Perry H. Email and Phone Number

Perform monthly bank and cash reconciliationsAssist in monthly reconciliation of general ledger accountsMaintain client files and financial recordsRun month or quarter-end reports as requestedMake month or quarter-end journal entriesSupport Accounting Manager with financial statement preparation; some independent preparation on less complex accountsAssist the Accounting Manager with regulatory correspondence and complianceCorrespond and interact with clients and related service providersAssist in arrangement of Board of Directors and Annual General Meetings as requiredEnsure the Accounting Manager, Account Manager, and Senior Account Manager are copied on all relevant correspondenceAid the company by adhering to and maintaining standards per ISMS policy and procedure

Maintaining financial reports, records, and general ledger accounts.Preparing journal entries, analyses, and account reconciliations and assisting with monthly close processes.Contributing to the development and review of annual operating budgets and performance projections.Maintaining documentation for accounts payable, purchasing, and treasury and conducting internal audits.Performing monthly balance sheet reconciliations.Meeting processing and reporting deadlines.Responding to information requests, reviewing financial statements, and assisting with audits.Ensuring compliance with GAAP.Assisting the accounting manager as needed.

Develop and improve the financial literacy program for students to grow and learn new ways to Budget, save money, and start planning for life after college.This program consists or 3 to 5 events each focused on a different topic to help introduce and begin thinking about their finances and to provide the students with contacts to financial experts for support.

Analysis and review of the most complicated taxpayer returns for proper preparation, accuracy, and compliance with Vermont tax laws and regulations. Drafts correspondence to contact taxpayers or their representatives as required. Promptly responds to calls and correspondence from taxpayers and/or their representatives regarding their tax returns or audit assessments, providing answers and explanations that are clear, concise, and easy to understand on the most complex type of tax issues. Review returns to correctly determine claimant's eligibility for rebate programs and approve tax credits. Properly research and interpret Federal and Vermont tax laws, regulations, and policies with the highest degree of difficulty to advise taxpayers of the laws and regulations applicable to their specific situation or type of business.

responsible for all aspects of the closing and funding of residential mortgage loan and home equity applications in accordance with HFCU and investor policies and guidelines. The MLC is responsible for ensuring that all aspects of the closing and funding process are completed in a timely and accurate manner. In addition, the MLC performs will assist in rectifying any file errors post-closing in a timely manner to ensure clean loan files and sale-ability.

Assists in operations within Food and Nutrition Services, and Environmental Services. some duties are but are not limited to: Tray carrying, Working the patient food line, Preparing meals for patients, operating the food court, General hospital cleaning, inpatient room cleaning, trash and biohazard removal, and emergency department cleaning.

Analyze data and prepare work papers and tax returns based on professional standards for a variety of entities and individualsIdentify, research, and assess various tax issues while also providing information to seniors and managersPossess and maintain a thorough knowledge of tax laws and issues including IRS, Courts, and other regulatory bodies

covered a designated territory and took care of 40+ clients. placed and put away orders.

Front end associate, helped cash out customers,

Handled stock, serviced clients, Handled orders, Worked on reducing accounts receivable issues.