Experience

The Duchossois Group, Inc.

• Manufacturing
• 1 - 100 Employee

• Senior Staff Accountant

  • Mar 2021 - Present

  Ownership of accounting system conversion including historical data validation, developing a deep understanding of new system, creating all new reconciliation processes needed, and continued training for entire departmentOversee staff accountant projects and duties including detail review of workAd-hoc reporting including cash flow analysis, returns, cost projections, and estate planning

• Staff Accountant

  • Jun 2019 - Mar 2021

  Maintain general ledgers for numerous individuals, trusts, partnerships, and private foundationsPrepare periodic financial and investment reporting packages Prepare cash flow projections Reconcile bank and brokerage account statements Validate daily investment portfolio activityReconciliation of 1099-BsMaintain loan documentation and amortization schedules for external and intercompany loansAssist in the preparation of board meeting materialsSupport management and other internal team members on special projects and requests for specific information and analysis as neededCommunicate effectively with all members of the team, including management, peers within accounting function, and staff members from other departments within the organizationPromote compliance with internal controls Show less



Smithbucklin

• United States
• Non-profit Organizations
• 500 - 600 Employee

• Senior Staff Accountant

  • Aug 2018 - May 2019

  Conduct interviews for potential incoming staff accountantsTravel to external client offices to perform financial accounting responsibilities using various accounting systemsLead many accounting system conversions

• Client Accountant

  • Jul 2016 - Aug 2018

  Interpret financial reports and data to ensure accuracy, completeness and compliance with GAAPPrepare balance sheet account reconciliations on a monthly basisOversee accounting operations for several clients spanning various industriesPrepare customized financial statements as directed by supporting admin teams and the client accounting managerPartner with admin teams to produce any needed financial analysis and additional reportingInteract with the admin team to perform research, answer questions about the financial statements and explain accounting proceduresInteract with client board members upon request to answer questions about the financial statements and explain accounting proceduresAccount for and analyze client investmentsAssist the admin team and our tax professional in tax and other regulatory mattersAct as a liaison to client auditors during the annual audit Show less