Talia Koenigsberg, CPA

Head of Partner Success & Implementation at Penji
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Contact Information
us****@****om
(386) 825-5501
Location
Austin, Texas, United States, US
Languages
  • English -

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Credentials

  • Certified Public Accountant
    Illinois Department of Financial and Professional Regulation
    Jul, 2019
    - Nov, 2024

Experience

    • United States
    • Education Management
    • 1 - 100 Employee
    • Head of Partner Success & Implementation
      • Oct 2021 - Present

    • United States
    • Insurance
    • 700 & Above Employee
    • Assistant Vice President
      • Jul 2021 - Oct 2021

    • Forensic Accountant
      • Sep 2019 - Jul 2021

    • United States
    • Retail Apparel and Fashion
    • 700 & Above Employee
    • Senior Sales Associate
      • May 2014 - May 2021

      • Resolved customer issues in an appropriate and timely manner to maintain customer relations and brand standards • Tailored styling choices by catering to the customer’s specific lifestyle and incorporating seasonal fashion trends, which created a unique shopping experience that ultimately generated sales • Developed interpersonal relationships between customers, co-workers, and managers through daily interactions within a high stress and fast pace environment on the sales floor Note: Seasonal Sales Associate 2014-2018, Senior Sales Associate 2018-Present Show less

    • Professional Services
    • 700 & Above Employee
    • Experienced Assurance Associate
      • Sep 2018 - Sep 2019

      • Provided assurance over controls and financial reporting for a multimillion dollar Insurance Company and its Captive Companies, focusing on IFRS and Statutory Accounting Standards respectively • Tested primarily journal entry controls and transactions, reinsurance agreements and the financial reporting package • Provided assurance over controls and financial reporting for a multimillion dollar Insurance Company and its Captive Companies, focusing on IFRS and Statutory Accounting Standards respectively • Tested primarily journal entry controls and transactions, reinsurance agreements and the financial reporting package

    • Financial Team Leader- Captive Feasibility Study
      • Jan 2018 - May 2018

      • Created 10 year pro forma financial statements based on benchmarking data, actuary loss data, and @RISK simulations • Researched intensively different domiciles, structures, operations and risk shifting/distribution scenarios • Interacted with captive experts, insurance brokers/agents, and reinsurance specialists to better understand the industry • Created 10 year pro forma financial statements based on benchmarking data, actuary loss data, and @RISK simulations • Researched intensively different domiciles, structures, operations and risk shifting/distribution scenarios • Interacted with captive experts, insurance brokers/agents, and reinsurance specialists to better understand the industry

    • United States
    • Higher Education
    • 200 - 300 Employee
    • Introduction to Financial Accounting Teaching Assistant
      • Aug 2017 - Dec 2017

      • Conveyed financial accounting information, twice a week, to 30 students through a flipped classroom experience • Developed lesson plans and built lectures, handouts and quizzes to reinforce student learning progression • Conveyed financial accounting information, twice a week, to 30 students through a flipped classroom experience • Developed lesson plans and built lectures, handouts and quizzes to reinforce student learning progression

    • Professional Services
    • 700 & Above Employee
    • Assurance Intern
      • Jan 2017 - Mar 2017

      • Provided assurance over controls and financial reporting for different companies within the financial services industry • Recalculated balances by leveraging excel and financial accounting knowledge to complete year-end audit work • Interacted with audit partners, managers, seniors, and associates effectively to reduce duplication of effort and ensure that all financial statement line items had been adequately tested • Provided assurance over controls and financial reporting for different companies within the financial services industry • Recalculated balances by leveraging excel and financial accounting knowledge to complete year-end audit work • Interacted with audit partners, managers, seniors, and associates effectively to reduce duplication of effort and ensure that all financial statement line items had been adequately tested

    • United States
    • Higher Education
    • 200 - 300 Employee
    • Compass Facilitator
      • Aug 2016 - Dec 2016

      • Delivered weekly, for 50 business students, a curriculum focused on professional development, leadership, and diversity • Provoked conversation around inclusion, different styles of leadership and identity to help grow and shape students into well rounded future business leaders • Coordinated with co-facilitator and Business School staff member to create stimulating lectures and discussion topics • Delivered weekly, for 50 business students, a curriculum focused on professional development, leadership, and diversity • Provoked conversation around inclusion, different styles of leadership and identity to help grow and shape students into well rounded future business leaders • Coordinated with co-facilitator and Business School staff member to create stimulating lectures and discussion topics

    • United States
    • Hospitality
    • 700 & Above Employee
    • Risk Management Intern
      • Jun 2016 - Aug 2016

      • Premiered and created the first set of weekly wellness and safety tips for back of house boards (BOB), consisting of data, images, and content specific to each department (Culinary, F&B, Rooms, etc.) for international and national locations • Participated in international and national insurance contracts focused on cyber safety and yearly renewals • Prepared Hyatt Hotels Captive insurance Company data for the annual audit by reviewing internal audits records • Examined change in costs for owned, managed and franchised hotels if workers compensation deductible shifted to zero • Investigated loss run data of claims Dec 1 2015-May 31 2016, to find hotels with high frequency compared to size, then assessed loss run by type of claim in high frequency hotels to provide guidance on what areas to focus to reduce claims • Deduced relationships between general liability claims, workers compensation claims and Gallap scores compared to Net Promoter Score data specific to each hotel Show less

    • United States
    • Advertising Services
    • 700 & Above Employee
    • Account Management Intern
      • Jun 2014 - Aug 2014

      • Generated visual images and content for Bel Brands Facebook, Twitter, Pinterest and Instagram accounts that expanded the total number of followers and likes by an average of twenty for each picture and account • Researched, explored and centralized all competitive market information into a competitive report for Hampton Hotels, Butterball Turkey, Barilla Pasta and Wilton Cake Decorating for use in designing new campaigns and advertisements • Helped produce and distribute Hampton TV Spots for Trimester 3, 2014 by conducting voiceover auditions and suggesting artistic commercial ideas to superiors • Observed several new business pitches, client and account management meetings, and creative meetings at different levels within the company Show less

Education

  • University of Wisconsin-Madison
    Integrated Master of Accountancy (IMAcc), Accounting
    2017 - 2018
  • University of Wisconsin-Madison
    Accounting, Risk Management Insurance and Gender & Women Studies
    2013 - 2017
  • Danish Institute for Study Abroad
    Human Trafficking and Prostitution in a Global Context
    2015 -
  • Oak Park and River Forest High School
    2009 - 2013

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