Rebecca Groen, CPA

• Serve as a controller, leading the accounting operations, for numerous non-profit clients simultaneously
• Supervise CLA accountants and client support staff, and provide necessary teaching and training
• Manage monthly close process, including reviewing workpapers, approving staff work, completing complex entries and reconciliations, and preparing monthly financial statements in accordance with GAAP
• Oversee client AP/AR processes, payroll processing, benefit administration, grant tracking and reporting, and management of restricted and endowment funds
• Attend client finance committee and board meetings, providing guidance on financial information to a non-accounting audience
• Provide guidance on internal controls and opportunities for improvement
• Assist clients in the preparation of their annual budget, monitor budget variances, and provide financial forecasts
• Prepare clients for their annual audit and manage the audit process through completion
• Facilitate the completion of federal and state tax returns, determine sales tax liabilities and complete sales tax returns as necessary
• Monitor client activity for compliance with state and federal regulations

Tax Project Manager 07/2023 to Current

• Serve as the liaison between the Minneapolis non-profit outsourcing and tax teams
• Provide guidance to outsourcing colleagues on issues related to state and federal tax filings
• Ensure timely filing of 990 and state tax filings for Minneapolis outsourcing clients
• Work with exempt tax team to prepare 990 returns and state filings

• Provided accounting, financial management, and HR services to political committees and non-profit organizations, including Senator Amy Klobuchar and Congressman Dean Phillips
• Managed day-to-day accounting tasks, including G/L management, account reconciliations, AP/AR, and payroll
• Created annual budget documents and provided ongoing budget oversight and forecasts
• Maintained accounting files and transaction records within accounting software and financial databases
• Supervised work completed by staff assistants and provided all necessary training
• Completed monthly and annual closing process, prepared financial statements, and prepared for annual audits
• Prepared all necessary tax filings, including annual 990, sales tax, 1099 filings, and payroll tax filings
• Completed annual insurance renewals and associated audits
• Participated in finance committee and board meetings and facilitated discussions of financial statements
• Completed quarterly and annual financial reports filed with the Federal Election Commission, Minnesota Campaign Finance Board, IRS, Minnesota Department of Revenue, and the Minnesota Attorney General's office

• Responsible for accounting, budgeting, database management, HR, and office management for Senator Amy Kloubuchar's successful 2012 re-election campaign
• Managed AP/AR, payroll, completed monthly account reconciliations, maintained donor database, tracked company inventory, and supervised staff assistants and volunteers
• Developed the organization’s operating budget and provided management with cash flow projections
• Prepared and filed quarterly reports with the Federal Election Commission and ensured compliance with applicable state and federal regulation

• Managed daily accounting duties and monthly reconciliations on behalf of clients
• Processed donations, maintained records, and prepared and filed reports with the Federal Election Commission
• Assisted in planning and executing fundraising events
• General office management