Eli Peterson, CPA
Supervising Accountant at DonorsTrust- Claim this Profile
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Bio
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Credentials
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Certified Public Accountant
Accountancy Board of Ohio - State of OhioMay, 2017- Sep, 2024 -
Certified Public Accountant
VBOA - Virginia Board of AccountancyJun, 2022- Sep, 2024
Experience
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DonorsTrust
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United States
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Philanthropic Fundraising Services
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1 - 100 Employee
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Supervising Accountant
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May 2022 - Present
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American Legislative Exchange Council
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Public Policy Offices
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100 - 200 Employee
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Senior Accountant
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Dec 2020 - May 2022
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Accountant
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Jul 2018 - Dec 2020
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HW&Co. | CPAs & Advisors
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United States
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Accounting
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100 - 200 Employee
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Staff Auditor
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Nov 2016 - Jun 2018
Assist with entire audit process, including planning, testing, & wrap-up. Perform audits requiring quick turnarounds. Completed year end audits, single audits (OMB Uniform Guidance), employee benefit plan audits, & agreed upon procedure engagements. Assisted clients in understanding accounting topics & issues Transitioned multiple engagements to new audit planning software Utilized data analysis software to improve testing efficiency & knowledge of clients Assist with entire audit process, including planning, testing, & wrap-up. Perform audits requiring quick turnarounds. Completed year end audits, single audits (OMB Uniform Guidance), employee benefit plan audits, & agreed upon procedure engagements. Assisted clients in understanding accounting topics & issues Transitioned multiple engagements to new audit planning software Utilized data analysis software to improve testing efficiency & knowledge of clients
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Deloitte
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Business Consulting and Services
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700 & Above Employee
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Audit Assistant
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Sep 2015 - Aug 2016
Performed detail testing of the majority of balance sheet and income statement line items. Completed Internal Control testing for a SOX compliant company. Performed procedures at interim, year-end, and during quarterly review periods. Established an understanding of the whole audit cycle and helped develop a more effective audit plan Researched requests before approaching client to make efficient use of the client’s time Executed the transition of an engagement team to a new version of engagement software
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External Audit Intern
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Jan 2015 - Mar 2015
Assisted with year-end audits for clients across a variety of industries. Performed testing of areas commonly completed by entry level staff including accounts payable, accounts receivable, cash, fixed assets, some accruals, etc. Assisted with year-end audits for clients across a variety of industries. Performed testing of areas commonly completed by entry level staff including accounts payable, accounts receivable, cash, fixed assets, some accruals, etc.
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Student Tutor
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Sep 2012 - Dec 2014
Tutored students in one-on-one or small group settings in introductory accounting and finance courses. Tutored students in one-on-one or small group settings in introductory accounting and finance courses.
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State Budget Solutions
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Public Policy Offices
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Policy Intern
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Jun 2014 - Jul 2014
Researched and wrote on state related budget issues, especially state level pensions. Researched and wrote on state related budget issues, especially state level pensions.
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Tax Foundation
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United States
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Public Policy Offices
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1 - 100 Employee
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Policy Intern
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Aug 2013 - Dec 2013
Assisted the state tax policy team with research and writing projects. Assisted the state tax policy team with research and writing projects.
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Chick-fil-A
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United States
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Hospitals and Health Care
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1 - 100 Employee
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Leadership Intern
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May 2013 - Jul 2013
Developed and implemented a Lean production framework for the produce preparation area; managed shifts in the kitchen. Developed and implemented a Lean production framework for the produce preparation area; managed shifts in the kitchen.
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Team Member
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May 2011 - Jan 2013
Helped with receiving and storing inventory, supporting deliveries to customers, taking end of the month inventory, preparing food, and cleaning. Helped with receiving and storing inventory, supporting deliveries to customers, taking end of the month inventory, preparing food, and cleaning.
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Education
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Cedarville University
Bachelor of Arts (B.A.), Accounting