Summary
Overview
Work History
Education
Skills
Timeline
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JONATHAN BERTSCHE

NORTH AURORA,UNITED STATES

Summary

Experienced Accountant with 7 years of proven expertise in financial modeling, process improvement, and compliance monitoring. Proficient in preparing and presenting accurate financial reports, streamlining operations for diverse clients. Recognized for problem-solving abilities and effective collaboration with teams to achieve measurable improvements in financial reporting.

Overview

7
7
years of professional experience

Work History

Client Managing Accountant

Lauterbach & Amen, LLC
02.2023 - Current
  • Prepare monthly accounting reports for hundreds of firefighter and police pension funds across Illinois
  • Serve as primary contact and accountant for Illinois Fire and Police pension boards
  • Present financial reports at quarterly board meetings, ensuring accurate information for funding decisions
  • Compile and verify data for various reports, including Illinois Department Of Insurance Annual Statements, Municipal Compliance Reports, and Year End Workpapers

Consultant, Property Tax Compliance

Ryan, LLC
05.2022 - 02.2023
  • Collaborated on diverse client financial reports, enhancing accuracy and efficiency
  • Researched and processed tax liabilities, resolving complex client issues
  • Adapted quickly to a dynamic environment, demonstrating rapid learning and problem-solving skills

Accounting Coordinator

Camcraft, Inc.
09.2020 - 05.2022
  • Managed daily accounts receivable and payable operations, ensuring accuracy and efficiency
  • Executed month-end processes, including journal entries, accruals, and bank reconciliations
  • Assisted in audit procedures, maintaining compliance and accuracy
  • Streamlined financial operations, resulting in measurable improvements
  • Collaborated with team to enhance overall financial reporting accuracy

Accounting and Material Management Intern

Matrix Design, LLC
01.2020 - 09.2020
  • Maintained supplier relations by following up on pending invoices, ensuring timely payments
  • Processed material order confirmations, aligning them with purchase orders to maintain accuracy
  • Managed daily accounting operations in accounts payable, contributing to efficient financial workflows

Summer Intern

Camcraft, Inc.
06.2017 - 08.2019
  • Supported accounting with bank reconciliations, accounts payable/receivable, and journal entries, ensuring accuracy
  • Enhanced statement reconciliation processes, contributing to precise financial reporting
  • Completed internship across sales, operations, accounting, engineering, and purchasing, gaining diverse skills

Education

BACHELOR'S OF SCIENCE - ACCOUNTING

Grand Canyon University
Phoenix, AZ
05.2022

Skills

  • Process Improvement
  • Problem Solving
  • Data Entry
  • Client Relations
  • Team Collaboration
  • Attention to Detail
  • Financial Analysis
  • Accounting Software
  • Cash Management
  • Revenue Recognition

Timeline

Client Managing Accountant

Lauterbach & Amen, LLC
02.2023 - Current

Consultant, Property Tax Compliance

Ryan, LLC
05.2022 - 02.2023

Accounting Coordinator

Camcraft, Inc.
09.2020 - 05.2022

Accounting and Material Management Intern

Matrix Design, LLC
01.2020 - 09.2020

Summer Intern

Camcraft, Inc.
06.2017 - 08.2019

BACHELOR'S OF SCIENCE - ACCOUNTING

Grand Canyon University
JONATHAN BERTSCHE