Experience

Accounting Forward

• Accounting
• 1 - 100 Employee

• Owner

  • Jun 2018 - Present

  Greater Minneapolis-St. Paul Area



Thomson Reuters

• Canada
• Software Development
• 700 & Above Employee

• Staff Accountant II

  • Jul 2017 - Jun 2018

  Greater Minneapolis-St. Paul Area • Consolidated Balance Sheet reporting - Lead monthly calls to review balance sheet results with Global Controllers, and other business partners and stakeholders - Analysis, review and commentary for material balance sheet activity monthly to ensure compliance with IFRS and Company accounting policy - Liaise with Global and local controllers to validate activity and/or have correcting entries posted - Consolidate balance sheet reporting results on a monthly… Show more • Consolidated Balance Sheet reporting - Lead monthly calls to review balance sheet results with Global Controllers, and other business partners and stakeholders - Analysis, review and commentary for material balance sheet activity monthly to ensure compliance with IFRS and Company accounting policy - Liaise with Global and local controllers to validate activity and/or have correcting entries posted - Consolidate balance sheet reporting results on a monthly basis - Collaborate with Corporate Controllers to understand and report activity and/or balance changes for the period - Prepare Quarterly schedules to support financial statement disclosures and External Reporting group - Present to Corporate Controllers, a full scope balance sheet review annually identifying judgments, risks, significant and/or unusual one off items • Profit and Loss reporting - Perform month-end P&L reviews. Responsible for Corporate Cost Assurance responsibilities for the functions - Collaborate and partner with Corporate FP&A to ensure monthly expenses are reported accurately and timely - Lead monthly de-brief meetings with FP&A - Prepare journals for month-end reviews Show less



RSM US LLP

• United States
• Accounting
• 700 & Above Employee

• Audit Associate

  • Oct 2015 - Jul 2017

  - Establish working relationships with clients - Understanding clients' needs and expectations, their business and industry, accounting and control systems, employees, company values and industry-related GAAP and GAAS issues - Drafting financial statements under prescribed formats - Perform analytical review of audit documents - Review client accounting and operating procedures and systems of internal control - Identify accounting and auditing issues - Prepare financial… Show more - Establish working relationships with clients - Understanding clients' needs and expectations, their business and industry, accounting and control systems, employees, company values and industry-related GAAP and GAAS issues - Drafting financial statements under prescribed formats - Perform analytical review of audit documents - Review client accounting and operating procedures and systems of internal control - Identify accounting and auditing issues - Prepare financial statement reports and documentation supporting RSM's audit opinions Show less



Creative Planning Business Services

• Business Consulting and Services
• 100 - 200 Employee

• Audit Intern

  • Jan 2014 - May 2014

  - Establish working relationships with clients - Perform analytical review of audit documents - Review client accounting and operating procedures and systems of internal control - Identify accounting and auditing issues - Prepare financial statement reports and documentation supporting KDV's audit opinions