
Timeline
About me
Manager - State and Local Tax - Unclaimed Property
Education

Monmouth university
2010 - 2014Bs in accounting it minor
Western governors university
2018 - 2019Ms information technology management
Experience

Student technology assistant program
Sept 2010 - May 2014Student help deskWorked with students to troubleshoot and fix common computer/technology problems on campus.

Powerline
Jul 2013 - Feb 2014InternVarious tasks ranging from book keeping on QuickBooks, organizing and analyzing the results of alpha and beta testing and various other tests.

Innovative advocate group
Feb 2014 - May 2016Responsible for the execution of 15-20 separate state initiated unclaimed property audits.Performed detailed reviews of Accounts Payable, Payroll, Accounts Receivable, and Trial Balance accounts to identify potential unclaimed property. Conducted audit related meetings and conference calls with holders and their advocates in relation to all assigned audits.Drafted audit report (schedules, notes, and comments).Determined holder’s ultimate liability to the Firm’s clients through the use of Excel based models.Prepared the required records to document the progress of the audit, and drafted final deliverable to the Firm’s clients.Compiled periodic audit progress reports for delivery to Firm’s clients.Created statistical samples of data through the use of IDEA software.Supervised and assigned tasks to full and part time associates as well as interns. Show less
Senior Associate
Jul 2015 - May 2016Associate
Feb 2014 - Jun 2015

Kiely family of companies
Jun 2016 - Sept 2017Staff accountantCompleted bank reconciliations for 40+ bank accountsPerformed month close activities for 20+ companiesConducted G/L account reconciliations (AR, AP, Intercompany, Prepaid accounts, etc.)Ensure assets recorded in Fixed Assets program and record Depreciation monthlyReview Income Statement account trends and gross margin per monthWithin the first 90 days of employment, helped reduce the time to close the books by 4 daysAssisted with creating consolidated financial statements using Office ConnectorAssisted in preparing budgets for residential housesIn charge of the financing process of new vehicles Show less

Integrated industries corp
Oct 2017 - Sept 2019Staff accountant
Bdo usa, llp
Sept 2019 - May 2023Manager - State and Local Tax - Unclaimed Property
Aug 2022 - May 2023Senior Associate - State and Local Tax - Unclaimed Property
Sept 2019 - Aug 2022

Andersen
May 2023 - nowManager commercial salt - unclaimed property
Licenses & Certifications
.webp)
Certified fraud examiner (cfe)
Association of certified fraud examiners (acfe)May 2024
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