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Skills

  • Financial reporting
  • Patterns and trends
  • Customer service
  • Policies and procedures
  • Mail sorting and delivery
  • Vendor invoice payment
  • Credit card statement reconciliation
  • Cost-saving through error reduction
  • Client transaction management
  • Accounts payable / accounts receivable

Work Experiences

  • Ensured
  • Sought advice.
  • Assist the accounting department in the preparation of financial statements.
  • Established
  • Used my math skills to add up totals, double-check figures, and fix errors in physical and digital files.
  • Send out emails to clients to remind them of their payment obligations.
  • Recommendation
  • Creating financial and regulatory reports that are required by laws, regulations, or boards of directors.
  • Started it.
  • Maintained strict client confidentiality in personal, telephone, and email interactions to comply with established standards and regulations.

Summaries

  • Articulate
  • Credit control and monetary collections are two of my specialties.
  • CPA with nearly three years of progressive public accounting experience serving high net worth individuals, C corporations, S corporations, partnerships, estates, and trusts.
  • Observational Night Auditor with category financial experience of 7 years.
  • Well-versed in US GAAP, International Financial Reporting Standards (IFRS), and other statutory requirements.
  • Accounting professional with extensive experience in stakeholder engagement and project management.
  • Successful in reducing old accounts and managing bad debt.
  • In the standard industry, I'm ready to take on high-volume operations.
  • Familiar with the regulatory and legal framework that applies to framework businesses.
  • Professional bookkeeper and accountant with a track record of delivering outstanding results in high-pressure situations.

Accomplishments

  • Performed detailed variance analysis on forecasted vs. Actual financial results, recommending actionable strategies that reduced budget overruns by 68%.
  • Created detailed invoice reports in Jira, resulting in a time savings of 43% for the accounts payable team.
  • Used Microsoft Excel to develop inventory tracking spreadsheets.
  • Auditing Procedures: Knowledge of planning techniques, test and sampling methods involved in conducting audits.
  • Developed and implemented an advanced filing system that improved document retrieval efficiency by 18%, streamlining the team's operations.
  • Led efforts to streamline payroll processing in HubSpot, resulting in a time savings of 38% per cycle.
  • Prepared journal entries for reconciling prepaid expenses and accrued liabilities, ensuring end-of-period accuracy.
  • Reviewed and verified accuracy of expense reimbursements submitted by employees, resolving discrepancies within 8 days.
  • Handled and resolved the largest Number of reporting discrepancies in 18 months.
  • Improved internal controls by recommending and implementing more stringent expense-tracking procedures, which led to a reduction in unauthorized expense claims by 19%.

Affiliations

  • Student Affiliate, American Payroll Association (APA) – Focused on enhancing payroll accuracy and labor law compliance
  • Institute of Management Accountants (IMA) - Active member in Chicago chapter
  • Coordinator, Accounting and Finance Case Competition 2020 - Led team to present financial analyses for real-world business cases
  • Conference Attendee, National Tax Association Annual Meeting - Focused on changing tax policies and compliance issues
  • National Association of Social Workers
  • American Society of Safety Professionals
  • American Institute of Certified Public Accountants (AICPA) - Student Member
  • Volunteer, system Financial Literacy Movement - Educated underserved communities on budgeting and tax preparation
  • National Association of Black Accountants (NABA) - Attended annual conference for financial professionals in 2019
  • Certified Excel Specialist - Applied spreadsheet solutions for complex financial data analysis

Certifications

  • Member of system
  • Ethics and Professionalism in Finance Certification – Lakeside Partners
  • Internal Audit Certificate - Institute of Internal Auditors (IIA)
  • Project Management Professional (PMP)
  • Data Analytics for Finance Professionals Certification - Lakeside Partners
  • CompTIA A+ Technician
  • Fraud Examination Certificate - Association of Certified Fraud Examiners (ACFE)
  • CompTIA Security+
  • SHRM Certified Professional (SHRM-CP)
  • Apple Certified Associate (ACA)

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