- Prepare and manage Occupancy allocation budget/actuals, assist in Capital budgeting process- Monthly Budget vs. Actual reporting to multiple segments, serve as point person- Prepare monthly projections and forecasting- Prepare value-added Financial analyses to assist senior management- Process improvement experience

• Prepare and manage Occupancy budget, Capital budget and projections• Assist senior management by providing value-added Financial analyses that help determine the direction of operational decision making and planning• Financial reporting with extensive Oracle experience• Recommend process improvements

• Managed and forecasted five-year state-wide recruiting budget exceeding $250K• Worked closely with financial operations officer to maintain and monitor cost per hire• Served as strategic business consultant to local leadership; participated in monthly executive level meetings• Created and led many successful regional/national project team strategy initiatives• Responsible for Wisconsin Intern and Associate hiring

• Worked closely with and developed staff on all phases of project and engagement management for multiple clients• Prepared complex individual, international, trust, partnership, payroll, not-for-profit, sales/use and S/C corporate returns• Involvement with public and private clients, SEC reporting, tax provisional calculations and international filing requirements• Prepared monthly, quarterly and year-end journal entries, general ledger and financial reports for small business… Show more • Worked closely with and developed staff on all phases of project and engagement management for multiple clients• Prepared complex individual, international, trust, partnership, payroll, not-for-profit, sales/use and S/C corporate returns• Involvement with public and private clients, SEC reporting, tax provisional calculations and international filing requirements• Prepared monthly, quarterly and year-end journal entries, general ledger and financial reports for small business clients• Maintained and updated client fixed asset databases• Assisted in client management and practice development activities, received rising star award for practice development marketing• Researched and consulted on various tax matters; utilized tax-related software to prepare and process returns• Responded to inquiries from the IRS and other tax authorities• Experience with audited financial statements, compilation and review engagements• Mentored and coached internship program staff members Show less

• Managed self-employed internship program• Earned state license to sell life insurance products• Analyzed client needs and offered financial solutions tailored to each client's individual needs

• Worked closely with and developed staff on all phases of project and engagement management for multiple clients• Prepared complex individual, international, trust, partnership, payroll, not-for-profit, sales/use and S/C corporate returns• Involvement with public and private clients, SEC reporting, tax provisional calculations and international filing requirements• Prepared monthly, quarterly and year-end journal entries, general ledger and financial reports for small business… Show more • Worked closely with and developed staff on all phases of project and engagement management for multiple clients• Prepared complex individual, international, trust, partnership, payroll, not-for-profit, sales/use and S/C corporate returns• Involvement with public and private clients, SEC reporting, tax provisional calculations and international filing requirements• Prepared monthly, quarterly and year-end journal entries, general ledger and financial reports for small business clients• Maintained and updated client fixed asset databases• Assisted in client management and practice development activities, received rising star award for practice development marketing• Researched and consulted on various tax matters; utilized tax-related software to prepare and process returns• Responded to inquiries from the IRS and other tax authorities• Experience with audited financial statements, compilation and review engagements• Mentored and coached internship program staff members Show less

• Assisted owner with implementing and maintaining bookkeeping software• Developed leads, qualified potential customers, made customer visits, expanded customer list, followed-up with repeat sales for many principals• Prepared invoices, organizational charts, quotes, packing lists