Kylie Bohlman
Wittenberg
Summary
Detail-oriented Senior Accountant with a deadline-driven mentality and GAAP proficiency. Proven ability in financial reporting and risk assessment, delivering high-quality audit reports that ensure compliance and foster client trust.
Overview
6
6
years of professional experience
1
1
Certification
Work History
Senior Accountant
Wipfli
Wausau, WI
09.2022 - Current
- Analyzed financial records through detailed audits to ensure conformity with established regulations.
- Executed detailed risk assessments and developed targeted audit plans to identify and address essential control vulnerabilities.
- Provided training and support to junior accountants in auditing practices and methodologies, fostering their professional growth.
- Identified potential fraud risks by thoroughly evaluating financial statements and transaction records.
- Collaborated in formulating audit plans that support effective project completion and compliance.
- Delivered high-quality audit reports within required deadlines, showcasing commitment to excellence in client service.
- Facilitated open dialogue and built trust with clients, ensuring seamless communication throughout the audit process.
- Facilitated effective management of 10 active client engagements during peak season, prioritizing timely deliverables and ensuring uniform quality across all accounts.
Tax Accounting Intern
Wipfli
Wausau, WI
01.2022 - 04.2022
- Prepared tax returns for individual and business clients, ensuring compliance with regulatory standards.
- Streamlined documentation procedures for tax filings, increasing efficiency in workflow management.
- Collaborated with team members on projects, improving overall productivity and teamwork within the department.
- Provided support during peak seasons by working extended hours as needed, demonstrating commitment to the firm's success.
- Maintained detailed records of client financial information, ensuring data confidentiality and security.
Accounting Clerk
Foundation Finance Company LLC
Rothschild, WI
05.2020 - 10.2021
- Assisted in month-end closing activities, contributing to timely financial reporting processes.
- Reconciled bank statements and financial reports to maintain data integrity and compliance.
- Utilized accounting software to streamline data entry and enhance operational efficiency.
- Supported audits by organizing documentation and providing necessary financial information promptly.
- Maintained organized filing systems for accounting records, ensuring easy access to crucial financial information when needed.
- Assisted in payroll processing tasks such as timesheet validation, overtime calculation, benefits administration, and tax deductions.
- Identified and resolved internal accounting variances, promoting data accuracy.
Tax Administration Intern
Wipfli
Wausau, WI
02.2020 - 04.2020
- Coordinated administrative support for team projects, ensuring timely completion of tasks.
- Developed filing systems to enhance document retrieval efficiency across departments.
- Facilitated smooth project completion by providing timely support to team members on various assignments.
- Expedited document processing by effectively utilizing scanning, photocopying, and printing equipment as needed.
- Ensured timely delivery of correspondence through proper mail handling procedures and efficient distribution practices within the organization.
Education
Bachelor of Science - Accounting & Human Resources
University of Wisconsin Green Bay
Green Bay, WI05-2022
Skills
- Deadline-driven mentality
- Risk assessment analysis
- Financial reporting expertise
- Financial statement review
- Inventory accounting
- Critical thinking and analysis
- Microsoft office
- GAAP compliance
Certification
- CPA - Certified Public Accountant
Timeline
Senior Accountant
Wipfli
09.2022 - Current
Tax Accounting Intern
Wipfli
01.2022 - 04.2022
Accounting Clerk
Foundation Finance Company LLC
05.2020 - 10.2021
Tax Administration Intern
Wipfli
02.2020 - 04.2020
Bachelor of Science - Accounting & Human Resources
University of Wisconsin Green Bay