MONICA FERNANDES, CPA, MBA, MST, MSA
CERTIFICATION:
Certified Public Accountant (CPA), State of Massachusetts, APR 2009
EDUCATION:
SUFFOLK UNIVERSITY, Boston MA
Master of Business Administration & Master of Science in Taxation, JAN 2012
Master of Science in Accounting, MAY 2008
Bachelors of Science in Business Administration, Major: Accounting, MAY 2008
- Undergraduate: Overall GPA: 3.966, Accounting GPA: 4.000
- Graduate: Overall GPA: 3.922
EXPERIENCE:
CLIFTONLARSONALLEN, LLP, Quincy, MA
Tax Manager, NOV 2014 – June 2018
Senior Tax Associate, JUN 2013 – OCT 2014
Managed tax department in Quincy office overseeing client base of 800+ clients. Developed and maintained close client relationships. Mentored, oversaw, scheduled, trained, and prioritized workloads for team of six full-time and various part-time staff members. Reviewed supporting workpapers and tax returns for individuals and business entities, primarily non-profit, healthcare, and individual clients. Provided additional services for clients including consulting services, journal entry preparation, IRS and State audit assistance, tax notice responses, tax projections and planning. Developed and streamlined processes and procedures for all client demands and deadlines to be met efficiently, including scheduling and budgeting of resources; reorganizing team structure, roles and responsibilities; and reprioritization of client demands for better work flow throughout the year. Created templates and taught team members to share knowledge and increase team efficiencies and consistency in workpapers and deliverables.
PRICEWATERHOUSECOOPERS, LLP, Boston, MA
Senior Tax Associate, JUL 2011 – JUN 2013
Tax Associate, SEP 2008 – JUN 2011
Prepared and reviewed workpapers and tax returns for partnership clients, primarily large private equity clients, which included filings for foreign and domestic entities, investment and operating partnerships, foreign withholding compliance, and depreciation calculations. Provided services for tax-exempt organizations including preparation and review of Forms 990 and 990-T, arbitrage calculations on bonds, and medical resident FICA refund claims. Met client demands and deadlines for multiple concurrent projects, while managing staff priorities and workloads. Developed and taught trainings for new associates and staff while also serving as mentor to new associates and interns. Created templates to increase team efficiencies and consistency in workpaper preparation. Developed and maintained close client relationships. Completed research using tools such as CCH and prepared tax memos to support client positions.
JAMES A. GEORGE, P.C., Boston, MA
Staff Accountant, NOV 2006 – MAY 2008
Completed audits and tax returns using ProSystem software, including expenditure testing, bank reconciliations, control testing, creating financials and tax returns for both individuals, corporations, and tax-exempt organizations. Helped clients with their tax planning as well as provided bookkeeping services for clients. Additionally, wrote proposals for prospective clients.
WINTER HILL SAVINGS BANK, Somerville MA
Customer Service Representative, APR 2006 – JAN 2007
Teller, JUL 2004 – APR 2006
Opened personal/business accounts, matching the right account to client needs. Aided customers with any problems and answered any questions. Completed transactions, such as deposits and transfers for personal/commercial accounts, processed journal entries, and sold money orders/bank checks, utilizing banking software. Maintained balanced money drawer and customer relations.
EITC CAMPAIGN, BOSTON HISPANIC CENTER, Boston, MA
Site Coordinator & Income Tax Preparer (Volunteer), 2006 – 2008 Tax Seasons
Coordinated volunteers, reviewed taxes completed by volunteers, e-filed taxes to the IRS, and corrected any rejected filings. Completed tax returns for individuals. Provided free income tax preparation for low-income communities.
AFFILIATIONS:
SOMERVILLE MATHEMATICS FUND, Somerville, MA
Board Member, JUN 2008 – Present
Aid in increasing fundraising, attend board meetings to coordinate events, and determine winners of scholarships and teacher grants.
SKILLS:
- Proficient in Word, Excel, PowerPoint, ProSystem fx Engagement and Tax, GoFileRoom, TaxWise, QuickBooks, GoSystems, SuperForms, and MS Money
- Fluent in Portuguese, Graduated: Portuguese School, September 1994 – June 2002
- Working Knowledge of Spanish