Accounting Professional
Resume:
Joshua Zechman
Penn Laird, VA *****
***********@*****.***
Professional Summary
Dedicated Accounting and Auditing Professional with over 11 years of experience. Ability to work as both an individual and a team player in a fast paced and high demand environment. Possesses strong analytical and problem-solving skills to determine how transactions should be classified on the balance sheet and income statement for reporting and tax purposes. Excellent written and verbal communication skills with all level of management, clients, and colleagues.
Professional Skills
Public Security Clearance
HIPPA Privacy Laws
Budgeting and Forecasting
Knowledge of GAAP (Generally Accepted Accounting Principles)
Ultra Tax, CS Fixed Assets, CS Accounting, and CS Workpapers
Proficient in the programs of: Microsoft (Word, Excel, Power Point, Outlook), QuickBooks, ProSystems Engagement, ProSystems Tax, Lucerte Tax, CCH Fixed Assets, Thompson Rueters Tax and Accounting Products
Effective communication with all levels of management, clients, and colleagues
Preparation of Financial Statements (Income Statements, Balance Sheets, Cash Flow Statements, and Profit & Loss Statements)
General Ledger Entries (Initial and Adjusting Journal Entries)
Understanding of SAP and ERP databases
Professional Experience
Financial Analyst – Contract to Full Time Employee
Epiq Global – September 2021 – November 2022 (Contract)/November 2022 – October 2023 (Full Time)
Rachel Wilson – Manager
Within this remote role, I reconciled Bank Statements with Company financial information, using primarily Excel spreadsheets. I worked with other teams to gather the financial information to reconcile the accounts. When errors were found, I worked with more teams to discuss the issues, determine the course of action needed to correct the errors, and then refresh all data once the errors were corrected to make sure the accounts reconciled. The company handles mass tort settlements with medical information in which HIPPA laws were paramount in conducting our communications. Upon catching on quickly, I was tasked with training new team members as well. I trained other team members in both the United States and also extra help that was required from the company branch in India. I was also involved with writing and updating SOPs for the position.
Small Business Loan Analyst – Contract
Robert Half – February 2021 – May 2021
Jake Free – Recruiting Manager
Worked as a contract worker with Lendio through Robert Half Strategic Accountants. In this role, I reviewed applications for appropriate documentation and calculated loan amounts for the Payroll Protection Program (PPP), administered by the Small Business Association (SBA). Using the business owner’s Schedule C, Form 1120, Form 1120-S, or Form 1065, payroll totals were calculated to determine how much a borrower was allowed to request to help them with costs during the Covid Pandemic. This role later transitioned to working on fraudulent applications – identifying and confirming fake IDs, altered tax documents, and researching backgrounds of applicants with criminal backgrounds. The role also included filing Suspicious Activities Reports (SARs) with the Financial Crimes Enforcement Network (FinCEN).
Application Reviewer – Contract
Robert Half – January 2021 – February 2021
Summer Ransom – Recruiting Manager
Worked as a Contingent Worker with Atlantic Union Bank (AUB) through Robert Half Strategic Accountants. In this role, reviewed applications for appropriate documentation and calculated loan amounts for the Payroll Protection Program (PPP), administered by the Small Business Association (SBA). The applicant must submit the correct documentation based on their business classification (sole proprietorship, partnership, or corporation (C-Corp and S-Corp). Taking what was either self-employment income from their tax returns (for sole proprietorships or partnerships) or payroll totals from the quarterly Form 941s that were filed, a calculation determines how much a borrower is allowed to request to help them with costs during the Covid Pandemic. Worked on applications from those who were making a second draw, which the rules was a bit more stringent in what is acceptable than the first draw.
Junior Accountant - Contract
GenTech Associates, Inc – September 2020 – December 2020
Cameo Gibson – Supervisor
*******@*****************.***
Worked as an independent contractor with the Department of Veterans Affairs through GenTech Associates. Worked directly with various GS/11s through GS/13s in a team environment, where I managed a team of 17 other contractors all working remotely as we handled the re-establishment of the Customer Engagement Portal (CEP). CEP was forced to shut down due to a fraudulent data breach. In the process of reopening the CEP, my team and I approved and rejected users based on provider and vendor feedback. Tedious attention to detail was required in this position. This role also allowed me to learn how to manage people as well as handle questions from those who provide services to the VA.
Staff Accountant
Young, Nicholas, Branner, & Phillips, LLP – Harrisonburg, VA December 2018 – April 2020
Anne Putnam – Office Manager
Responsibilities include assisting in governmental and not-for-profit audits, analyzing business financials through audits, reviews and compilations, maintaining fixed assets based on client-provided information, and bookkeeping services for local businesses, including account reconciliations, month-end and year-end closing as well as meet with clients in the office and at the client’s place of business to discuss financial records and tax information.
Senior Accountant
Monfalcone & Garris – Charlottesville, VA May 2018 – December 2018
Christina Monfalcone – Owner
Responsibilities include self-performed, complete audits and tax return preparation for not-for-profit entities, small companies, as well as individual tax returns. Client bookkeeping, financial statement analysis and preparation, meeting with clients at their office or at our office, writing letters to the IRS on behalf of clients, tax projections, and amended tax returns.
Audit Associate
Brown Edwards & Company – Harrisonburg, VA June 2017 – April 2018
Jeff Smith – Managing Partner
Responsibilities include auditing of government entities (cities, towns, and entities within them) – cash, capital assets, prepaid assets, inventory, accounts payable, long-term debt, and accrued liability accounts. Also prepared tax returns, expanding my experience from only individual returns to partnership, corporation, estate, and trust returns. Was provided with many CPE hours with topics including audit, tax, and general accounting.
Staff Accountant
Martin, Beachy, & Arehart, PLLC – Harrisonburg, VA September 2015 – May 2017
Currently: BeachyArehart Certified Public Accountants
R. Scott Beachy – Managing Partner
Responsibilities include reviewing and preparing tax returns (Individual and Payroll), assisting in inventory and financial audits of public companies and government/non-profit agencies, and bookkeeping services for local businesses.
Financial Analyst
Vector Industries – Waynesboro, VA November 2014 – July 2015
Chrissy Johnston – CEO
540-***-****, ext. 301
Using cost accounting principles to ensure pricing is accurate by running production time studies and calculating overhead. Budgeting and forecasting monthly income and expenses. Preparing financial reports for board meetings. Gained experience with QuickBooks billing/invoicing, entering payables, and running financial reports.
Education
Master of Science in Accounting, Indiana Wesleyan University, Marion, IN December 2015 (GPA: 3.61/4.00)
Bachelor of Science in Accounting, Indiana Wesleyan University, Marion, IN, April 2014 (GPA: 3.73/4.00)
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