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Work Background
Cornerstone Legacy Financial Advisors
Vice President
Feb. 2022
Crown Pointe Financial Services
Vice President
Feb. 2021
Hudson, Ohio, United States
Panacea Products Corporation
Senior Accountant
Jul. 2019
Columbus, Ohio Area
The Superior Group
Accountant
Jul. 2017 - Jun. 2019
Columbus, Ohio Area
Responsible for monthly closing process and account analysis
Bodine, Perry, Robinson CPA
Staff Accountant
Dec. 2015 - Jul. 2017
Worthington, Ohio
• Responsible for accounts payable for multi-unit companies • Manage weekly and monthly bank reconciliations • Process payroll • Prepare monthly compilations and financial statements • Prepare monthly and year end adjusting entries, including accrual to cash conversion • Assist on yearly audits • Audit bank transactions for fraud and missing or incorrect amounts • Perform additional functions as needed, such as 1040, 1065, and 1120S tax prep as well as administrative functions such as billing and receivables
Chef Art Pour Restaurant Group
Office Administrator
Jun. 2015 - Dec. 2015
Chagrin Falls, OH
• Organize and record invoices for 10 separate entities multiple times a week • Create profit and loss reports for review on a weekly basis • Calculate and file Sales Tax for entities monthly through Ohio Business Gateway • Manage bank accounts and bill pay for entities • Make journal entries as required in QuickBooks
Miskinis & Co., CPA
Accounting Assistant
Dec. 2014 - May. 2015
Chagrin Falls, OH
• Prepare and assist with federal, state and local income taxes for individual, corporate, and flow through clients • Prepare payroll taxes for corporate clients • Perform organizational bookkeeping for small businesses • Decipher income and expenses from source documents for current and previous year’s tax preparation • Assist with converting client books from cash basis to accrual basis for tax purposes • Assist with annual external audit • Determine funding sources and apply amounts to categories in preparation of receivables regarding for-profit college Department of Education standards
Chancellor University
Academic Advisor for FYE
Aug. 2009 - Jun. 2010
I scheduled courses that promoted academic success for my students, assisted them in resolving issues with different offices around the university and worked on retaining students for the right reasons.
PowerSport Institute
Career Advisor
Aug. 2008 - Aug. 2009
I am in charge of all Career related services for the PowerSport Institute in Cleveland, OH. I work closely with Student Support Services, instructors, employers, and everyone else involved in the school. It is a growing institution and I am looking forward to seeing how it progresses.
Personnel Management, Inc.
Client Service Manager
Aug. 2007 - Feb. 2008
Requests
15
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