Zachary Avery, Cpa, Cfp® Email & Phone Number

Auburn Hills, MI

With roots in one of the nation’s largest and most well-respected audit, tax, and advisory firms, Plante Moran Wealth Management is a leading provider of investment advisory, trust, tax, and insurance services. I am one of over 250 professionals dedicated to delivering holistic, independent, and objective financial guidance with the highest level of.

Auburn Hills, MI

Worked with engagement teams to audit variety of clients in industries such as schools, ISPs, benefit plans, manufacturing, and real estate. Have gained knowledge and experience in the audit process from start to finish, Caseware, and face-to-face client communication/relationship building.Prepared multiple partnership tax returns.Support in-charges in.

Cedarville University

Verified 12 month's worth of campus post office bank reconciliations...created spreadsheet to track variances and aging.Held position of student worker for three years where I troubleshooted the package tracking excel spreadsheet upon request, served students, and worked the register.

Auburn Hills, MI

- Performed both a single and standard audit for local public school- Verified legitimacy of cash disbursements, payroll expenditures, employee benefit plan contributions, and bond/sinking fund expenditures- Corresponded with client to obtain necessary information for sampling and compliance- Prepared multiple work documents in Caseware- Used FX Tax.

Greater Detroit Area

- Assembled and compared product and process costs across AAM's global manufacturing plants. This project was completed effectively with an innovative way to help streamline updates for future use, at the same time making the functionality more user friendly for management and analytical purposes- Helped with three month-end summary reports for the.

Greater Detroit Area

- Used advanced excel functions (VLookup, Pivot Tables, Macros) to efficiently analyze and report costs.- Aided in complete transfer of company capital plan from Excel to Oracle HFM.- Ran and delivered daily reports from oracle including invoices for aftermarket companies.- Calculated lowest cost/part for customers while meeting company financial.

As a backroom cafeteria member I worked as part of a fast-paced unit whose responsibility was to keep the flow of dishes to the cafeteria continuous. In many circumstances I independently worked posts that were meant for two to three people. By working here, I obtained experience in teamwork and working in a fast-paced environment.

As a crew member at Cold Stone Creamery I cheerfully performed a myriad of tasks such as serving customers, stocking products, working the register, sweeping/washing floors, and closing the store. Filling in for absent crew members on short notice was a normalcy and on two occasions I ran the store by myself. I was never late or absent for a shift.