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Skills

  • Patterns and trends
  • Mail sorting and delivery
  • Credit card statement reconciliation
  • ERP software
  • Variance analysis
  • Oral and written communication
  • Account reconciliation
  • Financial reporting
  • Accounting
  • Bookkeeping

Work Experiences

  • Used Microsoft Excel to apply all updates to the accounts database.
  • Prepared financial and regulatory reports that were mandated by laws, regulations, or boards of directors.
  • Used my mathematical skills to calculate and verify figures in all aspects of accounting systems on a daily basis.
  • Sought advice.
  • Was in charge of over (number) clients' payments.
  • Calculate tax liabilities and prepare tax returns, ensuring that all payment, reporting, and other tax obligations are met.
  • Got better.
  • Reviewed and paid vendor invoices under the supervision of Accounting Intern.
  • Ensured
  • Ensured that balance sheet reconciliations were completed.

Summaries

  • Innovative
  • Power BI is something I'm very good at.
  • Through professional credit management, the company has been successful in fostering goodwill with customers.
  • With 2 years of experience working with category accounts, Precise Accounts Payable Specialist.
  • Financial reporting and analysis are second nature to me, so I'm well-versed in Power BI.
  • Familiar with the regulatory and legal framework that applies to framework businesses.
  • Accounting Manager with extensive expertise in performance reporting and 17 years of experience.
  • CPA with nearly three years of progressive public accounting experience serving high net worth individuals, C corporations, S corporations, partnerships, estates, and trusts.
  • Successful in reducing old accounts and managing bad debt.
  • Proficient in ServiceNow and knowledgeable about invoicing.

Accomplishments

  • Successfully managed and tracked the fixed asset register for 10 assets, ensuring accurate depreciation schedules and adherence to company policies.
  • Auditing Procedures: Knowledge of planning techniques, test and sampling methods involved in conducting audits.
  • Developed a process to track and reconcile credit card charges against company policies, reducing unauthorized charges by 73%.
  • Generated a 11% reduction in month-end close.
  • Developed and implemented an advanced filing system that improved document retrieval efficiency by 18%, streamlining the team's operations.
  • 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 variance analysis on forecasted vs. Actual financial results, recommending actionable strategies that reduced budget overruns by 68%.
  • Reviewed and corrected errors in physical inventory counts, increasing accuracy by 26%, reducing discrepancies during audits.
  • Recouped $16 from delinquent client.
  • Improved internal controls by recommending and implementing more stringent expense-tracking procedures, which led to a reduction in unauthorized expense claims by 19%.

Affiliations

  • Rotary International
  • Treasurer, Student Government Association - Oversaw budgeting and financial reporting for on-campus activities
  • International Council of Nurses
  • Campus Treasurer, process Economics Association - Managed funds and maintained accurate financial records
  • Member, Women's Institute for a Secure Retirement (WISER) - Attended discussions on personal finance and retirement plan compliance
  • National Association of Black Accountants (NABA) - Attended annual conference for financial professionals in 2019
  • Volunteer, system Financial Literacy Movement - Educated underserved communities on budgeting and tax preparation
  • Mentor, Student Chapter of Financial Executives International (FEI) - Provided guidance for incoming accountancy students
  • Beta Alpha Psi - Honor organization for financial and business information students
  • Association for Certified Fraud Examiners (ACFE) - Pursuing certification in fraud examination

Certifications

  • Associate of Chartered Certified Accountants (ACCA)
  • Certified Financial Planner (CFP)
  • Fraud Examination Certificate - Association of Certified Fraud Examiners (ACFE)
  • Certified Government Financial Manager (CGFM)
  • Certified Public Accountant (CPA)
  • Certified Payroll Professional (CPP) – American Payroll Association
  • First Aid/CPR Certified
  • Data Analytics for Finance Professionals Certification - Lakeside Partners
  • Association for Project Management (APM)
  • FDCPA

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