Detail-oriented CPA with extensive experience in financial reporting, cash flow management, and auditing assistance. Proven track record in preparing comprehensive financial reports and ensuring regulatory compliance.
Overview
34
34
years of professional experience
4
4
Certifications
Work History
CPA
Edco Food Products, Inc.
GREEN BAY
06.2016 - Current
Monitored and analyzed accounting data and financial transactions to assess accuracy, completeness, and conformance to reporting standards.
Oversaw accounts payable and receivable functions ensuring accurate recording of financial transactions.
Reconciled bank accounts on a regular basis and resolved discrepancies in a timely manner.
Reviewed monthly results and implemented plans to correct variances.
Managed day-to-day cash flow activities including forecasting cash requirements.
Prepared balance sheets, profit and loss statements, and other financial reports for management review.
Ensured compliance with applicable federal, state, local laws and industry regulations pertaining to finance activities.
Independent Contractor
Self-employeed
De Pere
01.2010 - 06.2016
Utilized advanced technical skills and expertise to troubleshoot complex problems and implement solutions.
Utilized various software and tools to streamline processes and optimize performance.
Contributed innovative ideas and solutions to enhance team performance and outcomes.
Completed day-to-day duties accurately and efficiently.
Financial Advisor
Capital Asset Management
GREEN BAY
01.2004 - 01.2010
Crafted tailored financial plans addressing unique needs of diverse client portfolios.
Analyzed market trends to recommend investment strategies for clients.
Facilitated regular client meetings to assess financial goals and track progress.
Provided guidance on retirement, estate, and tax planning strategies.
Treasurer
Packer City International Trucks
GREEN BAY
05.1994 - 12.2002
Maintained accurate financial records, ensuring compliance and reliability for stakeholders.
Oversaw daily operations, enhancing team coordination and workflow efficiency.
Implemented new policies to drive compliance and enhance workplace culture.
Coached and mentored team members, improving overall job performance and skill development.
CPA
Shinners, Hucovski & Co.
GREEN BAY
01.1992 - 04.1994
Prepared financial statements ensuring compliance with accounting standards and regulations, facilitating accurate financial reporting.
Assisted in preparing tax returns for individuals and businesses, ensuring timely and accurate submissions.
Assisted in audits by collecting and organizing documentation to support compliance and accuracy of financial statements.
Analyzed client financial data for insights into budgeting and forecasting needs.