Kaitlyn Kelley
Dickinson,ND
Summary
Experienced accounting professional with a personal background in agriculture and a professional background in public accounting. Recognized for strong analytical skills and precision in financial management. Expertise in full cycle accounting, financial reporting, budgeting, and tax planning and preparation. Committed to delivering accurate and timely results while supporting and enhancing financial clarity for clients. Seeking to leverage expertise in agriculture-focused accounting to support organizational growth and financial success.
Overview
6
6
years of professional experience
1
1
Certification
Work History
Accounting & Tax Associate
Brady Martz & Associates, P.C.
07.2023 - Current
- Manage full-cycle accounting engagements for 17 businesses, as well as month-end and year-end closing processes with improved financial reporting accuracy through meticulous data analysis
- Assist senior management in the development of business forecasts, budgets, and ongoing financial analysis for tax planning
- Preparation of complex tax returns for individuals, partnerships, corporations, and agribusiness organizations ensuring the maximum tax benefits for clients and full compliance with current tax laws
- Maintains records of fixed assets, including acquisition and disposals, depreciation schedules, and current values for insurance purposes
- Preparation of monthly financial statements, and quarterly/year-end compilations for individual and consolidated entities
- Assist auditors by independently participating in physical inventory counts for clients, meticulously verifying quantities, documenting variances, and ensuring proper treatment of inventory adjustments
- Engaged in industry seminars and webinars to stay ahead of regulatory changes and emerging best practices in accounting
Accounting Assistant
Cadius Partners Limited
09.2021 - 07.2023
- Generated A/P, A/R, and reconciled all accounts for CPL, CP Build, CP Supply, and CP Solar
- Reviewed direct and indirect COGS associated with project budgets to ensure proper allocation of expenses
- Assisted in budget preparation and cash flow analysis to control expenditures and maximize profitability
Loan Assistant - Internship
Bank of Baker
05.2021 - 08.2021
- Assisted customers in obtaining government-issued PPP loans
- Documented borrower's information and resolved any discrepancies
Bookkeeper
Dickinson Public Transit/Elder Care
12.2019 - 08.2020
- Generated AR/AP transactions and reconciled bank accounts
- Facilitated and presented monthly and quarterly reporting to ND DOT
- Reviewed and filed documents, coded accounting entries for data processing, and posted daily receipts/payments in accordance with company protocols
- Completed and processed payroll for 70+ employees and maintained detailed records of bi-weekly activity
Seasonal Secretary
Coburn Tax Services
01.2019 - 04.2019
- Facilitated communication between clients and tax authorities
- Scheduled appointments and conducted follow-up calls with clients
- Created and maintained detailed administrative processes and procedures to drive efficiency and accuracy
- Managed electronic filing systems and categorized documents
Education
Bachelor of Science - Business - Accounting
Montana State University
Bozeman, MT05.2023
Business - Accounting
Dickinson State University
Dickinson, ND05.2020
Skills
- Full-cycle Accounting
- Budget Analysis
- Financial Statements
- GL Analysis
- Tax Preparation
- SAGE
- QuickBooks
- Asset Keeper software
- Effective and Professional Communication
- Critical Thinking and Analysis
- Superior Attention to Detail
- Organization and Time Management
Volunteer Experience
- Backpack Program, Dickinson, ND, Assembly and Delivery Volunteer, 09/01/24
- AMEN Food Pantry, Dickinson, ND, Labor Volunteer, Various 2023 and 2024
- Montana State FFA Convention, Bozeman, MT, Agriscience Judge, 03/01/22
- Montana Hero’s and Horses, Bozeman, MT, Labor Volunteer, 09/01/21
- "Best Friends" Mentorship, Dickinson, ND, Student Volunteer through Dickinson Public Schools, Fall 2019
Certification
- Certified Quickbooks Pro Advisor - August 2023 - Present
Timeline
Accounting & Tax Associate
Brady Martz & Associates, P.C.
07.2023 - Current
Accounting Assistant
Cadius Partners Limited
09.2021 - 07.2023
Loan Assistant - Internship
Bank of Baker
05.2021 - 08.2021
Bookkeeper
Dickinson Public Transit/Elder Care
12.2019 - 08.2020
Seasonal Secretary
Coburn Tax Services
01.2019 - 04.2019
- Certified Quickbooks Pro Advisor - August 2023 - Present
Bachelor of Science - Business - Accounting
Montana State University
Business - Accounting
Dickinson State University
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