Elva Grunert

Retirement Plan Consultant/Auditor

Houston, TX 77057

adu037@r.postjobfree.com

+1-713-***-****

Accountant with over ten years experience in the energy and financial services industries. Hard-working team player with great communication skills. Areas of expertise include research, analysis and reconciliation. Excellent communication and interpersonal skills.

Ability to handle multiple tasks, set priorities, streamline procedures, and achieve goals in a high- pressure environment.

The capacity to contribute to team efforts focused on the efficiency of the department. Computer skills include: Microsoft Windows, Microsoft Word, Microsoft Excel, and Lotus Notes. Work Experience

Retirement Plan Consultant/Auditor

Loren D. Stark Company - Houston, TX

2006 to 2007

Ensured plan tax-qualified status by analyzing plan accruals and allocations, benefit vesting.

• ADP/ACP testing, and various non-discrimination testing, including top-heavy testing

• Balanced plan trust balances using reconciliation procedures in conjunction with depository institutions

• Prepared and filed IRS and Department of Labor (DOL) forms relating to plan status, including forms 5500 and plan termination forms

• Worked extensively with DOL and IRS regulations relating to employee benefit plans Retirement Plan Specialist/Accountant

Hughes and Luce, L.L.P - Dallas, TX

2003 to 2005

Oversaw all accounting and tax projects related to two retirement plans, including coordinating the annual audit of the retirement plan, calculating annual profit sharing and 401(k) matching contributions, and preparing the form 5500.

• Prepared annual contribution expense budgets.

• Arranged annual participant education provided by the fiduciary record keeper.

• Coordinated annual Plan Committee meeting to review investment performance. Retirement Benefits Accountant

Halliburton Energy Services, Inc - Houston, TX

2001 to 2002

Maintained and reconciled benefit accounts totaling $60,000,000 for 14,000 employees worldwide, which included 401(K), Company Match, and Profit Sharing.

• Analyzed reconciliation process and reorganized available data resources, resulting in reducing reconciliation time from two weeks to three days.

• Received vendor invoices and authorized trust payments. Tracked expenses relating to retirement and savings plans and developed allocation spreadsheets. In addition, developed and implemented new procedures for vendor payments.

• In conjunction with legal department, coordinated annual benefit plan audits with a Big 5 firm. Staff Accountant

Department of Labor - Houston, TX

2000 to 2002

Prepared Form 5500 Annual Return/Report of Employee Benefits and all accompanying schedules for large pension and 401(k) plans in compliance with the Internal Revenue Service (IRS), Department of Labor, and Pension Benefit Guaranty Corporation.

• Prepared Annual Income Statements, Balance Sheets, Statement of Cash Flows, and Series Reportable Transactions for over 150 companies.

• Performed complex account reconciliation and account analysis.

• Coordinated, reviewed, and prepared support to external auditors, as well as, research and responding to IRS inquiries on behalf of clients.

Accountant

Houston, TX

1999 to 2000

Worked on several projects that included general ledger accounting, compiling depreciation schedules, reconciling trust accounts, tracking revenue accounts, and preparing financial statements for investment accounts.

AIM Funds - Houston, TX

1998 to 1999

Calculated daily net asset values and distribution rates for mutual funds. Maintained the funds' books and records including all general ledger accounts, expense accrual analysis and required tax schedules.

• Prepared financial statements, work papers, and related schedules for annual and semi-annual shareholder reports, annual audits, proxies, and prospectuses in accordance with SEC and GAAP requirements.

Education

Bachelor of Business in Accounting

University of Houston

December 1997

Skills

• General Ledger Accounting

• General Ledger Reconciliation

• Account Reconciliation

• Balance Sheet Reconciliation

• Bank Reconciliation

• Accounting

• Financial Statement Preparation

• Accounts Payable

• Journal Entries

• QuickBooks

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