
Dedicated CPA candidate based in Northern Colorado with a robust background in public accounting, specializing in audit and assurance. Proven expertise in full-charge accounting and financial statement preparation in compliance with GAAP standards for privately held companies, non-profits, and 401(k) audits. Strong team-building and development skills foster collaborative work environments. Authorized to work in the U.S. for any employer, ready to leverage accounting acumen to drive organizational success.
Overview
20
20
years of professional experience
Work History
Accountant III
Blue Ocean Enterprises
03.2024 - Current
- Provide concierge accounting services for family members and their privately held businesses and nonprofit organization
- Prepare monthly financial statements & cash flows for family members
- Manage day-to-day cash handling & transfers and provide reconciliations.
- Participate in selecting software and direct migrations & implementations for select entities.
- Documented cash, construction in progress, fixed assets, accrued expenses, and line of credit transactions.
- Completed daily cash functions like account tracking, payroll and wage allocations, budgeting, donating, and cash, and banking reconciliations.
- Reconciled accounts and reviewed expense data, net worth, and assets.
- Handled day-to-day accounting processes to drive financial accuracy.
Accountant
Veterinary Accounting Services
08.2023 - 03.2024
- Act in a controller capacity for multiple veterinary hospitals across the United States.
- Verify expense statement coding & record payments for vendor accounts.
- Prepare monthly financial statements and Power BI analytics for clients.
- Used advanced software to prepare documents, reports, and presentations.
- Prepared and filed tax forms to meet needs of customers.
- Documented cash, credit, fixed assets, accrued expenses, and line of credit transactions.
Audit Senior
Soukup, Bush & Associates
07.2021 - 08.2023
- Provided audit and attest services for privately held Northern Colorado Businesses and non-profit entities.
- Delivered services on non-financial procedures & controls to ensure compliance with government regulations and best practices to provide clients with value-added services in engagements.
- Communicated effectively to build relationships with clients and enhance confidence in the services received.
- Developed and implemented corrective actions to bring business areas in line with standards.
- Identified control gaps in processes, procedures and systems through in-depth research and assessment and suggested methods for improvement.
- Authored and prepared working papers, reports and supporting documentation for audit findings.
Lead Accountant
United Way Weld County
01.2021 - 07.2021
- Responsible for all aspects of Accounts Receivable covering 70+ revenue streams, Bank reconciliations, Grant invoicing, Training Accounts Payable staff, Trial Balance, Monthly financial statement preparation.
- Prepared monthly journal entries and reconciliations.
- Completed year-end closing processes with controllers and external auditors.
- Reviewed documents and accounts for discrepancies and resolved variances.
- Reconciled balance sheets and streamlined best practices for balance sheet processes.
Information Technology Manager
King of Glory Lutheran Church & School
07.2009 - 02.2020
- Windows domain & Active Directory design, construction, security & maintenance
- OSX network integration & management
- Security & support for mobile workstations
- Determine cost effective hardware & software solutions for operational goals
- Supervise and maintain relationships with volunteers and paid staff
- Recruit and train volunteers & staff
- Consistently remain 25-30% under budget every year
- Conduct training for multiple platforms & topics
- Responsible for Web development, construction & maintenance
- Produce weekly HD webcasts
- Produce podcasts for distribution
- Established cost-saving measures and alleviated compliance risk through software license audits.
- Installed, configured, tested and maintained operating systems, application software, and system management tools.
Defined Contribution Administrator & Analyst
HealthSmart Holdings, Inc
05.2008 - 06.2009
- Issued benefit payments per internal policy
- Conducted enrollment meetings with employer groups
- Reconciled Payroll and Benefit Account funding
- Maintained bookkeeping for employer self-funded benefit plans
- Explained ERISA and IRS statutes & provided compliance counsel to employers
- Streamlined enrollment procedures through utilizing electronic file transfers
- Participated in setting internal data exchange protocols for efficiency
Systems Analyst & Trainer
Flexible Benefit Service Corporation
02.2006 - 05.2008
- Created internal training curriculum
- Led employee classroom instruction
- Conducted employer enrollment meetings
- Provided enhancement documentation
- Developed software abilities to broaden use of HDHP linked accounts
- Implemented workflow guidelines to ensure data integrity while maximizing productivity
- Represented the corporation at software vendor home offices and national trade group conventions
- Beta-tested software
- Gathered requirements and performed gap analysis through design workshops with users.
- Troubleshot incidents reported by end-users to schedule system changes and identify permanent solutions.
Education
Master of Accounting - Audit
University of North Carolina
Chapel Hill, NC06.2021
Bachelor of Science - Psychology
Virginia Commonwealth University
Richmond, VA05.2014
Skills
- Account reconciliation
- Microsoft Office
- Data analysis
- Presentation skills
- Supervising experience
- NetSuite
- Process improvement
- Inventory management
- General ledger accounting
- QuickBooks (
- Software implementation
- Budgeting
- Bank reconciliation
- Auditing
Timeline
Accountant III
Blue Ocean Enterprises
03.2024 - Current
Accountant
Veterinary Accounting Services
08.2023 - 03.2024
Audit Senior
Soukup, Bush & Associates
07.2021 - 08.2023
Lead Accountant
United Way Weld County
01.2021 - 07.2021
Information Technology Manager
King of Glory Lutheran Church & School
07.2009 - 02.2020
Defined Contribution Administrator & Analyst
HealthSmart Holdings, Inc
05.2008 - 06.2009
Systems Analyst & Trainer
Flexible Benefit Service Corporation
02.2006 - 05.2008
Master of Accounting - Audit
University of North Carolina
Bachelor of Science - Psychology
Virginia Commonwealth University