Jacob Kletzli
Layton,UT
Overview
7
7
years of professional experience
1
1
Certification
Work History
Audit Senior
Tanner LLP
Salt Lake City, UT
07.2024 - Current
- Led audit engagement teams of 2-3 staff auditors
- Developed risk assessment by audit area tailored to each client and industry
- Managed 4-6 audit engagements simultaneously, collaborating with multiple teams and communicating with upper management
- Prepared detailed reports summarizing audit findings and recommendations for management review
- Drafted financial statements, tables, and footnotes
- Reviewed work of staff auditors and mentored staff working through various accounting issues
- Conducted walk throughs of various business processes, gaining an in-depth understanding of operations while identifying potential control weaknesses
- Communicated with clients regarding audit timing, issuance deadlines and outstanding audit requests
Audit Associate
Tanner LLP
Salt Lake City, UT
10.2022 - 07.2024
- Worked with small and large teams executing public and private company audits
- Collaborated with different companies to gain and document an understanding of their internal control environment
- Tied out documentation from financial statements back to audit work papers to ensure accuracy and completeness
- Tested different balance sheet and income statement accounts using source documents and client prepared details
- Conducted and participated in several audits using Checkpoint PPC and CCH Engagement
- Collaborated with team members to identify discrepancies during audit processes
- Supported senior auditors in developing risk assessment strategies for clients
- Reviewed internal controls and recommended improvements to enhance efficiency
- Participated in client meetings to discuss audit findings and recommendations
Staff Accountant
Great Basin Industrial
Kaysville, UT
04.2021 - 10.2022
- Reconciled credit card transactions for proper period end accrual
- Performed monthly bank reconciliations
- Tracked and remitted weekly payroll tax payments for FWT, SWT, HSA, and 401k
- Reconciled general ledger and cash accounts to ensure proper recognition by period
- Mentored junior accounting staff on best practices, fostering a collaborative team environment
- Prepared and filed state withholding tax returns on a monthly, quarterly, and annual basis
- Tracked the company’s fixed assets including maintaining the company’s depreciation schedule
Accounting Intern
Great Basin Industrial
Kaysville, UT
03.2019 - 04.2021
- Utilized Vista by Viewpoint to help maintain financial records including expense classification
- Communicated frequently with outside vendors reconciling invoice payments and statements
- Assisted with a companywide implementation of a new purchase order system and organized company trainings
- Migrated 100+ employees from Expense Track with MasterCard to Chrome River with American Express
- Managed 300 payable accounts and processed 80 invoices per day
- Ran weekly payment batches for vendors in accounts payable for approval by the controller
Education
Master of Accounting -
Weber State University—Goddard School of Business & Economics
Ogden, UT08.2022
Bachelor of Science - Accounting
Weber State University—Goddard School of Business & Economics
Ogden, UT04.2021
Certification
CPA - Certified Public Accountant
October 2023
Timeline
Audit Senior
Tanner LLP
07.2024 - Current
Audit Associate
Tanner LLP
10.2022 - 07.2024
Staff Accountant
Great Basin Industrial
04.2021 - 10.2022
Accounting Intern
Great Basin Industrial
03.2019 - 04.2021
Master of Accounting -
Weber State University—Goddard School of Business & Economics
Bachelor of Science - Accounting
Weber State University—Goddard School of Business & Economics