Financial Analyst Accountant
Resume:
Paul Kleefeld
Terryville CT, 06786
Cell 860-***-****
***********@*****.***
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
Contact this candidate