West Bend, Wisconsin, United States
• Conducted financial statement and benefit plan audits for closely-held businesses. • Oversaw team members, fostering collaboration and efficiency in audit processes. • Engaged directly with clients to gather necessary information, enhancing client relationships and service delivery.
• Maintained the general ledger to ensure accurate financial reporting and compliance. • Filed monthly sales and use tax returns to meet regulatory requirements. • Assisted in the implementation of ASC 842 and SOX 404, enhancing internal controls.
• Assisted with daily office operations, including filing, copying, and phone management. • Processed department fund requests and managed cash from interoffice sales. • Developed strong organizational and communication skills while supporting the Chancellor's Office.