Dana Terman, MBA

Staff Accountant at Adeptus Partners, LLC
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Contact Information
us****@****om
(386) 825-5501
Location
New York City Metropolitan Area
Skills

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Bio

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Credentials

  • QuickBooks Certified User Online Version
    Intuit
    Jan, 2023
    - Nov, 2024
  • Bloomberg Market Concepts Certification
    Bloomberg
    Dec, 2022
    - Nov, 2024

Experience

  • Adeptus Partners, LLC
    • United States
    • Accounting
    • 1 - 100 Employee
    • Staff Accountant
      • Sep 2022 - Present

    • Tax Intern
      • Jan 2021 - Sep 2022

      -Input data into Microsoft Excel, Intuit QuickBooks, and Lacerte Tax-Assist with the completion of 1099's to meet a deadline-1040 preparation and processing for individuals

  • Alpha Omicron Pi Fraternity
    • United States
    • Executive Offices
    • 200 - 300 Employee
    • Assistant Vice President of Finance
      • Dec 2020 - Dec 2021

  • Iron Hill Brewery
    • United States
    • Restaurants
    • 300 - 400 Employee
    • Server
      • Jun 2020 - Sep 2021

      -Perform several duties within a time frame to satisfy customers -Uphold exceptional verbal communication and teamwork skills -Perform several duties within a time frame to satisfy customers -Uphold exceptional verbal communication and teamwork skills

  • McGuckin, Shatz & White, LLC
    • Greater New York City Area
    • Accounting Intern
      • Jan 2020 - May 2020

      -Operate QuickBooks to accurately implement journal entries as well as bank reconciliations -Utilize Lacerte tax software to correctly input client tax information -Assist with federal and state tax returns for individuals and corporations -Operate QuickBooks to accurately implement journal entries as well as bank reconciliations -Utilize Lacerte tax software to correctly input client tax information -Assist with federal and state tax returns for individuals and corporations

  • Francesco's Pizzeria
    • Newtown, Pennsylvania
    • Waitress
      • Aug 2017 - May 2020

      -Worked closely with busters/cooks to ensure each customer a sanitary, and friendly professional service. -Followed procedures and safety policies while handling food and beverages -Consistently offer a respectful greeting and engaging service -Worked closely with busters/cooks to ensure each customer a sanitary, and friendly professional service. -Followed procedures and safety policies while handling food and beverages -Consistently offer a respectful greeting and engaging service

Education

  • Monmouth University
    Master of Business Administration - MBA, Finance, General
    2021 - 2023
  • Monmouth University
    Bachelor of Science - BS, Accounting
    2018 - 2022

Community

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