Experienced Accounting Professional
Resume:
STEPHANIE D. JENSEN
Irmo, SC 29063
*********@***.***
Qualifications Profile
Self-motivated professional seeking to leverage experience and training toward launching a successful career with a company seeking an articulate team player committed to supporting company objectives. A unique blend of experiences offers a comprehensive knowledge of complex accounting processes and procedures. Responds to operational and financial challenges with confidence, determination, and focus.
Professional Experience
PenServ Plan Services, Inc. Oct. 2008-Nov. 2009
Trading Desk Specialist
(Laid off due to economy)
Daily execution and settlement of mutual fund trades for 300+ retirement plans on multiple trading platforms. Responsible for movement of cash to fund associated trades. Reconciled cash in bank clearing account on a daily basis. Researched unfunded trades and outstanding cash. Ensured compliance of frequent trading practices of mutual fund shares (Rule 22c-2). Recordkeeping and remittance of redemption fees. A/P and A/R for common remitter 403(b) plans. Assisted with bank conversion. A-share and trade file creation and transmissions.
Key Accomplishments
Ø Demonstrated ability to prioritize and manage work processes and ensure 100% accuracy.
Ø Initiated project to ensure record-keeping system was up to date by researching all funds with redemption fees.
Union UMC Preschool/Kindergarten Oct. 2002-Oct. 2008
Part-time Assistant Teacher
Computer Sciences Corporation Dec. 1989-May 2002
Built a solid record of achievement and advancement through increasingly responsible financial/accounting positions.
Tax Accountant (1993-2002)
Fixed asset accounting tasks for all tax books for multiple entities and locations ensuring proper tax treatment of acquistions and disposals. Enhanced efficiency by increasing the level of automation and speed of fixed asset reporting, including monthly roll-forward. Timely and accurate preparation of multi-state income tax returns, property tax returns, annual reports, unclaimed property, and other tax returns. General ledger account analysis, reconciliation of book to tax differences, and preparation of supporting workpapers. Calculated tax estimates for budget purposes. Collaborated with executive management to identify, analyze, and utilize opportunities to minimize tax burden on company, including performing accurate and timely tax research and planning. Assisted with federal, state, and local tax audits, including providing analysis and information to auditors, lawyers, and consultants. Drafted written justifications for tax positions after exhaustive research into tax regulations and multiple interviews with other department managers. Performed due diligence as it related to acquisition intangibles. .
Key Accomplishments
Ø Exhaustive analysis of complex rules surrounding SC property tax incentives for a new building lead to establishment of internal procedures for tracking information needed to support such incentives which resulted in substantial tax savings on personal property while avoiding a larger tax burden on real property.
Ø Responsible for successful conversion of fixed assets from Integral to Oracle with limited technical support and virtually no application support. As a result of this accomplishment, was awarded “Employee of the Year” in 1998.
Lead Financial Assistant (1989-1993)
Directed the payment and filing of all payroll taxes for CSC and all subsidiaries (5000+ employees) in multiple states and ensured highest level of accuracy. Reconciled payroll general ledger accounts and resolved any discrepancies. Managed wage attachments, child support, garnishments, and other deductions. Oversaw and tracked employee stock options. Prepared and analyzed monthly and quarterly reports. Analyzed and verified prepared W-2’s.
Key Accomplishments
Ø Earned fast track promotions through increasingly responsible leadership roles.
Jackson Thornton and Co. 1983-1988
Bookkeeper/Payroll Specialist
Performed full accounting cycle using mainframe based software in public accounting environment. Payroll processing, tax reporting/deposits, W-2 prep, general ledger journal entries, A/P, A/R, and other bookkeeping required for monthly/quarterly financial statement generation.
Education:
Midlands Technical College
Accounting (4.0 GPA)
Auburn University at Montgomery
Marketing
Skills:
Ø Detail-oriented, efficient, and organized.
Ø Keen decision-making skills, sound judgment.
Ø Rapidly adapt to new technologies and possess proficiency in MS Word, Excel, Oracle, Quickbooks.
Ø Flexible, able to manage multiple tasks.
Ø Strong work ethic, quality conscious, efficient and effective.
Ø Demonstrated ability to prioritize work and meet multiple deadlines.
Ø Excellent analytical, problem solving, technical, organizational and relationship-building skills.
Ø Outstanding written and verbal communication skills at all levels.
Ø Work well independently and as a team member.
References available upon request.
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