Manager Software

DAREK M. KOLEDA

*****.******@*****.***

**** ********** **. ************** ** 19403 610-***-****

OBJECTIVE: To obtain a full time position as an Accountant, where my professional experience, and educational

background would be advantageous to the development of your organization and myself.

EDUCATION: TEMPLE UNIVERSITY, Fox School of Business, Ambler, PA

Bachelor of Business Administration, Graduation: May 2007

Major: Accounting

ACTIVITIES & AWARDS:

The Pennsylvania Institute of CPA Award, Recipient, May 2005

Accounting Professional Society, Treasurer, September-May, 2007

Beta Alpha Psi - The Financial Honors Organization for Financial Organization Professionals, Affiliate,

September-May, 2007

CPA Exam - completed Auditing Section of exam July, 2009; currently pursuing certification/licensure

PROFESSIONAL EXPERIENCE:

Larson Allen L.L.P., Blue Bell, PA

Staff Accountant/Tax Accountant/Auditor, January 2007 – May 2009

• Executed a range of audit and accounting procedures in accordance with the size and complexity of the

engagement including: recording transactions, preparing statistical/account analyses, classifying

postings, preparing financial statements, and performing interim examinations.

• Prepared, analyzed, and verified financial statements.

• Reviewed client operations by evaluating their efficiency, effectiveness, and compliance with corporate

policies and procedures, laws, and government regulations.

• Prepared individual tax returns, and assisted with the preparation of corporate, partnership, and other types of tax

returns along with tax research.

• Ensured complete and timely tax return preparation; prepared and/or reviewed tax returns, and met with firm

partners and/or client’s to review and discuss results.

• Carried out administrative responsibilities such as copying, filing, and preparing client information.

SEI Investments

Oaks, PA

Performance Analyst, September 2006 – January 2007

• Interacted and communicated with different SEI Business Units regarding asset management.

• Completed daily reconciliations and performance reviews.

• Reviewed and resolved exceptions for the different performance reporting systems.

SEI Investments

Oaks, PA

Portfolio Accountant, April 2006 – September 2006

• Processed funds’ daily trade activity and communicated with the funds’ investment manager on a daily basis.

• Reconciled fund positions (cash, securities and contractual positions) on a daily basis.

• Managed and resolved exceptions in the daily trade booking process.

• Ascertained that Fund Managers were aware of open reconciliation items and enlisted their assistance in

resolving issues on a timely basis.

• Verified that fund assets were priced appropriately.

John E. Lacy CPA Cedars, PA

Junior Tax Accountant, January 2005 – April 2006

• Assisted with preparing State and Federal Tax Returns through accurate and proficient data entry.

• Assisted with financial and accounting functions to ensure compliance with tax regulations and other

governmental agencies.

• Conducted financial analysis using Excel; prepared financial statements.

TECHNICAL & SPECIAL SKILLS:

• Fluent with the use of computers and standard software including: Windows XP, Windows 7, and

Windows Professional, Word, PowerPoint, Excel, Access, Outlook, Netscape 7.0, Internet

Explorer, PPC Software, ProSystem Fx Tax & Engagement, ProSeries Tax Software. Exposure to the

following: ACL-Auditing Software, Java, SAP, Great Plains 8.0.

• Polish – Fluent.

Contact this candidate