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Courteney - Sheboygan Falls, WI

Bachelors, Accounting

Expertise as a Certified Public Accountant (CPA)

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Service Lines

Full Charge Bookkeeping
Chief Financial Officer (CFO)
CPA/Accounting Advisory
Financial Planning & Analysis (FP&A)

Certifications

Certified Public Accountant (CPA)

Availability

28.00 hrs / wk (this month)
40.00 hrs / wk (next month)

Top Industries

  • Accounting Firm

  • Consumer Goods

  • Graphic Design

  • Marketing and Advertising

  • Printing

Top Skills

  • 401K

  • Auditing

  • Bookkeeping

  • Financial Analysis

  • Payroll

Top Softwares

  • ADP

  • CCH Engagement

  • MS Excel

  • Quickbooks (online)

  • SAP

Work Experience

Title: 

Vice President of Accounting

Dates Worked: 

July 2023 - current

Company: 

FIFTHCOLOR

Accomplishments:

● Assess and evaluate financial performance of the organization with regard to long-term operational goals, budgets and forecasts while providing recommendations for short-term and long-term growth plans 
● Prepare and present monthly financial budgeting reports including monthly profit and loss by division, forecast vs. budget by division and weekly cash flow by division. 
● Supervise creation of reports, software implementation and tools for budgeting and forecasting
● Manage timely submission of payroll and accurate processing of 401k contributions, ensuring compliance with financial regulations and maintaining employee satisfaction

Software Used: 

Quickbooks (online), Bill.com, ADP, Avalara

Skills Used: 

401K, Account Reconciliation, Accounts Payable, Accounts Receivable, Aging Reports, Balance Sheets, Bank Reconciliations, Bookkeeping, Cash flow management, chart of accounts, ERP Implementation, Financial Reporting, Fixed Assets, Payroll, Profit And Loss

Industries Covered: 

Printing, Marketing and Advertising, Graphic Design, Photography


Title: 

Senior Auditor

Dates Worked: 

November 2022 - July 2023

Company: 

SIKICH, LLP

Accomplishments:

● Planned and conducted financial statement reviews and audits for For-Profit companies from start to finish including employee benefit plan engagements 
● Assisted clients in the preparation and analyzing of financial statements in accordance with IFRS and GAAP 
● Reviewed internal audit structures and identified weak controls for clients, made practical and notable recommendations and reported findings to the Board of Directors and senior management for different clients 
● Served as an In-charge for various audits, reviews and compilations on over 20 manufacturing and distribution entities 
● Performed analytical procedures and analyses to detect unusual financial relationships 
● Initiated management representation letter recommendations and draft audit reports for management and executive reviews
● Conducted and supervised employee benefit plan audits, ensuring compliance with regulatory standards and providing comprehensive oversight to safeguard company assets and employee benefits.

Software Used: 

CCH Engagement

Skills Used: 

401K, Accounting Principles, Accounts Receivable, Audit Schedules, Auditing, Bookkeeping, Review Bookkeeper work

Industries Covered: 

Accounting Firm

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