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Work Background
KV Consulting LLCAccounting Services Manager
Oct. 2022- Lead the productivity of the Accounting Services Team. - Carry out the compliance and service delivery in the accounting services business as per the set deadlines. - Deliver complex business accounting services to the client. Perform staff reviews of accounting procedures and defend their work. - Supervise the accounting personnel; recruitment, retention, training, mentorship and performance management. - Understand the business objectives and goals of the client and maintain robust rapport with them. - Address accounting challenges on behalf of the clients and develop relevant and timely solutions. - Conduct consultations for existing and potential accounting clients. - Improve the quality and efficiency of the processes and controls in the management of accounting work and projects. - Provide leadership to the accounting team and perform the functions of a resident accounting expert. - Provide guidance and respond to queries from the accounting department on matters relating to accounting. - Participate in building brand through developing new products and procedures, pricing and other blends of company. - Help other management team members develop brand through your experience and expertise for the growth of the company.
Linn Area Credit UnionPayroll Administrator
Sep. 2020 - Aug. 2022Cedar Rapids, Iowa, United States- Take care of payroll for our employees. - Get reports ready for weekly, quarterly, and yearly reviews. - Prepare and send in payments for quarterly and annual payroll tax filings. - Review and handle W-2 forms for employees. - Prepare and process 1099 forms for the credit union. - Ensure accurate commission and bonus payments are made. - Follow and respect the company’s policies and procedures. - Make sure account balances are accurate. - Fix any payroll errors that arise. - Calculate payable hours, commissions, bonuses, tax withholdings, and deductions. - Manage electronic timekeeping systems or manually collect and review timesheets. - Provide information and address any payroll-related questions from employees.
Linn Area Credit UnionFinancial Controller
Sep. 2018 - Aug. 2022Cedar Rapids, Iowa, United States- Oversee all accounting functions such as Billing, Accounts Receivable, Accounts Payable, General Ledger, Counsel, Cost Accounting, Inventory Accounting, and Revenue Recognition. - Lead the preparation of budgets and financial forecasts while also tracking and reporting variances. - Create and distribute monthly financial statements in a timely manner. - Work on regulatory reporting preparations and ensure timely filing. - Research technical accounting matters to ensure compliance. - Assist with the month-end and year-end closing processes. - Maintain a high standard of quality control for financial transactions and reporting. - Manage adherence to local, state, and federal government reporting standards and tax submissions. - Develop and document business processes and accounting policies to enhance and maintain strong internal controls. - Act as the point of contact between the external auditor and the credit union during the year-end audit. - Prepare the Asset Liability Management Reports (ALM) and distribute to managing parties each month. - Supervise credit union cash flow needs and initiate Federal borrowings and repayments as necessary.
BerganKDVSenior Tax Accountant
Sep. 2014 - Sep. 2018Cedar Rapids, Iowa, United States- Assisting with external company audits. - Acting as a financial auditor for small businesses. - Providing accounting services for small business clients. - Handling balance sheet reconciliations. - Publishing audited financial statements. - Conducting thorough and regular audits to maintain accuracy in our financial documents, spending, and investments. - Creating and reviewing reports on various transactions. - Preparing tax returns, including 1040, 1120, 1120-S, and 1065 forms. - Collaborating with executives and CEOs to set budgets. - Keeping our accounting records up to date, both digital and physical.
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