Jeffery Fox, Cpa Email & Phone Number

Milwaukee, Wisconsin, United States

West Allis, Wisconsin, United States

Glendale, Wi

Glendale, Wi

-Perform all month end close procedures for System Products (SP) which is a part of the Building Efficiency (BE) business unit-Responsible for reviewing and approving 150 account reconciliations and 100 journal entries per month-Prepare the Construction in Progress and Capital Spending documentation for our SP business partners-Maintain all fixed assets records for SP accounting-Complete the monthly Reserve Analysis Schedule for the Director of Accounting of the Milwaukee Business Center (MBC)-Lead all month end close meetings as well as review and lead all quarterly Balance Sheet Review meetings-Work with our intercompany partners to make sure balances of accounts are in agreement

Delafield, Wi

-Prepared timely monthly accounting statements and performed month end close procedures-Provided accounting services for Qualified Settlement Funds-Performed the accounting services for various customers whose deposits are disbursed into ADM's network of select financial institutions

Wauwatosa, Wi

• Supervised all the functions of the Accounting/Billing Department* Responsible for all month end close duties• Reconciled all balance sheet accounts and performed all month-end close out procedures• Prepared monthly financial statements for the bank• Prepared annual budget and performed monthly comparisons of actual versus budget figures• Compared year-to-date performance of current year vs prior year figures on a monthly basis• Reconciled Explanation of Benefits from insurance companies against corresponding deposits• Reviewed and approved all invoices to be paid• Prepared weekly cash forecasts for the bank• Created a written procedural manual for the department and implemented internal controls• Coordinated Reviewed financial statements and tax returns with outside consultants• Used analytical skills to analyze ways to help the business run more efficiently• Used cash management skills to help control spending• Recorded insurance carrier sales and patient sales daily in Peachtree/Sage 50• Prepared monthly Sales & Use Tax Return

Waukesha, Wisconsin

-Compiled financial statements for service based industries-Prepared individual taxes consisting of varying complexities-Used networking skills to bring in new business for the firm

Greater Milwaukee Area

-Planned, performed, coordinated, and supervised audits of for-profit and non-profit entities, broker/dealers, and employee benefit plans-Prepared financial statements of for-profit and non-profit entities, and employee benefit plans-Prepared tax returns for C corporations, S corporations, Partnerships, non-profit organizations, and employee benefit plans-Mentored new employees to help them with their professional development-Increased emphasis on business development

Greater Milwaukee Area

-Responsible for more complex audits and supervision on In-charge Accountants and Interns-Assigned greater volume of clients and assumed business development

Greater Milwaukee Area

-Promoted and assigned initial supervision duties of Staff Accountants and basic audits

Greater Milwaukee Area

-Conducted routine audits and prepared financial statements

Bba, Accounting

Dean's list

Education record

Activities and Societies: Football, Baseball, National Honor Society member, math and writing lab aid