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Skills

  • Debt management
  • Risk Assessment
  • Tax accounting
  • Individual tax returns
  • Budget administration
  • ATX Total Accounting Office proficiency
  • Team Leadership
  • Financial planning
  • Bookkeeping
  • Financial statement preparation

Work Experiences

  • Prepared detailed expense reports and capital expenditure requests.
  • Went to customers' homes to collect payments in person.
  • Kept meticulous historical records.
  • Was in charge of processing payments and applying them to customer balances.
  • Entered financial data and payments to ensure that employees and vendors were paid accurately and on time.
  • Was in charge of forecasting, operations, accounting close, and reporting for a $240 million prescription drug rebate revenue program.
  • Calculated the amount of taxes owed by using the prescribed rates, laws, and regulations.
  • Improved efficiency and productivity by streamlining bookkeeping procedures.
  • Researched technical tax issues related to consulting projects ahead of time.
  • Used financial software to assess balance sheet variances by monitoring, verifying, and approving invoices, as well as reviewing balances.

Summaries

  • Team leadership and stakeholder engagement are dedicated to accuracy when entering data.
  • Known for achieving metric by completing framework efficiently and managing program accounts.
  • Resourcefulness, accuracy, and extensive knowledge of quality assurance have all been demonstrated in the past.
  • Qualified Night Auditor with extensive experience in metric financial reporting and analysis, as well as Asana training.
  • Fantastic mathematical abilities with a track record of precision.
  • Senior Bookkeeper with strong organizational and time management skills.
  • Observational Night Auditor with procedure financial experience of 2 years.
  • Have a proven track record of creating accurate spreadsheets and delivering well-organized reports with HubSpot.
  • On-time payments, detailed records, and timely payment of vendors are all priorities.
  • Financial planning and management expert with a track record of dependability and expertise in strategic planning.

Accomplishments

  • Prepared accurate sales tax reporting for multiple states, improving filing consistency and avoiding late fees of approximately $15.
  • Reviewed and corrected financial statements, ensuring alignment with IFRS standards and improving external audit quality.
  • Process Assisted revenue department in compiling revenue data for purposes of determining organization's financial position for 2016.
  • Optimized cash flow projections by incorporating historical data and future bookings, resulting in improved accuracy for process forecasts.
  • Processed payroll for over 2 employees across 11 locations, ensuring compliance with regional labor laws.
  • Used Microsoft Excel to develop inventory tracking spreadsheets.
  • Recouped $8 from delinquent client.
  • Handled and resolved the largest Number of reporting discrepancies in two years.
  • Developed and implemented new strategies for managing general ledger accounts, resulting in 59% fewer discrepancies.
  • Enhanced budget-to-actual variance tracking, allowing department heads to identify and rectify overspending trends, improving forecasting accuracy by 31%.

Affiliations

  • Certified in Financial Management (CFM)
  • Financial Automation and Technology Group for standard
  • Certified Bookkeeper (CB) Certification
  • Association for Computing Machinery
  • Certified Information Systems Auditor (CISA) by ISACA
  • Toastmasters
  • Rotary International
  • Association for Financial Professionals (AFP)
  • National Association of Social Workers
  • Sage Accounting Certification Program

Certifications

  • ServSafe
  • Financial Modeling & Valuation Analyst (FMVA) from Corporate Finance Institute (CFI)
  • CompTIA Network+
  • FDCPA
  • Financial Risk Manager (FRM) from the Global Association of Risk Professionals (GARP)
  • Professional Bookkeeper (PB) Certification from Universal Accounting
  • Chartered Financial Analyst (CFA) Level I or higher from CFA Institute
  • Google Certified Professional Cloud Architect
  • Certified Global Management Accountant (CGMA) from the Association of International Certified Professional Accountants (AICPA)
  • Project Management Professional (PMP)

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