Anna Warrington Email & Phone Number

- Review Investment Management Agreements to setup fee calculations - Calculate fees and create entries for General Account (GA) Mgmt. Fees- Prepare monthly GA Assets Under Mgmt. (AUM) Rollforward- Prepare SOX documentation and promptly respond to Compliance requests- Record entries for benefit expenses and accruals- Monitor and create entries for the operating bank accounts- Prepare quarterly revenue and fee trend analysis- Prepare monthly balance sheet reconciliations - Monitor and maintenance accounting systems

Cedar Rapids, Iowa Area

- Consolidating financial information to complete statutory statement filings- Analyzing data for completeness and quality - Communicating with employees across the organization on a daily basis- Examining processes for efficiency improvements- Rebuilding processes to increase automation and improve controls- Supervising and reviewing work of up to three interns- Utilizing FAR Essbase, VBA Macros, SQL, Tableau, and other accounting software to complete work

Minneapolis, Minnesota

Financial services tax associate position responsible for preparing partnership and S-Corp tax returns for federal and state.

- Communicated effectively with patients and coworkers - Reported charting for every shift with online documentation systems - Coordinated with coworkers to provide highest level of care for patients- Acted as a new staff trainer on the Leadership Team

Minneapolis, Minnesota

- Completed entity tax returns- Collaborated with the Federal and State compliance teams - Discussed project status with senior staff - Assisted staff members with projects as needed- Networked with tax staff in various offices

Cedar Rapids, Iowa

- Worked 25 hrs. per week in the tax department - Analyzed and adjusted client financial statements - Completed tax returns for Partnerships, S-Corps, Individuals, & HOA’s- Communicated with partners, senior accountants, and staff on job progress- Participated in weekly team strategy meetings

Cedar Rapids, Iowa Area

- Utilized Oracle queries and SQL to retrieve data from various databases- Worked 35-40 hrs. a week depending on class load - Completed daily journal entries for various accounting transactions - Interacted with other accounting departments and actuarial staff to resolve issues detected - Reconciled two reports for SOX documentation on a quarterly basis- Updated and analyzed reports on a quarterly and monthly basis - Engaged in weekly progress meetings during quarter end- Aided my coworkers with other tasks as needed to support company goals- Trained other interns on Financial Controls related tasks and responsibilities- Maintained and developed task documentation - Created and refined accounting processes to increase efficiency

Iowa City, Iowa Area

Bachelor Of Business Administration (B.B.A.), Accounting And Bais, Junior

Activities and Societies: Beta Alpha Psi, Volunteer Income Tax Assistance (VITA)

Associate Of Arts (A.A.), Art/Art Studies, General

Activities and Societies: Phi Theta Kappa- International Honor Society of Community Colleges