Staff Accountant

Hermosa Beach

Caitlin Knox

1614 Loma Drive ● Hermosa Beach, CA 90254 ● (412) 537 6406 ● [email protected]



The Pennsylvania State University, Erie, PA                                                             May 2016

Bachelor of Science in Finance                                                                                  December 2016        Bachelor of Science in Accounting                                                                           GPA 3.27



Partner Engineering and Science, Inc. (January 2017 – Current)

Staff Accountant


•    Attend monthly finance meetings with upper management to analyze and discuss the general

ledger accounts and explain any major variances that occur

•    Record journal entries to accrue legal, marketing, accounting and bonus expenses

•    Reconcile prepaid expenses, prepaid rent, prepaid insurance, deposits, loans & exchanges account

schedules and record monthly journal entries

•    Demonstrate excellent communication and problem solving skills to resolve problems that occur

daily within the accounting system such as payment issues with vendors and 1099 associates

•    Apply excel skills to daily, monthly and yearly tasks by utilizing functions such as v-look

up and pivot tables for variance reports, account schedules, and the statement of

comprehensive income

•    Reconcile accounts payable general ledger and sub ledger

•    Create reports for actual vs. forecasted accruals such as marketing and employee morale expenses

•    Properly capitalize assets and prepaid expenses and record other expenses accurately

•    Manage a heavy workload and meet month-end deadlines while ensuring daily tasks are

complete by prioritizing and creating personal agendas and working efficiently to fulfill deadlines

•    Help improve many processes within the accounts payable process such as the invoice approval

process, importing payments, and the check request module

Special Projects:

•    Assisted the CFO in acquisition analysis; computed the terminal value and total enterprise value

using the Discounted Cash Flow Model and calculated the implied EBITDA multiplier


SWBC Lending Solutions (September 2016- December 2016)

Accounting Internship

•   Gained an understanding of the real estate industry and knowledge within the sector such as

HUD laws, appraisals and BPO’s, the Dodd Frank Act and other real estate terminology



Corporate Finance Project (Spring 2016)

•    Modeled projected growth and revenue of the company and determined the value of the company by

performing analysis such as Discounted Cash Flow (DCF) analysis and IRR analysis

Coca Cola Financial Statement Analysis Project (Fall 2016):

•    Performed trend analysis to determine the company’s current and future financial position, analyzed

financial data and computed ratios to compare historical data and industry averages

StockTrak Challenge Simulation (Fall 2016):

•    Invested passive and actively, performed stock market analysis, consistently outperformed the

market and ranked in the top 10 classmates to yield the highest profits

Intermediate Accounting Excel Project (Fall 2016)

•     Developed proficiency with spreadsheet applications in excel such as Grouping, What-If Analysis,

IF statement, Vlook-up, Macros and PivotTables to perform financial statements and data analysis



Excel, Deltek, Plink, QuickBooks, PowerPoint, Word, Workday, Access, Peachtree, Money Guide Pro



Skiing (slope-style and free-ski), surfing, longboarding, photography, hiking, biking, camping




  • Updated 5 years ago

To contact this candidate email [email protected]

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