MAGDALENA SZEWCZYK
Summary
Driven client service and advisory professional with experience in outsourced accounting support and operational improvement. Skilled in resolving client issues, optimizing workflows, and enhancing service quality in fast-paced environments.
Overview
9
9
years of professional experience
Work History
Staff Associate, CAAS Advisory
Wiss & Company, LLP
07.2024 - Current
- Lead and support client engagements across outsourced accounting projects, ensuring continuity, accuracy, and high-quality financial operations.
- Analyze client workflows and systems to identify inefficiencies and implement operational improvements.
- Manage full-cycle accounts payable and receivable operations-including invoice processing, payment approvals, credit memos, and reconciliations
- Maintain and track investment activity, including recording transactions, reconciling balances, and preparing supporting schedules
- Supports timely and compliant filing of monthly and quarterly sales and use taxes, 1099 reporting, and audit requests by preparing documentation, schedules, financial analyses, and projections.
Account Analyst
Account Analyst
05.2022 - 07.2024
- Perform bank, credit card, and balance sheet account reconciliations to ensure accuracy and completeness of client financial records.
- Support the month-end close process, including preparing schedules, updating workpapers, and resolving variances across accounts.
- Assist in implementing and maintaining cloud based accounting platforms (QuickBooks, Sage Intacct, Bill.com, Ramp)
Account Executive, Summer Intern
Evolution International Inc, New York
New York
05.2021 - 08.2021
- Managed fundraising services sales from Non-Profit Organization to a possible long-term donor.
- Created positive experience with charities by professionally introducing marketing campaigns.
- Maintained professional standards in marketing, sales, and customer service.
- Presented daily meetings and workshops for personal and team growth.
Invoice Clerk
JS Quality Remodeling Construction
01.2017 - 05.2021
- Prepare 10-20 estimates and invoices monthly to clients and maintain an updated portfolio on customers financial transactions.
- Conduct business emails to answer questions and concerns from clients and report information to owner.
Education
Master of Business Administration -
Montclair State University
Montclair, NJ08-2025
Bachelor of Science - Business Administration, Finance Concentration
Ramapo College of New Jersey
Mahwah, NJ05-2022
Skills
- Accounting Software Systems (Sage Intacct, QuickBooks)
- Bookkeeping/Invoicing
- Financial Reporting
- Quality Customer Service
- Problem-solving
- Attention to detail
Timeline
Staff Associate, CAAS Advisory
Wiss & Company, LLP
07.2024 - Current
Account Analyst
Account Analyst
05.2022 - 07.2024
Account Executive, Summer Intern
Evolution International Inc, New York
05.2021 - 08.2021
Invoice Clerk
JS Quality Remodeling Construction
01.2017 - 05.2021
Bachelor of Science - Business Administration, Finance Concentration
Ramapo College of New Jersey
Master of Business Administration -
Montclair State University