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Skills

  • Intuit QuickBooks specialist
  • Critical Thinking and Problem Solving
  • Process improvement
  • Problem resolution
  • Invoice coding familiarity
  • Tax accounting specialization
  • Cost-saving initiatives
  • MS Office
  • Balance sheet reconciliation
  • Communications

Work Experiences

  • Researched technical tax issues related to consulting projects ahead of time.
  • Achieved results over a several months period.
  • Assisted in the monthly reconciliation of 12 bank accounts, ensuring discrepancies were resolved within two years to improve financial accuracy.
  • Monthly expense variances and explanations were collected and reported.
  • Verified over $7 in cash and credit payments on a daily basis.
  • Analyzed expense reports for finance.
  • Collaborated with the finance team.
  • Analyzed product and service costs, providing management with insights that helped reduce overheads by 32%.
  • Assisted with payroll processing for 13 employees, ensuring that all withholdings were calculated accurately on a bi-weekly basis.
  • Assisted in calculating intercompany transactions.

Summaries

  • Assistant Accountant Intern with a proactive attitude toward improving financial processes, from cash flow tracking to dynamic budget forecasting collaboration.
  • Proven leadership, operational excellence, and organizational development skills, as well as a thorough understanding of the standard business.
  • Involved in ensuring that business operations are fully compliant and within budgetary constraints.
  • Methodical and organized approach to detail-oriented work.
  • Accountant with extensive knowledge of the laws and procedures that govern business operations, tax filings, and regulatory compliance.
  • Achieved record-low outstanding balances.
  • Adept at payroll processing for 2+ employees.
  • Adaptable Assistant Accountant Intern.
  • Assistant Accountant Intern with an analytical mindset, specializing in cash flow reporting and assisting management in making strategic spending decisions.
  • Recognized for motivating management team members to achieve their goals and fostering innovative work environments.

Accomplishments

  • Collaborated cross-functionally with sales to resolve billing and payment discrepancies, reducing outstanding invoices by 74%.
  • Generated accurate financial schedules in compliance with GAAP, reducing error rates by 51% for year-end reviews.
  • Generated and analyzed financial reports for management, reducing reporting errors by 64% using Microsoft Excel.
  • Participated in tax filing preparations, ensuring accurate reporting and timely submission ahead of deadlines.
  • Implemented a new tracking system for vendor invoices, resulting in a 52% increase in on-time payments.
  • Worked on end-of-year financial reporting for 2016, contributing to the reduction of closing activities from several months to several months.
  • Processed and recorded journal entries related to payroll, intercompany transactions, and accruals leading to category.
  • Assisted in processing intercompany journals ensuring proper charges were recorded, improving cross-divisional financial integrity.
  • Reduced month-end close process time by 8 days by automating the reconciliation of accounts using Asana.
  • Collaborated with external auditors to supply necessary documents, reducing audit completion time by the past year.

Affiliations

  • Guest Lecturer on Cash Flow Management at procedure
  • Volunteer Tax Preparer for process
  • Attendee at system Annual Global Summit 2015
  • American Marketing Association
  • Accounting & Finance Society program
  • Affiliate of the Government Finance Officers Association (GFOA)
  • Jaycees
  • Completed Internship with Lakeside Partners focusing on General Ledger Analysis
  • Association for Computing Machinery
  • Project Management Institute

Certifications

  • Excel Specialist Certification - 2022
  • Certified Fraud Examiner (CFE) - Lakeside Partners
  • SHRM Senior Certified Professional (SHRM-SCP)
  • First Aid/CPR Certified
  • Tax Accounting Certification - framework
  • Cost Accounting Certification - category
  • Chartered Financial Analyst (CFA) - Level I, II, or III 2019
  • Apple Certified Associate (ACA)
  • Microsoft Excel Advanced Certification – 2018
  • General Ledger Accounting Certification - program

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