Joshua Peyer
Baker Tilly
Madison
4
years of professional experience
Dynamic professional with a strong background in financial analysis and team leadership. Adept at managing multiple projects while ensuring compliance with industry standards and enhancing client communication. Eager to leverage problem-solving skills to drive strategic improvements.
Work History
Senior Associate
1 Year 6 Months- Analyzed financial statements to identify trends and provide actionable insights for clients.
- Collaborated with team to streamline reporting processes, enhancing operational efficiency.
- Prepared detailed client presentations, effectively communicating complex data in a clear manner.
- Assisted in the development of audit plans, ensuring compliance with industry regulations and standards.
- Compiled financial statements and ensured compliance with auditing standards.
- Mentored associates on best practices for financial analysis and client engagement strategies.
- Managed multiple projects simultaneously, ensuring timely delivery and adherence to quality standards.
- Created audit entry for complex areas and re-classes for financial presentation purposes.
- Conducted risk assessments to identify potential areas of improvement within client operations.
Intern - Busy Season
4 MonthsIntern - Busy Season
4 MonthsEducation
Bachelor of Science - Accounting
- Honors
- Dean's List September 2020 - December 2024 - all semesters.
- 3.6 GPA
Skills
Financial statements expertise
Excel expertise
Client engagement and communication
Complex Problem-solving
Schedule and time management
Cross-level collaboration
Team leadership and mentoring
CPA Candidate - passed 2/4 Reg and Far
Timeline
Senior Associate
Baker Tilly
01.2025 - CurrentRead More
Intern - Busy Season
Bakertilly
01.2024 - 05.2024Read More
Intern - Busy Season
Bakertilly
01.2023 - 05.2023Read More
University of Wisconsin, La Crosse
Bachelor of Science from Accounting
Read More