Jady Mattson, CPA

at Minimizer
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Contact Information
Location
Geneva, Minnesota, United States, US

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Credentials

  • Certified Public Accountant
    Minnesota Society of CPAs
    Nov, 2015
    - Sep, 2024
  • Certified Public Accountant
    American Institute of Certified Public Accountants
    Nov, 2015
    - Sep, 2024

Experience

    • United States
    • Truck Transportation
    • 1 - 100 Employee
      • Aug 2020 - Present

      • Oct 2018 - Aug 2020

      As a Senior Accountant, my role at Minimizer, LLC includes a wide variety of daily and monthly financial responsibilities and projects, including, but not limited to:- Reconciling sales- Analyzing companies for issuance of credit- Calculating commission payouts- Providing rebate information to aftermarket buying groups- Managing accounts receivable- Assisting in the payroll process

    • Senior Accountant
      • Jan 2015 - Oct 2018

      In-Charge Employee Benefit Plans - Ensure compliance with ERISA & DOL regulations - Advise clients of any noncompliance within their Plan Tax - Preparation of Forms 1040, 1120S, 1065 & 990 - Assisted in the review process - Exposure to Foreign filings In-Charge Employee Benefit Plans - Ensure compliance with ERISA & DOL regulations - Advise clients of any noncompliance within their Plan Tax - Preparation of Forms 1040, 1120S, 1065 & 990 - Assisted in the review process - Exposure to Foreign filings

    • United States
    • Accounting
    • Manager
      • Jun 2006 - Aug 2014

      As the manager, I was in-charge of all aspects of the pool. I monitored the finances, coordinated all schedules, created lesson plans, scheduled deliveries, appointed all job positions, and taught Red Cross Swimming Lessons. As the manager, I was in-charge of all aspects of the pool. I monitored the finances, coordinated all schedules, created lesson plans, scheduled deliveries, appointed all job positions, and taught Red Cross Swimming Lessons.

    • Intern
      • Jan 2014 - Apr 2014

      As a tax intern, I gained experience with individual and business tax returns. I also assisted with a wide variety of projects, including 1099's, creating financial statements, and depreciation schedules. As a tax intern, I gained experience with individual and business tax returns. I also assisted with a wide variety of projects, including 1099's, creating financial statements, and depreciation schedules.

Education

  • University of Wisconsin-La Crosse
    Bachelor of Science - BS, Accounting
    2010 - 2014
  • Nrheg Secondary
    2006 - 2010

Community

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