Summary
Overview
Work History
Education
Skills
Computer Accounting Skills
Qualification Highlights
Timeline
Generic
Joseph Walsh

Joseph Walsh

Germantown

Summary

Dynamic accountant with proven expertise at United Brotherhood of Carpenters, adept in financial reporting and balance sheet management. Successfully implemented new accounting software, enhancing efficiency and accuracy. Strong client communication skills complemented by proficiency in MRI, QuickBooks and other accounting softwares.

Overview

7
7
years of professional experience

Work History

Accountant

United Brotherhood of Carpenters - UBCJA
11.2024 - Current
  • Directly working with the Director of Finance and the CFO in the implementation process of a new accounting software. Also, I am working closely with the property management team to ensure all payments to the vendors have been made on time and in the proper period.
  • Maintaining and updating our monthly Balance Sheet schedule to help complete month-end procedures. This includes creating and posting journal entries on a weekly basis. Manually processing check payments through MRI software, and cutting the checks in-house.
  • Helping with the storing and filing of invoices, convention documentation, legal files, member applications, and sending funeral checks to deceased members of the Carpenters Union.

Professional Caddie

- Caddie Master
04.2022 - 10.2025
  • Spent 3 Spring/Summer seasons at Congressional Country Club caddying and 2 winters away (Omni Barton Creek in Austin TX and TPC Scottsdale in AZ)

4th Year Audit Associate

CohnReznick LLP
11.2018 - 04.2022
  • Worked in the HUD industry (Housing and Urban Development): preparing, executing and finalizing audit financials from start to finish; 50+ financial statements were submitted every year by our team while making AJE’s for each project (preparing AJEs for our client was a large portion of our work from the audit side since most of the in house accountants that we audited did not properly prepare their journal entries); independently submitting audits to clients (most experienced associate on project); sole client communication in regards to completing the audit
  • Overseeing the work of the 3 associates on my team and reviewing their projects before submitting it to our manager
  • Worked with investment funds in the Affordable Housing Industry for upper tier and lower tier funding; preparing and executing financial statements from start to finish

Education

BBA - Business Administration – Finance And Accounting

Marymount University
Arlington, VA
05.2018

High School -

St. John’s College High School
05.2013

Skills

  • Excel and Word
  • Financial reporting
  • Balance sheet management/Bank Reconciliation
  • Accounting software
  • MRI property management software
  • Quickbooks
  • Client communication

Computer Accounting Skills

  • Proficient in Excel and Word
  • Software’s include: MRI property management software, Quickbooks and Caseware

Qualification Highlights

  • Motivated; recognized by superiors for my ability to work hard and learn quickly
  • Ability to work well on teams and independently

Timeline

Accountant

United Brotherhood of Carpenters - UBCJA
11.2024 - Current

Professional Caddie

- Caddie Master
04.2022 - 10.2025

4th Year Audit Associate

CohnReznick LLP
11.2018 - 04.2022

BBA - Business Administration – Finance And Accounting

Marymount University

High School -

St. John’s College High School

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Joseph Walsh