Experienced in fast-paced environments and adaptable to last-minute changes. Thrives under pressure and consistently earns high marks for work quality and speed.
Overview
9
9
years of professional experience
Work History
Senior Staff Accountant
Watertown Regional Medical Center
Watertown, WI
05.2022 - Current
Track and amortize various accounts receivable.
Track and manage Fixed Assets using SAGE FAS, run monthly depreciation, amortize capital leases, and ensure assets are placed in service in a timely manner.
Run monthly accruals to ensure expenses are recorded in the correct month and perform monthly reconciliations of asset and liability accounts to ensure accuracy of financial statements.
Review financial statements during the month-end process for the hospital and for the numerous clinics we operate.
Assist with the preparation of the annual budgets for multiple departments.
Assist in performing accounts payable duties including submitting invoices to be processed, sending invoices to the correct departments for approval, and tracking down missing or duplicated payments.
Prepare and submit daily statistics on previous-day volumes as needed.
Prepare deposits to be sent to the bank on a biweekly basis.
Communicate with vendors and get them set up in our accounts payable system.
Assist in audit preparation by providing necessary documents to external auditors.
Tax Accountant
DJC CPAs and Advisors
Jefferson, WI
01.2016 - 11.2018
Performed interviews with clients to complete federal and state tax returns, ensuring the returns were done accurately and in a timely manner.
Prepared federal and state returns for businesses, individuals, and other organizations.
Got involved and assisted my clients through any audits or disputes with the IRS or various state departments of revenue.
Researched new tax laws in order to stay up to date and communicate any changes to my clients, and explain how the changes will affect them.
Worked with business clients using QuickBooks, including entering daily transactions, making adjusting journal entries, reconciling bank accounts, and performing payroll duties.
Performed projections and estimates to accurately perform financial planning services for clients and provide estimated tax payments.
Education
MPA - Master of Professional Accountancy
University of Wisconsin - Whitewater
Whitewater, WI
08-2017
BBA - Accounting
University of Wisconsin - Whitewater
Whitewater, WI
05-2016
Skills
MS Office
Teamwork and Collaboration
Analytical
SAP Software
Accounts Payable
Timeline
Senior Staff Accountant
Watertown Regional Medical Center
05.2022 - Current
Tax Accountant
DJC CPAs and Advisors
01.2016 - 11.2018
MPA - Master of Professional Accountancy
University of Wisconsin - Whitewater
BBA - Accounting
University of Wisconsin - Whitewater
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