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RESUME OF

ALLYSON SHIELDS, CPA


8201 16th Street #616
Silver Spring, MD 20910
Cell Phone: 202-431-1310
E-Mail: as887d2e@westpost.net
EDUCATION:
Keller Graduate School of Management
MBA-(Accounting and Financial Management)
Howard University, Washington D.C.
Bachelor of Arts
UCLA, Los Angeles, CA
Anderson Graduate School of Management
U.C. Berkeley, Berkeley, CA
Project Management
SECURITIES & BROKERAGE LICENSES
Series 7, Series 63, Series 24, Series 27
Legal and Compliance
TEACHING EXPERIENCE
Certified teacher Pre-K through Adult Education
Lead teacher within the Washington D.C. School System
Reading Across the Curriculum
State certified computer instructor/teacher
COMPUTER EXPERIENCE
Microsoft Certified Trainer Office, Word, Excel, Access, Query
IBM PCs and Compatibles, MacIntosh & Apple Computers
MRI, ICAM, ACCPAC, ACUCERT, Razors Edge
Platinum, Solomon, Great Plains, People Soft
Tax Credit, Real Estate and Compliance Software
Quick Books Pro-Advisor
Patterson Eaglesoft Dental Software
PAYROLL EXPERIENCE
ADP, Kronos, Timekeeping Administaff Paychex, Time in A Box, Ambrose
NOTARY PUBLIC
PROFESSIONAL ORGANIZATIONS
American Association of Individual Investors, The Oxford Club
American Payroll Association
Society of Human Resource Management (SHRM)
Healthcare Financial Management Association (HFMA)
Women in Film and Video-Treasurer
DELTA SIGMA THETA PUBLIC SERVICE SORORITY
EXTENSIVE KNOWLEDGE OF COMPLIANCE PROCEDURES, REGULATORY REPORTING TO THE SEC AN
D NASD AND THE INVESTMENT ACT OF 1940

ACCOUNTING, FINANCE, REAL ESTATE, HUMAN RESOURCES, AND COMPUTER TRAINING

Shields-Holland Financial and Tax Services &


US Computer Systems Design Technology
Offices in California, Washington, DC, Maryland, Virginia and New York
CFO/Controller Accounting Financial and IT Computer Systems
February 1993-Present
CFO/Controller for corporations, sole proprietorships, partnerships, production
companies, government contractors, investment bankers, broker dealers, venture
capital, financial services, technology, telecommunications, real estate, affor
dable housing, REITs, property management, as well as Non-profit 501(c)(3 fir
ms, and religious organizations.. Manage accounting, financial operations, real
estate, property management, leasing, taxes, insurance, investments, pensions,
computer systems, databases, human resource, training and payroll. Health Care F
inancial Management-Medical Billing and Financial Statement Preparation, Human R
esources, Corporate Training, Pension Plan Administration, Taxes, Marketing, Sal
es and Customer Service

Major Responsibilities:
-Daily accounting and monthly and annual reporting.
-Supervision of financial and investor relations departments-Supervise annual au
dit
-Serve as primary contact to attorneys, auditors, bankers, brokers, insurance co
mpanies,
-Prepare consolidated financial statements & budgeting/forecasting plans on a mo
nthly, quarterly and annual basis for the company and its subsidiaries
-Expedite timely regulatory filings such as 8K, 10Q, 10K, Annual Reports and Reg
istration Statements -Maintain compliance with SEC and NASD-Sarbanes Oxley SOX &
Compliance
-Manage and control balance sheet-Maximize cash balances
-Prepare banking transactions and bank/reconciliations
-Accounts Payable & Receivables
-Payroll
-Maintain adequate inventory of all fixed assets & depreciation schedules
-Record all liabilities and accrue expense commitments as necessary
-Develop and enforce procedures for internal controls and systems
-Prepare all financial information for Board, Audit and Executive Committee meet
ings
-Prepare business and financial analysis
-Monthly valuations of portfolio companies Provide advice and counsel to manage
ment team on investment strategies and analysis for acquisitions and the financi
al condition of the company
-Real Estate, Leasing, Property Management
-Corporate Communications/Newsletter Investor Relations
-Implemented Computer Systems and Training
-Non-profit 501(C) (3), fund accounting, 990 tax filings and reports to Board of
Directors and Trustees
-Tax Return Preparation
-Government and Contract Accounting FAR DCAA CAS
RESEARCH EXPERIENCE:
Research of Financial information of institutional investors worldwide. Researc
h with first-class information technology. Prepare timely and accurate informati
on of purchases and sales by corporate insiders available via Dow Jones, Bloombe
rg, Bridge/Reuters,
e-mail alerts, extensive research and real time access to Securities and Exchang
e Commission (SEC) filings via EZ-Edgar. Monitoring of legislative and regulator
y activity and the impact on the market as well as data feeds to various databas
es. Insider Trading Data and Analysis, Form 4 and Form 144 filings. Marketing, s
ales, statistical and financial reporting and analysis Sarbanes Oxley SOX compli
ance and reporting.
Senior Contracts Administrator
Contracts Pricing Administrator
Worked with 8(a), CMMI SE/SW Maturity Level 2 IT solutions provider serving the
Government and Commercial markets. Specializing in developing and implementing E
nterprise Software Solutions, Critical IT Infrastructure, Security and Support S
ervices and Web Centric Application, Personal Health Record, Medicare and Medica
id applications, Homeland Security Presidential Directive 12(HSPD-12) compliance
and identity management systems. Clients include U.S. Department of Housing, De
partment of Education, Department of Transportation, United States Postal Servic
e, United States Department of Agriculture, Department of Health and Human Servi
ces, and U.S. Department of Homeland Security. FAR, DFAR, CAS