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Skills

  • Bank reconciliation
  • Individual tax returns
  • Cash Flow analysis
  • Financial reporting
  • Financial statement preparation
  • Invoice and payment processing
  • Collections processing
  • Superior attention to detail
  • Statutory Reporting
  • Banking operations knowledge

Work Experiences

  • Was in charge of automating office procedures like correspondence management, recordkeeping, and online communication.
  • Calculated owed taxes, prepared tax returns, and ensured timely payment in accordance with IRS guidelines.
  • Matched purchase orders to invoices and kept track of all pertinent information.
  • Drove the procedure team's growth, experience, and institutional knowledge in order to provide the best possible client service.
  • Cut the time it took to enter data by 10% and reduced the number of errors by 15%.
  • Invented
  • Completed bank reconciliations for 11 small businesses on a monthly, quarterly, and annual basis.
  • Sought advice.
  • Used automation software to revise and streamline inefficient work procedures.
  • Stayed on top of applicable federal and state requirements to reduce legal and financial risks.

Summaries

  • Focused on customer service
  • Dedicated to achieving team goals and promoting company growth.
  • With a meticulous eye for detail, capable Accounting Assistant skilled in data collection and analysis.
  • Project coordination, inventory control, and documentation are all areas where this enthusiastic Account Assistant excels.
  • Actively looking for a Accounts Trainee position that will allow me to put my 2 years of accounting experience to good use.
  • Inventory control and tracking experience, as well as vendor negotiations.
  • Financial reporting and analysis are second nature to me, so I'm well-versed in Jira.
  • Qualified Night Auditor with extensive experience in metric financial reporting and analysis, as well as HubSpot training.
  • Well-suited for a Accounts Trainee role with strong experience in quality assurance and stakeholder engagement.
  • Successful in resolving collections issues, discrepancies, and late payments in a timely manner.

Accomplishments

  • Met 16 months deadlines for tax submissions, improving the company’s tax compliance rate by 21%.
  • Drafted tax worksheets and documentation that were adopted department-wide, reducing the risk of discrepancies during tax season.
  • Collaborated in a cross-functional team to establish and document a set of standardized financial reporting templates.
  • Maintained a positive working relationship with financial auditors by providing accurate and timely documentation, improving trust and collaboration.
  • Identified and resolved financial inconsistencies during cost center audits, which led to $6 in prevented losses.
  • Tax Returns: Performed tax methods applicable to business revenues and like-kind exchanges. Prepared annual individual, corporate, trust, estate, gift and partnership tax returns.
  • Utilized Workday to create monthly financial reports, providing management with key insights that improved decision-making efficiency.
  • Contributed to fraud detection efforts by establishing robust controls, eventually leading to the identification and remediation of $2 in discrepancies.
  • Successfully conducted weekly forecasting presentations that led to a 65% improvement in budget planning accuracy.
  • Prepared journal entries for monthly closing processes, streamlining data entry and cross-referencing while minimizing errors.

Affiliations

  • Association of Chartered Certified Accountants (ACCA)
  • Project Management Institute (PMI) – Finance Focus
  • International Council of Nurses
  • National Association of Social Workers
  • Lions Club
  • Global Accounting Alliance (GAA)
  • International Federation of Accountants (IFAC)
  • Society of Women Engineers
  • International Association of Administrative Professionals
  • National Association of Enrolled Agents (NAEA)

Certifications

  • CompTIA Security+
  • Cisco Certified Internetwork Expert (CCIE)
  • ServSafe
  • Member of initiative
  • Financial Accounting Fundamentals – Power BI 2018
  • Basic Concepts of International Financial Reporting Standards (IFRS) – Lakeside Partners
  • Cost & Management Accountant (CMA) – Institute of Cost Accountants Raleigh
  • Apple Certified Associate (ACA)
  • Certified Accounts Payable Professional (CAPP) - [category]
  • Salesforce

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