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Work Background
ZD Accounting ServicesManaging Owner
Nov. 2022Des Moines, Iowa, United StatesAccounting Firm specializing in tax & accounting services including preparation, planning, bookkeeping, consulting, accounting & payroll. Primarily servicing individuals and small businesses (Single Member, Partnerships & S Corporations)
Hubbell Realty CompanyAccountant
Jun. 2022 - Aug. 2023Des Moines, Iowa, United States
Mid-Iowa CPAs PLCCertified Public Accountant
Dec. 2018 - Aug. 2022Clive, IA, United States-Tax Preparation for Individuals, Small Businesses, Trusts, Nonprofits, etc. -Accounting and Payroll Services
-Tax Planning and Consulting
RSM US LLPSenior Assurance Associate
Oct. 2017 - Dec. 2018Des Moines, Iowa Area•Provide timely, high quality client service that meets or exceeds client expectations including coordinating the auditing of all required financial statements, related disclosures, and other client deliverables
•Understand and utilize RSM’s Audit Methodology
•Supervise Audit Associates on engagement teams and function as an in-charge facilitating field work by monitoring and reporting regarding productivity and adherence to work plan schedules on each assignment
•Anticipate and address client concerns and escalate issues as they arise
•Interact with clients to help ensure the information flow from the client to the audit team is efficient
•Identify and communicate accounting and auditing matters to Managers and Partners
•Identify performance improvement opportunities
•Recognize and inform management of opportunities to increase level and types of services to clients
•Ensure professional development through ongoing education
Athene USAReinsurance Accountant
Oct. 2017 - Oct. 2018West Des Moines, IowaAs part of an Outsourcing project between Athene USA and RSM, I am still employed at RSM but I work as a reinsurance accountant for Athene. I am responsible for settlement statements and reconciliations regarding our reinsurance treaties and have been a helpful hand in many ad how projects for whatever data was needed pulled at the time. I was still able to go back and do some RSM jobs but I was contracted for a year to help backfill an accounting role while that person was helping out with a large reporting project.
1858 Fan ClubTreasurer
Mar. 2017 - Mar. 2023Des Moines, Iowa AreaVolunteer as Treasurer for a local organization tasked with planning events in the Des Moines and surrounding areas for Iowa State Cyclone fans to get together and celebrate. Our largest event is a golf tournament fundraiser put on in the Fall which I helped coordinate financial transactions related to this event. Monthly tasks include bill paying/cash receipts and providing monthly financials to the board.
RSM US LLPAssurance Associate
Jul. 2015 - Oct. 2017Des Moines, Iowa Area•Understanding clients' needs and expectations, their business and industry, accounting and control systems, employees, company values and industry-related GAAP and GAAS issues
•Developing an understanding of the firm's audit approach and tools
•Assessing risks and evaluating the client's internal control structure
•Performing substantive tests and tests of internal controls to identify and resolve accounting or reporting issues
•Drafting financial statements under prescribed formats
Des Moines Social ClubAccounting Intern
Apr. 2014 - May. 2015Des Moines, Iowa AreaI was responsible for all of the day to day transactions that occurred. I entered bills and receipts into QuickBooks. I was also in charge of creating daily reports for staff members needs in order to better help them budget for events. I worked on a variety of financial projects that my boss needed completed. I was involved in the process of creating an in-home system and developing a new chart of accounts and then utilizing that within QuickBooks.
Meredith CorporationStrategic Sourcing Intern
May. 2013 - Aug. 2013Des Moines, Iowa AreaAs a Strategic Sourcing Intern at Meredith, I was in charge of a project regarding the amount of money that was being paid out to freelance photographers for the various magazines within the company. May tasks included pulling invoices from the system and analyzing them in Excel to determine if the pay rate is consistent among various photographers. I then assisted with creating a more efficient way to pay freelancers and subsequently save Meredith money.
Wells Fargo Home MortgageQuality Analyst
May. 2012 - Aug. 2012Des Moines, Iowa AreaAnalyze tax reports of Z and M overrides for homeowners taxes looking for errors in the work of the internal data entry specialist within Wells Fargo who inputted the tax lines. I worked with other members of my QA team to analyze tax lines and find errors. We were responsible for finding these errors and informing the tax team of these errors promptly in order to give adequate time to make changes.
Hubbel Dining HallFood Preparer/Server
Aug. 2011 - Dec. 2011Received orders from customers and prepared food in a timely matter
Maintained health regulations by sterilizing the serving area
Demonstrated initiative by completing unfinished tasks
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