Experience

Preserve Partners

• United States
• Leasing Real Estate
• 1 - 100 Employee

• Accounting Associate

  • Jul 2021 - Present

  Initiates cash disbursement process after reviewing supporting documents, assists with employee expense reimbursement process, supports property managers to maintain accurate and timely accounting reports, prepares bank transaction details and provides journal entries to property managers, review property financials and prepares internal financial statements, prepares and enters journal entries according to company policy, performs balance sheet reconciliations including the cash, loan, fixed assets and capital balances. Also in this role I assist with various projects including tax filings, investor K-1s, audits, and budgeting. Show less



H Cubed, Ltd

• Investment Management

• President

  • Jan 2019 - Jul 2021

  Prepare tax returns for various clients such as 1040s, 1120s, and 1065s in Intuit ProConnect online. Work in QuickBooks Desktop and QuickBooks Online to record monthly closing balances and reconcile accounts. Prepare tax returns for various clients such as 1040s, 1120s, and 1065s in Intuit ProConnect online. Work in QuickBooks Desktop and QuickBooks Online to record monthly closing balances and reconcile accounts.



Auto Insurance Center, Inc

• United States
• Insurance
• 1 - 100 Employee

• Accountant

  • Feb 2018 - Jul 2021

  Provides internal accounting for three different auto insurance agencies. Prepares internal financial accounting documents for review and reconciles cash accounts monthly. Works directly with the public accountant to prepare various year-end tax information and does monthly adjusting journal entries if needed. Provides internal accounting for three different auto insurance agencies. Prepares internal financial accounting documents for review and reconciles cash accounts monthly. Works directly with the public accountant to prepare various year-end tax information and does monthly adjusting journal entries if needed.



BDO USA, LLP

• Accounting
• 1 - 100 Employee

• Tax Intern

  • Jun 2017 - Nov 2017

  Handled basic data entry and conversion. Worked on various types of tax returns such as 1040s, 990s, and 1120s. Helped close year-end accounts and enter that data into the tax returns for review. Dealt directly with the Internal Revenue Service when information was needed, and wrote tax memos based on research when asked. Handled basic data entry and conversion. Worked on various types of tax returns such as 1040s, 990s, and 1120s. Helped close year-end accounts and enter that data into the tax returns for review. Dealt directly with the Internal Revenue Service when information was needed, and wrote tax memos based on research when asked.



Covenant Village Of Northbrook

• Private Caretaker

  • May 2016 - Aug 2016

  Aided in the care of an elderly woman who had a diminishing mental capacity. Did day-to-day activites such as organizing her bills and cleaning her apartment, but also kept her company and provided a relaxing atmosphere for her. Aided in the care of an elderly woman who had a diminishing mental capacity. Did day-to-day activites such as organizing her bills and cleaning her apartment, but also kept her company and provided a relaxing atmosphere for her.



Kumon North America, Inc.

• United States
• Education Administration Programs
• 700 & Above Employee

• Mathematics / English Tutor

  • Apr 2012 - Aug 2015

  Taught students math and reading skills. Students ranged from 2 to 18 years of age and could be learning anything from basic addition to calculus. For a brief time I also managed the inflow of cash, and handled conferences with parents regarding their child's progress. Taught students math and reading skills. Students ranged from 2 to 18 years of age and could be learning anything from basic addition to calculus. For a brief time I also managed the inflow of cash, and handled conferences with parents regarding their child's progress.