Brian Katz Email & Phone Number

Tampa, Florida, United States

• Responsible for being agile when it comes to ever-changing daily projects given directly from CFO to assist with organizing financial accounts
• Administered over a thousand journal entries into BrokerWolf software to facilitate the transition from the old accounting software to the new accounting software
• Developed an Excel method that sped up the process of identifying potential mistakes in monthly Health Care and Life Insurance payments by 90%
• Performed monthly bank reconciliations to sustain accurate records of multimillion-dollar transactions

New York, United States

• Assisted on the tax compliance of a company with assets totaling over $74 billion through the wealth asset management department of EY’s financial services office
• Participated in the preparation and review of over 40 tax returns while ensuring the data was accurate and had a timely submission
• Communicated issues dealing with the tax work papers in team meetings
• Actively engaged in continuous learnings to expand knowledge by attending trainings and workshops dealing with tax laws, tax compliance software, and personal growth

Glastonbury, Connecticut, United States

• Provided exceptional customer service during my time leading the customer concerns division
• Processed cash, credit, and debit payments for customers with high efficiency
• Trained ten new workers in business financial operations and procedures

East Granby, Connecticut, United States

• Mentored and protected the safety of every camper enjoying recreational activities
• Planned and managed two events each summer focused on physical/mental development
• Coordinated daily schedule of activities and managed transitions to ensure a timely arrival

Master'S Degree, Accounting

Bachelor'S Degree, Accounting