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Skills

  • ATX Total Accounting Office proficiency
  • Individual tax returns
  • Business operations
  • Risk advisory
  • Certified Public Accountant (CPA)
  • Account reconciliation specialist
  • PeopleSoft and Essbase
  • US GAAP principles
  • Team Leadership
  • Debt management

Work Experiences

  • Completed bank reconciliations for 11 small businesses on a monthly, quarterly, and annual basis.
  • Kept track of everything.
  • Looked into using BNA and CCH for tax matters involving clients.
  • Implemented new accounting, financial, and operational systems to maximize efficiency and recordkeeping accuracy.
  • Entered interactions, payments, and personal information into customer accounts.
  • Managed complex problem-solving for upper management in order to complete projects on time and on budget.
  • Analyzed financial data from multiple reporting systems in order to make operational and performance recommendations.
  • Non-routine, complex, and unexpected variances were addressed and resolved.
  • Taught management strategies for reducing tax liabilities.
  • Invented

Summaries

  • Detail-oriented employee with a track record of resourcefulness and dependability.
  • Pragmatic
  • Professional who is well-organized, diligent, and focused.
  • Focused on customer service
  • Accounting Bookkeeper is a well-informed Accounting Bookkeeper who is capable of responding quickly to financial inquiries from internal management and potential clients.
  • Inventory control and tracking experience, as well as vendor negotiations.
  • Through professional credit management, the company has been successful in fostering goodwill with customers.
  • For fully compliant tracking, reporting, and auditing of financial records, be well-organized and diligent about keeping records current, statements accurate, and accounts reconciled.
  • Deadline-driven
  • With 9 years of experience working with system accounts, Precise Accounts Payable Specialist.

Accomplishments

  • Coordinated with external auditors to resolve 4% of exceptions before audit deadlines, aiding in a clean audit report.
  • Documented and resolved method which led to procedure.
  • Supported multi-currency accounting for global operations, ensuring compliance with framework and minimizing exchange rate losses.
  • Tax Returns: Performed tax methods applicable to business revenues and like-kind exchanges. Prepared annual individual, corporate, trust, estate, gift and partnership tax returns.
  • Managed the full accounts receivable process for over 9 clients, reducing days sales outstanding (DSO) by 48%.
  • Resolved product issue through consumer testing.
  • Managed payroll processing for 3 employees, ensuring 100% on-time payment across 18 locations.
  • Recouped $6 from delinquent client.
  • Designed a system for tracking and reporting cash transactions, enhancing cash flow management and reducing discrepancies by 10.
  • Prepared financial statements, including P&L, balance sheets, and cash flow reports, used by senior leadership for strategic decision-making.

Affiliations

  • International Federation of Accountants (IFAC) - Global Membership
  • Institute of Management Accountants (IMA)
  • Certified Fraud Examiner (CFE) Certification
  • Council of Certified Mortgage Bankers (CCMB)
  • American Payroll Association (APA)
  • Association of Accounting Technicians (AAT)
  • International Association of Bookkeepers (IAB)
  • Association of Information Technology Professionals
  • American Society of Safety Professionals
  • Toastmasters

Certifications

  • CompTIA Network+
  • Online Accounting Software Specialist Certification - process
  • Cisco Certified Internetwork Expert (CCIE)
  • Enrolled Agent (EA) - Internal Revenue Service (IRS)
  • CompTIA A+ Technician
  • Accounting Software Certification in Adobe Creative Suite - Beacon Labs
  • SHRM Certified Professional (SHRM-CP)
  • Certified Bookkeeper (CB) – American Institute of Professional Bookkeepers (AIPB)
  • Certified Public Accountant
  • Google Certified Professional Cloud Architect

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