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Skills

  • Invoice processing
  • Recordkeeping expertise
  • Bookkeeping
  • General ledger allocation
  • Audit compliance and preparation
  • Cash flow management
  • Closing processes
  • Financial reporting
  • ERP software
  • Audit coordination

Work Experiences

  • Was in charge of automating office procedures like correspondence management, recordkeeping, and online communication.
  • Used financial software to assess balance sheet variances by monitoring, verifying, and approving invoices, as well as reviewing balances.
  • Assessed accounting requirements during discovery meetings with potential clients.
  • Calculated owed taxes, prepared tax returns, and ensured timely payment in accordance with IRS guidelines.
  • 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.
  • Recommendation
  • Collaborated with management to identify and mitigate unusual expense variances in various areas.
  • Prepared financial and regulatory reports for laws, regulations, and boards of directors.
  • Cut the time it took to enter data by 7% and reduced the number of errors by 9%.

Summaries

  • Accounts Payable Coordinator is a dynamic and highly qualified Accounts Payable Coordinator who has a thorough understanding of accounting principles, taxation policies, and income tax procedures.
  • Ambitious
  • Innovative
  • In the system industry, I'm ready to take on high-volume operations.
  • CPA with nearly three years of progressive public accounting experience serving high net worth individuals, C corporations, S corporations, partnerships, estates, and trusts.
  • Strategic planning and vendor management are being offered to a new method opportunity.
  • Financial reporting and analysis are second nature to me, so I'm well-versed in HubSpot.
  • Project coordination, inventory control, and documentation are all areas where this enthusiastic Account Assistant excels.
  • Expert at structuring repayment plans and negotiating repayment terms.
  • Experienced accounting support professional with a track record of managing both routine and complex accounting needs.

Accomplishments

  • Reduced unpaid invoice aging from 79% over 5 days to within 10 days by proactively managing vendor relationships.
  • Collaborated with procurement and operations teams to resolve discrepancies in purchase orders, reducing unresolved issues by 19%.
  • Led monthly payment runs, including ACH, wire transfers, and checks, accurately disbursing over $7 across 9 vendors.
  • Reduced invoice processing time by 23% by enhancing invoice data entry accuracy and standardizing procedures.
  • Documented and resolved system which led to metric.
  • Auditing Procedures: Knowledge of planning techniques, test and sampling methods involved in conducting audits.
  • Procedure Conducted fieldwork audits in accordance with the firm methodology and AICPA pronouncements for non-profits and construction companies.
  • Generated a 18% reduction in month-end close.
  • Successfully performed the integration of system with metric, minimizing manual transaction workload by 59%.
  • Trained and supported cross-functional teams on using AP software Power BI and ensured compliance with company financial policies.

Affiliations

  • Accounting Student Association category
  • Institute of Internal Auditors (IIA)
  • National Association for Financial Literacy (NAFL)
  • Association for Computing Machinery
  • Society of Corporate Treasurers
  • American Medical Informatics Association
  • Beta Alpha Psi International Honor Organization for Financial Information Students and Professionals
  • Finance and Treasury Management Certification
  • Toastmasters
  • American Institute of Professional Bookkeepers (AIPB)

Certifications

  • Certified Business Analysis Professional (CBAP)
  • Microsoft Office Specialist (MOS) | Microsoft
  • Microsoft Certified Systems Engineer (MCSE)
  • Certified Cost Professional (CCP) - AACE International
  • Certified Management Accountant (CMA) - Institute of Management Accountants
  • Advanced Payroll Management Certificate – standard
  • Project Management Professional (PMP)
  • Accounting & Financial Analysis Certificate – program
  • CompTIA A+ Technician
  • Certified Bookkeeper (CB), framework

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