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Skills

  • Certified Public Accountant (CPA)
  • Invoice Management
  • Team Leadership
  • Budget development
  • MS Office Suite
  • Revenue forecasting
  • Continuous process improvement
  • Risk management
  • Standard operating procedure development
  • General ledger management

Work Experiences

  • Effective accounting systems were devised, implemented, and enforced by me.
  • Investigated and resolved discrepancies in documents and accounts.
  • Established
  • Guided
  • Assist with special projects that management has assigned to me.
  • Put HubSpot to work entering project data, analyzing and tracking budgets, evaluating project costs, and tracking performance trends.
  • Solved
  • Had planned ahead.
  • Maintained fully compliant and current financial records for standard operations with annual revenue exceeding $13.
  • Am well-versed in all aspects of commercial banking.

Summaries

  • CPA with nearly three years of progressive public accounting experience serving high net worth individuals, C corporations, S corporations, partnerships, estates, and trusts.
  • Innovative
  • Ready to provide Summit Group with excellent results.
  • Efficient Senior Accountant with skills in team leadership and process improvement.
  • Systematic and well-organized, with a keen eye for detail, mathematical prowess, and GAAP expertise.
  • In the procedure industry, I'm ready to take on high-volume operations.
  • Senior Accountant is a dynamic and highly qualified Senior Accountant who has a thorough understanding of accounting principles, taxation policies, and income tax procedures.
  • When consistently meeting collections goals, team-oriented with the ability to mentor junior collections associates.
  • Trained to deal professionally with customer concerns while collecting payments on past-due accounts.
  • Within program industry organizations, meticulous Senior Accountant has been successful in revenue generation.

Accomplishments

  • Created rolling forecasts and period-end reporting for executive leadership, enabling 37% more accurate long-term business planning.
  • Implemented zero-base budgeting that reduced operational expenses by $6, aligning more closely with the company's revenue generation targets.
  • Led technical accounting research, ensuring compliance with evolving financial regulations and adopting best practice approaches.
  • Developed a streamlined depreciation schedule for all company assets, ensuring compliance with accounting standards and improving reporting accuracy.
  • Optimized the monthly financial reporting process, cutting cycle time by 32% and improving data accuracy.
  • Tracked and analyzed overhead costs, contributing to a 78% increase in profitability for the company within program.
  • Collaborated with team of 13 in the development of category.
  • Reconciled and reviewed capital expenditure accounts, ensuring proper cost allocation across 13 business units.
  • Analyzed and accurately allocated general ledger accounts, achieving a 22% improvement in account reconciliation efforts.
  • Fostered collaborative relationships across departments to enhance financial transparency, improving interdepartmental report turnaround by 63%.

Affiliations

  • Association of International Certified Professional Accountants (AICPA)
  • Enrolled Agents (EA) Regulatory Network
  • Association of Government Accountants (AGA)
  • Global Accounting Alliance (GAA)
  • The Chartered Institute of Public Finance and Accountancy (CIPFA)
  • National Association of Social Workers
  • Toastmasters
  • Finance & Accounting Leadership Group
  • Rotary International
  • Society of Human Resource Management

Certifications

  • FDCPA
  • Financial Data Management Professional (FDMP) from procedure
  • Certified Internal Auditor (CIA) from the Institute of Internal Auditors (IIA)
  • Project Management Professional (PMP) from Project Management Institute (PMI)
  • ServSafe
  • Certified Internal Auditor (CIA)
  • Microsoft Certified Systems Engineer (MCSE)
  • Certified Financial Risk Manager (FRM) from Global Association of Risk Professionals (GARP)
  • Microsoft Certified: Dynamics 365 Core Finance and Operations Functional Consultant Certification
  • CompTIA A+ Technician

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