Experience

Conner Ash PC

• United States
• Accounting
• 1 - 100 Employee

• Senior/In-Charge Audit Associate

  • Jun 2020 - Present

  Performs audits of closely held corporations, insurance entities, employee benefit and 401(k) plans. Prepares financial statements and disclosure notes for these entities in accordance with GAAP, GASB and statutory standards. Authors SAS-114 and SAS-115 letters for board members and management regarding internal control recommendations. Conducts cash receipts and disbursements walkthroughs and fraud interviews for planning and risk assessment purposes. Aids in the implementation of Topic 606 revenue recognition and Topic 842 lease standards. Performs internal control tests of 401(k) plans through participant and distribution testing. Assists in planning post busy season firm-wide events.



Alter Trading

• United States
• Mining
• 200 - 300 Employee

• Staff Accountant - Fixed Assets

  • Mar 2019 - Jun 2020

  Performed journal entries and reconciliations relating to corporate fixed and intangible assets. Conducted capital budget calculations and economic impact of future long-term projects. Researched new leasing standards and the applicability to lessee and lessor arrangements. Assisted in the timely payment of personal and real estate property taxes. Tested the design and operating effectiveness of internal controls relating to inventory and cash handling processes. Performed journal entries and reconciliations relating to corporate fixed and intangible assets. Conducted capital budget calculations and economic impact of future long-term projects. Researched new leasing standards and the applicability to lessee and lessor arrangements. Assisted in the timely payment of personal and real estate property taxes. Tested the design and operating effectiveness of internal controls relating to inventory and cash handling processes.



Johnson & Shute, P.S.

• Audit/Tax Staff Accountant

  • Jan 2017 - Feb 2019

  Performed financial statement audits and review engagements from the planning to wrap-up stages. Researched the effects of ASU Updates and FASB Pending Content on financial statement preparation, presentation, and disclosure notes. Conducted CPE training courses with staff accountants and organized firm-wide CPE events. Assisted in the preparation of tax returns for individuals, S-Corps, C-Corps, partnerships, estates and not-for-profits. Performed financial statement audits and review engagements from the planning to wrap-up stages. Researched the effects of ASU Updates and FASB Pending Content on financial statement preparation, presentation, and disclosure notes. Conducted CPE training courses with staff accountants and organized firm-wide CPE events. Assisted in the preparation of tax returns for individuals, S-Corps, C-Corps, partnerships, estates and not-for-profits.



CharityUSA

• Data Analyst

  • May 2015 - Jan 2017

  Compiled weekly, monthly, and quarterly reports to reflect periodic data tends in product and company-wide performance; metrics included inventory turnover, profit margins, revenues, purchase order fulfillment rates, and cost of goods sold. Responsible for communicating financial information through Excel pivot tables, scatter charts and regression analysis. Developed sales velocity forecasts and seasonality trend analysis to assist the buying team with purchasing decisions. Compiled weekly, monthly, and quarterly reports to reflect periodic data tends in product and company-wide performance; metrics included inventory turnover, profit margins, revenues, purchase order fulfillment rates, and cost of goods sold. Responsible for communicating financial information through Excel pivot tables, scatter charts and regression analysis. Developed sales velocity forecasts and seasonality trend analysis to assist the buying team with purchasing decisions.



The Christian Science Monitor

• United States
• Online Audio and Video Media
• 1 - 100 Employee

• Financial Administrator

  • Jun 2014 - Apr 2015

  Served as primary liaison between publishing units and the Treasurer's Office. Assisted in payment processing by reviewing invoices and purchase requisitions and requesting authorization for payment. Collaborated with the Accounts Receivable and advertising units of the Christian Science Monitor to locate past due accounts based upon aging reports. Created expense reports for reimbursements and requested W-8 and W-9 forms from freelancers. Served as primary liaison between publishing units and the Treasurer's Office. Assisted in payment processing by reviewing invoices and purchase requisitions and requesting authorization for payment. Collaborated with the Accounts Receivable and advertising units of the Christian Science Monitor to locate past due accounts based upon aging reports. Created expense reports for reimbursements and requested W-8 and W-9 forms from freelancers.



Principia College

• United States
• Higher Education
• 200 - 300 Employee

• Desk Clerk

  • Nov 2011 - May 2014

  Co-managed general library operations after hours. Procedures included assisting customers with scholarly research, recording library usage rates, locating books and other resources and processing inbound and outbound iShare books. Assisted patrons with scholarly research for Business Administration capstone projects and tutored students in accounting, finance, and economics topics.

• Archivist Intern/Assistant

  • May 2013 - Aug 2013

  Created a commemorative photo project with the Archivist in preparation for a school-wide reunion event. Scanned, formatted, and digitized historic documents to preserve the integrity of the images. Enhanced and manipulated the contrast and saturation levels of photographs through Adobe Photoshop, and inserted captions through Past Perfect software.