
Stephen Hoerr
My internship consists of preparing annual, semi-annual, and quarterly financial statements for private investment clients with combined assets... | Saint Louis, Missouri, United States
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Stephen Hoerr’s Emails sh****@kp****.com
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Stephen Hoerr’s Location Saint Louis, Missouri, United States
Stephen Hoerr’s Expertise My internship consists of preparing annual, semi-annual, and quarterly financial statements for private investment clients with combined assets exceeding one trillion dollars. I am required to review checklists, edit notes to financials, and calculate correct net asset values in accordance with GAAP and SEC regulations. One specific task involves proofing numbers on generated statements by reviewing real-time internal computer systems, programming macros on Excel, and importing financial data. I have obtained audit-related experience during my time with State Street.During my summer internship at Sentry E3, I gained tax experience by assisting on tax returns, bookkeeping, and financial statements using programs such as Quickbooks, ProSeries, and Excel. In order to assist management, I greatly improved a filing system which alphabetically and chronologically organized thousands of work-papers, audit documents, and IRS interactions. I also managed changes of information for over 500 clients.Working in a call center, I spoke to 60-70 customers per day over the phone regarding reservations, concerns, and information needed to optimize their experience with Enterprise. I was required to master company-specific computer databases in order to modify rentals and send receipts in a timely manner. Although many calls involved handling complaints, I maintained a friendly, empathetic demeanor throughout each engagement.
Stephen Hoerr’s Current Industry Kpmg
Stephen
Hoerr’s Prior Industry
Enterprise Rent A Car
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Sentry E3 Tax
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State Street
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Kpmg
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Work Experience

Kpmg
Tax Associate
Sat Oct 01 2016 00:00:00 GMT+0000 (Coordinated Universal Time) — Present
State Street
Graduate Intern - Fund Administration
Thu Jan 01 2015 00:00:00 GMT+0000 (Coordinated Universal Time) — Tue Dec 01 2015 00:00:00 GMT+0000 (Coordinated Universal Time)
Sentry E3 Tax
Accounting Intern
Thu May 01 2014 00:00:00 GMT+0000 (Coordinated Universal Time) — Thu Jan 01 2015 00:00:00 GMT+0000 (Coordinated Universal Time)
Enterprise Rent A Car
Customer Service Representative
Wed May 01 2013 00:00:00 GMT+0000 (Coordinated Universal Time) — Thu Aug 01 2013 00:00:00 GMT+0000 (Coordinated Universal Time)