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Skills

  • Accruals and prepayments
  • Client expectation alignment
  • First Aid/CPR
  • Administrative support
  • Communications
  • Budget forecasting and analysis
  • ATX Total Tax Office
  • Report writing
  • Cross-departmental collaboration
  • MS Office

Work Experiences

  • Assisted in managing post-project financial reconciliations, recovering an additional $2 in unbilled costs.
  • Analyzed labor and overhead cost allocations.
  • Maintained fully compliant and current financial records for initiative operations with annual revenue exceeding $7.
  • Established complete accounting structures, processes, and controls to meet business requirements.
  • Assisted Project Managers by preparing and reviewing cost reports, forecasts, and budgets, ensuring alignment with client expectations and timelines.
  • Improved audit control practices by implementing planning techniques and tests for rapid discovery.
  • Offered business mentoring, consulting, and training to help clients figure out their business strategy and meet their profit targets.
  • Achieved 54% error-free invoices.
  • Collaborated with external auditors.
  • Prepared an average of 6 annual federal, state, and local tax returns for both individuals and businesses.

Summaries

  • Accounting professional who is dedicated to keeping accurate, compliant records and controls that are responsive to changing operating conditions.
  • Advanced knowledge of system and method requirements.
  • Proficient in promoting standard by leveraging vendor management and quality assurance knowledge.
  • Ability to recognize initiative issues and integrate standard solutions to achieve system.
  • Assistant Project Accountant with 2+ years of experience managing accounting systems for system operations.
  • Assistant Project Accountant with project management and client relations abilities.
  • Skilled in controlling budgets, administering payroll, distributing invoices, and handling other accounting functions in a focused and precise manner.
  • Procedure, method, and category are all available.
  • Client relations Committed to identifying and leveraging opportunities for growth, with a proven ability to build effective teams.
  • Achieved cost reduction of $10 annually through the development of detailed financial models that informed key decision-making processes.

Accomplishments

  • Developed and maintained a change order tracking system, improving project cost predictability and ensuring alignment with contract terms.
  • Developed comprehensive financial tracking spreadsheets, improving budget adherence by 23%, reducing unnecessary expenditures.
  • Coordinated the reconciliation of 14 project financials for year-end closing, resulting in fully audit-compliant reports and no discrepancies.
  • Revised internal cost allocation processes that saved 4 annually in reduced overhead costs.
  • Contributed to the successful closeout of 18 projects within budget and schedule by identifying and flagging unapproved costs early.
  • Supported revenue recognition efforts by monitoring contracts, improving accuracy rates, and reducing reporting errors by 61%.
  • Utilized forecasting tools like HubSpot to project financial performance, assisting in maintaining budgets and forecast accuracy rates of 47%.
  • Supported cost control efforts by identifying unnecessary expenditures, improving project profit margins by 37%.
  • Ensured contract compliance that led to achieving a 63% reduction in penalties from non-compliance with financial regulations.
  • Streamlined cost variance reporting, reducing reporting time by 9 days and improving data accuracy by 52%, aiding project managers in real-time decision-making.

Affiliations

  • Certified User of Power BI ERP Systems for Financial Management, issued by framework, 2023
  • Member, American Institute of Certified Public Accountants (AICPA), 2015
  • Project Accounting Member, Construction Financial Management Association (CFMA), 2018, actively participating in best practice seminars
  • Certified Expert in Contract Compliance and Audits from process, 2022
  • Member, Project Management Institute (PMI) Financial Services Special Interest Group, 2020
  • Active Member, Financial Accounting Standards Board (FASB) Updates Group, contributing to discussion forums focused on evolving standards
  • Certified Public Financial Manager (CPFM) - Specializing in project financial management for municipalities, issued by metric, 2020
  • Member, Institute of Management Accountants (IMA), Austin, 2018
  • Certificate of Achievement, Cost Control Techniques for Large-Scale Projects Course, initiative, 2019
  • Certified QuickBooks ProAdvisor, specializing in project accounting for small businesses and contractors, 2021

Certifications

  • Certified Government Auditing Professional (CGAP)
  • SHRM Senior Certified Professional (SHRM-SCP)
  • CompTIA Security+
  • Certified Cost Professional (CCP)
  • Association for Project Management (APM)
  • Salesforce
  • Global Professional in Financial Management (GPFM)
  • Microsoft Office Specialist (MOS)
  • Certified Practicing Accountant Australia (CPA Australia)
  • SAP Certified Application Associate

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