Jaclyn Rosenbaum
Evans City
Summary
Detail-oriented Accountant with over 10 years of experience in corporate, public, and non-profit accounting. Skilled in developing budgets, executing payroll, and training employees to ensure compliance and accuracy in financial operations. Self-starter that is willing to try new opportunities to be successful.
Overview
23
23
years of professional experience
Work History
Accountant
Allegheny Land Trust
Sewickley, PA
05.2019 - Current
- Led monthly financial close processes, ensuring accuracy and compliance with accounting standards.
- Streamlined account reconciliation procedures, improving overall accuracy and reducing processing time.
- Developed and maintained detailed budgets for various projects, enhancing financial planning efficiency.
- Maintained integrity of general ledger, including the chart of accounts.
- Trained new employees on accounting principles and company procedures.
- Performed administrative tasks such as record-keeping, writing correspondence and gathering materials.
- Performed complex general accounting functions, including preparation of journal entries, account analysis and balance sheet reconciliations.
- Maintained various schedules including Fixed Asset Schedule, Prepaid Insurance, Accounts & Grants Receivable.
- Coordinated with team members to facilitate grant reimbursement processes and record appropriately within the accounting system.
Accountant
Pennsylvania Resources Council, Inc.
Pittsburgh, PA
05.2018 - Current
- Streamlined account reconciliation procedures, improving overall accuracy and reducing processing time.
- Maintained integrity of general ledger, including the chart of accounts.
- Generated financial statements and facilitated accounting closing procedures each month.
- Collaborated with staff to maintain grant reimbursements and record grants accordingly.
- Calculated and allocated monthly payroll benefits and overhead expenses to maintain financial accuracy.
- Executed payroll processing and calculated 403(b) contributions to support employee benefits administration.
- Developed and delivered comprehensive training programs to ensure new employees understand accounting principles and adhere to company procedures.
- Reviewed and refined monthly closing processes to facilitate accurate and consistent financial statements.
- Engaged with outside auditors to ensure thorough preparation for annual audit and 990 tax documentation.
Staff Accountant
Ruzomberka Holland Renk Smith
Sewickley, PA
11.2011 - 12.2017
- Maintained integrity of general ledger, including the chart of accounts for multiple clients.
- Prepared Business & Individual tax returns. Preparation of governmental reports in compliance with strict standards prior to partner review.
- Analyzed monthly balance sheet accounts for corporate accounting.
- Compiled financial statements and executed monthly account closing procedures.
- Delivered comprehensive training to new hires to ensure understanding of accounting principles and adherence to company procedures.
- Developed comprehensive accounting procedure manuals for diverse client needs.
- Performed administrative tasks such as record-keeping, writing correspondence and gathering materials.
- Compiled financial reports pertaining to cash receipts, expenditures and profit & loss.
- Drafted and reviewed financial statement compilations before being approved by the partners.
- Performed complex general accounting functions, including preparation of journal entries, account analysis and balance sheet reconciliations.
- Oversaw fixed asset module management and executed monthly depreciation calculations and recordings.
- Compiled and organized accounting records based on detailed examination of clients' checks and cash receipts.
- Compiled and communicated monthly expense variances to enhance financial oversight.
Accountant
H&R Block & Business Services, Inc.
Omaha, NE
01.2010 - 09.2011
- Achieved timely submission of payroll tax returns, including forms 941, 940, state unemployment, and state withholding, enhancing compliance and operational efficiency.
Facilitated accurate payroll tax documentation, contributing to seamless financial operations and reducing potential penalties. - Executed payroll processing for multiple clients, including preparation of year-end reports and W-2 forms.
- Executed full cycle accounting processes, including financial statement preparation, inventory management, accounts payable, and accounts receivable.
- Sales & Use Tax Returns (multi-state)
- Supported tax preparation efforts for businesses and individuals, enhancing financial reporting and regulatory adherence.
- Executed software implementation strategies to enhance client operations.
Accountant
Midwest Accounting & Tax Service, Inc.
Omaha, NE
10.2008 - 08.2009
- Analyzed and maintained detailed records for more than 40 client financial statements, focusing on precision and regulatory adherence.
- Oversaw the generation of comprehensive monthly sales tax reports for states such as NC, NE, AR, and CA.
Managed sales tax filing processes for diverse state jurisdictions. - Monthly and Quarterly Payroll Tax Returns
- Prepared multiple payrolls for clients including year end reports & W-2's
- Preparation of Corporate & Individual tax returns.
- Oversaw end-to-end accounting activities, including invoicing, reconciliations, and financial statement preparation for high-value clients.
Accounting Supervisor
Enterprise Rent-A-Car
Pittsburgh, PA
06.2003 - 03.2007
- Supervision of staff
- Review & approval of all entries to the general ledger through Peoplesoft Financials.
- Train & develop Staff Accountants & Accounting Clerks.
- Develop and perform group training sessions for branch managers on accounting & administrative procedures.
- Lead internal audits of all branches including Rental, Car Sales & Fleet Services.
- Forecast & Budgeting
- Review & approval of all payroll entries & non-profit base bonuses to the general ledger.
- Reconciliation of all profit-based commissions through an internal commission system.
- PA, WV, & OH sales & use tax returns.
- All financial statement review & documentation.
Education
Bachelor of Science - Business Management / Accounting
La Roche University
Pittsburgh, PA05-2000
Skills
- Corporate & Individual Tax
- Payroll processing
- Sales tax compliance
- Reconciliation specialist
- Financial analysis
- Bookkeeping expertise
- Corporate, Public & Non-Profit Accounting
- Grant Management
- Accounting Software Proficiency
- Accounting System Integration
- Employee Training Development
Timeline
Accountant
Allegheny Land Trust
05.2019 - Current
Accountant
Pennsylvania Resources Council, Inc.
05.2018 - Current
Staff Accountant
Ruzomberka Holland Renk Smith
11.2011 - 12.2017
Accountant
H&R Block & Business Services, Inc.
01.2010 - 09.2011
Accountant
Midwest Accounting & Tax Service, Inc.
10.2008 - 08.2009
Accounting Supervisor
Enterprise Rent-A-Car
06.2003 - 03.2007
Bachelor of Science - Business Management / Accounting
La Roche University