Sales Accounting
Resume:
Kathrine S. Simonson, CPA
New Brighton, MN 55112
abh8d3@r.postjobfree.com
SUMMARY
Experienced accounting professional with strong verbal and written
communication skills. Knowledgeable in accounting principles of various
industries including wholesale distribution, manufacturing and service
organizations. Excellent research skills. Demonstrated ability to
effectively interact with team members to generate results and build
successful relationships at all levels.
PROFESSIONAL EXPERIENCE
WILLIAM MORK & COMPANY, Minneapolis, MN 05/09 - 10/10
Certified Public Accountants
Staff Accountant
Worked in partnership with clients and staff members to provide accounting
services, financial statement compilation services and tax services to
closely-held business clients.
Prepared compilation reports and financial statements for multiple small
business clients.
Provided write-up services and accounting assistance as needed by small
business clients.
Maintained fixed asset schedules and assisted clients with fixed asset
issues and questions.
Researched proper accounting treatment for client transactions to ensure
compliance with GAAP.
Assisted clients with month-end and year-end close.
Prepared year-end adjusting and reclassifying journal entries for clients.
Communicated with clients, partners, and staff to ensure accuracy and
completeness of an engagement.
MCGLADREY & PULLEN, LLP, Minneapolis, MN 01/08 - 03/09
Certified Public Accountants
Senior Associate, Entrepreneurial Services Group
Functioned as an integral member of the Entrepreneurial Services Group.
Collaborated with clients and team members to provide accounting solutions,
financial statement review services and employee benefit plan audit
services to closely-held business clients.
Prepared review and compilation reports for multiple small business
clients.
Generated financial statements and associated footnote disclosures.
Provided write-up services and accounting assistance as needed by small
business clients.
Maintained fixed asset schedules and assisted clients with fixed asset
issues and questions.
Researched proper accounting treatment for client transactions to ensure
compliance with GAAP.
Assisted clients with month-end and year-end close.
Prepared year-end adjusting and reclassifying journal entries for clients.
Used critical thinking to improve client and firm processes and procedures.
Communicated with clients, partners, managers, and staff to ensure accuracy
and completeness of an engagement.
Abdo Eick & Meyers, Edina, MN 2001 - 2007
Certified Public Accountants and Business Consultants
Senior Accountant and Employee Benefit Plan Specialist
Provided accounting assistance and tax services to individual and small
business clients. Provided employee benefit plan administration and audit
services to closely-held business clients.
Researched and resolved client tax issues for individual tax return
preparation.
Prepared 1040, 1120, 1120S and 1065 tax returns.
Prepared quarterly and annual payroll tax and information returns.
Assisted clients with Minnesota Department of Revenue sales tax audits.
Prepared quarterly and annual sales tax returns and assisted clients with
sales tax issues and questions.
Lead accountant for several compilation engagements in the retail and
service industries.
Maintained fixed asset schedules and assisted clients with fixed asset
issues and questions.
Assisted clients with accounting software set-up, monthly maintenance and
troubleshooting.
Maintained accounts and assisted clients with retirement plan issues and
questions.
Processed salary deferrals, loan requests, and plan payment requests for
retirement plan clients.
Prepared 5500 information returns for retirement plan clients.
Assisted clients with month-end and year-end close.
Used critical thinking to improve client and firm processes and procedures.
Communicated with clients, partners, managers, and staff to ensure accuracy
and completeness of an engagement.
Payne, Hammersmith Nickles & Co, Norwalk, OH 1998 - 2001
Certified Public Accountants
Administrative Assistant
Provided administrative support to tax and audit staff.
EDUCATION
Augsburg College, Minneapolis, MN (GPA 3.8 / 4.0) - 2003
Bachelor of Arts - Accounting
Professional Affiliations and Certifications
Certified Public Accountant - Minnesota Board of Accountancy
Qualified 401(k) Administrator (certification pending) - American Society
of Pension Professionals & Actuaries
American Institute of Certified Public Accountants
Minnesota Society of Certified Public Accountants
TECHNICAL SKILLS
ProSystems Tax, ProSystems Engagement, ProSystems Fixed Assets Creative
Solutions Write-up, Creative Solutions UltraTax, Creative Solutions Fixed
Assets, Microsoft Office, Datair Pension Reporter,, Lotus Notes, Caseware,
BNA Fixed Assets, WinFiler, T-Value, IDEA, QuickBooks, MYOB
References available upon request.
Contact this candidate