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Skills

  • Bookkeeping
  • Cash Flow analysis
  • Tax accounting
  • Account auditing
  • MS Office
  • Bank reconciliation
  • Intuit QuickBooks specialist
  • Staff development
  • Fixed asset reporting familiarity
  • Budget development

Work Experiences

  • Compiled initiative and metric reports that summarized system data.
  • Stayed on top of applicable federal and state requirements to reduce legal and financial risks.
  • Expedited the processing of employee and contractor expense reimbursements, allowing payments to be made within 6 months.
  • Used Asana to verify deposits, correct discrepancies, and process end-of-day paperwork with 2% accuracy.
  • Double-checked ledger postings for accuracy and account balances.
  • Communicated critical operational improvements to improve performance using financial data from reports.
  • Prepared and mailed account statements to vendors, as well as meticulously documenting all correspondence.
  • Bills, contracts, policies, invoices, and checks were all completed and mailed by me.
  • Aided the day staff by performing daily computer backups, virus scans, and software updates.
  • Provided cross-training to management on financial processes, which resulted in a 14% reduction in project gaps.

Summaries

  • Personable with a strong commitment to achieving objectives, modernizing systems, and carefully managing program documentation.
  • Innovative accountant with experience extracting financial data from a variety of reporting systems and recommending important operational changes.
  • Customer-focused CPA with over seven years of experience at a Big Five accounting firm.
  • Microsoft Excel is something I know a lot about.
  • On-time payments, detailed records, and timely payment of vendors are all priorities.
  • Trained to deal professionally with customer concerns while collecting payments on past-due accounts.
  • Performance reporting and workflow optimization are being offered to a new procedure opportunity.
  • Financial reporting and analysis are second nature to me, so I'm well-versed in Jira.
  • Dedicated to providing timely, accurate, and high-quality assistance.
  • Certified accountant with five years of experience providing audit, tax, and other financial services for a CPA firm.

Accomplishments

  • Recorded
  • Used Microsoft Excel to develop inventory tracking spreadsheets.
  • Advised
  • Improved
  • Ensured
  • Guided
  • Identified
  • Trained
  • Prepared
  • Developed

Affiliations

  • Association for Supply Chain Management (APICS)
  • Association of Finance and Insurance Professionals (AFIP)
  • Institute of Internal Auditors (IIA) metric
  • American Institute of Professional Bookkeepers (AIPB)
  • International Association of Financial Executives (IAFE)
  • American Marketing Association
  • American Society of Safety Professionals
  • Financial Executives International (FEI)
  • Council for Certification in Bookkeeping and Payroll standard
  • National Finance and Accounting Internship Program 2022

Certifications

  • Finance for Non-Financial Professionals - metric
  • CompTIA A+ Technician
  • QuickBooks Certification - ServiceNow
  • Apple Certified Associate (ACA)
  • Certificate in Financial Accounting - 2017
  • Certified Payroll Specialist (CPS) - Ironclad Systems
  • ServSafe
  • Certified Protection Officer (CPO)
  • Accounting Software Proficiency Certificate - SAP
  • Advanced Accounting Techniques Certification - 2018

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