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Financial Analyst Accountant

Location:
Waterbury, CT
Salary:
Negotiable
Posted:
June 30, 2022

Contact this candidate

Resume:

Paul Kleefeld

*** **** ****** **** **

Terryville CT, 06786

Cell 860-***-****

adrk0f@r.postjobfree.com

Career Summary:

I am a Accounting / Finance professional with exceptional computer skills looking to find a position as a Financial Analyst or Accountant with high growth potential. I Have the ability to lead a team or work independently.

Computer Skills:

Proficient in Microsoft Office, Advanced Excel Skills (Pivot tables, V-Lookups) ERP Accountants Trial Balance (ATB), QuickBooks, Peachtree, SQL, Crystal Reports, Mas90, Depreciation Solutions, E-Forms, SAS, PeopleSoft, TSO, Remedy, BPCS, Hyperion, SAP, JD Edwards and Oracle.

Tax Software: Lacert, PeopleSoft, Ultra tax, One-Write Plus, Turbo Tax

Professional Experience

Senior Accountant

The last few years I have been working for/with an old colleague. We put our clients together and have been working with them.

William Berganti Feb 2017 – Current

I have been working on my personal clients. Consulting for them by doing their books, taxes, AP/AR, payroll and in certain situations compilations or reviews. They consist of construction, landscaping and contractors, G&G Tree and Landscape, TF Electrictions. I also do individual tax services that include every form from A to Z.

Production. ClarkDietrich, Bristol March 2014 to 2016.

●Ran steel mills according to the spec sheets.

●Packaged steel studs

Manager/ Senior Financial Analyst, Zwicker and Associates Andover, MA Oct 2009-Feb 2013

●Designed the cost department from A-Z due to rapid growth using a variety of accounting and finance theories and concepts.

●Prepare Accounts Payable and all billing information to process payments.

●Handled all purchase order request.

●Managed six junior analysts on all finance and accounting issues.

●Approved and signed off of all outgoing checks and reconciliations prepared by analyst.

●Understand vendor obligations to make sure that there met.

●Prepared budgets, forecast for projects and variance analysis for our network attorneys.

●Constructed cost reports for senior management and for dozens of our network attorneys.

●Provide information to upper management through analysis, reports, and employee meetings.

●Created advanced Excel spreadsheets ( VLookups, Pivot Tables) for various special projects.

●Data Mining

Senior Accountant, Stanley Works Hartford, CT Nov 2007-June 2009

●Handled all activity for Miami distribution facility.

●Heavy reconciliation worked with SAP especially during month end closing.

●Prepared and posted Journal Entries to SAP on daily basis.

●AP and AR was posted correctly.

●Prepared SOX (Sarbanes-Oxley) compliance reports.

●Preparation of year-end tax package.

●General ledger preparation and month and year end reporting.

Senior Accountant/Financial Analyst, Citigroup Hartford, CT May2005 Nov2007

●Provide business analysis support for Citigroup Payroll-Control.

●Use PeopleSoft to write and run complex queries to identify issues and out of balances.

●Forecasting to ensure daily work was assigned to proper personnel.

●Develop, test and implement internal and external controls on all files.

●Ability to multitask and work on several projects at one time (mergers, acquisitions, reconciliations.)

●Prepare work request for system changes.

●Review data after fixes have been applied.

●Rotation for on call payroll issues-resolve production problems.

●Assist on the balancing and sign off on all pay cycles, including generation of funding letters, deduction bills, etc.

●Created advanced Excel spreadsheets ( VLookups, Pivot Tables) for various special projects.

Accountant, Mahoney Sabol& Co. LLC Hartford, CT Dec 2000- May 2005

●Audited and reviewed financial statements for partnerships and corporations.

●Specialized in construction. Other industries included manufacturing, not-for-profit, professional service providers, real estate, auto dealers and biotech.

●Prepared financial statements in accordance to GAAP.

●Prepared tax returns for individual, corporate and not-for-profit clients.

●Assisted in preparation of 10K's.

Researched issues that arose during special projects for tax partner.

Created advanced Excel spreadsheets ( VLookups, Pivot Tables) for various special projects.

●Investment Accounting prepared for larger experience.

Education:

University of Phoenix Online, Phoenix AZ

●Masters of Business Administration May 2006

Eastern Connecticut State University, Willimantic CT

●Bachelor of Science in Accounting; Minor Economics; May 2000



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