Sean K. Email & Phone Number

Chicago, Il, Us

Chicago, Il, Us

Co-manage all departments alongside ownership. Lead administrator of all company technology and information systems. Handle bookkeeping, financial statement generation, and tax preparation tasks. Project manage and support the company's growth initiatives.

Chicago, Il, Us

Manage select staff, lead the transition to QBO and custom ERP solution, establish and enforce organizational processes across departments.

Chicago, Il, Us

Handled end-to-end accounts payable process, including invoice management and payment processing, while also managing IT support services and maintaining the organization's technology systems

Support the CTO with a variety of essential functions such as scoping projects, crafting proposals, preparing and monitoring budgets, managing accounting activities, and performing administrative tasks to facilitate efficient project management.

Illustrated tax-sensitive business and estate planning strategies developed by Kurtis L. Kidder, incorporating the most recent updates on estate tax laws and advanced wealth preservation techniques. Created extensive documentation of all job functions for the benefit of my successor.

Milwaukee, Wi, Us

Prepared wealth planning materials for company representatives to discuss with clients, specifically focusing on retirement analyses and proposals for implementing savings strategies. Developed comprehensive onboarding documentation for department leads to use with incoming interns.

Bachelor'S Degree, Finance & Information Technology

High School Diploma