Karl Burkoth Email and Phone Number

Organize and provide initial review of client tax documents. Communicate with clients, requesting missing information as neededAccurately enter tax documents into Drake tax softwareWork securely and discretely with highly sensitive and confidential client information

Coordinate the annual operating budget process, review, analyze and make recommendations on budget needsMonitor and analyze department and fund activity as compared to budget and overall performance, prepare quarterly operating forecasts of year-end resultsAssist in facilitating the annual financial audit, including: preparing work papers, communications with the audit team and preparation of the CAFR, in accordance with GAAPCoordinate and lead internal audits within finance department including: revenue contract compliance, payroll, invoice, deposits, journal entry test of transactions, reimbursements, credit card transactions, petty cash reconciliation and fixed assets inventoryCreated and host annual employee budget workshops - giving all Park Board employees a voice in the budget process through in person listening sessions, surveys and email submissions. Key member of Risk Assessment Team, managing the risk assessment process which includes: risk assessment, risk analysis, reporting and action planning and action implementation and monitoring Lead Park Board claims process - handling claims against the Park Board promptly and respectfully

Accounting and financial specialist for the Plant Protection and Agricultural Marketing and Development DivisionsReview Federal Grant awards and create budgets for projects specified in the terms of the award letter. Reconcile grant expenditures quarterly, and prepare financial reports for the issuing federal agencyCoordinate and communicate County Fair reimbursement program to 87 state counties. Complete audit of financial statements provided by county fair boards

In charge of leading transition of accounts receivables from Canadian office to USProvide training for new employeesPartner with the billing group on credit memos to be issued and to properly invoice customersMaintain predetermined collection levels for the severely past due accounts and achieve cash collected and Days Sales Outstanding goals for the departmentAlert management and sales to changes in risk and creditworthiness for customer accountsEstablish and maintain credit limits based on sales, payment terms and financial conditionsCreate monthly reports including; monthly key account report for management, customer requests reports, and management requests

Managed multiple client portfolios by obtaining and documenting the current status of litigation issues.Assisted clients by providing daily updates of 100+ foreclosure files to ensure an efficient, cost-effective, and compliant foreclosure process.Analyzed Residential Credit Solutions’ files to determine alternative resolutions in getting to their end goal of proceeding with the foreclosure process. Prepared and presented results to RCS in an aged asset report detailing the 25 most aged foreclosures.Provided one-on-one training with client attorneys to ensure they were correctly using the technology to efficiently complete the foreclosure process.Communicated system errors to attorneys to ensure correct steps are taken to move forward and avoid future delays.Consistently achieved among the highest productivity levels within my team while completing my workload one day ahead of schedule.Met strict daily deadlines in line with department procedures.

Researched and located missing documents to ensure validity of Wells Fargo as mortgage servicer.Drafted Modification Agreements and Assignments to correct errors on mortgages.Contacted government offices, settlement agent, title companies, title underwriters, and borrowers by phone, email, fax, and certified mail in order to receive and record missing documents.

•Reviewed on average 165 contracts per day and maintained a 95% accuracy rate•Approve contracts or fix errors through DIAD computer system•Appointed to train new employees in reviewing and validating accounts

•Extensive market research of competitors within the medical device market segment to help develop new, safer hazardous drug administer product•Research using Academic Search Elite, Business Source Complete, Factiva, and LexisNexis Academic research tools•Create research reports of competitor information using Microsoft Word to help the company better understand the current competition