Chad Durkee, Cpa Email & Phone Number

Oshkosh, Wisconsin, United States

Oshkosh, Wisconsin, United States

Oshkosh, Wisconsin Area

• Advised clients (buyers, seller, and investors) on market conditions, prices, mortgages, and related matters in real estate buying/selling transactions
• Acted as an intermediary in negotiations between buyers and sellers, generally representing one or the other
• Prepared documents such as contracts, purchase agreements, closing statements, deeds and leases

Oshkosh, Wisconsin Area

Oshkosh, Wisconsin Area

• Prepared complex business and individual tax returns, financial statements, reports, and analyses
• Identified inefficiencies in processes and implement strategies to eliminate unnecessary time and resources needed to complete certain tasks
• Managed multiple on-going tasks and requests and complete them within strict deadlines
• Communicated with shareholders the status of client returns and current projects
• Provided high-level in-depth consulting on areas discovered during engagements
• Trained/mentored/coached new employees starting with the firm

Oshkosh, WI

• Reviewed account balances to ensure accounts are properly funded, while reconciling payments on a daily basis for accounts located across the globe
• Improved the current direct debit process for our international accounts in order to be better protected, as well as lead the SEPA mandate procedure for existing and new direct debits in Europe
• Prepared suggested SWIFT transfer cut-off times and target balances for our accounts that sweep on a daily basis
• Created a 100+ page work instruction manual for all tasks executed on the international side of treasury

Appleton, WI

• Prepared a wide variety of individual, trust, manufacturing, and property tax returns
• Effectively managed multiple on-going tasks and completed them within strict deadlines
• Communicated the status of client returns with upper-management on a daily basis

Oshkosh, Wisconsin

• Reconciled business entity bank accounts daily, conducting reports describing account activity
• Updated and delivered treasury dashboard to senior management on a daily basis
• Initiated electronic funds transfer payments and reimbursements
• Conducted account analyses in order to implement strategies to decrease costs

Oshkosh, Wisconsin

• Formed relationships with customers by providing superb customer service by executing their banking needs or by referring them to proper staff
• Processed accurate deposits, withdrawals, and payments for the customers
• Exceeded or consistently met sales goals by selling and cross-selling accounts to both customers and non-customers
• Averted bank losses nearing $100,000 by properly determining fraudulent checks presented at the teller line