Maxwell Wheeler
Lewis Center,OH
Summary
Accounting and finance graduate with particular interest in utilizing a strong work ethic with analytical and problem skills in an accounting-related environment. Looking to develop professional relationships, mature professionally, and add value to a work environment.
Overview
7
7
years of professional experience
Work History
Audit Intern
Clark Schaefer Hackett
05.2024 - Current
- Assisted with preparation, review, and approval of month end testing
- Worked on financial statement and employee benefit plan audits
- Documented audit procedures to assist with recommendations for control and efficiency improvements.
- Audited cash, inventory, receivables, 401k's to confirm accurate records.
- Partnered with senior auditors to track errors and add contributions to maintain accuracy.
Audit Intern
BDO Usa
01.2023 - 06.2023
- Assisted with preparation, review, and approval of year end testing.
- Responsible for populating lead sheets and work papers in APT and Excel.
- Documented audit procedures to assist with recommendations for control and efficiency improvements.
- Audited cash on hand and inventory to confirm accurate records.
- Partnered with senior auditors to track errors and add contributions to maintain accuracy.
Accounting and Finance Intern
The Health Collaborative
01.2021 - 06.2021
- Prepared financial statements, budgets, and reconciliations.
- Responsible for accounts receivable and payable.
- Processed payroll by validating work hours and attendance of employees.
Accounting and Finance Intern
Kaiser Consulting
03.2018 - 05.2018
- High School Internship
- Prepared amortization tables for the firm's clients.
- Reviewed client accounts receivables, payables, and financial statements.
Accounting and Finance Intern
Blue & Co., LLC
09.2017 - 12.2017
- High School Internship
- Identified careers paths offered at accounting firms by meeting new people and making professional relationships.
- Reviewed accounts receivable, accounts payable and financial statements.
Education
Bachelor of Science - Accounting
Xavier University
Cincinnati, OH12.2022
MBA -
Xavier University
Cincinnati, OH08.2024
Skills
Generally Accepted Accounting Principles (GAAP)
Generally Accepted Auditing Standards (GAAS)
Financial Accounting
Microsoft Office
Analytical Problem Solving
Communication Skills
Leadership Skills
Timeline
Audit Intern
Clark Schaefer Hackett
05.2024 - Current
Audit Intern
BDO Usa
01.2023 - 06.2023
Accounting and Finance Intern
The Health Collaborative
01.2021 - 06.2021
Accounting and Finance Intern
Kaiser Consulting
03.2018 - 05.2018
Accounting and Finance Intern
Blue & Co., LLC
09.2017 - 12.2017
Bachelor of Science - Accounting
Xavier University
MBA -
Xavier University
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