Kathy Doan Email & Phone Number

Chicago, Il, Us

Chicago, Il, Us

Chicago, Il, Us

Chicago, Il, Us

- Greeted and served as the first point of contact for visitors- Answered phone calls and set up appointments for staff members using Microsoft Outlook- Directed visitors to relevant staff and resources located throughout campus- Performed clerical and other office-related duties as assigned- Managed Book Loan Library Program and its relevant processes- Attended quarterly team meetings and 1:1 meeting with the Operations Manager

Chicago, Il, Us

- Prepared multi-state S-Corporation tax returns (10+ states)- Maintained a working knowledge of QuickBooks and the tax preparation software used in the office- Worked with financial statements and posted journal entries- Completed bank reconciliations accurately and timely - Performed other accounting duties as necessary to meet the responsibilities of the position and client expectations- Identified and communicated tax and accounting issues to senior associates, managers and partners

- Analyzed balance sheet accounts and posted journal entries in accordance with US GAAP- Performed bank reconciliations and followed-up on all outstanding checks for fund accounts worth over $10M- Updated daily cash account balances and any electronic payments for each fund each morning- Collaborated with the Finance Director in creating the Fiscal Year Budget and distributed physical copies to other directors within the vicinity- Maintained accounting data and records by creating copies and filing documents