Kale Eric Sher
9936 Lenexa,KS
Summary
Detail-oriented Sophomore at Kansas State University with a focus on financial analysis and reporting with experience in Tax/Managerial Accounting. Proficiency in accounting principles, financial management, and data analysis while also skilled in accounting software such as Microsoft Excel and QuickBooks Online. Eager to apply my analytical abilities and learn in real-world accounting settings.
Overview
3
3
years of professional experience
Work History
Tax Accounting Intern
OWLFI Financial Services
Lenexa, KS
05.2023 - 08.2023
- Updated internal databases with current tax information.
- Worked directly under CPA's and shadowed Personal / Small Business tax returns.
- Checked figures, postings and documents for correct entry, accuracy, and proper codes.
- Gained proficiency in QuickBooks Online / Desktop to perform month-end reconciling and bookkeeping tasks.
- Reconciled credit cards, bank accounts, and other expenses and financial records.
Treasurer
Theta Xi Fraternity: Alph-Iota Chapter at KSU
Manhattan, KS
10.2023 - Current
- Reconciled accounts with statements and invoices on monthly basis in QuickBooks Online
- Investigated and resolved discrepancies to maintain records accuracy.
- Liaised with banks and other capital providers to maintain continuous access to capital.
- Helped developed our annual budget and compared actual expenses against projected budget that saved $5000.
- Controlled revenue collection systems to maintain information quality and integrity.
Customer Service Team Lead and Head Event Planner
Chick-Fil-A Restaurant
Lenexa, KS
05.2021 - Current
- Trained new team members on proper service methods and evaluated service delivery using our quality assurance program.
- Engaged in quality time management skills and worked to improve FOH efficiency.
- Maintained an up-to-date knowledge base of products, services, pricing information, processes.
- Organized, planned, and carried out 2023 company picnic with over 85 employees in attendance while staying under company budget.
Education
Some College (No Degree) - Accounting and Finance
Kansas State University
Manhattan, KS12-2026
High School Diploma -
Olathe Northwest High School
Olathe, KS05-2022
Skills
- Entry Level Tax Accounting
- Bookkeeping
- Excel / Word / Powerpoint
- QuickBooks Proficiency
- Budgeting
- Monthly Account / Bank Reconciliation
- Customer Service
- Team Leadership
References
- Kelly Klusman, CPA
913-980-1948
klusman.kelly@gmail.com
- Drew Severns, Owner Operator CFA Lenexa
913-213-4650
drew.severns@gmail.com
Timeline
Treasurer
Theta Xi Fraternity: Alph-Iota Chapter at KSU
10.2023 - Current
Tax Accounting Intern
OWLFI Financial Services
05.2023 - 08.2023
Customer Service Team Lead and Head Event Planner
Chick-Fil-A Restaurant
05.2021 - Current
Some College (No Degree) - Accounting and Finance
Kansas State University
High School Diploma -
Olathe Northwest High School
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