JACOB TANCREDI

Mundelein, IL ***** 847-***-**** adgg44@r.postjobfree.com

STAFF ACCOUNTANT

Accounting professional with strong attention to detail and excellent technical skills. Seeking a position to assist an organization attain its financial/operational objectives. Experience in tax, accounts receivable, shop floor reporting, process improvement, account reconciliations and account analysis.

KEY SKILLS

Microsoft Office Advanced MS Excel Quick Books Kiwi Production Reporting Software Quick Learner

Intuit Pro Series Professional Order to Cash—Amtech Business Software for Packaging Manufacturing Plants Vertex

PROFESSIONAL EXPERIENCE

THE BRADFORD EXCHANGE, Niles, IL August 2019-March 2020

Sells collectible goods, jewelry, sports memorabilia and apparel.

Staff Accountant

Analyzed sales and use tax data for submission to external Accountant firm.

Prepared Illinois, Florida and Canada Sales and use tax information for returns and analysis.

Prepared and reviewed bank statements and payments.

Filed unclaimed property for all 50 states. Recorded all payments in general ledger and analyzed data.

Created and prepared S.O.P for all the different job aspects.

TRUSTMARK BENEFITS BEYOND BENEFITS, Lake Forest, IL September 2018 – February 2019

An employee benefits outsourcing company.

Accounting Temp

Performed daily receipts analysis (from lockbox). Verified customer account information including premium amounts, account numbers and policy ID’s. Recorded policy/account numbers on customer receipts and forwarded to Corporate.

Posted credit card/direct deposit payments to customer accounts. Applied payments based upon premiums due and ensured customer data was accurate.

KAPSTONE PAPER AND PACKAGING, Northbrook, IL August 2017 - August 2018

An American pulp and paper company.

Accounting Temp

Analyzed key performance indicators (KPI’s) monthly, looked at trends and compared plant generated reports to production system reports.

Improved reporting processes for downtime recording. Created graphical trends on machine centers to visually summarize efficiencies.

Responsible for Daily Flash Report, Down Time Reporting, Monthly Production Reports and Monthly Trailer Utilization.

R.W. DEVRIES & ASSOCIATES, Munster, IN January 2017 – April 2017

Tax Preparation Service.

Accounting Intern

Generated year-end tax paperwork for several companies including W-2s, and 1099s.

Reconciled client payroll records in preparation for quarterly and year-end payroll tax returns.

Prepared over 100 individuals tax returns for multiple states.

Gained experience with K-1 partnership income or losses, real estate taxes, various donations.

EDUCATION

Bachelor of Science in Accounting, Rochester Institute of Technology/NTID, Rochester, NY—2017

Member of RIT Accounting Society—Minored in History

VOLUNTEER ACTIVITIES

Eagle Scout

John Power Garden Committee

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