Summary
Overview
Work History
Education
Skills
Leadership Experience
Timeline
Generic

Brooke Shattuck

Beacon

Summary

Detail-oriented and results-driven finance professional with over 4 years of experience in fund accounting, financial reporting, and audit processes. Proven ability to lead teams, manage client relationships, and deliver strategic insights through data analysis and industry trend evaluation. Adept at working across diverse industries including energy, construction, and financial services. Seeking to leverage analytical expertise and leadership skills in a Senior Analyst role.

Overview

7
7
years of professional experience

Work History

Senior Fund Accountant

4Pines Fund Services
Stamford
11.2023 - Current
  • Prepare and analyze quarterly financial statements for multiple client portfolios
  • Lead and mentor junior staff, ensuring high-quality deliverables
  • Successfully onboarded and manage a high-revenue client with 9 active funds
  • Conduct industry trend analysis to support strategic decision-making
  • Maintain direct communication with two key clients to ensure service excellence

In-charge Accountant

Firley, Moran, Freer & Eassa, CPA, P.C
Syracuse
10.2020 - 10.2023
  • Led audit engagements, including planning, fieldwork, and reporting.
  • Tested key financial accounts such as cash, revenue, and receivables.
  • Built and maintained audit databases to streamline processes.
  • Specialized in Energy, Construction, and Financial Institution sectors.

Accounting Intern

ISG Invest
Prague
06.2019 - 08.2019
  • Updated and maintained customer business accounts.
  • Processed company bills and gained exposure to Czech business culture.

Tax Processing Intern

Insero and Company
Rochester
01.2019 - 05.2019
  • Processed tax returns and tax forms
  • Supported tax system implementation and data management

Education

Bachelor of Science - Accounting

The College at Brockport, State University of New York
Brockport, NY
05.2020

Skills

  • Advanced accounting and auditing
  • Budget management
  • Financial reporting and reconciliation
  • Fund accounting expertise
  • Microsoft Office proficiency
  • Allvue and Entrillia software
  • Caseware application

Leadership Experience

NextGen – The Conference for Young CPAs, 06/01/21, 11/30/23, Represented firm at meetings and events, Organized social and philanthropic initiatives for young professionals

Timeline

Senior Fund Accountant

4Pines Fund Services
11.2023 - Current

In-charge Accountant

Firley, Moran, Freer & Eassa, CPA, P.C
10.2020 - 10.2023

Accounting Intern

ISG Invest
06.2019 - 08.2019

Tax Processing Intern

Insero and Company
01.2019 - 05.2019

Bachelor of Science - Accounting

The College at Brockport, State University of New York

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