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Providing audit services for Calibre CPA Group which is part of KS International. Clients work in the commercial and not-for-profit industries including construction, manufacturing, employee benefit funds and labor unions. Performing audits of clients tax, payroll, and general ledger records. Along, with other aspects involved with client audits.

Work experience

May 2012Present

Compliance Auditor

Calibre CPA Group

-Reviewing and analyzing payroll, tax and personnel records to determine employer compliance with collective bargaining agreements and creating reports from the audit to present to fund administrators

-Organizing client financial data and evaluate accuracy against union reports.

-Conducting audits with exposure to various labor union benefit fund's

-Researching payroll records, reports and contracts

-Scheduling and coordinating audit appointments with employers

-Retrieving accurate information from various in-house departments

-Transferring payroll data onto worksheets

Oct 2010May 2012

Licensed Banker

Chase Investment Services Corp.

-Was consistently one of the leading PBs within the banking centers in acquiring new households in business and consumer, along with leading the branch in deepening those relationships with customers.

-Acquired new customers through various activities including working the lobby and setting preset appointments.

-Helped management in the branch, lead and coached new personal bankers by demonstrating positive sales behaviors in the banking center.

-Helped improve a majority of the various sales categories of the banking center, including: checking, savings, direct deposit, online bill pay, and credit card sales.

-Worked well with various branch partners to acquire outside investment assets and lending products.

Dec 2009Oct 2010

Account Specialist

Enterprise Rent-A-Car/Truck

-Developed and prospected new target markets within Chicagoland area to increase new business relationship for sales office

-Helped increase marketing efforts and sales, which increased gross revenue and improve net income of the sales office

-Worked on developing and managing relationships with various businesses and worked with relationship management team to continue to grow and deepen current relationships.

-Coached and managed new management trainees on improving sales, and delivering excellent customer service.

Oct 2005Aug 2007

Assistant Finance Manager

Bob Rohrman Auto Group

-Assisted management of customer finance issues and concerns during new and used car purchases.

-Managed up to 10 sales associates on various sales and service goals.

-Helped management with financial reporting of monthly auto sales and income projections.

-Managed all internal marketing and promotion implementations in dealership, along with managing and documenting the current inventory in the office.



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