Andrew Robertson

About Andrew Robertson

A highly-motivated, organized individual with excellent communication skills that is…

Experience

1. Controller

   PACE Equity, LLC

   Mar 2024 — Present · Milwaukee, WI, US

   Full responsibility for month-end closing activities, including complicated journal entries and account reconciliations• Consolidated financial statement preparation, analysis and review• Calculate and coordinate periodic principal and interest payments to outside investors• Manage year end external audit, prepare all reconciliations and schedules, provide detail to and answer auditor questions• Provide tax information to outside accounting firm• Oversee accounts payable, accounts receivable, and preparation of year end 1099s• Banking duties include maintaining relationships with various banks, initiating outgoing wires and ACHs, administering user access, opening and closing accounts• Full responsibility for payroll processing, 401k and benefit administration• Assist in yearly budget preparation and ongoing forecasts• Implementation of new accounting system• Ensure all state business filings are maintained in a timely manner• Review assigned areas of responsibility for continuous process improvement and participate in the development and implementation of improved procedures

Education

• University of Wisconsin-Platteville

  BS

  2007 — 2012

• Universidad de Sevilla

  Study Abroad Experience

  2011 — 2011

Skills

• Time Management
• Customer Relations
• Social Media Marketing
• Powerpoint
• Microsoft Excel
• Customer Service
• Auditing
• General Ledger
• Financial Statements
• Non-Profits
• Management
• Team Building
• Gaap
• Microsoft Office
• Spanish
• Invoicing
• Fundraising
• Quickbooks
• Microsoft Word
• Account Reconciliation
• Data Entry
• Bookkeeping
• Tax Preparation
• Tax
• Leadership
• Accounting