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Skills

  • Expense tracking and reimbursement systems
  • Analytical skills for financial forecasting
  • Analytical reasoning
  • Cost accounting
  • Customer service
  • Peachtree proficiency
  • Ability to meet tight deadlines under pressure
  • Financial Management
  • PeopleSoft expert
  • Accounts Payable and Receivable Management

Work Experiences

  • Used financial software to assess balance sheet variances by monitoring, verifying, and approving invoices, as well as reviewing balances.
  • Managed complex problem-solving for upper management in order to complete projects on time and on budget.
  • Collected, verified, and documented data by reviewing method, category, and process documents.
  • Set up a QuickBooks accounting system to keep track of my finances.
  • Developed customer rapport, which resulted in program through process improvement and team leadership.
  • Entered financial data into the company accounting database for verification and reconciliation, ensuring that all accounts were accurate and up to date.
  • Increased client loyalty and satisfaction with prompt, thorough, and timely resolutions.
  • Achieved a clean audit.
  • Assisted management by processing invoices and documents and ensuring that they were delivered on time every time.
  • Achieved cost savings of approximately $8.

Summaries

  • People-oriented and enterprising individual with a caring nature and extensive Accounting and Finance experience.
  • Have a proven track record of creating accurate spreadsheets and delivering well-organized reports with Tableau.
  • Accounting Manager with extensive expertise in strategic planning and 7 years of experience.
  • Accounts Payable Clerk with exceptional account management and time management abilities.
  • With a commitment to efficiency, accuracy, and modernization, knowledgeable about Tableau.
  • Expert at budget management.
  • Accounting Clerk with strong math skills and a broad understanding of vendor management and method financial management.
  • Professional bookkeeper and accountant with a track record of delivering outstanding results in high-pressure situations.
  • Resourcefulness, accuracy, and extensive knowledge of vendor management have all been demonstrated in the past.
  • Detail-oriented employee with a track record of resourcefulness and dependability.

Accomplishments

  • Reduced financial reporting errors by 25% by integrating real-time data syncing across SAP platforms.
  • Integrated tax compliance features within the company’s ERP system to streamline federal and state reporting, achieving 77% process improvement.
  • Implemented a new invoicing system that led to 80% faster payments from clients and vendors.
  • Initiated monthly financial check-ins with department heads to track variances and improve financial planning accuracy by 52%.
  • Mentored junior accounting staff on effective bookkeeping methods, reducing errors in accounts payable/receivable by 61%.
  • Collaborated with departments to develop an efficient budget management system, improving budget forecasting accuracy by 16%.
  • Reduced accounting errors by 57% by instituting a detailed month-end reconciliation process.
  • Improved overdue account collection rates by 61% through the creation of structured payment plans and regular client follow-ups.
  • 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.

Affiliations

  • Grant Professional Certification Institute (GPCI)
  • Financial Planning Association (FPA)
  • Toastmasters
  • National Bookkeepers Association (NBA)
  • National Association of Social Workers
  • Association for Supply Chain Management (APICS)
  • Association for Financial Professionals Treasury Certification Program (CTP)
  • American Payroll Association (APA)
  • Small Business Financial Exchange (SBFE)
  • Risk Management Association (RMA)

Certifications

  • Statement Auditing Certification - procedure
  • Certified Public Accountant (CPA) — 2020, North Carolina
  • Auditing for Small and Medium Businesses Certificate - process
  • CompTIA Network+
  • Certified Billing Specialist (CBS) – Brightline
  • Project Management Professional (PMP)
  • Google Certified Professional Cloud Architect
  • Certificate in Business Taxation - standard
  • Apple Certified Associate (ACA)
  • Data Analytics for Finance Professionals - Harbor & Co.

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