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Skills

  • Public relations
  • Foreign tax reporting
  • Business operations
  • Aged account reporting
  • Collections regulatory guidelines
  • Transformative leadership
  • Financial reporting
  • Understands foreign tax reporting
  • Certified Management Accountant (CMA)
  • Project management

Work Experiences

  • Was in charge of all phases of certified audits for an 85-person CPA firm.
  • Successfully 10 times per the past year handled payroll services for 5 employees.
  • Increased productivity, managed accounts, planned itineraries, and scheduled client and leadership meetings.
  • Collaborated with project management to ensure that budgets were met.
  • I'm in charge of the client's asset base, which includes bond funds and city funds.
  • Oversaw travel arrangements for employees traveling domestically and internationally, including hotel reservations, car rentals, and airfare.
  • Used automation to manage client correspondence, record tracking, and data communications in the office.
  • Looked over collection reports to see how far collections had progressed and how much money was still owed.
  • Wrote the annual audit reports in their entirety, including all footnote disclosures.
  • Calculated the amount of taxes owed by using the prescribed rates, laws, and regulations.

Summaries

  • Trained to deal professionally with customer concerns while collecting payments on past-due accounts.
  • Tax accountant with the dedication and sense of responsibility required to succeed in a government-regulated environment.
  • Preparing complex tax returns is a plus.
  • 17 years of experience streamlining processes, managing talented team members, and performing strategic planning by an educated professional.
  • Outstanding technological abilities, including Asana and Tableau expertise.
  • Familiar with the regulatory and legal framework that applies to process businesses.
  • Communicative and team-oriented, with Salesforce expertise.
  • Recruiting established talent in stakeholder engagement and strategic planning for Bookkeeping Supervisor.
  • Bookkeeping Supervisor with a thorough understanding of accounting and auditing principles.
  • Excellent interpersonal and conflict resolution skills.

Accomplishments

  • Increased sales 17% over several months.
  • Led a financial data migration project to transition to a new accounting software, improving operational workflows and reducing reporting time by 45%.
  • Implemented process improvements in payroll that ensured 60% on-time delivery of salary payments to 3 employees.
  • Reduced late payment penalties by 77% through weekly monitoring and more efficient processing of payable accounts.
  • Led efforts to reconcile discrepancies in accounts, reducing payment discrepancies by 75% over 6 months.
  • Developed financial dashboards in QuickBooks, which provided better insights to senior management and improved budget adherence by 81%
  • Standardized the accounts payable and receivable processes, cutting processing time by 7 days using Microsoft Excel.
  • Tax Returns: Performed tax methods applicable to business revenues and like-kind exchanges. Prepared annual individual, corporate, trust, estate, gift and partnership tax returns.
  • Resolved product issue through consumer testing.
  • Documented and resolved system which led to program.

Affiliations

  • Member, Institute of Management Accountants (IMA), method
  • Member, Professional Association of Small Business Accountants (PASBA), 2022-Present
  • Financial Sector Delegate, Global Accounting Advisory Conference, Raleigh, 2024
  • Delegate, International Association of Bookkeepers (IAB), 2021-Present
  • Certified Xero Advisor, 2015-Present
  • Certified Bookkeeping Specialist, Non-Governmental Organizations (NGO) Sector, 2022
  • Co-Founder, Bookkeepers and Accountants Support Group, Denver, 2017-2022
  • Mentor, Junior Accountants Career Development Program, 2022-Present
  • Contributor, Bookkeeping Industry Insights Panel Webinar, 2019
  • Certified Payroll Professional (CPP) - American Payroll Association 2018

Certifications

  • SHRM Certified Professional (SHRM-CP)
  • Apple Certified Associate (ACA)
  • Certified Management Accountant (CMA) from the Institute of Management Accountants (IMA)
  • Certificate of Nonprofit Budgeting and Financial Management by procedure
  • Project Management Professional (PMP)
  • Certified Internal Auditor (CIA)
  • Member of method
  • Fundamentals of Accounting Specialization by system
  • FDCPA
  • Chartered Global Management Accountant (CGMA), by AICPA

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