Accounting Manager with consulting experience across small to middle-market clients, combining tax planning, financial reporting, and reconciliation to improve accuracy and process flow. Leads client conversations, prepares internal memos, and coordinates with tax authorities to resolve issues and keep engagements moving. Streamlines accounting workflows by implementing new financial software and advising on business process improvements.
Work History
Manager
9 Years 8 Months
Berndt CPA LLC | 12.2016 - Current
Associate Manager; 2020-2022
Supervisor; 2019-2020
Senior Accountant; 2017-2019
Staff Accountant; 2016-2017
Proactively provide recommendations for business and process improvements based on knowledge gained relative to our clients' operations, processes and business objectives
Provide consulting services to partnerships, corporations, S corporations and individuals for a variety of small to middle market clients
Working and meeting with firm tax clients to build relationships and provide superior client service
Actively market to existing and new clients
Increase efficiency by streamlining accounting processes and implementing new financial software
Improve financial report accuracy through meticulous data analysis and reconciliation effort
Correspondence with the client and tax authorities, preparation of internal memos
Accounting Services
1 Year 10 Months
Reilly, Penner & Benton, LLP | 01.2015 - 11.2016
Increased overall efficiency by streamlining accounting processes and implementing new software tools.
Reduced errors in financial reports by carefully reviewing and revising team's work.
Maintained accurate records of all financial transactions, adhering to company policies and regulatory guidelines.
Coordinated with external auditors to provide necessary documentation, resulting in successful audits each year.
Developed comprehensive training materials for new hires, ensuring a smooth onboarding process.
Sales Associate
2 Years 4 Months
The Shoe Box | 09.2012 - 01.2015
Increased sales revenue by building strong rapport with customers and recommending appropriate products based on their needs.
Boosted customer satisfaction levels through exceptional service, addressing concerns promptly, and providing a welcoming store environment.
Organized in-store promotions and events to increase foot traffic and drive additional sales opportunities.
Collaborated with team members to improve overall store performance, sharing best practices, and offering support as needed.
Associate Manager
3 Years 1 Month
MC Sports | 08.2009 - 09.2012
Enhanced customer satisfaction by providing exceptional service and addressing customer concerns promptly.
Streamlined inventory management processes with regular audits to maintain optimal stock levels while minimizing shrinkage.
Developed and mentored a high-performing team of associates, consistently exceeding performance goals and expectations.
Established strong relationships with vendors to negotiate preferential pricing, optimizing profitability for the store.
Education
Bachelor of Science - Accounting
Upper Iowa University | Madison | 05.2017
Associate of Science - Accounting
Madison Area Technical College | Madison | 05.2014
Skills
Tax accounting specialization
Financial reporting
Bookkeeping
Auditing
Corporate tax filings
General ledger reconciliation
Month-end close
Account reconciliation
Financial statement preparation
GAAP compliance
Affiliations
Blood Cancer United Visionaries of the Year Campaign- Vice Chair