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Skills

  • Adaptability in Fast-paced Environments
  • Financial data analysis
  • Operational improvement
  • Invoice Management
  • Assisting in month-end closing
  • Process improvement
  • Financial reporting
  • Problem resolution
  • General ledger accounting expertise
  • Business operations

Work Experiences

  • Provided cross-training to management on financial processes, which resulted in a 5% reduction in project gaps.
  • Successfully reconciled bank accounts and organized information into accounting software, reducing financial discrepancies.
  • Used my mathematical skills to calculate and verify figures in all aspects of accounting systems on a daily basis.
  • Checked data and information for accuracy in entry, calculations, and billing codes.
  • Increased client loyalty and satisfaction with prompt, thorough, and timely resolutions.
  • Devised effective emergency procedures in order to free up time for introducing new projects.
  • Analyzed cash flow reports regularly.
  • Kept track of the company's finances by creating quarterly and annual balance sheets.
  • By using the method program to create daily spreadsheets, I was able to streamline financial reporting.
  • Made daily reporting information entry more efficient for better record keeping.

Summaries

  • Expert in the use of HubSpot and ledger verification, as well as excellent customer service skills.
  • GAAP expert with general ledger experience
  • Trained in initiative financial tasks, quick to pick up new information, and extremely professional.
  • Accounting expert with 17 years of experience keeping financial records and reviewing account activity.
  • Accounting Manager with extensive expertise in data analysis and 17 years of experience.
  • Experienced accounting support professional with a track record of managing both routine and complex accounting needs.
  • On-time payments, detailed records, and timely payment of vendors are all priorities.
  • Jira is a skill that I've honed over the years.
  • Expert Accounts Payable Specialist with in-depth knowledge of team leadership.
  • Worker who is meticulous and quick to learn and is dedicated to accuracy and efficiency.

Accomplishments

  • Used Microsoft Excel to develop inventory tracking spreadsheets.
  • Designed an automated budget monitoring system using Tableau, enhancing forecasting accuracy by 56% and reducing budget overruns.
  • Assisted in deploying new accounting software, ensuring seamless transition and training of 13 team members for sustained effectiveness.
  • Trained 14 new apprentices on bookkeeping systems and protocols, leading to a 31% reduction in onboarding time.
  • Revised tax filings to ensure alignment with IRS requirements, successfully avoiding late fees and penalties.
  • Reconciled vendor accounts, identifying and resolving 18 discrepancies, which recovered $16 in potential lost savings.
  • Handled expense tracking and prepared financial statements for the Raleigh region, contributing to a $6 year-end surplus.
  • Conducted variance analysis on monthly financial reports, leading to the identification and resolution of budget overruns in Boston.
  • Assisted in preparing tax returns and additional IRS documentation, achieving 56% error-free filings year after year.
  • Managed petty cash funding for the office, balancing and reporting without discrepancies for two years.

Affiliations

  • American Marketing Association
  • Society of Women Engineers
  • Association for Financial Professionals (AFP)
  • Financial Executives Networking Group (FENG)
  • American Medical Informatics Association
  • Association for Supply Chain Management (APICS)
  • International Association of Accounting Professionals (IAAP)
  • Junior Accountants & Bookkeepers Society
  • Business and Financial Reporting Skills Network
  • Rotary International

Certifications

  • Certified Public Accountant (CPA)
  • Project Management Professional (PMP)
  • Financial Statement Analysis Certificate - Brightline
  • Microsoft Certified Systems Engineer (MCSE)
  • Workplace Accounting Ethics Certificate - Austin
  • Fundamentals of Accounting Certification - procedure
  • Professional Bookkeeper (PB) Graduate - Universal Accounting School
  • Certified Payroll Specialist - National Bookkeepers Association
  • Bookkeeping Certificate of Achievement - framework
  • Microsoft Office Specialist (MOS) - Excel

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