Kathryn Szymelfenig
Niles, Illinois 60714
************@*******.***
PROFILE: EXPERIENCE: Financial Analyst who combines graduate
training with 3 years in roles that require skills in
analysis and accounting.
ANALYTICAL SKILLS: Focused problem solver who reviews all
relevant data and asks the right questions to identify
issues and resolutions.
FLEXIBILITY: Team player who takes on extra duties,
multitasks to meet deadlines, and adapts quickly to satisfy
changing business needs.
EDUCATION: Master of Accounting & Financial Management,
Keller Graduate School of Management (Chicago, Illinois)
GPA 3.5 2012
Gained hands-on skills in
. Financial Statements . Modeling .
Forecasting
. Risk Analysis . Cash Flow .
Cost Benefit Analysis
M.A. & B.A., Political Science, University of Warsaw
1997
(Recognized as equivalent of U.S. degrees)
CERTIFICATION: Currently studying for the CPA exam (Becker CPA), expected
in 2014
RELEVANT
EXPERIENCE: DENNIS J. SIENA, INC. Chicago, Illinois
2013-Present
TAX ACCOUNTANT
Financial Analysis: Prepare and review financial
statements. Make recommendations regarding cost control.
Analyze each client's accounts and documentation. Research
topics impact tax laws and real estate investments.
Communicate with clients according to each person's level
of financial and technical understanding.
Accounting: Perform a range of duties, including
preparation of corporate and partnership tax returns,
AP/AR, coding, posting, and general ledger. Ensure
corporate records are compliant with state law.
BARRINGTON SADDLERY, LLC Barrington, Illinois
2013
STAFF ACCOUNTANT (Contract Position)
Financial Analysis: Built a forecasting model for a large
account ($1 million) that included international
transactions. Generated cash flow projections based on
daily bank activities. Reviewed financial statements from
previous months. Prepared monthly and P/L reports as well
as ad hoc reports.
. Created a new chart of accounts based on analysis of
current accounting models. Interviewed managers in
several departments to understand their operations and
processes.
Accounting: Updated posts to the G/L, and reconciled bank
accounts. Tracked weekly budgets and spending. Managed
accounts payable and related functions in QuickBooks.
. Wrote procedures for sales tax procedures, monthly
sales reports, and tax accounting software.
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Kathryn Szymelfenig
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JERRY TRZECIAK, INC. Park Ridge, Illinois
2012-2013
ACCOUNTING
Performed accounting and bookkeeping duties for clients in
small business and construction. Accounted for variances
in AR/AP by applying sharp attention to detail. Completed
month-end and year-end close. Researched new legislation
that impacts tax preparation.
PLEWA REALTY, LTD. Chicago, Illinois
2011
STAFF ACCOUNTANT
Managed accounting records of 4 companies, including
utility bills (87 accounts), rents, sales tax, property
tax, lease accounting, bank reconciliation, general ledger
(GL), accounts payable, and accounts receivable. Prepared
and processed payroll for 16 employees. Generated daily
sales reports and financial reports that broke out factors
affecting revenue (returns, taxes, employee performance).
. Recovered overpayments by identifying billing errors
and contacting vendors to correct charges.
KACZOR FINANCIAL GROUP CORP. Schaumburg, Illinois
2010-2011
JUNIOR TAX ACCOUNTANT (INTERN)
Reviewed documents and organized them for a CPA.
Determined what tax forms and schedules clients needed.
Worked with strict attention to accuracy and deadlines.
. Prepared audit reports for a not-for-profit
organization.
. Gained experience with CFS Tax Software and
ProSeries Tax Software.
RELATED
EXPERIENCE: OFFICE MANAGER
2007-2009
. Wegierek Psychology Center (Chicago, IL 2008-2009)
. Red Bird Design Studio (Chicago, IL 2007-2008)
GOVERNMENT ASSISTANT & ANALYST
1998-2007
. Consulate General of the Republic of Poland (2006-
2007)
. Ministry of Internal Affairs, Poland (2001-2005)
. Ministry of National Defense, Poland (1998-2001)
TECHNICAL
SKILLS: Accounting: QuickBooks, Sage Business Works, Taxwise
MS Office: Excel (advanced skills), PowerPoint, Word
TRAINING: Completed advanced training in Excel (2010)
LICENSE: Notary Public, Illinois
LANGUAGE: Polish (Fluent)