Jo-Ann Bevis

About Jo-Ann Bevis

Over 20 years of progressive professional experience in accounting and management.Highlights of experience:ManagementDesign and implementation of payroll, GL and POS softwareBudgets, forecasting, planning and analysisPayroll, Accounts Payable, General Ledger MaintenanceNot-for-profit reporting and compliance990 series tax returnsLoss of tax exempt status and retroactive reinstatementGAAP financial reporting Internal controls design, documentation and testing Complex debt and equity transactions Not-for-profit audits Government auditing standards A-133 audits Employee benefit plan auditsDue DiligenceSoftware:ADP Workforce Now, Harpers Payroll, Great Plains, Senior Systems, Blackbaud Financial Edge, Quickbooks, Excel, Word, Powerpoint, Outlook, Sharepoint

Experience

1. Director of Financial Operations Controller

   Brooks School

   Jan 2020 — Present

Education

• University of Massachusetts Lowell

  Bachelor of Science in Business Administration, Accounting

• University of Massachusetts Lowell

  Master of Business Administration - MBA, Managerial Leadership

Skills

• Employee Benefit Plan Audits
• Budgets
• Yellow Book and a-133
• Finance
• Tax
• Sec Filings
• Employee Benefits
• Internal Controls
• Financial Statements
• Audit
• Non-Profits
• Quickbooks
• Financial Reporting
• A-133
• Sarbanes-Oxley Act
• Us Gaap
• Accounting
• Nonprofits
• Cpa
• Auditing
• Gaap
• Due Diligence
• Yellow Book
• Revenue Recognition