Karl Steiner

MBA Accountant

New York City Metropolitan Area

About

Business Development professional with MBA specializing in accounting; excels at accounting, bookkeeping, A/R, A/P, revenue forecasting, financial planning; skilled at identifying sales opportunities and consultatively selling solutions and/or services to new clients while developing client-specific strategies for achieving revenue, gross profit and other financial targets.

Experience

  • Bookkeeper at Love Thy Neighbor
    Apr 2021 - Present · 5 yrs 3 mos

    • Complete all accounting tasks, including reconciliation, journal entries, and payroll. • Manage and oversee sales and fund-raising financials in the non-profit arena. • Developed, wrote, and secured a government grant for $114,000.

  • Staff Accountant at Preferred Home Health Care
    Sep 2022 - Mar 2024 · 1 yr 7 mos

    • Assist with preparation of the company’s monthly, quarterly, and annual financial statements as part of the company headquarters • Perform month-end reviews of the P&L and balance sheet to ensure completeness and accuracy • Identify and rectify inaccurate postings, accruals, and missing expenses, while working to oversee the work completed by outsourced vendors. • Perform account analysis, journal entries, and reconciliations. Reduced the turnaround time from 6 weeks to 2 weeks • Conduct internal and external audits • Assist with cash posting for 13 regional healthcare branches

  • Accountant at PREFERRED HEATH CARE SERVICES
    2022 - 2024 · 2 yrs

    • Assist with preparation of the company's monthly, quarterly, and annual financial statements as part of the company headquarters • Perform month-end reviews of the P&L and balance sheet to ensure completeness and accuracy • Identify and rectify inaccurate postings, accruals, and missing expenses, while working to oversee the work completed by outsourced vendors. • Perform account analysis, journal entries, and reconciliations. Reduced the turnaround time from 6 weeks to 2 weeks • Conduct internal and external audits • Assist with cash posting for 13 regional healthcare branches

  • Accountant at Rumson Wine and Spirits Shop
    Jul 2020 - Aug 2022 · 2 yrs 2 mos

    • Prepared and verify daily journal entries and reports incurred expenses, managed inventory, and completed all other accounting procedures for daily business. • Prepared month-end procedures, including bank reconciliations, temporary account adjustments and closings, compile monthly reports and maintenance of returned checks and chargeback accounts. • Prepared and process payroll using ADP payroll service, imputing journal entries taxes or benefits. • Implemented daily procedures, reducing the daily cash drawer variance amount by $3000 per month

  • Tax Accountant at Mezzasalma Advisors
    Jan 2020 - Jul 2020 · 7 mos

    • Prepare tax returns for both new and returning clients; reviewed A/R and A/P in QuickBooks and hard copy, in accordance to internal control procedures, best practices and regulatory compliance. • File multiple returns for various taxes and states, including sales and use tax, personal property taxes and various other business licenses; rigorously gather and research information in conjunction with policies and procedures.