Summary
Overview
Work History
Education
Skills
Certification
Timeline
Generic

Juwan Perry

Schaumburg

Summary

Detail-oriented Accounting and Financial Reporting Specialist, CPA, with experience in STAT and GAAP reporting, consolidations, variance analysis, and M&A support. Quick learner with proven ability to adapt to new systems and processes, streamline workflows, and deliver actionable financial insights for leadership.

Overview

6
6
years of professional experience
1
1
Certification

Work History

Senior Financial Reporting Accountant

Trustmark
Lake Forest, IL
05.2021 - Current
  • Prepared and analyzed financial reports in compliance with both statutory (STAT) and GAAP standards, including consolidating financial statements.
  • Conducted research on accounting standards and applied accounting guidance to ensure compliance and consistency in financial reporting practices.
  • Assisted with audit preparation by compiling audit reports, schedules, and supporting exhibits, including documentation prepared in support of the Annual Statement.
  • Improved reporting efficiency by creating standardized cash flow templates, reducing month-end close time and minimizing errors.
  • Supported accounting and financial reporting during company acquisitions and divestitures, ensuring accurate recognition of assets, liabilities, and goodwill.
  • Identified key drivers of financial performances through detailed variance analyses comparing actual results to prior periods.

Senior Financial Reporting Intern

Trustmark
Lake Forest, IL
05.2020 - 05.2021
  • Gathered, evaluated and summarized account data in detailed financial reports.
  • Prepared and submitted quarterly and annual financial surveys to regulatory agencies and industry groups.

Education

Bachelor of Arts - Accounting

Albion College
Albion, MI
05.2021

Skills

  • Financial statement preparation
  • Variance analysis
  • Consolidation accounting
  • Microsoft Excel proficiency
  • Wings reporting software
  • Time management
  • Problem-solving abilities

Certification

Certified Public Accountant (CPA), Licensed In IL

Timeline

Senior Financial Reporting Accountant

Trustmark
05.2021 - Current

Senior Financial Reporting Intern

Trustmark
05.2020 - 05.2021

Bachelor of Arts - Accounting

Albion College
Juwan Perry