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Skills

  • Understands foreign tax reporting
  • Billing and collections best practices
  • Expert in customer relations
  • Invoice and payment processing
  • Manual and automated accounting systems
  • Operations management
  • SOX Compliance
  • Cash-flow report generation
  • Effective time management
  • Strength in regulatory reporting

Work Experiences

  • Won
  • Entered interactions, payments, and personal information into customer accounts.
  • Assisted department employees by performing a variety of clerical and administrative duties.
  • Solved
  • Received, recorded, and banked cash, checks, and vouchers, and reconciled bank transaction records.
  • Checked data and information for accuracy in entry, calculations, and billing codes.
  • Managed complex problem-solving for upper management in order to complete projects on time and on budget.
  • Completed bank reconciliations for 11 small businesses on a monthly, quarterly, and annual basis.
  • Processed payroll for 14 employees, including commissions, taxes, paid time off, and healthcare benefits each one year.
  • Provided cross-training to management on financial processes, which resulted in a 18% reduction in project gaps.

Summaries

  • Well-versed in US GAAP, International Financial Reporting Standards (IFRS), and other statutory requirements.
  • Expert at structuring repayment plans and negotiating repayment terms.
  • Expert data entry skills and knowledge of accounts receivable and payable principles.
  • Through professional credit management, the company has been successful in fostering goodwill with customers.
  • Financial planning and management expert with a track record of dependability and expertise in quality assurance.
  • For fully compliant tracking, reporting, and auditing of financial records, be well-organized and diligent about keeping records current, statements accurate, and accounts reconciled.
  • Dependable
  • Versatile
  • Professional bookkeeper and accountant with a track record of delivering outstanding results in high-pressure situations.
  • Accounting Clerk with 3 years of experience in standard financial management and the use of Asana.

Accomplishments

  • Prepared and analyzed multiple financial statements, identifying cost-saving opportunities that led to a 81% improvement in profit margins.
  • Recouped $9 from delinquent client.
  • Developed compliance frameworks for General Ledger accounting, ensuring adherence to GAAP and SOX requirements.
  • Tax Returns: Performed tax methods applicable to business revenues and like-kind exchanges. Prepared annual individual, corporate, trust, estate, gift and partnership tax returns.
  • Performed detailed collections of aging receivables, successfully reducing outstanding balances by $3 within several months.
  • Successfully managed AP/AR functions for 7 clients, reconciling discrepancies and ensuring timely payments.
  • Played an integral role in the coordination of external audit requests, decreasing audit adjustment by 23% year-over-year.
  • Improved classification and documentation of fixed assets, increasing tracking accuracy of depreciation schedules by 40% each quarter.
  • Implemented a standardized invoice tracking mechanism, reducing discrepancies and delays by 9 days in the approval cycle.
  • Used Microsoft Excel to develop inventory tracking spreadsheets.

Affiliations

  • Volunteer Instructor for Finance or Accounting Courses at initiative
  • American Medical Informatics Association
  • National Association of Certified Public Bookkeepers (NACPB)
  • Accounting & Financial Women's Alliance (AFWA)
  • National Association of Social Workers
  • Jaycees
  • Certified Professional bookkeeper (CPB) through framework
  • Lions Club
  • Membership in Association of Government Accountants (AGA)
  • American Marketing Association

Certifications

  • Cost Accounting Certification Program by Cedar Works
  • Certified Corporate FP&A Professional (FPAC)
  • Microsoft Certified Systems Engineer (MCSE)
  • Certified Business Analysis Professional (CBAP)
  • Advanced Budgeting Certificate by Northwind
  • Chartered Wealth Manager (CWM), certified by the American Academy of Financial Management (AAFM)
  • CompTIA Security+
  • Chartered Global Management Accountant (CGMA)
  • Member of procedure
  • Advanced Excel for Financial Reporting by Microsoft Excel

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