Accounting Financial
Resume:
******.*********@*****.***
Meghan Biersmith
Summary
Highly accomplished, results driven associate with a 96.3% on overall audit scores. Allocated my time at Charles Schwab with daily asset reconciliation, monthly/quarterly audits as well as analyzing individual accounts performance. Seeking higher education with a MBA in accounting.
Experience
May 2015-Current
Charles Schwab
Overland Park, KS
Financial Analyst / Internal Audit
Successfully handle all aspects of daily reconciling and financial reporting in accordance with GAAP and regulatory authorities
Conduct routine audits of financial reports to verify the accuracy of 650+ accounts
Provide correct, up-to-date data on a daily basis to multiple firms while managing and anticipating issues that occur due to transaction inaccuracies, advisor expectations and market fluctuations
Identify trends in financial performance and provide recommendations for improvement to financial advisor
Subject confidential material with highest profession internally at Schwab and externally with our clients in minimizing their risk and internal control activities
Implemented new tools in excel to improve the overall work flow and efficiency during month-end audits
Analyzed financial activities using excel modeling (V-lookups, pivot tables, matching / index, etc.) to close month end processes, reconciliation, etc.
October 2014-May 2015
University of Kansas
Lawrence, KS
Economics Research Assistant
Used SAS and excel to manipulate and analyze large datasets
Collected data and statistics to support academic research as well briefings on economic outlooks
Studied the changes in economic markets and evaluate its impact on the financial activities in the economy
Exercised analysis using economic and financial models to find key trends and maxim productivity from utilization of land, labor, technology, infrastructure, etc.
December 2011 –May 2015 Davidson & Associates Inc. Overland Park, KS
Accounting Intern
Helped manage the day to day operations by means of QuickBooks
Provided monthly forecasts and budget variance analysis to management
Analyze budgets and present ways to the financial team on better practices to reduce overhead
Worked frequently with applications while assisting in creating macros to generate standardized accounting reports and balance updates for internal use
Education
August 2011-May 2015
University of Kansas
Lawrence, KS
Economics minor in accounting
Tim Shaftel Accounting scholarship
Activities
Involved in different Young Professionals group Bacchus and GenKC
Social Chair / Finance chair Delta Gamma
Contact this candidate