Angela Casey
Raytown,MO
Summary
Seeking to utilize excellent communication, interpersonal, and organizational skills to complete tasks. Reliable with a good work ethic and the ability to quickly adapt to new tasks and environments.
Overview
13
13
years of professional experience
Work History
AUDIT PARAPROFESSIONAL
KPMG, LLP
06.2023 - 08.2023
- Operated computers and used job-related software to develop, modify, and implement recordkeeping, and accounting systems
- Set up audit work paper files and developed client documentation request list
- Maintained confidentiality of all information obtained during the course of an audit engagement
- Interviewed clients to obtain additional information on taxable income and deductible expenses and allowances
TAX PREPARER
The Tax Gallery
01.2020 - 04.2020
- Streamlined tax filing processes for clients, ensuring a smooth and efficient experience.
- Ensured compliance with federal and state tax regulations by staying up-to-date on the latest tax laws.
- Assisted in resolving complex tax issues, strengthening client relationships and building trust.
- Collaborated with colleagues to develop best practices for efficient and effective tax preparation.
Loan Representative
1st Midamerica Credit Union
05.2017 - 06.2019
- Streamlined the loan application process for faster turnaround times by implementing efficient filing systems and utilizing digital documentation.
- Assisted clients in selecting appropriate loan products to meet their needs and financial goals, ensuring a positive experience.
Assistant Branch Manager
First Community Credit Union
04.2015 - 05.2017
- Enhanced member satisfaction by providing exceptional service and addressing concerns promptly.
- Streamlined branch operations for increased efficiency through implementation of new processes and procedures.
- Supported the Branch Manager with daily tasks, ensuring smooth branch functioning and effective communication amongst team members.
Branch Supervisor
First Community Credit Union
10.2010 - 04.2015
- Improved branch efficiency by streamlining processes and implementing time-saving strategies.
- Boosted member satisfaction with attentive service and prompt resolution of issues.
- Managed daily operations for smooth functioning, ensuring a high level of productivity.
Education
MASTER OF ACCOUNTANCY -
University of Missouri
Columbia, MO12.2023
BACHELOR OF SCIENCE (B.S.) IN ACCOUNTING -
University of Missouri-Kansas City
Kansas City, MO12.2022
Skills
- Team collaboration
- Note-taking assistance
- Schedule Management
- Staff Training
- Customer Service
- Decision Making
References
References available upon request
Timeline
AUDIT PARAPROFESSIONAL
KPMG, LLP
06.2023 - 08.2023
TAX PREPARER
The Tax Gallery
01.2020 - 04.2020
Loan Representative
1st Midamerica Credit Union
05.2017 - 06.2019
Assistant Branch Manager
First Community Credit Union
04.2015 - 05.2017
Branch Supervisor
First Community Credit Union
10.2010 - 04.2015
MASTER OF ACCOUNTANCY -
University of Missouri
BACHELOR OF SCIENCE (B.S.) IN ACCOUNTING -
University of Missouri-Kansas City