Hardworking accounting professional currently working full-time while pursuing CPA certification. Skilled in financial analysis, bookkeeping, and tax preparation, with a strong attention to detail and commitment to accuracy
Overview
6
6
years of professional experience
Work History
Staff Accountant
Offutt Barton Schlitt
01.2022 - Current
Prepared federal and state income tax returns for individuals, businesses, trusts, estates and non-profits.
Performed analysis on inventory, accounts receivable and accounts payable balance sheet accounts.
Created financial plan for clients to serve as framework for organizing components of financial situations.
Conducted tax reviews and compilations to identify potential exposure areas and provided suggestions.
Created journal entry schedules to improve efficiency, support, and documentation of accounting processes.
Membership Consultant
Vero Fitness
03.2020 - Current
Consulted with potential clients about personal needs and budget concerns
Completed all documentation quickly to facilitate quick sign-up processes
Overcame objections with deep knowledge of membership benefits, scripted responses and persuasive communication skills
Front Desk Associate
Christis Fitness
12.2019 - 03.2020
Took reservations over phone, in person and via computer for guests and provided confirmation information
Reported facility and room maintenance problems to appropriate personnel for immediate remediation
Greeted guests at front desk and engaged in pleasant conversations while managing check-in process
Answered multi-line phone system, responded to inquiries and transferred calls to correct departments and personnel
Logistics Team Member
CVS Health
10.2018 - 10.2019
Organized purchase and delivery of materials needed for various contracts
Printed tickets, picked supplies and filled packages under tight deadlines
Managed loading, unloading, movement and sorting of supplies to keep deliveries on schedule