Phillip Beekman
Columbus
Summary
Dynamic accounting professional with extensive experience in tax preparation, account reconciliations, and financial reporting. Proven contributions enhanced accuracy and efficiency, leveraging skills in Microsoft Excel and financial systems to support organizational goals.
Overview
10
10
years of professional experience
Work History
Custodian II/Custodial Lead
Ohio State University
Columbus
06.2021 - Current
- Maintained cleanliness of dining room floors, carpets, entryways, and door glass, enhancing overall guest experience.
- Scrubbed and rewaxed floors to restore shine and ensure safe, welcoming environments.
- Cleaned bathroom counters, floors, and toilets, ensuring supplies like paper towels and toilet paper were always stocked.
To-go Specialist
Outback Steakhouse
Columbus
05.2024 - 06.2025
- Supported the to-go process by taking orders, packaging food, and delivering packages.
- Prepared takeout orders with attention to detail and presentation standards.
- Communicated effectively with guests to ensure order accuracy and satisfaction.
- Managed inventory levels of to-go packaging and supplies for daily operations.
Seasonal Tax Expert
Baker Tilly
Remote
01.2022 - 04.2025
- Resolved customers' tax filing issues through research and application of tax knowledge, enhancing their filing experience
- Assisted customers by answering inbound calls using headsets and software, providing accurate information from the portal
- Seasonal tax work for personal income taxes where employment starts and ends during tax season
Staff Accountant
Long, Schaefer, and Company
Cincinnati
11.2020 - 02.2021
- Reconciled credit card and bank accounts to ensure accuracy
- Prepared end-of-month journal entries to ensure proper classification of transactions
- Logged assets in depreciation system and calculated monthly depreciation for financial reporting
- Recorded monthly customer transactions in accounting system to maintain accurate financial records
Gaming, Fraud, and Risk
SB Tech
Las Vegas
09.2019 - 03.2020
- Reviewed payments for signs of money laundering and fraud, ensuring timely identification of potential risks
- Investigated account connections to detect and address suspicious activities
- Reviewed accounts to confirm accurate setup and compliance with gaming regulations
- Sent requests to clients for explanations and documents to resolve issues
Accountant III
MGM Resorts International
Las Vegas
10.2018 - 09.2019
- Adjusted invoices to align with correct expense or liability accounts
- Reviewed expenses to ensure all costs are recorded in the correct account
- Account reconciliations to ensure that the accounts reflect the right balance and that the transactions are in the proper accounts
- Investigated discrepancies causing variances for month-end close
- Executed adjustments, splits, and journal entries to accurately record transactions
- Worked with various departments and levels of management to solve problems
Tax Specialist
Paycor, Inc.
Cincinnati
12.2017 - 05.2018
- Filed and verified bulk tax filings for unemployment across assigned states, ensuring acceptance of all submissions
- Supported senior team members in updating correct tax rates and accounts, contributing to accurate tax compliance
- Tracked and confirmed delivery of sensitive tax documents, ensuring timely signing of tax filings upon arrival
- Researched W-2 files for several localities and prepared them to be sent to each agency
Accounting Specialist
d.e. Foxx & Associates
Cincinnati
07.2016 - 12.2017
- Analyzed tax problems to ensure compliance with agencies and mitigate potential liabilities
- Paid and filed unemployment, sales, and local withholding taxes on a biweekly, monthly, and quarterly basis
- Reconciled payroll accounts to ensure the correct recording of transactions
- Processed end-of-month inter-company journal entries to accurately allocate costs across departments
- Reconciled Daily Bank Transactions, daily cash tracking, and daily cash requirements
- Internal insurance auditing is designed to reduce internal risk by managing premiums and deductions for people on the insurance invoice and in the accounting system
- Created benefit uploads and analyzed prior benefit transactions to ensure correct balances
Volunteer Remote Bookkeeper
Felidae Conservation Fund
Mill Valley
10.2016 - 09.2017
- Paid contractors on a bi-monthly billing cycle
- Applied received funds to the correct projects
- Prepared reports for board meetings and grants
- Migrated financial data between accounts in QuickBooks online to ensure seamless record-keeping
- Collaborated with management remotely to provide timely financial updates and insights
- Filed 1099 forms to ensure accurate reporting of contractor payments for compliance with tax regulations
- Reconciled bank account every month
Chief Accountant- Short-Term Contract
Family Services Association
Dayton
10.2015 - 01.2016
- Assisted in preparing agency budget for 2015, ensuring alignment with financial goals
- Compiled and presented Board Reports for financial director’s monthly board meetings to facilitate informed decision-making
- Conducted end-of-month closings, including bank reconciliations and processing monthly payments, to maintain accurate financial records
- Recorded entries in General Ledger for payroll and monthly fees
- Posted the daily transaction journal to QuickBooks
Education
Bachelor of Science - Accounting & Finance, Concentration in Financial Management
Raj Soin College of Business, Wright State University
Dayton, OhioSkills
- Data analysis
- Accounting & Financial Systems
- Microsoft Office
- Excel
- Access
- Outlook
- Word
- Effective communication
Websites
Timeline
To-go Specialist
Outback Steakhouse
05.2024 - 06.2025
Seasonal Tax Expert
Baker Tilly
01.2022 - 04.2025
Custodian II/Custodial Lead
Ohio State University
06.2021 - Current
Staff Accountant
Long, Schaefer, and Company
11.2020 - 02.2021
Gaming, Fraud, and Risk
SB Tech
09.2019 - 03.2020
Accountant III
MGM Resorts International
10.2018 - 09.2019
Tax Specialist
Paycor, Inc.
12.2017 - 05.2018
Volunteer Remote Bookkeeper
Felidae Conservation Fund
10.2016 - 09.2017
Accounting Specialist
d.e. Foxx & Associates
07.2016 - 12.2017
Chief Accountant- Short-Term Contract
Family Services Association
10.2015 - 01.2016
Bachelor of Science - Accounting & Finance, Concentration in Financial Management
Raj Soin College of Business, Wright State University