LANAYA ALLEN

**** ** *** ***., ***** Rapids MN **744 218-***-****

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EDUCATION

MASTER’S DEGREE IN ACCOUNTING AND FINANCIAL MANAGEMENT, DEVRY UNIVERSITY

ANTICIPATED GRADUATION DATE JUNE 2025

B.A. IN ACCOUNTING DEGREE, THE COLLEGE OF ST. SCHOLASTICA DECEMBER 17, 2022

• CPA Track – Completed all education requirements to sit for the CPA exam (151 credits total)

• Overall GPA – 3.46

• Completed 1,200 CPA supervised hours of the 2,000 hours required for the CPA license under Glorvigen, Tierney & Company

A.S. IN ACCOUNTING, ITASCA COMMUNITY COLLEGE

JUNE 2020

A.S. IN BUSINESS ADMINISTRATION, ITASCA COMMUNITY COLLEGE JUNE 2020

• Gained knowledge about financial and managerial accounting concepts and principles through a study of business transactions and their effect on financial statements

• Learned how state and federal laws affect payroll, completing forms and records used in a complete payroll system, and built proficiency in the use of the electronic calculator

• Studied transactions and the accounting cycle, financial statements, analysis of profitability, liquidity, and risk, and merchandising operations EXPERIENCE

SELF EMPLOYED TAX PREPARER, HE REIGNS TAX & ACCOUNTING SERVICES

NOVEMBER 2019 – PRESENT

• Prepare and file individual and business tax returns, company's year-end closings, and annual tax reports

• Utilize information provided by clients to prepare individual tax returns and input into Drake Tax, QuickBooks, Casselle Connect, MS Word, MS Excel and MS Outlook

• Follow all procedures regarding information handling to ensure client confidentiality

• Maintain up-to-date knowledge of latest tax laws, regulations, and changes as well as research tax questions

• Maintain PTIN and PTIN directory registration renewals annually ACCOUNTING ASSOCIATE/CPA INTERN, GLORVIGEN TIERNEY & COMPANY PLLP

DECEMBER 2022 – JULY 2023

• Completed daily coding of checks, adjusting journal entries, and bank reconciliations

• Worked daily with Excel, QuickBooks Online, QuickBooks Desktop, Lacerte Tax Software, PCS, ACS, Elevate, and Slack

• Assisted in the preparation and completion of individual and business tax returns

• Completed month-end closing processes for over 20 companies which duties consisted of recording all incoming cash and account receivables, reviewed expense and accounts payable records, reviewed fixed assets, collected and reviewed financial documents, and compiled workpapers to prepare financial statements in accordance with GAAP

• Workers’ compensation audits, sales tax preparation and returns, and quarterlies BOOKKEEPER/OFFICE ASSISTANT, TRAVEL LEADERS OF GRAND RAPIDS MAY 2022 – DECEMBER 2022

• Performed daily invoice transmits/downloads with Trams/ClientBase Software

• Prepared weekly/monthly/yearly financial reports & tax preparation documents

• Provided agent statements & activity reports weekly/monthly/yearly

• Prepared client/vendor balance statements, bank reconciliations, coding, and payroll

• Completed all accounts payable/accounts receivable transactions

• Ordered shop supplies, answer phones for clients and field calls

• Maintained the website & post on social media

ASSOCIATE DEPUTY CITY CLERK/TREASURER, CITY OF COHASSET FEBRUARY 2020 – OCTOBER 2020

• School internship

• Performed routine clerical and skilled accounting and administrative work to support and assist the Senior Deputy Clerk Treasurer

• Responsibilities included utility billing, payroll, bank/cash receipt receiving and reconciliation, accounts payables and receivables, service orders BANK TELLER, AMERICAN BANK OF THE NORTH

NOVEMBER 2008 – MARCH 2009

• Provided account services to customers by receiving deposits and loan payments, cashier checks, savings bonds, cashing checks, issuing savings withdrawals, and recording both night and mail deposits

• Cross-sold bank products by responding to inquiries, informing customers of new services and product portions, and directing customers to the appropriate branch departments

• Maintained and adhered to a consistent balancing record that was in line with company policy

ACHIEVEMENTS AND AWARDS

• Annual Filing Season Program (Effective

January 1, 2022-December 31, 2022)

• PTIN #P02385582 (Effective January 1,

2023-December 31, 2023)

• College of St. Scholastica Chapter of Alpha

Alpha Alpha Honor Society November 2021

• Minnesota Notary Public (Commission

Expires January 1, 2025)

• Itasca Community College Dean’s List for

the 2019/2020 Academic Year

• Chosen by Itasca Community College

faculty to give the opening speech at the

2019/2020 graduation ceremony

• Awarded $1000 Kenneth and Mary

Erickson Scholarship April 2020

• Awarded $1000 AAUW Scholarship

April 2020

• Awarded $1000 N. William and Nadine

Hamlin Scholarship April 2020

• PCA Certification 2014-Present

REFERENCES

NICK ROTHSTEIN

Business and Economics Instructor

Itasca Community College

Grand Rapids, MN

Work 218-***-****

ad0qdq@r.postjobfree.com

STEVE KOHORST

Accounting Instructor

Itasca Community College

Grand Rapids, MN

Work 218-***-****

ad0qdq@r.postjobfree.com

LAURIE LARSON (PASSARD)

Business Owner

Travel Leaders of Grand Rapids

Grand Rapids, MN

Cell 218-***-****

ad0qdq@r.postjobfree.com

RODNEY AULTMAN

Retired Itasca County Sub-Forman/AFSCME Local Union 1452 President Responsible Party

Accra Care/Absolute PCA

Cell 218-***-****

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