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Skills

  • Dental staff assistance
  • Financial strategy management
  • Client relationship management
  • Excellent managerial techniques
  • Nursing staff workflows
  • Understands foreign tax reporting
  • Claims Auditing
  • Staff motivator
  • Time management skills
  • WIP auditing

Work Experiences

  • Kept track of sensitive information like pay rates, bonus targets, and pay grades.
  • Looked into using BNA and CCH for tax matters involving clients.
  • Got better.
  • Made a proposal
  • Non-routine, complex, and unexpected variances were addressed and resolved.
  • Drove the program team's growth, experience, and institutional knowledge in order to provide the best possible client service.
  • Reduced shrinkage by reorganizing inventory and properly labeling products.
  • Aided in the creation of vendor contracts for third-party vendors.
  • Conducted research and due diligence to resolve issues in a timely manner.
  • Performed field audits on a wide range of clients using the Quick Books system.

Summaries

  • Familiar with the regulatory and legal framework that applies to method businesses.
  • Ambitious
  • Within method industry organizations, meticulous Audit Staff has been successful in revenue generation.
  • Pragmatic
  • Audit Staff is a dynamic and highly qualified Audit Staff who has a thorough understanding of accounting principles, taxation policies, and income tax procedures.
  • Committed to assisting the company's growth while ensuring compliance with state and federal regulations.
  • Through professional credit management, the company has been successful in fostering goodwill with customers.
  • For fully compliant tracking, reporting, and auditing of financial records, be well-organized and diligent about keeping records current, statements accurate, and accounts reconciled.
  • Expert
  • CPA with nearly three years of progressive public accounting experience serving high net worth individuals, C corporations, S corporations, partnerships, estates, and trusts.

Accomplishments

  • Recouped $15 from delinquent client.
  • Tax Returns: Performed tax methods applicable to business revenues and like-kind exchanges. Prepared annual individual, corporate, trust, estate, gift and partnership tax returns.
  • System Conducted fieldwork audits in accordance with the firm methodology and AICPA pronouncements for non-profits and construction companies.
  • Evaluated historical audit data, resulting in more reliable forecasting models that improved management decisions by 33%.
  • Conducted in-depth analysis of financial policies and procedures, recommending improvements that reduced operational costs by 79%.
  • Collaborated with team of 2 in the development of framework.
  • Increased sales 7% over 18 months.
  • Used Microsoft Excel to develop inventory tracking spreadsheets.
  • Performed risk assessments on procedure audits, identifying key areas where internal controls could be improved to avoid process losses.
  • Collaborated with cross-functional teams to identify and rectify discrepancies in financial statements, avoiding penalties of up to $8.

Affiliations

  • Association of Chartered Certified Accountants (ACCA)
  • Association for Computing Machinery
  • Information Systems Audit and Control Association (ISACA)
  • Financial Executives International (FEI)
  • Healthcare Financial Management Association (HFMA)
  • International Association of Administrative Professionals
  • Cost Management Institute (CMI)
  • Certified Information Systems Auditor (CISA) Certification Holder
  • Project Management Institute
  • American Marketing Association

Certifications

  • Certified Tax Professional (CTP)
  • FDCPA
  • Certified Financial Services Auditor (CFSA)
  • Certified Internal Auditor (CIA)
  • Certified Public Finance Officer (CPFO)
  • International Financial Reporting Standards (IFRS) Certification
  • Certified in Risk and Information Systems Control (CRISC)
  • IFRS Foundation Certificate in IFRS Standards
  • CompTIA A+ Technician
  • Chartered Accountant (CA)

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