Summary
Overview
Work History
Education
Skills
Skills
Timeline
Generic

YOSEF BESHA

Minneapolis,MN

Summary

Experienced professional with strong analytical, communication, and teamwork skills. Proven ability to adapt quickly to new environments and situations. Eager to contribute to team success and further develop professional skills. Positive attitude and commitment to continuous learning and growth drive efforts. Expertise in finance and accounting with proficiency in Excel-based financial and management reporting, expense budgeting and monitoring, and conducting ad hoc financial research. Dedicated to fostering collaboration through excellent problem-solving, communication, and presentation skills.

Overview

20
20
years of professional experience

Work History

Auditor

Wisconsin Department of Revenue
05.2024 - 01.2025
  • Generated monthly production reports on appeals, audit referrals, and customer service.
  • Reviewed tax returns for accuracy and compliance with tax laws.
  • Prepared audit work papers and reports, documenting findings and conclusions succinctly.
  • Communicated with taxpayers to clarify details regarding their tax returns. Managed approximately 30 incoming calls, emails and faxes per day from customers.
  • Conducted independent audits of individuals and businesses and assisted senior auditors with complex cases.
  • Utilized data analytics to identify potential audit targets and assess risks.
  • Researched tax law updates and shared knowledge with colleagues.
  • Performed compliance activities, including resolving non-filer cases and reviewing income tax accounts.
  • Documented actions and maintained records in DOR computer systems.

Tax Preparer

Jackson Hewitt Tax Services
06.2024 - 12.2024
  • Provided tax preparation and financial services.
  • Managed approximately 30 incoming calls, emails and faxes per day from customers.
  • Offered banking and financial consultations.
  • Delivered financial coaching services aimed at significantly reducing debt.

Staff Accountant

Sevita Health
12.2022 - 07.2023
  • 'Managed approximately 30 incoming calls, emails and faxes per day from customers.'Conducted financial statement analyses and internal control audits.
  • Prepared journal entries and adjustments for revenue and expense accounts.
  • Ensured accuracy, timeliness, and completeness in financial data entry.
  • Managed biweekly payroll preparation and corporate income tax filings.
  • Provided ad hoc analyses, financial reviews, and forecasts.
  • Prepared budgets, assisting in the creation and review of annual budgets.
  • Completed monthly, quarterly, and annual financial closes accurately and on time.
  • Managed accruals, monitored, and reconciled expenses.
  • Submitted monthly sales and use tax payments.
  • Handled contract management and insurance management.
  • Reviewed fixed assets, tracked existing assets, recorded depreciation, and accounted for asset disposition.
  • Reconciled and submitted corporate credit card payments.
  • Handled daily tasks, including following updates for meetings and email communications,Managed 20 incoming calls, and emails per day from customers. daily cash log, check deposits, and lease tracking.

Associate Real Estate Accountant

CBRE Inc
05.2023 - 06.2023
  • Strong understanding of accounting principles, including the accounting cycle and financial statement preparation.
  • Lease agreements, and property management practices.
  • Experience with accounting software (e.g., Yardi, MRI, QuickBooks) and Microsoft Office Suite (Excel, Word).
  • Ability to analyze financial data, identify trends, and prepare reports.
  • Effective verbal and written communication skills to interact with property managers, tenants, and other stakeholders.
  • Ability to manage multiple tasks, prioritize work, and meet deadlines.
  • Managed approximately 10 incoming calls, and emails per day from customers.

Facility Management Worker

University of Minnesota
02.2005 - 12.2022
  • Provided customer service and assisted with the day-to-day operations and functionality of a facility.
  • Ensured a safe, well-maintained, and efficient environment for occupants.
  • Coordinated maintenance and repairs.
  • Managed 5 incoming calls, and emails per day from customers.

Education

Bachelor of Science - Accounting

Metropolitan State University
Minneapolis, MN
01.2022

Associate Degree - Accounting

Minneapolis Community & Technical College
Minneapolis, MN
01.2019

Skills

  • WINPAS
  • Excel
  • Microsoft Office
  • SAP
  • ERP
  • Oracle
  • PeopleSoft
  • Blackline
  • GAAP
  • GL Accounting
  • Auditing
  • Tax Accounting
  • Financial Analysis
  • Development of Expense Allocation
  • Analysis of Operating and Capital Budgeting
  • Cash Flow Monitoring
  • Month-End Financial Reporting
  • Year-End Financial Reporting

Skills

WINPAS, Excel, Microsoft Office, SAP, ERP, Oracle, PeopleSoft, Blackline, GAAP, GL Accounting, Auditing, Tax Accounting, Financial Analysis, Development of Expense Allocation, Analysis of Operating and Capital Budgeting, Cash Flow Monitoring, Month-End and Year-End Financial Reporting

Timeline

Tax Preparer

Jackson Hewitt Tax Services
06.2024 - 12.2024

Auditor

Wisconsin Department of Revenue
05.2024 - 01.2025

Associate Real Estate Accountant

CBRE Inc
05.2023 - 06.2023

Staff Accountant

Sevita Health
12.2022 - 07.2023

Facility Management Worker

University of Minnesota
02.2005 - 12.2022

Bachelor of Science - Accounting

Metropolitan State University

Associate Degree - Accounting

Minneapolis Community & Technical College

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