Katherine Lundgren
Staff Accountant at Wicker Smith- Claim this Profile
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Bio
Experience
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Wicker Smith
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United States
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Law Practice
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300 - 400 Employee
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Staff Accountant
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Nov 2021 - Present
Key Responsibilities: • Review general ledger detail and make journal entries as needed • Account reconciliations • Managing the Firm’s cash across multiple bank accounts. • Monitoring bank account daily activity and resolve bank discrepancies. • Initiate and manage wire transfers • Prepare data for and process the 401(k) profit sharing calculation • Post journal entries for semi-monthly and monthly payroll • Prepare data for and process submission of FSA payments • Prepare data for and process submission of voluntary insurance benefits • Work with external accounting firms for annual 401(k) audit and year-end financial statements • Produce monthly financial statements and reports. • Prepare and file sale tax • Work closely with payroll • Works on projects as assigned Show less
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HealthSun Health Plans
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United States
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Hospital & Health Care
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1 - 100 Employee
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Fiance/Accounting Operations Tech
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Jul 2021 - Oct 2021
Finance/Accounting Operations Technician HealthSun July 2021 – October 2021 temp employment • Receives, validates, enters information into finance systems, reconciles various systems output and receives and processes special requests, and anything else that is needed. Finance/Accounting Operations Technician HealthSun July 2021 – October 2021 temp employment • Receives, validates, enters information into finance systems, reconciles various systems output and receives and processes special requests, and anything else that is needed.
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AARP
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United States
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Non-profit Organizations
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700 & Above Employee
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Tax Aide
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Jan 2018 - Apr 2018
• Did free tax preparation for low-income taxpayers with a special attention to older, aided the taxpayer understand that many individuals may miss out on credits and deductions they’ve earned because they can’t afford to pay for professional tax preparation. • Did free tax preparation for low-income taxpayers with a special attention to older, aided the taxpayer understand that many individuals may miss out on credits and deductions they’ve earned because they can’t afford to pay for professional tax preparation.
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Education
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Manhattan College
Bachelor's degree