Brown & Company, LLP, CPA’s Woodstock, IL
Senior Accountant, Present
Provide accounting, auditing, tax, and consulting services to a wide variety of clients for this local public
accounting firm. Design and maintain accounting and financial management systems for small businesses
including G/L, A/R, A/P, reconciliations, fixed assets, and payroll. Manage nearly every component of audit
engagements including program design, detail testing, and drafting financial statements. Key results:
o Reduced audit completion times % by implementing electronic work paper systems.
o Consolidated reporting process from employees to employee through improved software
understanding and utilization.
o Prepare over individual, corporate, and partnership tax returns during highpressure busy season
each year through dedication, efficiency, and constant learning.
o Support tactical planning for important retail client with breakeven analysis and examination of fixed
and variable costs.
o Steered audit program into greater compliance with current GAAP within first months.
Woodfield Fund Administration, LLC – Rolling Meadows, IL
Accounting Supervisor, ; Staff Accountant,
Supervised and reviewed work of accountants for this provider of rd party accounting services to
investment companies. Functions included monthend close, journal entries, G/L maintenance, financial
and investor statements. Prepared statements, schedules, and financial highlights for SEC Q / K
filings of publicly traded funds. Key results:
o Promoted to supervisor after months to manage some of the company’s most complex clients which
generated $K in annual revenues.
o Successfully accounted for $ million in alternative, assetbacked investment portfolios beyond the
scope of primary system by designing intricate analysis spreadsheets.
o Led team of new accountants to manage their own clients within months by developing and
conducting the company’s first comprehensive training program.
o Played key liaison role between accounting and IT departments to design customized financial
statements and reports with SAP Crystal Reports.