斯科特·胡佛, 金融专家 in Stratford, WI, United States
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斯科特·胡佛

验证专家  in 金融

金融专家

位置
Stratford, WI, United States
至今成员总数
2018年10月31日

斯科特 is a CPA who brings financial clarity to clients, from small firms using QuickBooks to larger companies on platforms like Dynamics or Viewpoint. An entrepreneur at heart, he became a freelance 首席财务官 nine years ago and has assisted clients in a wide range of industries. He has three focus areas: high-level monthly financial oversight, accounting software projects (setup, 清理, 迁移, 和会计科目表), and corporate tax planning.

职业生涯突出

主要
胡佛金融有限公司

教育强调

学士学位
University of Wisconsin-Madison
副学士
University of Wisconsin-Marshfield

认证了

工作经验

主要

2009年至今
胡佛金融有限公司
  • Provided outsourced 首席财务官 services primarily for project-based companies in the manufacturing, 建设, 零售, and professional services space.
  • Provided clients with accurate month-end financials and breakout reporting by project, 部门, 和位置.
  • Assisted in the design and implementation of Vista by Viewpoint ERP software for a mid-sized design/build 建设 contractor.
  • Aided in the design and implementation of ECi M1 ERP software for a small manufacturing company.
  • Helped lead the implementation of Microsoft Dynamics NAV for a mid-sized manufacturing company.
  • Provided a financial perspective and analysis on three buyouts of small to mid-sized manufacturing and 建设 companies.
  • Streamlined the chart of accounts and set up the work-in-process accounting for a $10 million furniture manufacturer/零售er, providing them with their most accurate financials since the inception of the company.
  • Assisted a startup in the industrial packaging space by reviewing operating agreements and partner loan documents.
  • Developed custom financial statements in Xero for a client in the consulting/eCommerce analytics space.
  • Assisted management with cost-cutting and other turnaround measures at a financially troubled manufacturing company with $7 million in revenues.
重点领域:首席财务官, 企业税务, 会计系统, 会计, 企业融资, 策略, 尽职调查, 合并 & 收购(M&),估值

Staff Accountant | Senior Accountant

2003 - 2009
威普弗利
  • Reviewed and prepared financial statements for clients up to $250 million in revenues.
  • Prepared income tax returns for C corps, S corps, partnerships, and LLCs.
  • Assisted with year-end corporate tax planning by analyzing accelerated depreciation options and impact of executive bonuses on taxable income.
  • Built a detailed financial projection for a startup in the wind-energy space.
  • Provided SOX compliance services for a major publicly traded US corporation.
  • Prepared income tax projections and personal income tax returns for business owners and professionals.
Focus areas: 财务报告
2001 - 2003

学士学位 in 会计 and Real Estate 金融

University of Wisconsin-Madison - Madison, WI, USA

1999 - 2001

副学士 in Business

University of Wisconsin-Marshfield - Marshfield, WI, USA

2005年5月至今

Certified Public Accountant (CPA)

威斯康星州

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