Derek Pluim, Ea Email & Phone Number

•Preparation of monthly financial statements (accrual based) in accordance with GAAP •Preparation of monthly and cumulative job cost reports using Excel to monitor job site financial status •Manage daily and monthly transactions to produce continuous cash flow projections •Various ad hoc financial analysis as requested by management•Review construction project billable units and generate progressive invoices •Research and implementation of newly acquired ERP software •Administer the rollout of new corporate credit card with receipt management tool •Develop internal accounting policies to better measure Indirect Construction Costs vs SG&A Expenses

Sun Prairie, Wi, Us

•Analyze financial and supporting documentation submitted for formal and informal lending requests•Understanding of GAAP prepared financial statements utilized for annual reviews and loan requests•Review entity Balance Sheet, Income Statement, and Cash Flow to monitor financial condition and trends•Monitor interim financial reports to identify financial trends and ensure loan compliance•Determine how to structure new credit and loan actions to best fit each entity financial condition•Generate proforma financial statements to gauge loan and project financial impact•Qualify, validate, and reconcile financial information utilized in the credit decision making process•Approve, decline, or escalate credit decisions to higher authority levels as required•Communicate and present credit decisions and analysis through formal narrative write-ups

Sun Prairie, Wi, Us

• Manage a portfolio of approximately 230 clients, primarily which are agriculturally related• Consult agriculture operations in regards to tax planning, entity formation, and transitional planning • Provide accounting consulting to clients in regards to general entry, reconciliation, accounting processes• Review client general ledgers and financial statements to ensure accurate reporting• Maintain client fixed asset and depreciation schedules • Prepare and sign individual, partnership, and corporate income tax returns• Prepare monthly, quarterly, and annual payroll filings for the federal and state government• Assist accounting specialists with client monthly entry and reconciliations • Provide training and feedback to intern staff and in-house accounting specialists• Utilize Microsoft Excel and Word daily for tax planning and accounting analysis projects • Create Excel trial balance worksheets for clients without proper record keeping systems• Analyze client accounting records to advise for most optimal tax planning outcomes • Participate in development and presentation of tax and accounting educational programs for clients• Ability to work and learn various accounting systems and software • Coordinate sales and prospect calls with financial officers and insurance officers• Build and maintain client relationships through various calls, meetings, and outreach events• Responsible for contacting and follow-up on delinquent client accounts • Participate and attend Purdue Sales Champion course in June 2018

Sun Prairie, Wi, Us

• Process client accounting transactions in accordance with GAAP • Provide accounting processing for clients to ensure accurate financial reporting• Update client fixed asset and depreciation schedules• Develop an understanding of tax planning, preparation, and accounting knowledge • Earned Farm Tax Certification through Farm Credit Services • Passed Enrolled Agent Exam and earned the EA credential to represent taxpayers before the IRS• Prepare tax returns for review by consultants • Participate in Sales Pro Insider – Genuine Sales Training Course by Nancy Bleeke

Stevens Point, Wi, Us

*Consult with local businesses and entrepreneurs to improve or start their business *Recruit and hire new consultants *Perform financial Analysis and projections*Conduct primary and secondary research for clients and analyze results *Write marketing plans, feasibility studies, and business plans*Communicate with clients on the phone, in person, or via email

Ripon, Wisconsin, Us

*Update student financial aid accounts and records using Microsoft Excel*Update student payroll information through the use of a database for on-campus jobs*Organize and file student financial information while maintaining confidentiality

Montreal, Quebec, Ca

*Cooperate with team to perform assembly line work*Responsible for labeling and packaging

Oak Brook, Illinois, Us

*Assist customers with carry-outs*Answer customer questions related to store products *Responsible for stock shelves and taking inventory

Bachelor Of Arts (B.A.), Business Management And Economics

Education record