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Skills

  • Communications
  • Business operations
  • Operational improvement
  • Peachtree proficiency
  • Cost accounting
  • Audit preparation and coordination
  • Proficient in Sage
  • Accurate tax filing and documentation
  • Financial Management
  • General ledger accounting expertise

Work Experiences

  • Improved efficiency and productivity by streamlining bookkeeping procedures.
  • Processed payroll for 3 employees, including commissions, taxes, paid time off, and healthcare benefits each three years.
  • Stayed on top of applicable federal and state requirements to reduce legal and financial risks.
  • Achieved recovery over 3 months.
  • Compiled budget figures by looking over previous budgets, estimating income, and calculating expenses.
  • Used QuickBooks to input financial data and generate reports.
  • Achieved no significant findings.
  • Provided cross-training to management on financial processes, which resulted in a 9% reduction in project gaps.
  • Prepare Jira for the coming days by sending detailed daily bank reports to initiative agency and closing the current day's finances.
  • Collected, verified, and documented data by reviewing procedure, program, and category documents.

Summaries

  • With a commitment to efficiency, accuracy, and modernization, knowledgeable about HubSpot.
  • Detail-oriented employee with a track record of resourcefulness and dependability.
  • Data analysis and quality assurance are being offered to a new category opportunity.
  • Professional accountant with 6 years of strategic planning, customer relationship management, and account reconciliation experience.
  • Bookkeeper with 4 years of experience working for initiative of businesses.
  • Professional with exceptional documentation management skills and process development expertise system.
  • People-oriented and enterprising individual with a caring nature and extensive Accounting and Finance experience.
  • Experienced accounting support professional with a track record of managing both routine and complex accounting needs.
  • Deep knowledge of Salesforce and category financial recording.
  • Accounts Payable Clerk with exceptional account management and time management abilities.

Accomplishments

  • Collaborated with team of 11 in the development of method.
  • Trained 16 junior clerks on efficient bookkeeping practices, enhancing overall departmental performance by reducing errors by 51%.
  • Developed a comprehensive internal controls checklist to identify and mitigate risks, leading to a 24% reduction in financial discrepancies.
  • Led efforts to implement and maintain QuickBooks Enterprise across operations, increasing efficiency of financial operations and reporting.
  • Resolved product issue through consumer testing.
  • Generated quarterly financial reports for review by stakeholders, maintaining compliance with GAAP standards.
  • Successfully transitioned to a new ERP accounting system within several months, ensuring data integrity and seamless financial operations during go-live.
  • Directed day-to-day general ledger activities, ensuring accurate recording of all financial transactions and improving data integrity company-wide.
  • Used Microsoft Excel to develop inventory tracking spreadsheets.
  • Maintained organized financial records for management's reference, enabling more accurate long-term revenue forecasting.

Affiliations

  • Rotary International
  • Key Member of the Business Finance Committee for initiative Government
  • Affiliate of the American Chamber of Commerce focusing on Financial Regulations
  • Alumni of metric's Accounting & Bookkeeping Network
  • Accredited Business Accountant (ABA) by the Accreditation Council for Accountancy and Taxation
  • American Payroll Association (APA) Certified Member
  • Affiliation with Tax Professionals' Association (TPA) for Continuing Education
  • National Association of Certified Public Bookkeepers (NACPB) Certified
  • National Association of Social Workers
  • Public Company Accounting Oversight Board (PCAOB) Subscriber

Certifications

  • Certified Public Accountant (CPA)
  • SHRM Senior Certified Professional (SHRM-SCP)
  • First Aid/CPR Certified
  • Microsoft Office Specialist (MOS) Expert Certification in Excel
  • Cisco Certified Internetwork Expert (CCIE)
  • Certified Public Accountant
  • Certified Business Analysis Professional (CBAP)
  • Tax Preparer Certification by Brightline
  • Fundamentals of Accounting Specialization by system
  • Project-Based Budgeting and Planning Certification by process

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