Brendan R. Wolfert

White Plains, NY · 914-***-**** · ad15tu@r.postjobfree.com

www.linkedin.com/in/brendan-wolfert-link

SUMMARY

Experienced accounting professional with exceptional analytical, technical, and complex problem-solving skills, and an ability to multi-task in a high-pressure team environment to serve a wide range of internal and external clients.

SKILLS

Accounts Payable, Accounts Receivable, Cash Management, Banking, Tax Forms, Customer Service

WORK EXPERIENCE

Westchester Jewish Community Services (WJCS), White Plains, NY Jul 2017 – Oct 2023

Accounting Specialist

Manage accounts payable function for a major division of UJA-Federation, a $50 million annual revenue organization, that provides funding and counseling to individuals and families in local communities.

Utilizing ERP systems including Sage Intacct, prepare bank reconciliations, vendor invoices, and handles automated accounting records, accounts receivable and cash management.

Record, analyze and reconcile client funding, bank activity and cash inflows/outflows.

Supports the CFO and other internal and external executives, management and staff.

Assists with the dissemination of financial information to auditors and treasury department.

Trains new accounting staff.

Maintains knowledge of generally accepted accounting practices and procedures.

Annual recognition as the organization’s outstanding employee.

American Musical and Dramatic Academy, New York, NY February 2017 – June 2017

Accounts Payable Assistant

Managed all accounts payable files, including student and vendor checks, 1099 and W-9 forms, ACH payments, check registers and voided checks.

Delivered superior customer service support to both internal and external customers.

Cataloged invoices through Microsoft Dynamics GP system and sent to management for final approval.

Performed ongoing analysis and reporting to identify potential data concerns, validate checks and data entry.

Natural Markets Food Group, Irvington, NY December 2015 – November 2016

Accounting Assistant

Provided accounts payable, accounts receivable, and other accounting and financial support for $135 million annual revenue natural food retailer with outlets throughout the United States and Canada.

Utilizing NetSuite, performed data entry of bills and credits, reviewed receiving logs and audit invoice data.

Reconciled invoices and payments and examined financial statements for accuracy.

Want & Ender CPA, New York, NY Summer 2014

Accounting Intern

Delivered accounting support for a CPA firm specializing in corporate and personal accounting, estate planning and tax issues, and a certified QuickBooks Pro Advisor.

Utilized QuickBooks, bookkeeping, bank reconciliation and data entry for business and personal clients.

Organized and recorded financial information so firm’s partners could prepare tax returns, projections, payroll tax reports, property tax reports, financial statements, and government compliance requirements.

EDUCATION

Rochester Institute of Technology (RIT), Bachelor of Science degree in Mathematics & Business, August 2015; including 7 Accounting credits

Rochester Institute of Technology (RIT), Associates Degree in Mathematics & Accounting, May 2013

Additional Accounting Credits: Mercy University, 22 Accounting credits

TECHNOLOGY SKILLS

QuickBooks, FundEZ, Sage Intacct, NetSuite, Microsoft Office Suite, other accounting and financial software

HONORS & ACTIVITIES

RIT President’s Scholarship for Academic Excellence, National Society of Leadership & Success, member of ACUI College Bowl educational excellence regional tournament, completed eight 26.2-mile marathon races across the U.S. – including two New York City Marathons

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