Experience

Watermark Retirement Communities

• United States
• Hospitals and Health Care
• 700 & Above Employee

• Staff Accountant

  • Apr 2021 - Present



Northwest Fire District

• United States
• Public Safety
• 1 - 100 Employee

• Budget and Finance Analyst Temp

  • Aug 2020 - Dec 2020

  - Developed and analyzed payroll budgets - Fixed asset entry, analysis and creation of fixed asset schedules in excel - Pension analysis and projections - Schedule analysis and costing - Creation of mostly automated budget templates in excel - Data analysis of numerical account details of various funds - Internal controls research - Completed bank reconciliations - Provided investment guidance - Developed and analyzed payroll budgets - Fixed asset entry, analysis and creation of fixed asset schedules in excel - Pension analysis and projections - Schedule analysis and costing - Creation of mostly automated budget templates in excel - Data analysis of numerical account details of various funds - Internal controls research - Completed bank reconciliations - Provided investment guidance



blumshapiro

• United States
• Accounting
• 1 - 100 Employee

• Audit Staff

  • Aug 2018 - Apr 2020

  - Review, document, and evaluate internal control policies and procedures - Test compliance with internal control policies and procedures - Examined G/L detail and conducted journal entry testing - Perform substantive testing and analytical procedures on balance sheet accounts - Completed audits, reviews, compilations, and agreed upon procedures - Work under strict deadlines to meet compliance and client needs - Reviewed bank reconciliations - Review, document, and evaluate internal control policies and procedures - Test compliance with internal control policies and procedures - Examined G/L detail and conducted journal entry testing - Perform substantive testing and analytical procedures on balance sheet accounts - Completed audits, reviews, compilations, and agreed upon procedures - Work under strict deadlines to meet compliance and client needs - Reviewed bank reconciliations



Eastern Connecticut State University

• Willimantic, CT

• Accounting Tutor

  • Nov 2017 - May 2018

  - Review important accounting concepts - Assist students with problem solving - Offer a variation of strategies to arrive at the correct solution - Provide guidance on how to adapt to different teaching styles - Comprehensively respond to student inquiries - Impart knowledge on how to succeed in the classes I tutor - Review important accounting concepts - Assist students with problem solving - Offer a variation of strategies to arrive at the correct solution - Provide guidance on how to adapt to different teaching styles - Comprehensively respond to student inquiries - Impart knowledge on how to succeed in the classes I tutor



Doherty Beals & Banks PC

• United States
• Accounting
• 1 - 100 Employee

• Tax Accounting Intern

  • Feb 2017 - Apr 2017

  -Analyzed and completed individual tax returns using Lacerte Tax Software -Sorted and scanned important tax documents into Lacerte DBMS -Set up new client profiles on Lacerte -Exported tax documents from Lacerte DBMS to Lacerte Tax software -Analyzed and completed individual tax returns using Lacerte Tax Software -Sorted and scanned important tax documents into Lacerte DBMS -Set up new client profiles on Lacerte -Exported tax documents from Lacerte DBMS to Lacerte Tax software