Tyler Lee

Accountant at Sitzberger & Company
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Contact Information
us****@****om
(386) 825-5501
Location
Milwaukee, Wisconsin, United States, US

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Experience

    • United States
    • Accounting
    • 1 - 100 Employee
    • Accountant
      • Apr 2023 - Present

      Run monthly accounting cycle count for clients and perform other admin duties as needed Run monthly accounting cycle count for clients and perform other admin duties as needed

    • United States
    • Investment Management
    • 1 - 100 Employee
    • Investment Specialist
      • Aug 2022 - Apr 2023

      Provide monthly reports to clients on positions of their investments, monthly accounting reconciliation, banking, trust transfers Provide monthly reports to clients on positions of their investments, monthly accounting reconciliation, banking, trust transfers

    • United States
    • Banking
    • 700 & Above Employee
    • Financial Accountant
      • Oct 2020 - Aug 2022

      Provide financial statements to various customers. Handle detailed relationships with clients. Prepare internal and external reports for monthly statements Provide financial statements to various customers. Handle detailed relationships with clients. Prepare internal and external reports for monthly statements

    • United States
    • Accounting
    • Staff Accountant
      • Apr 2018 - Oct 2020

      Prepared the necessary financial statements for the various intercompines within Bulk Petroleum. Prepared financial statements, record monthly loan payments, audit various active accounts. Prepared internal reports to notify how the company is doing and where problem areas need to be addressed Prepared the necessary financial statements for the various intercompines within Bulk Petroleum. Prepared financial statements, record monthly loan payments, audit various active accounts. Prepared internal reports to notify how the company is doing and where problem areas need to be addressed

    • Cost Accountant
      • Nov 2017 - Mar 2018

      Prepared the necessary financial statements for the various inter-companies with HMI-group. Prepared sales orders, purchase orders, bank reconciliations, invoices, and bills. Reviewed 100% of cycle count inventory. Set budget statements and input them into sales orders. Prepared the necessary financial statements for the various inter-companies with HMI-group. Prepared sales orders, purchase orders, bank reconciliations, invoices, and bills. Reviewed 100% of cycle count inventory. Set budget statements and input them into sales orders.

    • United States
    • Financial Services
    • 200 - 300 Employee
    • Member Service Representative
      • Jan 2015 - Nov 2017

      Experienced with several accounting systems when dealing with the daily transactions of the members. Have done notaries, wire transfers, open accounts, balanced drawers, and answered financial questions. Worked my way up from Teller, to Senior Teller, to Member Service Representative. Experienced with several accounting systems when dealing with the daily transactions of the members. Have done notaries, wire transfers, open accounts, balanced drawers, and answered financial questions. Worked my way up from Teller, to Senior Teller, to Member Service Representative.

Education

  • Milwaukee Area Technical College
    Associate's degree, Accounting
    2014 - 2017

Community

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