Cassandra Mohrman
Saint Paul,NE
Summary
Detail-driven accounting professional experienced in examining and analyzing accounting records, financial statements and financial reports to assess accuracy and compliance with generally accepted accounting principles and standards. Proven to analyze accounting processes, identify deficiencies and formulate and implement corrective action plans to achieve compliance and mitigate risk.
Overview
10
10
years of professional experience
Work History
Staff Accountant
Gifford & Cox, LLC
05.2023 - Current
- Prepare tax returns: 1040’s, 1041’s, 1120’s, 1120S’s, 990’s, and 1065’s.
- Assist with the auditing of 3 large businesses.
- Develop and maintain relationships with tax clients.
- Access and pull reports from QuickBooks Premier, QuickBooks Online and QuickBooks Enterprise.
- Utilize CCH Axcess Tax, CCH Axcess Engagment, Asset Keeper and TValue5 for filing tax returns, maintaining depreciation schedules and maintaining amortization schedules.
Staff Accountant
Dana F. Cole and Company LLP
01.2022 - 05.2023
- Prepare tax returns: 1040's, 1041's, 1120's, 1120S's, 990's, 1065's and 990 Postcard filings.
- Assist with auditing of Public Power Districts, School Districts, Cities, Counties and Not-for-Profits.
- Develop and maintain relationships with audit clients
- Access and pull reports from QuickBooks Premier.
- Utilize UltraTax, CCH Engagement and Fixed Assets for filing tax returns and maintaining depreciation schedules.
Client Service Analyst II
Fiserv
10.2019 - 12.2021
- Develop and maintain relationships with clients.
- Develop and maintain a relationship with account management.
- Manage daily customer calls and emails, answer client questions, clarify product/application offerings, and work to resolve client issues.
- Partner with manager to deliver solutions; escalate issues as needed.
- Cultivate in-depth product knowledge, attend product trainings as available to develop expertise.
- Use Service Center (client relationship management system) and 3270 - back-office mainframe for client data.
Program Technician
Farm Service Agency-U.S. Department of Agriculture
04.2018 - 10.2019
- Use Farm Service Agency software to maintain and update farm records.
- Use Farm Service Agency software to maintain and update entity ownerships as it pertains to farming.
Client Services
Prairie Winds Community Center
08.2017 - 03.2018
- Work as Front Desk Attendant.
- Use City software to create memberships, make monthly payments and assign key cards to members.
- Assist with event set-up and teardown.
Agricultural Product Sales Associate
Bomgaars, Inc.
01.2015 - 06.2016
- Work as a Sales Associate.
- Utilize Point of Sale Systems and Inventory Data System.
Education
B.A. - Business Administration, Certified Public Accounting
Chadron State College
Chadron, NE01.2020
Skills
- Strong technical skills
- Ability to learn concepts quickly
- High-performing
- Reliable
- Proactive
- Multi-task oriented/Organized
- Good time management skills
- Results-oriented
- Innovative
- Versatile
Timeline
Staff Accountant
Gifford & Cox, LLC
05.2023 - Current
Staff Accountant
Dana F. Cole and Company LLP
01.2022 - 05.2023
Client Service Analyst II
Fiserv
10.2019 - 12.2021
Program Technician
Farm Service Agency-U.S. Department of Agriculture
04.2018 - 10.2019
Client Services
Prairie Winds Community Center
08.2017 - 03.2018
Agricultural Product Sales Associate
Bomgaars, Inc.
01.2015 - 06.2016
B.A. - Business Administration, Certified Public Accounting
Chadron State College
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