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Skills

  • Financial Management
  • MS Office expert
  • Financial reporting
  • Accounts payable / accounts receivable
  • Accounts Payable/Receivable Management
  • Chart of Accounts Optimization
  • Peachtree proficiency
  • Cash flow management
  • Closing processes
  • Financial statements expertise

Work Experiences

  • Devised effective emergency procedures in order to free up time for introducing new projects.
  • Was in charge of preparing quarterly financial reports.
  • Compiled system and standard reports that summarized initiative data.
  • Successfully reconciled bank accounts and organized information into accounting software, reducing financial discrepancies.
  • Developed customer rapport, which resulted in procedure through team leadership and process improvement.
  • Set up a QuickBooks accounting system to keep track of my finances.
  • All payment inquiries were investigated by me.
  • Verified over $13 in cash and credit payments on a daily basis.
  • Matched purchase orders to invoices and kept track of all pertinent information.
  • Handled accounts receivable and payable.

Summaries

  • Inventory control and tracking experience, as well as vendor negotiations.
  • Bookkeeper with 10 years of experience collaborating with accounting leaders to complete method tasks.
  • With 6 years of experience working with category accounts, Precise Accounts Payable Specialist.
  • Personable with a strong commitment to achieving objectives, modernizing systems, and carefully managing metric documentation.
  • Strong Quickbooks and Tableau skills, as well as a meticulous and accurate nature.
  • With a commitment to efficiency, accuracy, and modernization, knowledgeable about Microsoft Excel.
  • Quickly picks up new technologies and adapts to them.
  • Reliable bookkeeper with a track record of meeting regulatory requirements and analyzing financial data.
  • Qualified Night Auditor with extensive experience in method financial reporting and analysis, as well as Asana training.
  • Expert in the use of Asana and ledger verification, as well as excellent customer service skills.

Accomplishments

  • Collaborated on the successful implementation of SAP, enhancing General Ledger functionalities and reducing clerical mistakes by 29%.
  • Program Assisted revenue department in compiling revenue data for purposes of determining organization's financial position for 2022.
  • Worked closely with department heads to streamline expense reporting procedures, enabling more efficient budget tracking and reducing discrepancies by 18%.
  • Created detailed tax reports and provided continuous updates to ensure compliance with evolving program tax regulations, saving 8 in potential penalties.
  • Auditing Procedures: Knowledge of planning techniques, test and sampling methods involved in conducting audits.
  • Tax Returns: Performed tax methods applicable to business revenues and like-kind exchanges. Prepared annual individual, corporate, trust, estate, gift and partnership tax returns.
  • Improved financial data accuracy by generating weekly reports and dashboards for executive management, leading to a reduction in discrepancies.
  • Collaborated with cross-department teams to integrate financial data with the CRM system, leading to more accurate customer billing information.
  • Conducted a comprehensive review of financial discrepancies, leading to a 70% reduction in audit adjustments.
  • Served as the sole Bookkeeper for a $11 million Power BI company.

Affiliations

  • Institute of Certified Bookkeepers (ICB)
  • Certified Accounts Payable Professional (CAPP) Membership
  • Certified Bookkeeper Program Completion
  • Certified QuickBooks Practitioner Program
  • Certified Management Accountant (CMA) Certification
  • Association for Supply Chain Management (APICS)
  • Association of Accounting Technicians (AAT)
  • Society for Human Resource Management (SHRM) – Financial Compliance Division
  • Freemason
  • Society of Human Resource Management

Certifications

  • CompTIA Network+
  • Certified Internal Auditor (CIA)
  • Certified Treasury Professional (CTP) by Association for Financial Professionals (AFP)
  • CompTIA A+ Technician
  • Member of National Association of Certified Public Bookkeepers (NACPB)
  • Enterprise Resource Planning (ERP) Certification for Power BI
  • Practical Accounting Course with Certification from HubSpot
  • Fundamentals of Accounting Specialization by Ironclad Systems
  • Sage 50 Certified Consultant
  • Certification in Business and Economics from Brightline

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