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Skills

  • Statutory Reporting
  • Financial strategy management
  • Experienced with VBA programming
  • Billing and collections best practices
  • Accounts payable specialist
  • Cash-flow report generation
  • Fixed asset reporting familiarity
  • Accounting systems assessment
  • Superior attention to detail
  • Transformative leadership

Work Experiences

  • Compiled and analyzed a variety of complex accounting and statistical data to prepare financial statements.
  • Collaborated with Assistant Bookkeeper to develop accounting systems and strategies in order to achieve financial savings and objectives.
  • Expedited the processing of employee and contractor expense reimbursements, allowing payments to be made within 6 months.
  • Oversaw a team of five accounts receivable clerks.
  • I'm in charge of the client's asset base, which includes bond funds and city funds.
  • Used advanced software skills to create documents, reports, and presentations.
  • Maintained financial records to ensure that they were complete, accessible, and in compliance with policy and established regulatory guidelines.
  • Created and maintained customer accounts, including interactions, payments, and personal data.
  • Proposed budgetary changes in order to boost the company's profits.
  • Was in charge of all phases of certified audits for an 85-person CPA firm.

Summaries

  • Detail-oriented employee with a track record of resourcefulness and dependability.
  • Trained in process financial tasks, quick to pick up new information, and extremely professional.
  • Assistant Bookkeeper with 9 years of experience collaborating with accounting leaders to complete framework tasks.
  • Known for achieving framework by completing standard efficiently and managing category accounts.
  • Worker who is meticulous and quick to learn and is dedicated to accuracy and efficiency.
  • Ambitious and dependable, with strong organizational skills.
  • Skills in system techniques and process financial management have been demonstrated in the past.
  • Cross-functional collaboration and process improvement are being offered to a new method opportunity.
  • Expert at performance reporting.
  • On-time payments, detailed records, and timely payment of vendors are all priorities.

Accomplishments

  • Collaborated with team of 17 in the development of procedure.
  • Received the President's Club in 2018.
  • Expense Control: metric initiative
  • System Conducted fieldwork audits in accordance with the firm methodology and AICPA pronouncements for non-profits and construction companies.
  • Reduced account receivable balance by 43% over 18 months by improving collection processes and applying strategic follow-ups.
  • Handled and resolved the largest Number of reporting discrepancies in one year.
  • Created new filing protocols for financial records, which reduced audit preparation time by 4 hours.
  • Proactively identified unreconciled transactions during month-end process, successfully minimizing risks of incorrect reporting.
  • Provided financial reporting and variance analysis for monthly close, supporting senior management in identifying areas of cost savings.
  • Monitored company’s tax liabilities, ensuring accurate and timely filing for 18 tax returns yearly.

Affiliations

  • National Association of Social Workers
  • Bookkeepers Professional Alliance (BPA) - Local Chapter Member
  • Certified Payroll Professional (CPP) designation obtained in 2017
  • National Bookkeepers Association (NBA) Membership
  • Project Management Institute
  • Toastmasters
  • Society of Professional Accountants - Regional Chapter Member
  • Certified Accounts Payable Specialist (CAPS) through the Institute of Finance and Management (IOFM)
  • Association of Information Technology Professionals
  • Association of Financial Professionals (AFP) - Bookkeeping Division

Certifications

  • Certified Public Accountant
  • Certified Management Accountant (CMA) – Institute of Management Accountants (IMA)
  • Certified Bookkeeper (CB) – American Institute of Professional Bookkeepers (AIPB)
  • Sales Tax Filing and Compliance Certification - system
  • Certified Business Analysis Professional (CBAP)
  • Certified Tax Preparer - National Association of Tax Professionals (NATP)
  • Member of metric
  • Apple Certified Associate (ACA)
  • CompTIA Network+
  • Bookkeeping Essentials Certificate - category

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