Alexis Petznick Cpa Email & Phone Number

Phoenix, Az, Us

Seattle, Washington, Us

- Developed ad-hoc financial models and analyses to support strategic initiatives and respond to the management's concerns- Maintained and communicated updates to a rolling budget incorporating various inputs such as department-level budgets, compensation and headcount projections, and revenue forecasts. - Updated monthly Dashboard with metrics and restructured data entry for the existing dashboard to improve the efficiency of monthly updates- Worked on cross function project teams to advance company-wide initiatives and programs- Assisted with analysis of profit margins to ensure profitability in the US, Canada, and Europe remaining sensitive to local differences and global economic factors- Provided as-needed financial analysis to support the Finance Manager and Director of Finance

-Accountable for the financial and accounting operations of the company-Create and analyze monthly, quarterly and annual financial reports-Maintain accurate books and records using QuickBooks Online-Responsible for tax compliance at the Federal, Washington State, City of Seattle, and County levels-Enhance and monitor controls to mitigate exposure to risks-Manage payroll and related functions-Design processes to ensure the company's rapid growth is managed and furthered

Worldwide, Oo

Licensed Certified Public Accountant in the state of WashingtonTax Consultant for the Business Tax Services practiceSupported multi-national public companies in their tax compliance processes through balance sheet and profit and loss analysis, preparation of Schedule M tax adjustments, and assistance with accounting method changes. System experience: GoSystems, CorpTax, Essbase, Oracle Hyperion Financial Management.

Assisted Master's of Accountancy and Taxation professors with their courses. Assisted my professor with the organization and deliverables of the Taxation of HNW Individuals/ Family Financial Planning course of the Master's of Taxation program.

Worldwide, Oo

Conducted quarterly review audit procedures including variance analytics, internal controls, and other documentation. Prepared individual, private foundation, multi-state and corporate tax returns with guidance from various tax professionals. Participated in audit-specific training and several professional development sessions.

Prepared tax returns to be reviewed and filed on behalf of individual clients. Experience working in Lacerte Tax Software, and ProSystemsFx Practice Management Software. Assisted the company in adopting a new practice management system and in digitalizing their client information and tax return files. Assisted in compiling tax returns during tax seasons. Scanned and reviewed documents, as well as completing special projects as prompted by any of the Certified Public Accountants. Implemented training procedures for scanners and trained several others in computer literacy. Answered phones and greeted clients for meetings. Completed copying projects and typed memos.

Assisted Financial Planners James L. Duchene, CFP, CLU, and Roy J. Mason, CLU at Lincoln Financial Advisors with applications, paperwork, and all other administrative needs. Prepared Financial Condition Models, transitioned their client relationship management system, and maintained client files in agreement with the firm's compliance regulations. Communicated with clients to assist throughout life insurance, investment, and other financial planning application processes.James Duchene and Roy J. Mason are registered representatives of Lincoln Financial Advisors Corp., a broker-dealer (member SIPC) and registered investment advisor. CRN-945943-061214

Answered phones and directed buyer calls to agents. Updated the company's website with listing updates from the Northern Arizona MLS, blog posts, and photos. Managed social media accounts and sent out weekly service reports and HUD home e-mail updates to agents. Completed many other special projects as designated.

Master Of Taxation, Taxation

B.S. Accountancy, Accountancy

Accountancy

Education record

High School Diploma, College Preparatory Coursework