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Skills

  • Accounts Payable/Receivable Management
  • MS Office
  • Budget forecasting expertise
  • SEC proficiency
  • Compliance with financial protocols
  • Team collaboration
  • GAAP Accounting
  • Lawson Financials
  • Project organization
  • Regulatory compliance

Work Experiences

  • Reduced financial inconsistencies by reconciling accounts accurately while reviewing material assets, net worth, liabilities, surplus, income, and expense data.
  • Evaluated the financial records of the company for accuracy, completeness, and integrity.
  • Was in charge of the entire accounting cycle, including data collection and analysis, journal and ledger entry posting and adjustment, financial statement and report preparation, and bookkeeping.
  • Achieved zero major discrepancies reported.
  • Assisted in tax form preparation.
  • Improved operational efficiencies by analyzing data and implementing best financial practices for client retention.
  • Assisted in the preparation of monthly bank statements.
  • Maintained fully compliant and current financial records for category operations with annual revenue exceeding $8.
  • Was in charge of daily accounting tasks such as expense tracking, deposit preparation, and payment preparation.
  • Assisted in posting journal entries.

Summaries

  • Exceptional at juggling multiple goals in order to maximize efficiency and influence positive outcomes.
  • Achieved 77% error reduction.
  • Adobe Creative Suite and Jira experts with exceptional interpersonal skills.
  • Standard and category have a proven track record.
  • Skilled in controlling budgets, administering payroll, distributing invoices, and handling other accounting functions in a focused and precise manner.
  • Individual who is enthusiastic and capable of working in both a team and independently.
  • Strategic thinker with expertise in data analysis.
  • Proven track record of motivating improved to achieve team, individual, and management goals.
  • Assistant Accountant Trainee with 6+ years of experience managing accounting systems for initiative operations.
  • Student pursuing a Accounting and Finance degree who is eager to contribute developed knowledge in the role of Assistant Accountant Trainee.

Accomplishments

  • Collaborated with the procurement department to ensure accurate recording and matching of purchase orders, improving overall vendor relationships.
  • Trained junior staff on proper accounting procedures, improving team productivity and accuracy in reconciliations by 38%.
  • Generated trial balances for monthly reviews, identifying cost-saving opportunities estimated at $15 annually.
  • Reconciled accounts payable and receivable ledgers, reducing discrepancies by 32% and ensuring timely payments.
  • Developed advanced Excel models for forecasting, streamlining analyses for faster and more precise financial projections.
  • Performed detailed financial variance analysis for quarterly reports, enabling data-driven decision-making for senior management.
  • Reduced outstanding receivables by 60% through proactive account management and coordination with the collections team.
  • Automated recurring journal entries using Microsoft Excel, cutting down processing time by 84% and improving accuracy.
  • Collaborated with IT to troubleshoot and resolve accounting software issues, reducing system downtime by 64%.
  • Meticulously reviewed journal entries for accuracy and completeness, reducing errors by 74% and boosting overall efficiency.

Affiliations

  • Active Membership in Xero’s Partner Program, 2023
  • Certified Member, National Bookkeepers Association
  • Certification through framework, 2017
  • Member, Chartered Institute of Taxation (CIOT), 2017
  • Member, Institute of Internal Auditors (IIA), 2021
  • Volunteer Tax Preparer, Volunteer Income Tax Assistance (VITA) Program, 2017
  • Associate Member, Institute of Management Accountants (IMA)
  • Participant, Accounting Club at procedure, 2015
  • Treasurer, framework Finance Society, 2015
  • Volunteer Accountant Assistant for procedure, 2015

Certifications

  • SHRM Senior Certified Professional (SHRM-SCP)
  • QuickBooks Certification - method
  • Certified Financial Analyst (CFA) - metric
  • Financial Accounting Exam Prep – category Course
  • Xero Advisor Certification - Xero
  • Anti-Money Laundering Compliance Certification – initiative
  • Fundamentals of Accounting Specialization – system
  • Financial Modeling & Valuation Analyst (FMVA®) – Corporate Finance Institute (CFI)
  • Certified Accounts Receivable Professional (CARP) - Accounts Receivable Network
  • Accounts Payable Specialist Certification - initiative

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