Bailey Haner, Cpa Email & Phone Number

Albany, New York, United States

- Connected with and maintained positive relationships with audit clients as well as other engagement team members.- Responsible for coordinating a variety of audits and reviews with clients and presenting clean and accurate workpapers to managers and partners.- Responsible for ensuring assigned audits are adequately scheduled and that audit work is completed on time.- Responsible for working through complex, high level engagement areas while supervising staff accountants as well as reviewing their work and ensuring jobs are completed on time.- Responsible for preparing client deliverables including financial statements, notes to financial statements, as well as 990 tax returns for tax exempt clients.

Albany, New York, United States

- Connected with and maintained positive relationships with audit clients as well as other engagement team members.- Responsible for coordinating a variety of audits and reviews with clients and presenting clean and accurate workpapers to managers and partners.- Responsible for working through complex, high level engagement areas while supervising staff accountants and ensuring jobs are completed on time.- Responsible for preparing client deliverables including financial statements, notes to financial statements, as well as 990 tax returns for tax exempt clients.

Albany, New York, United States

-Was assigned to the healthcare tax exempt team.-Learned to use the RHCF 2020 cost report program and used to program to assemble and edit many different cost reports for clients.-Performed the certification procedures for dozens of completed RHCF cost reports.-Responsible for using CHH ProSystem fx Engagement to navigate and manage a multitude of client files.-Responsible for importing client trial balances into the company's trial balance database.-Prepared account groupings for any new accounts added in the current year (associated with the AHCF cost reports), which provided me with extensive exposure to the chart of accounts of many different clients.-Worked extensively with the partners of the healthcare tax exempt team.-Responsible for establishing communication with a multitude of clients in order to obtain information for both the RHCF and AHCF cost reports.

Plattsburgh, New York, United States

-Responsible for recording daily inventory consumption and weekly fuel consumption through JD Edwards. -Responsible for using the JWS system to create tickets for inventory transfers. -Performed an audit of the company credit card expense reports. -Created step by step instructions on how to records daily inventory consumption and weekly fuel consumption.-Worked closely with plan operators in order to ensure proper inventory consumption numbers as well as proper end of month physical readings.-Reconciled end of month inventory amounts to the physical readings through JD Edwards.

Plattsburgh, New York, United States

-MIS 275 is the introductory class for Management Information Systems.-MIS 275 is comprised of a series of weekly Microsoft Excel and Microsoft Access Projects which require the students to understand and use many of the complex features and functions that exist in these two programs.-The teaching assistant for this class is expected to hold office hours each week during which students can join in order to get help with these projects.-Requires a complex understanding of both Microsoft Excel and Microsoft Access.

Plattsburgh, New York, United States

-Peer tutor for financial accounting, managerial accounting, and microeconomics.-Requires a vast knowledge of introductory accounting and economic topics.-Requires the ability to effectively teach students many topics that were covered in these courses.

Au Sable Forks, New York, United States

-Responsible for completing a variety of customer transactions, including both cash and credit, through a point of sale system.-Reconciled the cash drawer to the customer receipts at the end of the day to ensure that the proper amount of cash was in the drawer.-Provided top tier customer service by answering questions about certain products or product locations while operating the register and carrying out a series of fast paced transactions.-Helped to unload the delivery truck on Fridays.-Stocked and rearranged the shelves when I wasn't at the register.