Thomas Klusmann Email & Phone Number

- Accurately conducted cost analysis on brokerage accounts.- Demonstrated skill at determining historical valuation of each account's investments making up their inventory.-Recommended new methods to allow for added operational efficiencies.-Successfully prepared and reported financial and tax accounting results for client's investments.-Assisted in the formulation of operational procedures within division, including identifying and addressing needs and issues that affect its ability to calculate accurate net asset values.

-Manager and Head Accountant in Maximus' consulting division - Maximus consults for government entities - increasing their revenue and finding efficiencies to save them money.-Supervised the startup of two departments one of which was audited by the federal government in 2004. The unit passed with no exceptions,-Integral part of consulting team making fiscal recommendations to state, county and non-profits to improve their efficiency and revenue.-Numerous examples of successful facilitation among non-profits and governmental bodies at the city, county, state and federal level and with non-profits.-Supervised audit.-Wrote audit report and presentation to the state.-Designed complex analysis and management reports to provide for early notification of accounting and performance problems.-Provided leadership in developing process improvements on different accounting, reporting, and analysis methods.-Developed/implemented policies and procedures to comply with GAAP.

-Successfully completed shareholder accounting for external mutual fund clients.-Accurately reported cash availability to mutual fund traders and managers-Successfully balanced advanced reconciliations.-Successfully identified, researched and resolved issues, and took necessary actions to balance differences between the accounting system, cash accounts and asset security positions.

Mba

Bba, Finance, Mass Communications (Journalism)