Staff Accountant

• Oct 2023 - Present

Loan Officer

• Oct 2020 - Oct 2023

Member Services Associate

• Sep 2019 - Oct 2020

•Created and implemented daily and weekly processes and procedures for Member Services department. •Editing and writing of Member Services employee handbook. •Completion and processing of federal documents. •Created and implemented daily and weekly processes and procedures for Member Services department. •Editing and writing of Member Services employee handbook. •Completion and processing of federal documents.

Consultant

• May 2019 - Oct 2020

• Serve on executive team that oversees the startup of a 50-acre high-tech hydroponic facility. • Analyze short-term and long-term accounting practices and needs. • Work with executive team to determine values and mission, as well as, short and long-term company goals. • Serve on executive team that oversees the startup of a 50-acre high-tech hydroponic facility. • Analyze short-term and long-term accounting practices and needs. • Work with executive team to determine values and mission, as well as, short and long-term company goals.

Staff Accountant

• Jan 2017 - May 2019

• Prepared individual, corporate, trust, and estate tax returns. • Assessed client financial positions and developed tax strategies according to client needs. • Worked with audit team on for-profit, non-profit, governmental, and school district audit engagements. • Assembled and reviewed corporate financial compilations. • Prepared individual, corporate, trust, and estate tax returns. • Assessed client financial positions and developed tax strategies according to client needs. • Worked with audit team on for-profit, non-profit, governmental, and school district audit engagements. • Assembled and reviewed corporate financial compilations.

Entrepreneurial Accountant

• Sep 2016 - Dec 2016

Tax Intern

• Jan 2016 - Aug 2016

Preparation of Individual Tax Returns, Updating of Engagement and Compilation Letters, Minimal Auditing Exposure, Data and Journal Entry Preparation of Individual Tax Returns, Updating of Engagement and Compilation Letters, Minimal Auditing Exposure, Data and Journal Entry

Front End Specialist

• Nov 2014 - Aug 2016

Supplemental Instructor

• Oct 2014 - Apr 2015

Provide tutoring to students enrolled in managerial accounting. Work with students to better understand lab assignments and course concepts. Provide tutoring to students enrolled in managerial accounting. Work with students to better understand lab assignments and course concepts.

Summer Internship

• 2014 - 2014

Provided market analysis, executive briefings, organized listings of potential clients, and assisted in event planning. Provided market analysis, executive briefings, organized listings of potential clients, and assisted in event planning.

Internship

• 2010 - 2010

Provided a solution for company zoning to organize employee, consulting districts. Provided a solution for company zoning to organize employee, consulting districts.