Summary
Overview
Work History
Education
Skills
Timeline
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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, NY
12.2018

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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Mitchell Baumeister