Jady Mattson, CPA
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Topline Score
Bio
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Credentials
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Certified Public Accountant
Minnesota Society of CPAsNov, 2015- Sep, 2024 -
Certified Public Accountant
American Institute of Certified Public AccountantsNov, 2015- Sep, 2024
Experience
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Minimizer
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United States
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Truck Transportation
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1 - 100 Employee
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Aug 2020 - Present
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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
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CliftonLarsonAllen
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United States
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Senior Accountant
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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
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Geneva Pool
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United States
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Accounting
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Manager
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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.
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Intern
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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.
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Education
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University of Wisconsin-La Crosse
Bachelor of Science - BS, Accounting -
Nrheg Secondary