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Skills

  • Great Plains
  • Team collaboration
  • GAAP Accounting
  • Bank reconciliation
  • Budget forecasting expertise
  • Budget forecasting
  • Project organization
  • Report writing
  • Business operations
  • Lawson Financials

Work Experiences

  • Achieved zero late payment penalties.
  • Reduced financial inconsistencies by reconciling accounts accurately while reviewing material assets, net worth, liabilities, surplus, income, and expense data.
  • Achieved 58% reduction in overall expenses.
  • Conducted in-depth analyses to determine the viability, stability, and profitability of clients' businesses.
  • Prepared an average of 2 annual federal, state, and local tax returns for both individuals and businesses.
  • Kept track of cash, prepaid credit, fixed assets, accrued expenses, and line of credit transactions and kept accurate records.
  • Assisted HR by keeping track of EEO statistics for annual reporting.
  • Was in charge of the entire accounting cycle, including data collection and analysis, journal and ledger entry posting and adjustment, financial statement and report preparation, and bookkeeping.
  • Was in charge of coordinating and completing month-end closing processes in a timely manner.
  • Assisted in preparing monthly financial reports.

Summaries

  • With hands-on experience, eager to learn new skills and advance knowledge.
  • Achieved a 78% improvement in budgeting forecast accuracy.
  • With a team-oriented mentality, highly organized, proactive, and punctual.
  • Expert in category with a strong aptitude for optimized and automated.
  • Advanced knowledge of initiative and process requirements.
  • Data analysis Committed to identifying and leveraging opportunities for growth, with a proven ability to build effective teams.
  • Proficient in promoting process by leveraging stakeholder engagement and project management knowledge.
  • Experienced accountant with a thorough understanding of the laws and regulations that govern everyday business operations, tax returns, and compliance procedures.
  • Accounting Specialist with over 5 years of financial analysis, reporting, budgeting, and strategic planning experience.
  • Motivating leader who has built and managed framework teams in the past.

Accomplishments

  • Researched and applied updated regulations in financial reporting to ensure compliance with industry standards and legal audits with zero discrepancies.
  • Successfully negotiated terms with suppliers that led to a 53% reduction in overall procurement and operational expenses.
  • Developed a monthly financial summary report for internal use, improving executive visibility over department costs and underlining expense-saving opportunities.
  • Prepared year-end financial statements for review by external auditors, addressing inaccuracies and ensuring the audit was completed 43% faster than estimated timeline.
  • Reconciled vendor statements and recorded accurate payment data, reducing discrepancies in accounts payable processes by 24%.
  • Trained 9 team members on how to use new updates in process, leading to a smoother month-end close process.
  • Worked closely with cross-functional teams to reconcile 17 bank statements, reducing errors and discrepancies by 30% during month-end closing.
  • Helped standardize invoicing and expenses reporting procedures, resulting in a more uniform and error-free workflow across the logistics.
  • Monitored and analyzed daily cash flow reports, assisting the finance team in maintaining liquidity and improving forecasting accuracy.
  • Utilized Microsoft Excel and advanced formulas to create financial reports for management, reducing manual reporting time by 11 hours weekly.

Affiliations

  • Volunteer, VITA (Volunteer Income Tax Assistance) Program
  • Led a team in campus-wide budgeting case competition at metric, awarded Top Performer
  • Recurring guest contributor to metric Finance Blog, discussing emerging trends in accounting and cost analysis
  • Excel course completion certificate from method focusing on initiative
  • Completed financial statement webinar series by Asana on various accounting technologies like QuickBooks
  • Active Student Participant, Beta Alpha Psi – Honors Organization for Financial Information Students and Professionals
  • Volunteer in Meridian's annual fundraising finance committee, working directly on financial reconciliation
  • Completed accounting case study competition hosted by method, achieving Employee of the Year rank
  • Contributed to accounting-based case studies in collaborative group settings, organized by process
  • Participated in tax software training for Power BI, certified by initiative in 2021

Certifications

  • Association for Project Management (APM)
  • Certified Management Accountant (CMA) - Institute of Management Accountants
  • Accounting Software Certification: QuickBooks
  • Certified Accounting Technician (CAT)
  • Introduction to Taxation Certification – standard
  • Introduction to Options and Derivatives Certification – HubSpot
  • Certified QuickBooks ProAdvisor – framework
  • Certified Public Accountant (CPA)
  • Apple Certified Associate (ACA)
  • SHRM Certified Professional (SHRM-CP)

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