Hello
Welcome to my website!
I am a detail-oriented and motivated senior at the University of Wisconsin-Madison studying Accounting. My background includes administrative and accounting-related work focused on experiencing real-world environments and building my accounting career. I am a dedicated and highly organized team member bringing articulate communication skills with proven success working within fast-paced, collaborative settings.
Experience
Tax Intern
EY
Jan 2023 - Mar 2023
Prepared various audit workpapers for a channel 2 tax provision
Prepared and filed over 200 Form 7004s for partnership and corporation clients
Reorganized and calculated data from balance sheets for calculation of valuation allowances
Office Coordinator
Greater University Tutoring Service
Aug 2020 - Jan 2023
Created a safe and inclusive environment that promoted diversity and supported learning
Planned and led social and development events to build team camaraderie
Assisted Program Coordinators with operations management
Updated, restructured, and maintained the GUTS website
Managed the physical office space and inventory
Pioneered the GUTS Tips newsletter with over 12 GUTS Tips
Seasonal Employee
Frank E. Sterbin CPA, SC
Aug 2019 - Aug 2023
Assisted in the application of the Wisconsin Tomorrow Small Business Recovery Grant for various clients
Assisted in the application of SBA PPP Loan Forgiveness for various clients
Restructured the client billing system
Administrative Assistant
UW-Madison Housing, Conference Services
Nov 2019 - May 2020
Corresponded with clients daily to solve problems regarding room set-ups, availability, and more, while ensuring a positive experience with University Housing
Composed external space reservation confirmations and reviewed summer conference contracts to eliminate errors
Redesigned the department’s invoice tracker and budget spreadsheets to maximize efficiency
Youth Apprentice
Frank E. Sterbin CPA, SC
Dec 2018 - Aug 2019
Assembled over 500 tax returns for clients by organizing and binding returns for distribution
Explained tax returns to clients by indicating the amount owed/refunded and how that was calculated
Mitigated client concerns regarding tax issues by providing strong customer service by finding answers and relaying those to the client
Devoted special emphasis to punctuality and worked to maintain an outstanding attendance record, consistently arriving to work ready to start
Associate
Panera Bread
Aug 2017 - Jun 2018
Maintained customer environment by cleaning the dining room and stocking bevarages, cups, napkins, and other self-service items
Fostered a positive customer experience daily by handling customer issues and fulfilling customer requests
Worked in various positions including dining room, cashier, dishwashing, and food preparation
Education
University of Wisconsin-Madison
Master of Accountancy
Present
Jerome I. Case High School
High School
2017 - 2019
University of Wisconsin-Madison
Bachelor's Degree, Business Administration
2019 - 2023
Germantown High School
High School
2015 - 2017
Skills and Languages
Communication
Critical Thinking
Social Media Management
Leadership
Problem-Solving
Data Entry
Intuit Lacerte
Intuit QuickBooks
NetSuite
SAP
English
Spanish
Italian
Bryce Linssen
Mentorship Director
IMA, UW-Madison
What impressed and inspired me the most during my time working with Cole was his vision for the organization. He was very quick to identify ways in which to improve members' experiences in the organization and strategically came up with effective means to reach, and ultimately surpass these goals.
Nick Kempf
Marketing and Internal Operations Director
IMA, UW-Madison
I had the opportunity and privilege to serve with Cole on the Board of Directors for UW-Madison's chapter of the Institute of Management Accountants, and throughout our work together I was repeatedly impressed by the dedication, hard work, and innovation he brought to the organization.