Accounting Financial

Renee

Blake

M. adij2a@r.postjobfree.com

C. 630-***-****

A. 0n445 Kelly Ct,

Winfield, IL 60190

Summary

Dedicated to aligning benefits plans with

company objectives while controlling

costs and eliminating critical errors.

Knowledgeable about 401(k), ESOP, tax

regulation dealing with Form 5500,

compliance testing for S and C-Corps.

Detail-oriented, conscientious and

diplomatic in handling problems. Thrives

on learning new skills quickly and

approaches daily challenges with

flexibility and openness to changing

needs. Superior work ethic with

excellent communication and

prioritization skills.

Education and Training

Bachelor of Arts

Augustana College

Rock Island, Illinois

Accounting And Business Administration

Finance, 2020

• 3.0 GPA

• Dean's List Honoree Fall and Spring of

2020

Skills

• Highly Skilled in programs such as

Word, Excel, PowerPoint, PowerBi,

SAS

• Developing skills with Adobe

Programs: InDesign, Photoshop, SQL,

Java, and C++

• Tax knowledge

• Tax Preparation

• Clear communication

• Employee benefits practices

• Verbal and written communication

• Year-end close

• Financial planning

• Analyzing performance

• Compiling data

Experience

Crowe LLP

Benefit Plan Consultant Oak Brook, IL 07/2020 to Current

• Performed numerous compliance tests and generated an allocation report for clients to help further understand their ESOP/401(k) portfolio.

• Liaised between clients and colleagues to provide updated project status and performance reports.

• Prioritized each task for each assignment after receiving directions and access to information.

• Handled all delegated tasks, including, participant statements, preparing Form 5500, and 8955-SSA for clients.

• Demonstrated self-reliance by meeting and exceeding workflow needs. Rothschild Investment Corporation

Financial Planning and Analyst Intern Chicago, IL 06/2020 to 08/3019

• Designed excel templates for clients to further understand their retirement plan.

• Conducted research and performed data analysis, using Morningstar, Bloomberg, and other tools to help depict potential stocks for clients.

• Gained knowledge about IRAs, wealth management, and the stock market.

• Created in-depth spreadsheets, which detailed trends and forecasts for revenue, profitability, and expenses.

Exacto Inc

Accounting Intern Old Factory, WI 05/2018 to 08/2018

• Established new tables of accounts and assigned appropriate entries.

• Proposed alternative solutions and evaluated strengths and weaknesses of those strategies.

• Calculated and determined accurate monthly revenues by reconciling and reviewing operations databases and accounting system records.

• Examined and analyze accounting records, financial statements, or other financial reports to assess accuracy within the project.

Activities

Track and Field

Varsity Athlete 08/2016 to 05/2020

• Demonstrated leadership skills through strong work ethic.

• Developed time management skills by balancing school, work, and practice/meets.

• Accepted constructive criticism from coaches and teammates to improve skills.

• Observed culture of good sportsmanship, cooperation and responsibility among athletes and coaching staff.

Chi Alpha Pi, Elected Social Chairman

Social Chairman 03/2017 to 08/2019

• Accomplished volunteer work throughout the year.

• Organized weekly events with the sorority

• Maintained close communication with other Greek groups on campus

• Attended and participated in events.

Honors

• All-Academic Conference (Freshman to Senior Year)

• All-Conference Indoor and Outdoor Season (Sophomore to Senior Year)

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