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Skills

  • Financial statement preparation
  • Business knowledge
  • Petty cash disbursement
  • Cross-departmental collaboration
  • Financial reporting
  • Quickbooks mastery
  • Excellent computer skills
  • Intuit QuickBooks specialist
  • Administrative abilities
  • Fraud auditing

Work Experiences

  • Calculated the amount of taxes owed by using the prescribed rates, laws, and regulations.
  • Updated a comprehensive financial reporting package to reflect the growing complexity of the organization.
  • Increased the efficiency and effectiveness of the accounting system by inspecting account books and recording transactions to optimize processes.
  • Charged expenses to accounts and cost centers by analyzing invoices and expense reports.
  • Process program was implemented to streamline client relations, resulting in program.
  • Kept them in excellent condition by microfilming important files and documents.
  • Managed client correspondence, filing, record tracking, and data communications to automate office operations.
  • Went to customers' homes to collect payments in person.
  • Was in charge of 12 clients' financial records.
  • Reconciled accounts by documenting correct financial information in the general ledger after reviewing bank account statements.

Summaries

  • Certified accountant with five years of experience providing audit, tax, and other financial services for a CPA firm.
  • Detail-oriented and dedicated to high-quality work.
  • Comprehensive knowledge of financial programs, such as Asana and QuickBooks.
  • Tax accountant with the dedication and sense of responsibility required to succeed in a government-regulated environment.
  • Committed to processing invoices with 100 percent accuracy.
  • Credit control and monetary collections are two of my specialties.
  • Innovative accountant with experience extracting financial data from a variety of reporting systems and recommending important operational changes.
  • Tableau and Asana are both familiar to me.
  • Accounting Clerk with 15 years of experience in process improvement accounting and Power BI expertise.
  • Excellent interpersonal and conflict resolution skills.

Accomplishments

  • Collaborated with team of 13 in the development of method.
  • Metric Conducted fieldwork audits in accordance with the firm methodology and AICPA pronouncements for non-profits and construction companies.
  • Developed training for the accounts payable team which contributed to a PMP-certified increase in department efficiency by 66%.
  • Used Microsoft Excel to develop inventory tracking spreadsheets.
  • Reduced overall invoice backlog by 69% through the implementation of Lean methodologies and process automation.
  • Performed key performance indicator (KPI) analysis on accounts payable metrics, identifying improved that saved the company $17 annually.
  • Tax Returns: Performed tax methods applicable to business revenues and like-kind exchanges. Prepared annual individual, corporate, trust, estate, gift and partnership tax returns.
  • Reconciled discrepancies in 2 international vendor accounts, reducing open liabilities by 26% within the past year.
  • Increased sales 10% over three years.
  • Developed and maintained a vendor payment forecast system, leading to a 35% improvement in cash flow management accuracy.

Affiliations

  • Volunteer organizer for local financial literacy initiatives hosted by Cedar Works, with a concentration on Accounts Payable systems and payments training.
  • Joined the International Accounts Payable Professionals (IAPP) to expand my network and stay updated on evolving regulatory requirements impacting accounts payable.
  • Completed an Advanced Salesforce Training Certificate with the AccountingPod Community, enhancing skills in automating financial tasks, including accounts payable.
  • Member of Seattle Association of Accounts Professionals, focused on promoting educational activities related to financial discrepancies and payment recovery.
  • Certificated member of the American Payroll Association (APA), contributing to a deeper understanding of the payroll functions that intersect with accounts payable.
  • Collaborated with the Accounts Receivable and Payable Coordinators Forum, focusing on improving the efficiency and accuracy of end-to-end payment cycles.
  • Actively involved in Portland Chapter of Accounting and Finance Women’s Alliance (AFWA), fostering leadership in accounts payable roles.
  • Obtained Scrum Master specialized in vendor payment scheduling, promoting smoother invoice-to-payment processing.
  • Active participant in the National Association of Accounts Payable Professionals (NAAPP), dedicated to promoting best practices and ethical standards within the accounts payable community.
  • Voting member of the Financial & Corporate Roundtable that focuses on leveraging multinational financial solutions to enhance payment term negotiations.

Certifications

  • Association for Project Management (APM)
  • Advanced Certified QuickBooks Online ProAdvisor
  • Certified Payroll Professional (CPP)
  • Certified Transaction Compliance Manager (CTCM)
  • SHRM Senior Certified Professional (SHRM-SCP)
  • CompTIA Network+
  • Project Management Professional (PMP)
  • ServSafe
  • Certified Public Accountant (CPA)
  • American Academy of Financial Management (AAFM)

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