Kristal Chellis

Kristal Chellis

CPA, Senior accountant

Volunteer Activities & Student Groups

Volunteer Income Tax Assistance Association

Oct 2009 - April 2010

  • Income tax preparation for low-income, Ingham county residents
  • Became familiar with 2010 tax law and received certification through the IRS

Students Consulting for Non-Profit Organizations

Sept 2008 - May 2009

  • Analyzed 1 non-profit business model each semester, and presented BOD with implementation suggestions 
  • As a team of 5, we utilized brainstorming and group collaboration to solve marketing, budgeting and fund-raising obstacles for the following two non-profit entities

Grid Republic - Internet Strategy scope

Interfaith Health and Hope Coalition - Strategic Marketing scope

Delta Sigma Pi - Gamma Kappa Chapter

Member September 2008

Co-Ed Professional Business Fraternity

  • Sponsored an underprivileged elementary school
  • Personally organized Willow Elementary Safe Halloween
  • Leadership and networking skills through national LEAD workshops and conferences

The Write People, Inc.

Volunteer Newsletter Editor

2005 - 2009

  • Design and edit The Writers' Times newsletter quarterly utilizing MS Publisher and iWork Pages
  • Created and maintain organization's website using wetpaint.com
  • Taught older-generation members how to build and contribute to this community site

Avon Walk for Breast Cancer 3-Day

March-May 2003

  • Fund-raised $1,900 for charity by addressing local business owners and organizing donation events

Work History

Work History
Oct 2014 - Mar 2015

Senior Staff Accountant

Baird, Cotter & Bishop, PC

At BCB, I was part of a small group of 30 and 6 partners. I became the resident expert on the Affordable Care Act, and was able to explain and update staff and partners on the  effects the ACA had on the 1040s filed during the 2014 filing season. I was also given responsibilities in assisting with the paperless transition to help take the firm to the next level of efficiency.

Jan 2011 - Oct 2014

Senior Accountant II

Maner Costerisan

At Maner Costerisan, I am encouraged to take initiative, in both internal house-projects and through professionally assisting clients including one-on-one consultations. With Maner, I have a chance to work directly with many clients (because I enjoy the client contact side of things) and I am developing tax, accounting, and the ever-important research skills. When I started two years ago, I became involved in our rotational program, which allowed me in my first year to explore both our Business Accounting Services department and our Tax deptartment. Now in my second year I have settled in more and am narrowing my focus on what I am intereted in. I love maintaining contact with my regular BAS clients, as well as the diversity that comes from preparing various types of tax returns. I am presently taking initiative in 5500 preparation for pension, welfare and benefits plans. I love that my firm allows me, and encourages me, to explore my interests.

I am extremely close to becoming a CPA. I will be excited to announce when that day comes (I should have my license before the year is up)!

Oct 2009 - Jan 2011

Accounts Payable

Azzi Jewelers

Achieved $132,000 in jewelry sales to-date within a one-year period while also managing all accounts payable functions. Computed amounts due to vendors including discounts allowable, reconciled invoices to monthly statements, confirmed credits, noted whether invoices were documented by receiving personnel, and provided value by demonstrating an ability to move forward in spite of frequently unclear or non-existent direction.

May 2005 - Oct 2009

Cashier

Tom's Party Store & Wine Shop - during college

Built relationships with regular customers, handled cash funds, took care of customer transactions and took deposits to the bank. Learned hallmarks of various wines and beers.

Feb 2009 - Aug 2009

Internship - Branch Manager

College Works Painting - Internship

Managed a $26,000 painting business over the summer, which included creating a marketing plan, hiring and interviewing painters, and supervising two crews of painters. Performed payroll functions, job estimates, and bi-weekly production plans. Employed budgeting, multi-tasking and scheduling skill sets to assure results were within budget. Calmly controlled emergency situations and attained valuable competence in interviewing, hiring, professional courtesies, and the inflows and outflows of budgetary control. Attended monthly training seminars concerning sales and marketing techniques and communicated employee safety meetings weekly to crews under my management.

Jun 2007 - Jan 2008

Bank Teller Float (70% Travel)

Huntington National Bank

Reconciled transactions without error for six months and handled large sums of cash funds daily. Worked closely with regional branches as a float (70% travel), building relationships and assessing opportunities with customers to refer bank products/services by identifying needs and referring to appropriate line of business. Performed dual-key opening procedures and followed strict banking industry regulations. Became acutely aware of surroundings and of potential threats to safety through safety training.

Jul 2003 - Jan 2006

District Leader

Primerica Financial Services - Independent Business Owner

Initiated professional discussions with clients concerning their future and present financial situations. Developed customized Financial Needs Analysis' providing the client with customized retirement solutions, debt elimination concepts, income protection choices, and education and goal funding information. Marketed, recruited and interviewed potential team members. Became Series 6, 63, MI life insurance and annuities licensed. Complied with annual continuing education requirements, attended compliance and sales seminars, and stayed abreast of current financial matters that may have concerned clients.

Education

Education
Jan 2008 - Dec 2010

Bachelor

Michigan State University

Graduated with honors from the Broad Business College - GPA 3.73, 155 credits

Jan 2006 - Jun 2007

Associate

Lansing Community College

Graduated with high honors, GPA 4.0, with a general associate's degree, with a focus in accounting.

Certifications

Certifications
Jul 2003 - Dec 2011

Series 6

NASD - SEC
Jul 2003 - Dec 2011

Series 63

NASD - SEC