David Majewski Email & Phone Number

Chicago, Illinois, US

• Maintain and organize financial records, files, and documentation in compliance with company policies.
• Reconcile daily credit card transactions and manage company credit card usage, ensuring accurate reporting and compliance.
• Assist in month-end closing procedures and preparation of financial reports.
• Support the Director of Finance with purchasing, expense management, and internal control reviews.

Saginaw, MI, US

• Performed financial statement audits of multiple clients, mostly non-profit organizations
• Compiled and analyzed financial transactions to ensure alignment with client records
• Performed journal entry testing to ensure no fraudulent transactions occurred
• Gathered information on-site from clients regarding internal controls and separation of duties
• Documented audit procedures and created workpapers to support audit findings
• Kept high ethical standards, maintaining the confidentiality of client information

Jersey City, NJ, US

• Completed individual clients’ tax returns for a diverse client base
• Provided personalized tax advice and guidance to clients, optimizing their financial situations, and minimizing tax liabilities
• Used up-to-date knowledge of federal and state tax codes and regulations
• Conducted in-depth interviews with clients to gather appropriate data, identify potential deductions
• Collaborated with a team of tax professionals to streamline tax preparation processes and improve overall efficiency