Experience

McCrate, DeLaet & Co., CPA's

• United States
• Accounting
• 1 - 100 Employee

• Manager

  • Oct 2022 - Present

• Senior Accountant

  • Oct 2020 - Oct 2022



Versailles Savings & Loan Company

• United States
• Banking

• Vice President & CFO

  • Nov 2018 - Dec 2020

  As Vice President and Chief Financial Officer, I focused on guaranteeing the security of depositors’ and borrowers’ investments. My responsibilities included recording daily accounting transactions, completing monthly journal entries, and compiling all financial statements and reports. I ensured all regulatory reporting requirements were completed in an accurate and timely manner. I managed the company's cash and investment accounts and oversaw all accounts payable activities. My responsibilities extended beyond accounting and into human resource functions, including payroll submission and reports, retirement account enrollment and deposits, facilitating annual benefits enrollment, and resolving employee benefit issues. "Versailles Savings & Loan is a locally owned financial institution. The Savings & Loan has been serving Darke and Shelby counties since 1887. As Versailles’ oldest financial institution, we are committed to serving the needs of the community through quality customer service. At Versailles Savings & Loan, customer service is our number one priority. We are able to meet the needs of our customers with our staff’s fast friendly service. Being locally owned and operated, we are able to assist our customers by getting them answers in a timely manner rather than waiting for word from a corporate office."



Versailles Savings and Loan Co.

• Assistant Vice President

  • Aug 2017 - Nov 2018

  During my role as Assistant Vice President, I worked closely with the CFO in recording daily accounting transactions, coordinating regulatory reporting requirements, the preparation of shareholder financial reports, and ensuring the security of depositors’ and borrowers’ investments. "Versailles Savings & Loan is a locally owned financial institution. The Savings & Loan has been serving Darke and Shelby counties since 1887. As Versailles’ oldest financial institution, we are committed to serving the needs of the community through quality customer service. At Versailles Savings & Loan, customer service is our number one priority. We are able to meet the needs of our customers with our staff’s fast friendly service. Being locally owned and operated, we are able to assist our customers by getting them answers in a timely manner rather than waiting for word from a corporate office."



Plante Moran

• United States
• Accounting
• 700 & Above Employee

• Tax Accountant

  • Aug 2015 - Jul 2017

  During my time at Plante Moran, I prepared and reviewed tax returns and supporting documents for corporations, partnerships, S-corporations, individuals, not-for-profits, and trusts. I communicated directly with clients during the preparation process and throughout the year for tax planning engagements and quarterly estimates. Beyond tax return preparation, I contributed to consulting engagements focused on state and local tax law and compliance. Plante Moran is a regional public accounting firm assisting clients with audit, tax, consulting, and wealth management services. Offices within the U.S. are concentrated in Michigan, Ohio, and Illinois with a staff of over 2,200 serving clients across the nation and throughout the world.



Ohio University - Voinovich School of Leadership and Public Affairs

• Accounting Assistant

  • Aug 2013 - Jun 2015

  "The Voinovich School of Leadership and Public Affairs finds researched-based solutions to challenges facing communities, the economy and the environment. Its public-private partnerships encourage growth and stability. And its students learn by doing as they prepare for careers serving the public interest in Ohio University's rural region and beyond." Responsibilities included: - Review and adjust payroll and paid time off for 58 employees - Reconcile expenses pertaining to over 300 grants

• Tax Intern

  • Jun 2014 - Aug 2014

  "Plante Moran is one of the nation's largest certified public accounting and business advisory firm, providing clients with financial, human capital, operations improvement, strategic planning, technology selection and implementation, and family wealth management services. Plante Moran has a staff of more than 2,000 professionals in 22 offices throughout Michigan, Ohio, Illinois, Monterrey, Mexico, Mumbai, India and Shanghai, China. Plante Moran has been recognized by a number of organizations, including FORTUNE magazine, as one of the country’s best places to work." Responsibilities included: - Completed corporate, partnership, individual, not-for-profit, and trust tax returns and support documents - Prepared over 40 state tax returns and support documents for a consolidated, international corporation

• Customer Service Representative

  • Jun 2012 - Jan 2014

  "Versailles Savings & Loan is a locally owned financial institution. The Savings & Loan has been serving Darke and Shelby counties since 1887. As Versailles' oldest financial institution, we are committed to serving the needs of the community through quality customer service." Responsibilities included: (during college breaks) - Perform basic banking transactions for over 100 customers per week - Responsible for a cash drawer averaging $7,500 daily "Versailles Savings & Loan is a locally owned financial institution. The Savings & Loan has been serving Darke and Shelby counties since 1887. As Versailles' oldest financial institution, we are committed to serving the needs of the community through quality customer service." Responsibilities included: (during college breaks) - Perform basic banking transactions for over 100 customers per week - Responsible for a cash drawer averaging $7,500 daily



Ohio University Credit Union

• Tax Intern

  • Jan 2013 - Apr 2013

  "Ohio University Credit Union is a member-owned financial institution whose board of directors, senior management, and staff are committed to offering a broad range of products and services which supports our members' financial well-being and success; providing products and services, in a cost-effective manner, that will protect the fiscal integrity of our members' resources and the Credit Union; being active and contributing members of our community; maintaining a close relationship with our sponsor, Ohio University; offering educational opportunities to our members to assist them in meeting their financial goals; and developing and maintaining relationships with our members in accordance with the credit union philosophy." Responsibilities included: - Data entry for over 400 personal tax returns - Compared 2011 and 2012 Federal and State tax returns for over 400 clients