ac1c4q@r.postjobfree.com

913-***-****

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

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