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Street Address Timber Ridge Dr. SE
Cedar Rapids, IA Street Address
PHONE NUMBER AVAILABLE
EMAIL AVAILABLE
Objective: Seeking challenging job in accounting
Experience:
Computer Experience
Microsoft Office using Excel, Word and Outlook.
Quickbooks Pro and Peachtree accounting systems
Turbo Tax and Pro Series
Retired Cedar Rapids, IA. 52403
Elder Care 2008 to 2018
Took care of my in laws for a couple of years and
helped settle estate.. Husband became ill after he
retired and took care of him untile he passed.
Digital Iowa City, IA.
Staff Accountant 2002 to 2008
* Prepared balance sheet, profit and loss
statement and other reports to summarize current
and projected company financial position.
* Compiled and analyzed financial information to
prepare entries to accounts, such as general
ledger accounts, documenting business
transactions.
* Manage payroll and employee benefits such as
FUTA, SUTA, federal and state taxes, 401K, Flex
benefits and Health plan.
* Close year end books, make journal enters, print
year end reports and complete 1065 tax return.
Dairy Consulting Service Cedar Rapids, IA
Staff Accountant 2001 to 2006
* Manage accounts payable and receivables. Working
with Quickbooks.
* Create and manage chart of accounts, balance
sheet and financial statement.
* Track and analyze inventory.
* Create ACH transactions and track movement of
money through the accounts.
* Reconcile asset accounts and bank accounts.
* Create journal entries to balance accounts and
reconcile variances.
AEGON Cedar Rapids, IA
Securities Accountant 1997 to 2000
* Process income, buys and sales on stocks and
bonds.
* Reconcile bond and stock suspense accounts and
make journal entries to balance accounts.
* Process corporate actions on stocks and bonds
such as consent payments, taxfree exchanges,
reorganizations, calls splits and spin offs.
* Research and resolve variances in payments using
information for the banks prospectus and
Bloomberg.
* Verify changes to the master such as interest
rates, sinking fund schedules, maturity dates,
libor rates and basis points.
* Create Excel spread sheets to analyze and
resolve variances in accounts receivable.
* Coordinate claims log, open accounts receivable
and unapplied cash between claims team, daily
accountant and banks.
Kaplan University Cedar Rapids, IA 52403
Financial Aid Coordinator 1994 to 1996
* Managed the financial aid accounts for over 350
students to ensure all grants, loans and other
source of financial aid has been applied
correctly.
* Analyze and forecasting each student's budgets
and resolve variances.
* Prepare and participate in audits for federal
and independent auditors.
* Forecast and mange the expenses budget for the
financial aid department and reconcile
variances.
CCH Computer Cedar Rapids, IA 52403
Tax Development Analysts 1988 to 1993
* Design, program and test federal and state tax
software for business and individual.
* Research tax laws and rulings to update tax
software for the upcoming tax year.
* Write and develop instruction manuals and client
questionnaires.
* Consult and resolve client errors and problems
Education: Mount Mercy College Cedar Rapids, IA
B.S. Accounting 1987
Mount Mercy College Cedar Rapids, IA
B.S. Business Administration 1982
References: See cover letter.
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