Experience

Beerhead Bar & Eatery

• United States
• Food and Beverage Services
• 1 - 100 Employee

• Accountant/Business Owner

  • Nov 2017 - Present

  • Maintain daily and monthly bookkeeping and bank reconciliations. • Prepare and review journal entries and reconciliations on a monthly basis. • Oversee balance sheet across cash accounts, accounts receivable, accounts payable, and accrued expenses. • Produce monthly and yearly budget reports. • Perform month-end/year-end close, financial statement preparation and budget variances. • Built out processes and prepared monthly sales tax returns in Illinois and for the city of… Show more • Maintain daily and monthly bookkeeping and bank reconciliations. • Prepare and review journal entries and reconciliations on a monthly basis. • Oversee balance sheet across cash accounts, accounts receivable, accounts payable, and accrued expenses. • Produce monthly and yearly budget reports. • Perform month-end/year-end close, financial statement preparation and budget variances. • Built out processes and prepared monthly sales tax returns in Illinois and for the city of Schaumburg. • Review year-end business tax returns. • Research new policies, quotes, renewals, policy changes, and audits that concern the business. • Maintain accurate customer accounts in the company’s database by keeping track of data, personnel information, inspections, audits, and local and state policy changes. • Train and supervise managers to comply with accounting requirements. Show less • Maintain daily and monthly bookkeeping and bank reconciliations. • Prepare and review journal entries and reconciliations on a monthly basis. • Oversee balance sheet across cash accounts, accounts receivable, accounts payable, and accrued expenses. • Produce monthly and yearly budget reports. • Perform month-end/year-end close, financial statement preparation and budget variances. • Built out processes and prepared monthly sales tax returns in Illinois and for the city of… Show more • Maintain daily and monthly bookkeeping and bank reconciliations. • Prepare and review journal entries and reconciliations on a monthly basis. • Oversee balance sheet across cash accounts, accounts receivable, accounts payable, and accrued expenses. • Produce monthly and yearly budget reports. • Perform month-end/year-end close, financial statement preparation and budget variances. • Built out processes and prepared monthly sales tax returns in Illinois and for the city of Schaumburg. • Review year-end business tax returns. • Research new policies, quotes, renewals, policy changes, and audits that concern the business. • Maintain accurate customer accounts in the company’s database by keeping track of data, personnel information, inspections, audits, and local and state policy changes. • Train and supervise managers to comply with accounting requirements. Show less



Crowe

• United States
• Construction
• 1 - 100 Employee

• Audit Senior

  • Jan 2016 - Nov 2017

  • Responsible for running engagements from planning through financial statement issuance, assisting in the development and training of associates and interns. • Conducted audit planning, preparation and field work, while building and maintaining client relationships. • Performed client system narrative walkthroughs and control testing. • Evaluated control environments at the entity and account levels, including review of outsourced control environments and related service… Show more • Responsible for running engagements from planning through financial statement issuance, assisting in the development and training of associates and interns. • Conducted audit planning, preparation and field work, while building and maintaining client relationships. • Performed client system narrative walkthroughs and control testing. • Evaluated control environments at the entity and account levels, including review of outsourced control environments and related service organization’s reports (SSAE 16/SOC 1 Reports (formerly SAS 70 Reports)). • Performed, supervised, and managed all phases of full scope and limited scope audits of tax-preferred qualified employee benefit plans such as 401(k), profit sharing, ESOP, 403(b), cash balance, defined- benefit pension, and welfare plans, including complex benefit plan audit engagements and upmarket clients, including SEC filing experience. Show less • Responsible for running engagements from planning through financial statement issuance, assisting in the development and training of associates and interns. • Conducted audit planning, preparation and field work, while building and maintaining client relationships. • Performed client system narrative walkthroughs and control testing. • Evaluated control environments at the entity and account levels, including review of outsourced control environments and related service… Show more • Responsible for running engagements from planning through financial statement issuance, assisting in the development and training of associates and interns. • Conducted audit planning, preparation and field work, while building and maintaining client relationships. • Performed client system narrative walkthroughs and control testing. • Evaluated control environments at the entity and account levels, including review of outsourced control environments and related service organization’s reports (SSAE 16/SOC 1 Reports (formerly SAS 70 Reports)). • Performed, supervised, and managed all phases of full scope and limited scope audits of tax-preferred qualified employee benefit plans such as 401(k), profit sharing, ESOP, 403(b), cash balance, defined- benefit pension, and welfare plans, including complex benefit plan audit engagements and upmarket clients, including SEC filing experience. Show less



Calibre CPA Group, PLLC

• United States
• Accounting
• 100 - 200 Employee

• Senior Auditor

  • Jul 2013 - Dec 2015

  • Planned, supervised, and performed audits of employee benefit plans and non-for profit organizations. • Utilized audit techniques to document and determine the effectiveness of internal controls (i.e. interviews, observations, compliance, and substantive testing). • Worked with managers and seniors to evaluate audit risk. • Performed various audit tests, including, but not limited to, accounts receivable accounts payable, cash disbursements, cash receipts, fixed assets… Show more • Planned, supervised, and performed audits of employee benefit plans and non-for profit organizations. • Utilized audit techniques to document and determine the effectiveness of internal controls (i.e. interviews, observations, compliance, and substantive testing). • Worked with managers and seniors to evaluate audit risk. • Performed various audit tests, including, but not limited to, accounts receivable accounts payable, cash disbursements, cash receipts, fixed assets, investments, etc. • Prepared audit work papers and presented completed work papers to management on a timely basis. • Assisted in preparing financial statements and management representation letters. • Mentored new staff on proper audit procedures and understanding client needs, while complying with all rules and regulations. • Reviewed staff auditor’s work papers and supporting documents for accuracy and completeness. • Prepared exempt filings for unions and charitable organization (Forms LM-2, 990 and 5500) • Ensured clients comply with all applicable authorities, while minimizing client’s tax and reporting burdens. • Met internal deadlines to match client expectations for timely delivery of audit report and tax forms.

• Compliance Auditor

  • May 2012 - Jul 2013



JPMorgan Chase

• United States
• Investment Management

• Licensed Banker

  • Oct 2010 - May 2012

  • Recognized as one of the leading Personal Banker within the banking centers in acquiring new households in business and consumer, along with leading the branch in deepening those relationships with customers. • Analyzed various customers’ credit and financial needs. • Managed numerous tasks under tight deadlines. • Assisted management in the branch, lead and coached new personal bankers by demonstrating positive sales behaviors in the banking center. • Improved majority of the… Show more • Recognized as one of the leading Personal Banker within the banking centers in acquiring new households in business and consumer, along with leading the branch in deepening those relationships with customers. • Analyzed various customers’ credit and financial needs. • Managed numerous tasks under tight deadlines. • Assisted management in the branch, lead and coached new personal bankers by demonstrating positive sales behaviors in the banking center. • Improved majority of the various sales categories of the banking center, including: checking, savings, direct deposit, online bill pay, and credit card sales Show less • Recognized as one of the leading Personal Banker within the banking centers in acquiring new households in business and consumer, along with leading the branch in deepening those relationships with customers. • Analyzed various customers’ credit and financial needs. • Managed numerous tasks under tight deadlines. • Assisted management in the branch, lead and coached new personal bankers by demonstrating positive sales behaviors in the banking center. • Improved majority of the… Show more • Recognized as one of the leading Personal Banker within the banking centers in acquiring new households in business and consumer, along with leading the branch in deepening those relationships with customers. • Analyzed various customers’ credit and financial needs. • Managed numerous tasks under tight deadlines. • Assisted management in the branch, lead and coached new personal bankers by demonstrating positive sales behaviors in the banking center. • Improved majority of the various sales categories of the banking center, including: checking, savings, direct deposit, online bill pay, and credit card sales Show less



Enterprise Rent-A-Car

• United States
• Real Estate

• Account Specialist / Management Trainee

  • Dec 2009 - Oct 2010

  -Developed and prospected new target markets within Chicagoland area to increase new business relationship for sales office -Helped increase marketing efforts and sales, which increased gross revenue and improve net income of the sales office -Worked on developing and managing relationships with various businesses and worked with relationship management team to continue to grow and deepen current relationships. -Coached and managed new management trainees on improving sales, and… Show more -Developed and prospected new target markets within Chicagoland area to increase new business relationship for sales office -Helped increase marketing efforts and sales, which increased gross revenue and improve net income of the sales office -Worked on developing and managing relationships with various businesses and worked with relationship management team to continue to grow and deepen current relationships. -Coached and managed new management trainees on improving sales, and delivering excellent customer service. Show less -Developed and prospected new target markets within Chicagoland area to increase new business relationship for sales office -Helped increase marketing efforts and sales, which increased gross revenue and improve net income of the sales office -Worked on developing and managing relationships with various businesses and worked with relationship management team to continue to grow and deepen current relationships. -Coached and managed new management trainees on improving sales, and… Show more -Developed and prospected new target markets within Chicagoland area to increase new business relationship for sales office -Helped increase marketing efforts and sales, which increased gross revenue and improve net income of the sales office -Worked on developing and managing relationships with various businesses and worked with relationship management team to continue to grow and deepen current relationships. -Coached and managed new management trainees on improving sales, and delivering excellent customer service. Show less