Kendall Penfield
Marseilles
Summary
Experienced accounting professional, known for strong analytical skills and precision in financial management. Proven ability to drive results through team collaboration and adaptability to changing needs. Expertise in financial reporting, tax preparation, budgeting, and compliance, with focus on accuracy and efficiency. Reliable, dependable, and committed to achieving organizational goals.
Overview
9
9
years of professional experience
Work History
Finance Administrator
Borgman Capital
11.2025 - Current
- Managed financial reporting processes to ensure compliance with regulatory standards.
- Oversaw vendor relationships, negotiating contracts to optimize cost savings without compromising quality.
- Implemented process improvements that reduced processing time for invoices and payments significantly.
- Reconciled accounts and investigated variances.
- Prepared and posted receipts and deposits to facilitate standard bookkeeping.
- Assisted in the preparation of tax filings, ensuring accurate reporting and adherence to government regulations.
- Prepared bi-weekly payroll for 11 employees and maintained all associated files.
Tax Analyst
Nutrien
06.2024 - Current
- Managed comprehensive preparation and filing of federal and state income tax returns to ensure compliance with regulations.
- Analyzed demographic data to accurately calculate apportionment for several cities and counties.
- Managed quarterly estimated tax payment calculations and facilitated yearly extension processes to ensure compliance.
- Executed preparation of monthly forecasting and provision files to support precise calculation of processes and accurate recording of monthly installments.
- Conducted thorough research on state and federal tax laws, ensuring adherence to legal requirements.
Tax Associate
Baker Tilly
07.2022 - 06.2024
- Executed financial record-keeping in QuickBooks, focusing on efficient 1099 generation for real estate transactions.
- Collaborated with clients to gather necessary documentation for tax filing processes.
- Performed state apportionment calculations and prepared various state income and franchise tax returns to ensure compliance with tax regulations.
- Oversaw annual income tax provision preparation to support accurate financial reporting and tax strategy.
- Developed and submitted precise quarterly estimates and extension payments to ensure compliance with financial regulations.
- Administered fixed asset tracking and reporting to enhance operational efficiency.
- Prepared and reviewed federal and state tax returns for individuals and businesses.
Assistant
Jo Ann’s Tax and Accounting
01.2017 - 06.2024
- Facilitated accurate tax preparation for individuals and partnerships to ensure compliance with regulations.
- Conducted detailed bookkeeping tasks, including transaction recording and financial statement preparation, for small businesses.
- Processed payroll for employees accurately and on time. Assisted in resolving payroll discrepancies and inquiries. Supported compliance with payroll regulations and policies.
- Managed the preparation and distribution of 1099 forms at the end of the fiscal year to support financial transparency.
- Supported financial reporting processes by compiling monthly statements and reconciling bank accounts.
Assistant Controller
First Federal Savings Bank
04.2021 - 07.2022
- Direct oversight accounts payable, accounts receivable, and operations clerk
- Manage detailed records of fixed assets, depreciation schedules, and prepaid expenses
- Create monthly financial statements and quarterly call report
- Contribute to the continuous financial planning, budgeting, and forecasting of all bank branches
- Process bi-weekly payroll
- Oversee quickbooks online for insurance company
Payment Specialist
Financial Plus Credit Union
05.2019 - 04.2021
- Daily balancing and processing of ACH transactions
- Consistently exercise great attention to detail to catch and prevent fraud on customer accounts
- Approval of share draft accounts
- Maintain records of overdrawn accounts and contact for payments
Education
Master of Accountancy -
Northern Illinois University
12.2020
Skills
- Bank reconciliation
- Month-end closings
- Discrepancy investigations
- Microsoft Excel proficiency
- Billing
- Payroll processing
- Fixed asset accounting
- Invoice preparation
- Tax compliance
- Regulatory compliance
Timeline
Finance Administrator
Borgman Capital
11.2025 - Current
Tax Analyst
Nutrien
06.2024 - Current
Tax Associate
Baker Tilly
07.2022 - 06.2024
Assistant Controller
First Federal Savings Bank
04.2021 - 07.2022
Payment Specialist
Financial Plus Credit Union
05.2019 - 04.2021
Assistant
Jo Ann’s Tax and Accounting
01.2017 - 06.2024
Master of Accountancy -
Northern Illinois University