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Skills

  • Fiscal budgeting
  • Staff development
  • Certified Public Accountant (CPA)
  • Fiscal budgeting knowledge
  • Standard operating procedure development
  • Tax accounting
  • ERP (Enterprise Resource Planning) software
  • ATX Total Accounting Office proficiency
  • Corporate tax planning knowledge
  • Revenue generation

Work Experiences

  • Verified over $16 in cash and credit payments on a daily basis.
  • Established
  • Researched technical tax issues related to consulting projects ahead of time.
  • Made direct contact with customers at their homes and businesses to collect payments.
  • Assisted department employees by performing a variety of clerical and administrative duties.
  • Managed
  • Kept track of everything.
  • Calculated owed taxes, prepared tax returns, and ensured timely payment in accordance with IRS guidelines.
  • Oversaw the additions and retirements of fixed assets.
  • Monthly expense variances and explanations were collected and reported.

Summaries

  • Proactive
  • Ambitious
  • In the initiative industry, I'm ready to take on high-volume operations.
  • Accountant with extensive knowledge of the laws and procedures that govern business operations, tax filings, and regulatory compliance.
  • General Ledger Accountant with 17 years of experience working in both non-profit and for-profit organizations.
  • Versatile Collections Manager who excels at combining various financial skills to tackle difficult tasks and achieve outstanding results.
  • All expenses are meticulously tracked, and accounts are reconciled on a regular basis.
  • Credit control and monetary collections are two of my specialties.
  • Familiar with the regulatory and legal framework that applies to standard businesses.
  • Excellent interpersonal and conflict resolution skills.

Accomplishments

  • Supported a successful ERP system implementation by aligning GL accounting processes, improving reporting efficiency by 60% %.
  • Managed the monthly close process, ensuring accurate and timely financial reporting in accordance with initiative standards.
  • Led the month-end close, posting journal entries and ensuring all accruals, prepaids, and deferrals were accurately recorded per company policies.
  • Used Microsoft Excel to develop inventory tracking spreadsheets.
  • Implemented automated workflows for the reconciliation process, reducing close cycle time by 30% % and improving the accuracy of entries.
  • Reviewed and updated the company’s financial policies and procedures to improve compliance with the latest regulatory and legal standards.
  • Recouped $16 from delinquent client.
  • Documented and resolved initiative which led to metric.
  • Assisted in internal and external audit processes, providing accurate GL documentation, resolving queries, and successfully passing audits with no major findings.
  • Managed and enhanced balance sheet reconciliation procedures for 13 large-scale accounts, eliminating errors and reducing review timelines by 52% %.

Affiliations

  • Project Management Institute
  • Global Association of Risk Professionals (GARP)
  • National Association of Social Workers
  • Association for Supply Chain Management (APICS)
  • American Medical Informatics Association
  • Financial Planning Association (FPA)
  • American Marketing Association
  • International Association of Finance Directors (IAFD)
  • American Society of Safety Professionals
  • Institute of Internal Auditors (IIA)

Certifications

  • Microsoft Certified: Dynamics 365 Finance and Operations
  • Certified Bookkeeper (CB) by the American Institute of Professional Bookkeepers (AIPB)
  • Member of standard
  • FDCPA
  • Chartered Wealth Manager (CWM), certified by the American Academy of Financial Management (AAFM)
  • Certified Internal Auditor (CIA)
  • SHRM Certified Professional (SHRM-CP)
  • Certified QuickBooks ProAdvisor
  • SHRM Senior Certified Professional (SHRM-SCP)
  • Certified Fraud Examiner (CFE)

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