Dana Carlson
Minneapolis,MN
Summary
Dynamic Senior Accountant with extensive experience at ESX Technology Solutions, excelling in full cycle accounting and tax compliance. Proven track record in enhancing financial reporting accuracy and streamlining payroll processes. Strong analytical skills and effective communication foster collaboration and drive process improvements in fast-paced environments.
Overview
14
14
years of professional experience
Work History
Senior Accountant
ESX Technology Solutions
Eden Prairie, MN
09.2020 - Current
- Led commission calculations, sales reconciliation, payroll processing, tax filings, and month-end closing with the CFO to deliver timely and accurate financial reports.
- Managed full cycle accounting for multi-tiered business models, ensuring accuracy and compliance.
- Oversaw transaction management for IT and asset recovery equipment and services, facilitating effective financial tracking.
Accountant
Lurie, LLP
Minneapolis, MN
12.2019 - 09.2020
- Reconciled and analyzed general ledger accounts for four entities to ensure accuracy and compliance.
- Prepared financial and ad hoc reports to support strategic decision-making.
- Managed day-to-day cash operations; recorded transactions in established systems and procedures.
- Updated state business registrations to ensure compliance with regulations.
Accountant
Landmark Building Contractors
Minneapolis, MN
05.2019 - 12.2019
- Managed financial reporting and analyzed general ledger accounts to ensure accuracy and compliance.
- Oversaw operations management including payroll, benefits, accounts receivable, accounts payable, and insurance audits to maintain financial integrity.
- Coordinated project management tasks for customer loans, progress billings, and payments, ensuring timely processing and client satisfaction.
Accountant
Axtell & Haller
Bloomington, MN
02.2015 - 05.2019
- Analyzed and recorded general ledger accounts for 10+ clients, collaborating with owners and CPAs to ensure accuracy.
- Maintained subsidiary accounts and reconciled transactions, resolving discrepancies to uphold financial integrity.
- Assisted in bookkeeping services and tax return preparation for individuals and small businesses, ensuring compliance and accuracy.
Business Owner
Ruby Bird Resale & Consignment
Bloomington, MN
03.2013 - 05.2015
- Managed operational, financial, and accounting processes to maintain compliance and accuracy.
- Oversaw inventory management and product sourcing for quality items.
- Supervised daily activities at resale and consignment store.
Staff Accountant
Mattamy Homes
Edina, MN
10.2011 - 05.2013
- Generated monthly accounts payable and financial reports for $70+ million division to support strategic decision-making.
- Maintained general ledger accounts and assisted President of MN Division with month-end processes to ensure timely financial reporting.
- Helped with implementation of purchasing process and restructuring A/P.
Education
Associate of arts - accounting and business
Normandale Community College
Bloomington06-2008
Skills
- Tax compliance
- GAAP
- General ledger management
- General ledger accounting
- Month-end closing
- Account reconciliation
- Bank reconciliation
- Intercompany transactions
- Journal entry review
- Revenue recognition
- Payroll management
- Payroll processing
- Payable management
- Receivable management
- Cash flow management
- Internal controls
- Regulatory reporting
- ERP systems expertise
- Process improvement
- Controls implementation
- Problem solving
- GAAP compliance
Affiliations
Volunteer, Crisis Nursery
Timeline
Senior Accountant
ESX Technology Solutions
09.2020 - Current
Accountant
Lurie, LLP
12.2019 - 09.2020
Accountant
Landmark Building Contractors
05.2019 - 12.2019
Accountant
Axtell & Haller
02.2015 - 05.2019
Business Owner
Ruby Bird Resale & Consignment
03.2013 - 05.2015
Staff Accountant
Mattamy Homes
10.2011 - 05.2013
Associate of arts - accounting and business
Normandale Community College