Amanda Madison
Finance Manager at Klein Financial Corporation- Claim this Profile
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Bio
Lauren Harriman
Amanda works incredibly hard at her chosen field; she studied Accounting in college in order to insure that she would know exactly what type of job to look for upon graduation, and already has put in extensive work as a professional in the field. As a student, she was always focused on accomplishing her goals by the deadline and made for an asset to any team project. As a professional, she works daily at improving her skills not only by working as many hours as possible, but finds time to further educate herself by studying for the CPA exam. Any employer who wishes for a highly educated, focused, diligent member of their team would benefit from employing Amanda.
Lauren Harriman
Amanda works incredibly hard at her chosen field; she studied Accounting in college in order to insure that she would know exactly what type of job to look for upon graduation, and already has put in extensive work as a professional in the field. As a student, she was always focused on accomplishing her goals by the deadline and made for an asset to any team project. As a professional, she works daily at improving her skills not only by working as many hours as possible, but finds time to further educate herself by studying for the CPA exam. Any employer who wishes for a highly educated, focused, diligent member of their team would benefit from employing Amanda.
Lauren Harriman
Amanda works incredibly hard at her chosen field; she studied Accounting in college in order to insure that she would know exactly what type of job to look for upon graduation, and already has put in extensive work as a professional in the field. As a student, she was always focused on accomplishing her goals by the deadline and made for an asset to any team project. As a professional, she works daily at improving her skills not only by working as many hours as possible, but finds time to further educate herself by studying for the CPA exam. Any employer who wishes for a highly educated, focused, diligent member of their team would benefit from employing Amanda.
Lauren Harriman
Amanda works incredibly hard at her chosen field; she studied Accounting in college in order to insure that she would know exactly what type of job to look for upon graduation, and already has put in extensive work as a professional in the field. As a student, she was always focused on accomplishing her goals by the deadline and made for an asset to any team project. As a professional, she works daily at improving her skills not only by working as many hours as possible, but finds time to further educate herself by studying for the CPA exam. Any employer who wishes for a highly educated, focused, diligent member of their team would benefit from employing Amanda.
Experience
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Klein Financial Corporation
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United States
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Real Estate
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1 - 100 Employee
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Finance Manager
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Apr 2022 - Present
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Finance Manager
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Aug 2021 - Mar 2022
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Tax Senior
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Jan 2021 - Aug 2021
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Thompson Accounting
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Canada
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Individual and Family Services
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Tax Senior
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Jan 2019 - Dec 2020
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Tax Senior
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Jan 2018 - Dec 2018
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Moss Adams
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United States
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Accounting
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700 & Above Employee
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Tax Senior
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Jan 2013 - Dec 2017
- Managed and reviewed partnership, trust, gift, and high net worth individual tax returns. - Prepared individual, trust, gift, partnership and corporate tax returns. - Responded to tax notices from the IRS and FTB. - Taught individual tax classes. - Tax planning / quarterly estimates. - Managed and reviewed partnership, trust, gift, and high net worth individual tax returns. - Prepared individual, trust, gift, partnership and corporate tax returns. - Responded to tax notices from the IRS and FTB. - Taught individual tax classes. - Tax planning / quarterly estimates.
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Mohler, Nixon & Williams (combined with Moss Adams in 2013)
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United States
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Accounting
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1 - 100 Employee
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Tax Staff
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Jan 2011 - Dec 2012
- Prepared individual, trust, gift, partnership and corporate tax returns. - Responded to tax notices from the IRS and FTB. - Taught individual tax classes. - Tax planning / quarterly estimates. - Prepared and reviewed practice tax returns to assist in training new staff. - Prepared individual, trust, gift, partnership and corporate tax returns. - Responded to tax notices from the IRS and FTB. - Taught individual tax classes. - Tax planning / quarterly estimates. - Prepared and reviewed practice tax returns to assist in training new staff.
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Bookkeeper
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Oct 2010 - Jan 2011
Quickbooks accounting. Quickbooks accounting.
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Auriga Corporation
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United States
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Engineering Services
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1 - 100 Employee
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Accountant
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Aug 2009 - Jan 2011
Revamped company's use of Peachtree software making financial data accurate and accessible, update daily Responsible for accounts payable and accounts receivable - bill pay and invoicing Communicate financial data to CPA and upper management using various formats including Microsoft Excel Assist project manager with daily tasks, organize and lead weekly marketing meeting, update company database Revamped company's use of Peachtree software making financial data accurate and accessible, update daily Responsible for accounts payable and accounts receivable - bill pay and invoicing Communicate financial data to CPA and upper management using various formats including Microsoft Excel Assist project manager with daily tasks, organize and lead weekly marketing meeting, update company database
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Accountant
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Sep 2008 - Dec 2010
Complete bank reconciliations using Peachtree & Quicken Software Calculate taxes on Microsoft Excel using functions and equations Monthly payroll schedules, excel based Prepare quarterly/annual tax forms: W-2, W-3, 1040, 941, etc. Write checks and check deposit slips, File/Sort receipts and miscellaneous paperwork Complete bank reconciliations using Peachtree & Quicken Software Calculate taxes on Microsoft Excel using functions and equations Monthly payroll schedules, excel based Prepare quarterly/annual tax forms: W-2, W-3, 1040, 941, etc. Write checks and check deposit slips, File/Sort receipts and miscellaneous paperwork
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UBS Financial Services Inc
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United States
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Financial Services
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1 - 100 Employee
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Intern
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Apr 2009 - Aug 2009
Assisted Silicon Valley Investment Group with day to day operations, serving financial needs of high net worth individuals Trained Financial Advisors on company computer application Prepared Financial Goal Analyses to evaluate risk level comfort of clients in order to reach financial goals Researched, compared and evaluated company financials and other company data to decide best firm for investment Updated team website Assisted Silicon Valley Investment Group with day to day operations, serving financial needs of high net worth individuals Trained Financial Advisors on company computer application Prepared Financial Goal Analyses to evaluate risk level comfort of clients in order to reach financial goals Researched, compared and evaluated company financials and other company data to decide best firm for investment Updated team website
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Bay Advanced Technologies
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United States
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Automation Machinery Manufacturing
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100 - 200 Employee
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Sales & Marketing Assistant
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Jan 2006 - Oct 2006
Conducted marketing research for company development, identified future customers Conducted marketing research for company development, identified future customers
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Education
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2007 - 2009
Santa Clara University
BS, Accounting -
2006 - 2007
College of San Mateo
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2005 - 2006
Sonoma State University
Community
