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Joshua M.

Merritt | (563) 542-2226 |
2271 Chaney Road #12, Dubuque, IA 52001

University of Dubuque Dubuque, IA May 2017
Bachelor of Business Administration
Double Major: Accounting and Business Administration
Graduated with 150 credits, reviewing for the CPA exam
GPA: 3.60 / 4.00 | Deans List: 7 semesters
Honors Scholarship for Outstanding Academic Performance Wendt Character Scholar
John and Shirley Wiemers Outstanding Business Student Award William Collings Music Scholarship
Whos Who Among Students in American Universities & Colleges Winters Estate Scholarship

McGladrey Pathways Program RSM McGladrey, Davenport, IA June 2015

Networked with McGladrey employees to gain extensive knowledge of the accounting industry
Built character through collaboration in team engagement activities

Staff Auditor Honkamp Krueger & Co. P.C., Dubuque, IA October 2016 May 2017
Audit Intern (August 2016 October 2016)
Format audit reports in Microsoft Excel and Microsoft Word.
Prepare work papers for upcoming audits, reviews, or compilations.
Create documentation for internal projects.

Client Service Associate Prudential Financial, Dubuque, IA December 2015 August 2016
Analyzed callers needs to accurately provide assistance with general plan or account questions and
Educated participants in order to help them understand their retirement and defined contribution plan rules
Assisted participants with loans on their retirement account

Director of Heritage Center Assistant Heritage Center, Dubuque, IA January 2015 August 2016
Advertised events hosted by the Heritage Center via posters, cards, websites, etc.
Called or visited businesses, schools, churches, etc. to promote and market events
Utilized Microsoft Word and Excel to update and manage contact databases

College Financial Representative Northwestern Mutual, Dubuque, IA August 2015 December 2015
Scheduled meetings via telephone to grow individual business
Helped clients become financially secure and have peace of mind

Becker Campus Ambassador Fall 2016 May 2017
Promote the Becker review program and services to fellow accounting and business students.
Accounting Club Treasurer Fall 2014 May 2017
Host Becker Review Program events to provide accounting majors with knowledge of the CPA
Network with local professionals to gain knowledge of the accounting industry
Phi Theta Psi Spring 2014 May 2017
Fund childhood cancer research by hosting annual St. Baldricks event: raised $32,500 to date
Received Professionalism Award 2017 & 2016
Student Government Association Fall 2013 May 2017
President (May 2016 May 2017)
Treasurer (January 2015 May 2016)
Manage $400,000 on accounts through Microsoft Excel and Google Drive
Reconcile all 82 campus organizations budgets with business departments report