Waukesha, Wisconsin, United States
• Perform review of monthly account reconciliations and balance sheets ensuring effective financial control and adherence to corporate accounting policies • Provide monthly financial analysis including identification, investigation and resolution of account variances • Prepare supporting schedules and assist in the preparation of the quarterly and annual 10-Q/10-K SEC filings in accordance with GAAP • Conduct other special projects and analyses for executive management on an independent basis assuming lead responsibility • Serve as liaison to ensure business units are in compliance with Sarbanes Oxley requirements
• Planned, coordinated, and executed cross-functional audit, review and compilation engagements specializing in the construction and real estate industry as well as employee benefit plan audit engagements • Contribute to professional staff development through on-the-job training, performance evaluations, and mentoring • Manage several tax specific clients, ensuring their corporate, partnership and individual income tax returns are prepared timely and accurately • Perform accounting research on emerging and existing accounting standards • Prepared financial statements, footnote disclosures, and other financial reports in compliance with generally accepted accounting principles for the use of shareholders, financial institutions or other necessary parties • Build effective working relationships with clients, staff and served as a career mentor to interns
• Planned and performed various audit, compilation and review engagements specializing in employee benefit plans, financial institutions, governmental entities and cooperatives • Prepared corporate, partnership and individual income tax returns • Consulted clients and advised on specific accounting issues