Kevin Edwards
West Chester
Summary
Detail-oriented accounting professional specializing in financial reporting and compliance. Expertise includes conducting audits and preparing federal tax filings, with a focus on ensuring accuracy and adherence to regulations. Proven ability to deliver timely financial information that supports organizational goals.
Overview
16
16
years of professional experience
Work History
Senior Auditor and tax associate
Daniel A. Winters & Company
Chadds Ford
07.2017 - Current
- Served as senior auditor and tax associate for local union benefit plans, encompassing supplemental retirement, welfare, and pension plans.
- Planned and prepared full-scope audits, reviews, and compilations; prepared financial statements and federal tax filings, including Form 5500 and Form 990.
- Reviewed audit programs, engagement files, financial statements, tax returns, investment contracts, actuarial valuations, legal letters, and correspondence with service providers to ensure compliance and accuracy.
- Software includes CCH Prosystem Tax, CCH Engagement, CCH Axcess, Microsoft Office, Adobe, QuickBooks, and Adobe.
Staff Associate
Horty & Horty CPA
Wilmington
02.2016 - 07.2017
- Planned and prepared various phases of audits, reviews, and compilations.
- Prepared audit programs, financial statements, and audit reports for benefit plans and agreed upon procedures engagements, as well as tax services.
- Contributed to projects across construction, industrial manufacturing, not for profit, gaming (casino), governmental entities, and real estate sectors.
- Accounting software includes Fixed Asset Solutions, Caseware, CCH Axcess, Intelliforms, and Adobe.
Trainer
Soccer Shots
Chester County & Delaware County
10.2011 - 04.2017
- Trained new coaches on effective soccer instruction techniques.
- Teach them teamwork and basic soccer skills, focusing on fun vs. competition.
- Soccer academy for 2-8 yr. olds - teach them teamwork and basic soccer skills, focusing on fun vs. competition.
Accountant
Martin E Gray CPA
West Chester
10.2014 - 12.2015
- Prepared financial statements and reports for client review and compliance.
- Managed accounts payable and receivable processes efficiently.
- Conducted monthly reconciliations of bank statements and general ledgers.
- Managed financial data using accounting software including One Write Plus, Drake 2014, Drake Client Write Up, MAS, and QuickBooks.
- Assisted Personal CPA with bank reconciliations, financial statements, payroll, and other accounting tasks.
Accounting and Finance Intern
Comcast Spectacor
Philadelphia
05.2014 - 08.2014
- Managed organization of annual files and preparation for audit, processing daily accounts payable and receivable transactions using MAS 200.
- Supported accounts payable by processing invoices efficiently.
- Assisted in preparing financial reports for management review.
- Analyzed expense data to identify trends and variances.
- Supported accounting team in daily financial tasks, contributing to timely financial reporting.
Member Service Representative
Keystone Federal Credit Union
West Chester
08.2010 - 08.2012
- Executed daily transactions for Credit Union members while monitoring accounts and offering tailored financial advice.
- Focused on enhancing member satisfaction through personalized service.
- Created and presented marketing materials to board of directors to promote member engagement initiatives.
- Acted as Youth Ambassador for Lan-Chester Chapter in 2011.
Education
BS - Accounting, Finance
West Chester University
West Chester, PA12-2016
Skills
- Financial statement preparation
- Revenue recognition expertise
- GAAP
- Regulatory compliance
- Tax law comprehension
- Audit planning
- Investment auditing
- Internal control evaluation
- Risk assessment expertise
- Data analysis
- Microsoft office
- Problem solving
- Team leadership qualities
- Ethical standards adherence
Timeline
Senior Auditor and tax associate
Daniel A. Winters & Company
07.2017 - Current
Staff Associate
Horty & Horty CPA
02.2016 - 07.2017
Accountant
Martin E Gray CPA
10.2014 - 12.2015
Accounting and Finance Intern
Comcast Spectacor
05.2014 - 08.2014
Trainer
Soccer Shots
10.2011 - 04.2017
Member Service Representative
Keystone Federal Credit Union
08.2010 - 08.2012
BS - Accounting, Finance
West Chester University