Student Information

Student Name

Christopher King

Email

jrking_cd@yahoo.com

Academy

Finance

Internship Information

Company/Organization: Penrose & Ass

Mentor(s):Ms. Penrose

Topic of Internship

Accounting

Background Information

Patricia is a Certified Public Accountant, certified in the State of New York, with over twenty (20) years experience in accounting, auditing, taxation and other financial services. She is a member of the American Institute of Certified Public Accountants. Patricia holds a Master of Business Administration in Finance from Fordham University and a Bachelor of Business Administration in Accounting from Pace University.Patricia began her career at the accounting firm of Arthur Andersen in New York and subsequently moved to JP Morgan Chase where she worked as a Senior Audit Analyst. In addition, she was the Assistant to the Controller at Sumitomo Trust Bank and VP of Accounting Policies at Calyon Investment Bank. Patricia also taught accounting at the undergraduate level at Monroe College in New York.

Summary of Internship

During my Senior Experience I worked at Penrose & Associates, and assisted Ms. Penrose in any way I can. I helped with the filing of different papers for different businesses that she works with. I also entered transactions from bank statements of clients. My work ranges from making copies, data entry, and filing. I learned to use QuickBooks, which included inputting client’s financial data, reconcile bank accounts, process and print checks and process invoices. I also learned different aspects of taxation. I was trained to use ATX tax software to prepare tax returns for businesses as well as individuals. I used tax forms such as 1040EZ, 1040A and 1040. I learned how to process payroll for small businesses. When I arrive in the morning, I meet with Ms. Penrose and Mr. Mitchell. Ms. Penrose will assign me various tasks that she wants to be completed.

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