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Skills

  • Efficiency with automated financial tools
  • Invoice and payment processing
  • Compliance with GAAP
  • Regulatory compliance
  • Problem resolution
  • Relationship development
  • Vendor relationship management
  • General ledger accounting expertise
  • NETSuite proficiency
  • Cross-functional team collaboration

Work Experiences

  • Set up a QuickBooks accounting system to keep track of my finances.
  • Accurately reported account status to shareholders monthly.
  • Used HubSpot to input financial data and generate reports.
  • Aided the day staff by performing daily computer backups, virus scans, and software updates.
  • Achieved compliance with federal regulations.
  • Successfully reconciled bank accounts and organized information into accounting software, reducing financial discrepancies.
  • Achieved a clean audit.
  • Achieved results within 4 months.
  • Prepared detailed expense reports and capital expenditure requests.
  • Advised leadership on potential cost reductions.

Summaries

  • GAAP expert with general ledger experience
  • Accounting expert with 8 years of experience keeping financial records and reviewing account activity.
  • Professional with exceptional documentation management skills and process development expertise metric.
  • Known for achieving initiative by completing program efficiently and managing procedure accounts.
  • Financial planning and management expert with a track record of dependability and expertise in client relations.
  • Experienced accounting support professional with a track record of managing both routine and complex accounting needs.
  • Skills in category techniques and standard financial management have been demonstrated in the past.
  • Qualified Night Auditor with extensive experience in category financial reporting and analysis, as well as Workday training.
  • Bookkeeper with 5 years of experience working for method of businesses.
  • SAP is a skill that I've honed over the years.

Accomplishments

  • Led special financial projects, including year-end audits and tax reporting, which resulted in seamless audit outcomes and zero penalties.
  • Reduced monthly budget discrepancies by 33% through the implementation of forecasting tools within QuickBooks.
  • Spearheaded vendor audits that identified and recouped 16 in overcharged fees, improving overall vendor relations.
  • Accurately maintained records for monthly tax filings, including federal, state, and local taxes, ensuring compliance deadlines were consistently met.
  • Implemented Asana to automate recurring transactions, reducing manual entry errors and freeing up 18 hours per month.
  • Led company-wide training on new ERP software implementation, reducing operation errors by 63% in the first 17 months.
  • Reduced accounting errors by 57% by instituting a detailed month-end reconciliation process.
  • Established a regular auditing process for vendor accounts, reducing invoice discrepancies by 31% and preventing overpayments totaling $3.
  • Developed a tracking system for operational expenses and income using method, saving 11 hours in data entry each month.
  • Optimized client onboarding by creating streamlined templates and checklists, reducing setup times by 5 days.

Affiliations

  • Association for Financial Professionals Treasury Certification Program (CTP)
  • Society of Human Resource Management
  • Financial Planning Association (FPA)
  • Jaycees
  • Association of Account Technicians (AAT)
  • QuickBooks ProAdvisor Program
  • Fund Raising Professionals Organization (FRPO)
  • Project Management Institute (PMI)
  • Society of Financial Service Professionals (SFSP)
  • Society of Women Engineers

Certifications

  • Certified Financial Planner (CFP) - Cedar Works
  • Certificate in Budget Forecasting and Variance Analysis - Summit Group
  • Certificate in Business Taxation - standard
  • Certified Internal Auditor (CIA)
  • Vendor Management Certification - metric
  • Financial Risk Manager (FRM) - Cedar Works
  • Cisco Certified Internetwork Expert (CCIE)
  • Certified Public Accountant (CPA)
  • Certified Global Business Services Professional (CGBSP) - Brightline
  • SHRM Certified Professional (SHRM-CP)

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