Accountant
Resume:
Kenosha, WI **140-1743
To Whom It May Concern:
I am applying for the Sr. Plant Accountant position that was advertised on PostJobFree.com. I
am seeking an accounting position that will allow me to use my education, work experience, and
knowledge to grow in my profession and to help my employer grow. I have worked in the public
and private accounting field for over 15 years. During that time I have worked with customers,
businesses, individuals, and retirement plans servicing their needs. I have always striven to
provide my customers and clients excellent service and meeting their needs. I love accounting
work and I have a strong work ethic and passion of learning and doing new things.
I have a Bachelor’s Degree in Accounting where I learned the principles and building blocks of
accounting. I am currently in my second semester of the MBA program at University of
Wisconsin-Parkside with an anticipated graduation date of Spring 2016. Throughout my career I
have expanded on my education and skills in various aspects of accounting including financial
reporting, financial analysis, various tax reporting, and job costing, to name a few. As an
accountant servicing either my client’s or my company’s needs I have learned to work on
different projects, prioritize my duties, and make sure the job at hand is completed thoroughly.
This is usually done with multiple projects at one time.
I have a wide-ranging background in many areas of accounting and assisting my company and
client needs. During my career I have continually worked above and beyond what was required
of me. I have worked to foresee my managers, customers, and client’s needs and communicate
those recommendations. I have worked with other staff members on projects, training and
assistance. I am a dedicated, hard-worker who loves to learn things and develop ways
procedures can be improved.
I would greatly appreciate you considering my resume in filling this position. I can be reached by
phone or e-mail.
Thank you for all of your time and consideration.
Sincerely yours,
Kathleen A Grasty
Kathleen A. Grasty
2930 24th St.
Kenosha, WI 53140-1743
Cell – 262-***-****
*******@**.**.***
Objective To obtain a position with a stable, well established company where I can utilize
my education, work experience, and knowledge to service the employer’s needs
and grow with the organization.
Work Experience
September 2014 – Present American Roller Company, Inc. Union Grove, WI
Staff Accountant
• Prepare and review Plant Financial Analysis statements for ten plants.
• Prepare and review consolidated Financial Statements for manufacturing company.
• Complete and file sales and use tax returns.
• Manage cash balance daily and request advances as needed.
• Compile and review audit schedules for annual audit.
• Complete monthly reconciliations of all balance sheet accounts.
• Balance out inter-company accounts on a monthly basis.
• Draw-up journal entries for various entries from cash to payroll, to accruals, to
corrections.
• Develop and design worksheets to improve reporting for plants and management.
• Cross-train with staff to learn their duties to assist in times of need.
• Work to understand the computer system to assist end-users.
March 2007 – September 2014 Beckart Environmental, Inc. Kenosha, WI
Sr. Staff Accountant
• Prepare monthly financial statements for manufacturing company. This includes the
following:
Analysis of all general ledger accounts
Journal Entries for corrections and accruals
Review preliminary financial statements for accuracy and completeness
Finalize the monthly financial statements for the management team with a
complete review and write-up of the statements.
• Complete Sales Tax returns on monthly, quarterly, semi-annual, and annual basis for
most states.
• Project lead on our conversion of our accounting software from Sage to NetSuite
which includes the following:
Consulting with outside vendors on product choices and review of products
Work with consultant on understanding our business and business operations
Write detailed procedures for all functions
Train all staff in the use of NetSuite and it’s functions
Extract data from Sage into usable data for importing into NetSuite, which
required creating databases and queries
After implementation be the go-to person for addressing issues and improving
users functionality
• Accurately and timely prepare customer’s invoices.
• Prepare monthly analysis reports for management on sales, accounts receivables,
territory charges, and various other reports as needed.
• Calculate and prepare the outside sales representative’s commissions on a monthly
basis.
• Calculate the commission due the salesmen for capital jobs on a monthly basis.
• Prepare the annual Budget including reviewing accounts, determining budgeted
expenses, and leading the budget meeting with the Management Team.
• Team member of our Strategic Team which includes serving on smaller teams to
develop goals and plans to reach those goals.
• Annually prepare the form 1099’s
• Complete job costing for our systems (job shop) when they were shipped and
installed.
• Contact customer’s with past due balances including working on payment plans and
providing necessary items the customer needs.
• Work with the outside accountant on preparing the year-end financials statements.
• Prepare the monthly and annual Financial Statements for our England subsidiary with
information provided by them.
• Understand and maintain sales tax information for many of the states.
• Assist CFO with the management of our accounting department.
• Help fellow staff members with problems, training, and completing projects and work
as necessary.
• Work on other special projects as needed.
July 1999 – March 2007 PPG Management Consultants, LLC Kenosha, WI
Associate Accountant
• Prepare for various government agencies required tax returns in a correct and timely
manner including:
Corporate Tax Returns
Partnership Tax Returns
Individual Tax Returns
Personal Property Tax Returns
Sales and Use Tax Returns
• Maintain current understanding of tax laws, reporting requirements and procedures.
• Research and summarize an assortment of tax issues and problems using different
resources.
• Compile Financial Statements from information provided by client such as check
registers, bank statements, day sheets, payroll records, etc. on a monthly, quarterly or
annual basis.
• Review client Financial Statements for consistency and accuracy of information being
reported on a monthly, quarterly or annual basis.
• Prepare bank reconciliations for clients various bank accounts.
• Accurately and timely prepare payroll for clients and their employees.
• Complete mandatory quarterly and annual payroll reports for clients as required by
government agencies.
• Maintain throughout the year data on vendors used by the clients to determine if 1099
reporting would be required and then prepare the annual 1099’s.
• Throughout the year complete tax planning, projections and review individual client’s
tax situations for changes in their income, deductions and other situations. This is to
ensure the client’s tax liability is properly covered.
• Provide tax advice for clients on items that arise that can help their overall tax
situation, retirement planning, etc.
• Complete required annual accounting and reconciliations for over 50 retirement
plans, i.e. 401(k) Profit Sharing Plans and Pension Plans.
• Prepare annual Financial Statements, Participant Statements, and other reports
provided to clients and participants for their 401(k) Profit Sharing Plans and Pension
Plans.
• Draft annual 5500’s as required for government reporting from information compiled
on client’s retirement plans.
• Set-up new retirement plans for clients and prepare required documentation to receive
favorable determination from the Internal Revenue Service for plan qualification.
• Keep up on required changes to the retirement plans and draft plan amendments as
necessary for the retirement plans to stay in compliance with changing laws.
• Continue to have an understanding of the discrimination testing rules under IRS
regulations and complete the annual discrimination testing for all retirement plans.
• Communicate verbally and written with clients, attorneys, government agencies and
others as deemed necessary.
• Help fellow staff members with problems, training, and completing projects and work
as necessary.
Office Programs
• Microsoft Office Microsoft Excel Lacerte
• Microsoft Word Microsoft Outlook Microsoft Access
• Quickbooks Datair Lotus
• Sage NetSuite SyteLine
Education
Summer 1998 University of Wisconsin-Parkside Kenosha, WI
Bachelors Degree Major in Accounting
References
Available upon request.
Contact this candidate