Customer Service Financial Analyst

James Fylstra, CPA

** ********** ****** ***** *******, NJ 07508 973-***-**** **********@*****.*** Work Experience

Fylstra & Fylstra, LLC, Hawthorne, NJ October 2016 – Present Senior Accountant

• Complete tax returns for over 200 individuals, corporations, partnerships, and trusts

• Assist clients with cash and credit reconciliations to ensure the accuracy of their book keeping

• Analyze and implement required year-end journal entries for small businesses by calculating depreciation and verifying that expenses are documented in the proper accounts

• Perform monthly client billing and invoicing

• Attract and acquire new clientele through marketing and phone interviews

• Updated engagement letters and consent forms to ensure legal protection and compliance with insurance standards

Deloitte Tax, Parsippany, NJ June 2014 – October 2016 Tax Senior Consultant

• Assisted clients in calculating the Research and Development Tax Credit

• Worked with client’s tax and finance departments to gather and translate General Ledger data to determine qualified research expenses

• Understood software and pharmaceutical development lifecycles and worked with R&D professionals to document their qualifying development efforts

• Built credit models documenting analysis results by using Pivot Tables and Microsoft Access to sift through large quantities of data

• Prepared IRS audit defense of the research credit

• Worked with Fortune 500 companies in a high-paced environment Atlantic Stewardship Bank, Wyckoff, NJ

Part-Time Teller April 2012 – May 2014

• Day-to-day operations included transaction processing and customer service

• Prepared the branch for day-to-day operations by opening the vault, and preparing the teller stations

• Managed the vault by keeping track of shipments and managing inventory levels

• Understood customer needs and wants and made practical suggestions to improve processes and efficiencies

• Sold products/promotions the bank offered; including mortgage rates and credit cards Education

Seton Hall University, South Orange, NJ Graduated May 2014

• Bachelor of Science in Business Administration with a concentration in Accounting

• 3.59 GPA

Memberships and Skills

• Member NJCPA & AICPA

• NJCPA student mentor

• Proficient in Microsoft Office, UltraTax & SuperForms

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