Financial Analyst Accountant

Daniel Garcia

***** ******** **** **** ****** TX, 78754

630-***-**** ********.**@*****.***

Professional Experience

Accountant Years

Simplex Investment, Chicago IL November 2020 – Present

• Maintained general ledger for multiple companies, including due to/from postings

• Posted all daily journal entries, and all monthly and year end adjusting entries

• Assisted controller with preparation of financial statements and regulatory fillings

• Managed all accounts payables, ensuring all bills were sent to approving managers and paid on time Audit Experienced Senior Associate Years

RSM US LLP, Chicago IL August 2018 – May 2020

January 2014 – September 2015

• Mange performance of on-site audit work and review working papers with audit management

• Indirectly manage a team of professional resources, actively develop, train, coach and provide feedback for performance assessments for team members

• Effectively lead and manage resources to ensure performance measures and metrics are established and met throughout the execution of the planned audit work

• Manage, develop, train and mentor audit staff on assigned projects, and assess their performance for audit engagement review and year-end performance reviews GL Accountant II Years

Netspend, Austin TX May 2016 – August 2018

• Proficient in preparation and processing of financial reports like journal entries, general ledgers, income statements and balance sheet.

• Perform trend analysis during month end close, to proactively find potential issues

• Perform analytical analysis on trend variance, to determine source of issue

• Communicate monthly results of analytical analysis to multiple departments

• Adapt new accrual methods to a constantly changing business

.

Audit Senior Associate Years

KPMG, Austin TX September 2015 – April 2016

• Able to manage audit engagements from start to finish, handle difficult conversations, supervise a team and project manage large projects, and perform technical accounting research, all while maintaining great relationships with my supervisors, team, and clients

• Responsible for scheduling planning & fieldwork dates with client and communicating this with staff and management and ensuring quality work is performed on-time and on-budget Actively managed communication between multiple clients and several managers, managing my time and my team’s time effectively while ensuring my supervisors needs were met and communication was crisp Relevant Skills

• Excellent written and verbal communication skills

• Abe to adapt to a fast pace changing environment, and willing to put in long-hours and dynamic

• Proficient in Microsoft excel, word

• Experienced with financial statement presentation (GAAP & PCAOB)

• Able to analyze and solve difficult problems

Education

Bachelor of Science Accounting 2014

DePaul University Chicago, Illinois

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