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Skills

  • PeopleSoft and Essbase
  • Cost accounting
  • Team collaboration
  • Repayment plan structuring
  • Account reconciliation specialist
  • Superior attention to detail
  • Risk management
  • File maintenance
  • Financial planning
  • Statutory Reporting

Work Experiences

  • Checked data and information for accuracy in entry, calculations, and billing codes.
  • Looked into using BNA and CCH for tax matters involving clients.
  • Oversaw the additions and retirements of fixed assets.
  • Processed payroll for 16 employees, including commissions, taxes, paid time off, and healthcare benefits each one year.
  • Collaborated with management to identify and mitigate unusual expense variances in various areas.
  • Had planned ahead.
  • Analyzed financial data from multiple reporting systems in order to make operational and performance recommendations.
  • Provided cross-training to management on financial processes, which resulted in a 9% reduction in project gaps.
  • Reconciled account information and reported figures in the general ledger by comparing them to the bank account statement each month.
  • Entered interactions, payments, and personal information into customer accounts.

Summaries

  • On-time payments, detailed records, and timely payment of vendors are all priorities.
  • Professional bookkeeper and accountant with a track record of delivering outstanding results in high-pressure situations.
  • Bringing process improvement and meticulous recordkeeping to a difficult standard job.
  • Skilled in data analysis and project management with in-depth knowledge of data analysis.
  • Financial reporting and analysis are second nature to me, so I'm well-versed in Jira.
  • Financial planning and management expert with a track record of dependability and expertise in risk assessment.
  • Articulate
  • Familiar with the regulatory and legal framework that applies to procedure businesses.
  • Known for achieving program by completing initiative efficiently and managing standard accounts.
  • Expert at structuring repayment plans and negotiating repayment terms.

Accomplishments

  • Tax Returns: Performed tax methods applicable to business revenues and like-kind exchanges. Prepared annual individual, corporate, trust, estate, gift and partnership tax returns.
  • Met 16 months deadlines for tax submissions, improving the company’s tax compliance rate by 21%.
  • Used Microsoft Excel to develop inventory tracking spreadsheets.
  • Successfully conducted weekly forecasting presentations that led to a 65% improvement in budget planning accuracy.
  • Provided assistance in the automation of account reconciliation, decreasing manual entry errors by 73%.
  • Assisted senior accountants in maintaining meticulous records for Excellence Award funding, ensuring compliance with audit requirements and project timelines.
  • Increased sales 12% over one year.
  • Worked closely with the finance team to improve cash flow analysis processes, resulting in better liquidity management and reduced cash shortages.
  • Analyzed discrepancies in customer billing accounts, resulting in the recovery of $7 of outstanding payments within one year.
  • Contributed to the preparation of timely tax filings, reducing potential penalties by $16 and ensuring full compliance with 2023 tax laws.

Affiliations

  • Association of Accounting Technicians (AAT)
  • Certified Management Accountants (CMA) Society
  • Young Accountants Network (YAN)
  • Global Accounting Alliance (GAA)
  • Association for Supply Chain Management (APICS)
  • Junior Achievement Finance Mentor
  • Association for Computing Machinery
  • American Medical Informatics Association
  • Association of Chartered Certified Accountants (ACCA)
  • Accounting & Financial Women's Alliance (AFWA)

Certifications

  • Member of initiative
  • Apple Certified Associate (ACA)
  • Advanced Payroll Techniques – program 2020
  • Certified Bookkeeper (CB) – American Institute of Professional Bookkeepers (AIPB)
  • Microsoft Office Specialist (MOS) Excel Certification – metric 2024
  • QuickBooks Certification - Intuit, 2020
  • Cisco Certified Internetwork Expert (CCIE)
  • Financial Accounting Fundamentals – Power BI 2018
  • Salesforce
  • Chartered Global Management Accountant (CGMA) - AICPA and CIMA

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