Experience

myCIO Wealth Partners

• United States
• Investment Management
• 1 - 100 Employee

• Accounting Intern

  • Jan 2018 - Present

  myCIO Wealth Partners is a Comprehensive, Independent and Objective Wealth Management firm that provides investment and tax services to high net worth individuals, families and institutions. (myCIOwp.com) List of Tasks: • Efficiently processing vendor invoices • Assisting with audit preparation • Completing finance projects • Assisting with client billing myCIO Wealth Partners is a Comprehensive, Independent and Objective Wealth Management firm that provides investment and tax services to high net worth individuals, families and institutions. (myCIOwp.com) List of Tasks: • Efficiently processing vendor invoices • Assisting with audit preparation • Completing finance projects • Assisting with client billing



Heffler, Radetich & Saitta LLP

• Accounting
• 1 - 100 Employee

• Tax Intern

  • Jan 2019 - May 2019

  Heffler, Radetich & Saitta LLP (Heffler) is a full-service certified public accounting (CPA) and consulting firm committed to quality service and technical superiority (heffler.com) List of Tasks: • Prepared Individual Income Tax and Class Action Settlement Fund returns. • Created journal entries and books of original entry (cash disbursement journals, cash receipt journals, general ledgers and working paper preparation). • Prepared Bank Reconciliations and adhered to standards of quality control.



American Heritage Credit Union

• United States
• Financial Services
• 200 - 300 Employee

• Accounting Intern

  • May 2017 - Aug 2017

  American Heritage Credit Union is a $2.4 billion, member-owned financial cooperative serving more than 800 Workplace Partners and more than 185,000 members. (americanheritagecu.org) List of Tasks: • Assisted the Controller in maintaining accounting records. • Identified pricing discrepancies for automated vending machines and corrected errors to avoid $100 weekly losses. • Reconciled receipts for 32 branches to ensure accuracy of financial statements for auditing. • Verified accounts payable corporate credit card payments for over 40 departments. • Created journal entries daily for accounts receivable checks. • Conducted financial analysis using Excel in order to implement the new lease accounting standard for many of the leased branches.



First Heritage Mortgage Services

• United States
• Financial Services
• 1 - 100 Employee

• Mortgage Closing Intern

  • Jun 2016 - May 2017

  First Heritage provides a comprehensive, no cost, First Mortgage Partners Program that supports and services nearly 90 partner credit unions with combined assets of over $9.3 billion. (firstheritage.org) List of Tasks: • Ensured that title and insurance policies were accurate and easily accessible. • Created invoices for borrower's expenses to ensure accuracy of charged amounts. • Contacted title companies and borrowers for corrections and clarifications for easier operations for foreclosures and mortgage pay-offs. • Assisted in closing conventional and government mortgages. • Communicated with stakeholders and ensured timely delivery of documentation to partners.