Katherine Lundgren

Staff Accountant at Wicker Smith
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Contact Information
us****@****om
(386) 825-5501
Location
Miami, Florida, United States, US

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Experience

    • United States
    • Law Practice
    • 300 - 400 Employee
    • Staff Accountant
      • 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

    • United States
    • Hospital & Health Care
    • 1 - 100 Employee
    • Fiance/Accounting Operations Tech
      • 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.

    • United States
    • Non-profit Organizations
    • 700 & Above Employee
    • Tax Aide
      • 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.

Education

  • Manhattan College
    Bachelor's degree

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