Director of Risk and Compliance

• May 2023 - Present

Risk and Compliance Manager

• Nov 2014 - May 2023

Corporate Accountant

• May 2013 - Nov 2014

Responsible for compliance and tax reporting to various regulatory agencies along with performance of duties necessary for the accounting function of the organization.Primary Duties:* Manage compliance reporting and various tax processes including but not limited to:* Sales and use tax* Transfer pricing compliance* Various quarterly compliance surveys* Property tax returns* Quarterly estimated tax payments* Preparation of tax provision* Federal and various state tax returns* Internal control projects* Manage fixed asset reporting and capital project tracking* Compile audit preparation documents and work with auditors during the audit* Manage General Insurance renewal process for the company* Assist with process improvement projects and process documentation* Other miscellaneous projects as assigned Show less

Tax Accountant

• Aug 2007 - May 2013

● CPA certification ● Excellent organizational and communication skills ● Public and private accounting experience ● Ability to meet strict deadlines ● Ability to work independently Accomplishments: General Ledger Accounts Maintained accurate accounts including cash, accounts payable and accrued expenses. Auditing Led a WI sales and use tax audit from start to finish. Achieved an overall refund of $390,000. Tax Compliance: Enhanced internal tax coding system for accounts payable and purchasing department to use to help determine sales and use taxability when making purchases and paying invoices. Perform complex general accounting functions, including preparation of journal entries, account analysis and balance sheet reconciliations. File monthly, quarterly or annual returns for 38 states which KI is registered to collect sales and use tax in. Prepare, pay and file annual city and state business license forms and gross receipt tax returns. Prepare and file annual, local and state property tax forms and pay assessments. Assist in annual budgeting process. Assist in preparation of federal income tax return. Monitor sales tax laws and regulations in all states and communicate major sales and use tax issues/changes to company personnel and field sales reps. Review fixed asset additions and disposals for proper reporting classification and qualified exemptions. Create and review fixed asset reports for internal and external reporting using Sage Premier Depreciation. Enforce state laws by conducting monthly internal use tax audits of accounts payable transactions to identify over/under payments of sales and use tax. Respond to requests during all sales and use tax audits or appeals by various state auditors. Research and respond to tax questions and issues that arise both internally and externally using BNA and CCH. Show less

Staff Accountant

• Dec 2006 - Jun 2007

Prepared individual, corporate, partnership, federal gift tax and tax exempt organization tax returns. Prepared State of Wisconsin Manufacturing Real Estate Returns and Wisconsin Manufacturing Personal Property Returns. Prepared year-end work papers and financial statements using ProSystem fx. Utilized BNA and CCH to research tax matters related to clients. Prepared individual, corporate, partnership, federal gift tax and tax exempt organization tax returns. Prepared State of Wisconsin Manufacturing Real Estate Returns and Wisconsin Manufacturing Personal Property Returns. Prepared year-end work papers and financial statements using ProSystem fx. Utilized BNA and CCH to research tax matters related to clients.

Store Manager

• May 2004 - Dec 2006

Drove the implementation of company programs by developing action plans and directly motivating and instructing the store team to implement them to exceed operational and organizational objectives. Constantly reviewed store environment and key business indicators to identify areas of opportunity. Regularly utilized management information tools and analyzed financial reports (Store Budget, Monthly Expense Details, Profit and Loss Statements, and Forecasting Reports) to identify and address trends in store performance. Utilized and demonstrated effective management principles and practices in order to create and maintain a $1million store and an environment where all employees were valued and respected. Show less