Summary
Overview
Work History
Education
Skills
Volunteer
Certification
Timeline
Generic

Anisa Gjika

Oak Creek,WI

Summary

Highly-motivated accountant with desire to take on new challenges. Strong worth ethic, adaptability and exceptional interpersonal skills. Proactive and punctual with team-oriented mentality. Adept at working effectively unsupervised and quickly mastering new skills.

Overview

8
8
years of professional experience
1
1
Certification

Work History

FP&A Analyst

Arena Americas
Oak Creek, WI
10.2023 - 05.2025
  • Develop financial models to analyze business performance, identify trends and forecast future results.
  • Analyze monthly operating results against prior year and budget; track progress towards achieving strategic objectives.
  • Collaborate with cross-functional teams across departments to ensure accuracy of financial information reported in internal systems.
  • Determine and track budget expenses with accuracy and transparency.
  • Review current operations policies, procedures and processes to identify areas of improvement and develop new solutions that drive efficiency gains.
  • Determined and tracked budget expenses with accuracy and transparency.
  • Conduct variance analysis for actuals vs. budget and forecast and provide explanations for identified variances.

Tax Preparer

Baker Tilly
Milwaukee, WI
01.2024 - 04.2024
  • Compiled data from clients to accurately complete tax forms.
  • Maintained accurate records of all client transactions and filings.
  • Ensured that all applicable deadlines were met when submitting documents.
  • Filed electronically through approved software programs.
  • Analyzed information and assessed liabilities and deductions according to relevant tax code.
  • Analyzed unaudited financial statements to determine adjustments for accurate tax treatment.
  • Used appropriate adjustments, deductions and credits to keep clients' taxes to minimum.
  • Computed taxes owed or overpaid for clients.
  • Prepared and reviewed tax returns for individuals, partnerships, corporations and trusts.

Tax Accountant

SS&C Technologies
New York, NY
01.2023 - 06.2023
  • Calculate foreign tax withholding and prepare necessary tax forms
  • Prepare quarterly tax estimates and year-end projections
  • Prepare book to tax income reconciliation

Fund Tax Accountant

US Bancorp
Milwaukee, WI
11.2021 - 01.2023
  • Prepare IRS Forms 1120-RIC, 8613, 1065 and Schedule K-1s along with any required state and local tax forms
  • Prepared budgets for funds, processed capital distribution and conducted month-end closing and valuation.
  • Maintained fund portfolios, bookkeeping and records based on GAAP and IFRS regulatory standards.
  • Diminished financial discrepancies and accurately reconciled accounts using detailed data analysis results.
  • Maximized tax refunds by striving to obtain taxable income, deductible expenses and allowance details.

Alternative Investments Associate/ PPP Loaner

US BANK
Milwaukee, WI
02.2020 - 11.2021
  • Assist in the asset management of owned assets: including lease evaluation, negotiation, credit analysis, and property operations
  • Work with existing portfolio companies and fund investments, developing constructive working relationships with portfolio
    company management teams.

Owner/Transportation Freight Broker

AGI Brokerage LLC
Oak Creek, WI
12.2016 - 02.2020
  • Managed day-to-day business operations, including accounting, finance, HR, marketing and public relations
  • Applied performance data to evaluate and improve operations, target current business conditions and forecast needs
  • Quoted potential customers on price of freight brokerage
  • Negotiated rates based on current market trends

Education

Bachelor of Science - Finance/Marketing

University Of Wisconsin
12.2017

Skills

  • Flexible and Adaptable
  • Critical Thinking and Analysis
  • Tax Return Filing
  • GAAP Accounting
  • Discrepancy Reconciliation
  • Account Reconciliation
  • Advanced Excel
  • Accounting Software Systems
  • Financial Statements Review
  • Problem-Solving
  • Monthly and Annual Journal Entries

Volunteer

  • Assistant Soccer Coach America SCORES
  • Assistant Tutor Pan-African Community Association (PACA)

Certification

  • Certified Insurance Consultant License(Life & Health)
  • Certified Transportation Broker (CTB)

Timeline

Tax Preparer

Baker Tilly
01.2024 - 04.2024

FP&A Analyst

Arena Americas
10.2023 - 05.2025

Tax Accountant

SS&C Technologies
01.2023 - 06.2023

Fund Tax Accountant

US Bancorp
11.2021 - 01.2023

Alternative Investments Associate/ PPP Loaner

US BANK
02.2020 - 11.2021

Owner/Transportation Freight Broker

AGI Brokerage LLC
12.2016 - 02.2020

Bachelor of Science - Finance/Marketing

University Of Wisconsin

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