Professional Experience Financial
Resume:
Charlotte Winders, MBA
Coos Bay, Oregon 97420
***********@*****.***
Objective: Strong interest to utilize all my experience and education in the Accounting industry.
Education:
Northwest Christian University - 07/2013 to 06/2015 Eugene, Oregon
Masters in Business Administration with a 3.9 GPA
Eastern Oregon University - 09/2004 to 09/2006 LaGrande, Oregon
Bachelors in Accounting
Qualify for the state CPA examinations
Southwestern Oregon Community College - 01/2001 to 06/2003 Coos Bay, Oregon
Associates of Art and Science
Professional Experience:
Accountant/Tax Preparer - 01/2017 to 04/2018 Medford, Oregon
Ben Bagley, CPA
Prepare individuals, partnerships, and corporate tax returns, utilizing ProSeries
Compile compilation financial statements, footnotes and supporting documents
Record financial transactions, journal entries, adjustments and reconciliations
Maintain full-cycle accounts receivables, payable and payroll, utilizing QuickBooks
Accounts Receivable - 07/2016 to 01/2017 Grants Pass, Oregon
OOGP
Process distribution of optometry products national optometrist, utilizing Sage Mac500
Posts debits and credits, including Buying Group vendor transactions
Exam customer’s payment plans, and update receivables totaling unpaid invoices
Resolve authorized deductions, post adjusting journal entries, and reconcile accounts
Auditor/Tax Preparer - 02/2016 to 07/2016 Jacksonville, Oregon
Ashland Partners & Company LLP
Independently prepare partnerships tax returns large investment companies, Lacerte
Create complex tax documents of client’s financial transactions utilizing Excel
Conduct audit review of financial statements, tax returns and historical data
Maintain client's confidentiality, and company policies and regulations
Accountant - 09/2014 to 09/2015 Medford, Oregon
Kathrein, Inc. through Employment Express Professionals (Temporary)
Post financial transaction, journal entries and accrue adjustment for manufacturing
Maintain accounts receivables, post monetary payments and customer invoicing
Responsible for payments and adjustments for national sales tax reporting
Prepare intricate full-cycle payroll for over 75 staff throughout national region
Charlotte Winders, MBA
1183 East F Street
Coos Bay, Oregon 97420
***********@*****.***
Professional Experience:
Accountant/Tax Preparer -12/2013 to 06/2014 Springfield, Oregon
Mittleider and Wheeler, LLC (Seasonal)
Prepare individuals, partnerships, and corporate tax returns, utilizing Lacerte
Record financial transactions, adjustments and financial reporting, utilizing QuickBools
Create financial analysis spreadsheets and intricate inventory system, utilizing Excel
Maintain client’s full-cycle payroll, including annual 1099’s and W-2’s
Tax Preparer - 01/2013 to 06/2013 Eugene, Oregon
Risen & Associates, LLC (Seasonal)
Prepare individuals, partnerships, and corporate tax returns, utilizing ProSeries
Successfully assist CPA through tax season without any required extensions
Prepare corporate compilations, financial analysis spreadsheets and status notes
Maintain highly regulated federal, state and company policies and regulations
Financial Director - 05/2012 to 12/2012 Coos Bay, Oregon
Oregon Coast Community Action
Maintain general ledger and post journal entries for large non-profit organization
Perform annual budgets, financial reporting, reconciliations, utilizing Sage
Manage and supervise the entire full cycle accounting staff work performance
With historical data created vital financial statements for investors and grantors
Community Involvement:
Volunteer Bookkeeper - 03/2007 to 12/2015 Coos Bay, Oregon
Point Man Ministries and David Dewett Memorial
Build and maintain general ledger for veterans non-profit utilizing QuickBooks software
Prepare and manage annual budgets, financial reporting, and annual tax forms
Maintain and organize all financial transactions, including subsidiary accounts
Interpersonal/Communication:
Work independently or an encouraging asset to a team
Strong verbal and writing communication etiquette
Very organized, efficient, and attention to details
Extremely quick self-learner and motivator
Innate analytical and multi-task skills
Quality integrity and work ethics
Contact this candidate