Mitchell Baumeister
Ballston Spa,NY
Summary
Detail-oriented and experienced Senior Accountant focused on improving company financial operations and streamlining processes using effective leadership, planning and decision-making abilities.
Overview
5
5
years of professional experience
Work History
Senior Accountant II
Ultimus Fund Solutions
01.2019 - Current
- Reviewed weekly Accounts Payable process to ensure accuracy in QuickBooks entries.
- Reviewed documents and accounts for discrepancies and resolved variances.
- Reviewed various daily, weekly and quarterly deliverables to client.
- Reviewed monthly journal entries and reconciliations.
- Prepared & reviewed quarterly close financial statements and workbooks.
- Prepared capital call and distribution packages.
- Trained new employees on accounting principles and company procedures.
- Completion of company LEAD program. A program that recognizes high performing individuals and focuses on their development as a leader.
Education
Master of Science - Accounting
Siena College
Loudonville, NY12.2018
Skills
- Leadership
- Detail Oriented
- Team Training
- Expertise in QuickBooks and Microsoft Excel
- Financial Statement Review
- General Ledger Accounting
- Financial Reporting
- Account Updates
- Staff Oversight
Timeline
Senior Accountant II
Ultimus Fund Solutions
01.2019 - Current
Master of Science - Accounting
Siena College
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