Kalia Bowman
Greensboro
Summary
Personable and analytically minded while possessing a solid understanding of audit and tax principles and regulations. Has a strong foundation in accounting principles and takes a proactive approach to learning and staying updated in the field. The commitment lies in providing accurate and efficient tax and audit services that align with organizational goals. Now seeking to transition into a new field to utilize these skills to drive operational efficiency and ensure compliance.
Overview
1
1
year of professional experience
1
1
Certification
Work History
Finance Intern
TE Connectivity
05.2024 - 08.2024
- Teamed with value stream managers to discuss the current status of internalized orders.
- Collected unique details from capitalized assets to maintain accurate financial spreadsheets.
- Audited and presented monthly performance to finance team for discussion and any further changes.
Tax Intern
DMJPS, PLLC
01.2024 - 04.2024
- Assisted in the preparation of property tax listings for major companies.
- Effectively tracked fixed assets and recorded corresponding data to tax documents, such as 1120s.
- Analyzed and reviewed financial records provided by clients to prepare 1099 forms.
Financial Advisor Intern
Modern Woodmen
09.2023 - 11.2023
- Worked closely with financial advising team to problem-solve fake client real-life scenarios
- Studied the importance of financial planning, investment, and estate planning through statistics
- Conducted research on the importance of life insurance in order to present a business plan
Education
Bachelor of Science - Accounting and Finance
UNC Greensboro
Greensboro, NC12.2024
Skills
- Microsoft Excel
- Attention to detail
- Effective multitasking
- Audit reporting
- Organizational growth
- Financial software
- Financial advising
- Tax preparation
Websites
Leadership
Peer Academic Leader - UNC Greensboro, Greensboro, NC
03/2023 - 05/2024
- Support new students transitioning from high school to college.
- Serve as a mentor and advocate to students in the classroom.
- Facilitate monthly out of class activities to stimulate growth.
Certification
TD Securities Investment Banking - 02/2023
- Review clients’ financial statements and perform a comparable company analysis.
- Generate charts and graphs in Excel to reflect and evaluate company’s financial statements.
Volunteer
Student Volunteer- UNC Greensboro Fueling Station, Greensboro, NC
01/2023 - 12/2023
- Rotate stock thoroughly to achieve easy accessibility to student athletes.
- Assist athletic coaches and directors with additional necessities.
Timeline
Finance Intern
TE Connectivity
05.2024 - 08.2024
Tax Intern
DMJPS, PLLC
01.2024 - 04.2024
Financial Advisor Intern
Modern Woodmen
09.2023 - 11.2023
TD Securities Investment Banking - 02/2023
- Review clients’ financial statements and perform a comparable company analysis.
- Generate charts and graphs in Excel to reflect and evaluate company’s financial statements.
Bachelor of Science - Accounting and Finance
UNC Greensboro
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