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Skills

  • Business operations
  • Bookkeeping
  • Calculating liabilities
  • Financial modeling
  • Process improvement
  • Intuit QuickBooks specialist
  • Corporate tax planning knowledge
  • Accounts reconciliation accuracy improvement
  • Team building
  • Accounts Payable/Receivable Management

Work Experiences

  • Created a tracker for staff expenses and reimbursements, which resulted in program.
  • Achieved reduction within the past year.
  • Completed daily accounting tasks such as tracking funds, deposit preparation, and account reconciliation.
  • Was in charge of the entire accounting cycle, which included gathering data, preparing documents, completing reports, and closing the books.
  • Coordinated the setup of new accounts and managed 11 client records with zero data-entry errors.
  • Achieved $2 saved annually.
  • Assisted in forecasting.
  • Consolidated 6 financial systems.
  • Achieved a 30% reduction in operating costs.
  • Created detailed cash flow reports.

Summaries

  • Achieved efficiency through meticulous data organization and analysis.
  • Overall morale and productivity are boosted by experience in policy development and staff management procedures.
  • Achieved $10 saved annually.
  • Assistant Financial Accountant proficient in financial reporting software Jira.
  • With 12 years of experience, I'm a focused Account Specialist.
  • Adept at enhancing financial accuracy.
  • Dedicated to maintaining accurate records and tight controls in order to meet all business requirements.
  • Makes a positive impact on business operations by leveraging field expertise, resourcefulness, and diligence.
  • Offering 2 years of financial management experience, including payroll, budgets, reports, audits, journals, expenditures, and payments for 18 locations.
  • Proven leadership, operational excellence, and organizational development skills, as well as a thorough understanding of the process business.

Accomplishments

  • Audited intercompany transactions of 12 subsidiaries, ensuring compliance with corporate policies and minimizing tax exposure.
  • Revised company’s chart of accounts, simplifying coding structure and improving reporting efficiency by 79%.
  • Assisted in forecasting and analyzing projected revenue streams for Vantage, directly contributing to more accurate future budget planning.
  • Analyzed and reconciled bank statements for Ironclad Systems, leading to the identification of 18 in overcharges, which were successfully refunded.
  • Created custom financial reports in Jira, helping senior management to make data-informed business decisions.
  • Monitored the day-to-day accounting operations, ensuring compliance with internal controls and adherence to company policies.
  • Used Microsoft Excel to develop inventory tracking spreadsheets.
  • Reconciled accounts payable and accounts receivable for 13 departments/months, ensuring accuracy in financial records and minimizing discrepancies.
  • Trained accounting staff to use Salesforce, resulting in a 48% reduction in learning curve for new members.
  • Led the monthly closing process, reducing closing cycle time by 19% through enhanced workflow optimization.

Affiliations

  • Rotary International
  • Jaycees
  • Society of Human Resource Management
  • Institute for Professionals in Taxation (IPT)
  • Certified Financial Planner™ Board of Standards (CFP®)
  • Institute of Management Accountants (IMA)
  • Society of Corporate Secretaries and Governance Professionals
  • Government Finance Officers Association (GFOA)
  • International Association of Administrative Professionals
  • Chartered Institute of Management Accountants (CIMA)

Certifications

  • Certified Financial Risk Manager (FRM)
  • CompTIA Security+
  • Certified in Financial Forensics (CFF)
  • Financial Planning and Analysis (FP&A) Certification
  • Tax Preparation Certification - Meridian
  • Financial Data Analysis with Excel Certification - QuickBooks
  • Certified Business Analysis Professional (CBAP)
  • Accounting Technician Diploma (ATD)
  • Certified Revenue Cycle Representative (CRCR)
  • Certified Public Accountant (CPA)

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