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Skills

  • Tax accounting specialization
  • Account reconciliation specialist
  • Corporate tax planning knowledge
  • Cash Flow analysis
  • Budgets
  • Computer literate
  • Business operations
  • Kennel cleaning and sanitizing methods
  • Financial statement preparation
  • Cross-functional team collaboration

Work Experiences

  • Achieved more accurate cash flow projections.
  • Achieved zero reported findings.
  • Verified over $9 in cash and credit payments on a daily basis.
  • Processed payroll and calculated deductions using QuickBooks to ensure payment traceabilities.
  • Used Salesforce to accurately calculate payroll deductions and processed payroll to meet predetermined deadlines.
  • Achieved a 71% reduction in operational costs.
  • Proposed key budgetary changes in order to boost the company's profits.
  • Completed daily accounting tasks such as tracking funds, deposit preparation, and account reconciliation.
  • Achieved recognition in 2023.
  • Achieved this for 2017 consecutive years.

Summaries

  • Overall morale and productivity are boosted by experience in policy development and staff management procedures.
  • Makes a positive impact on business operations by leveraging field expertise, resourcefulness, and diligence.
  • Accountant with extensive knowledge of the laws and procedures that govern business operations, tax filings, and regulatory compliance.
  • Senior Fund Accountant with over 16 years of experience managing accounting systems for program organizations.
  • Looking for a challenging new role with a growing team where I can apply my expertise and extensive experience in software engineering.
  • Costs were consistently reduced while profits were increased.
  • All expenses are meticulously tracked, and accounts are reconciled on a regular basis.
  • Exceptional at writing detailed reports and budgets, conducting thorough financial analysis, and strategizing for superior client service.
  • Achieved a successful audit outcome.
  • Methodical and organized approach to detail-oriented work.

Accomplishments

  • Documented
  • Competitive Analysis: Performed competitive analysis to make recommendations for future company growth.
  • Documentation: Wrote and edited documents to keep staff informed on policies and procedures.
  • Consulted
  • Directed the reconciliation and valuation process for a diverse portfolio of 13 funds with exposure to equities, fixed income, and alternative investments.
  • Collaborated with team of 8 in the development of program.
  • Trained
  • Initiated
  • Delivered accurate, timely cash and investment performance forecasts that increased stakeholder confidence in portfolio decision-making by 17%.
  • Documented and resolved method which led to initiative.

Affiliations

  • Turnaround Management Association (TMA)
  • Council of Institutional Investors (CII)
  • National Society of Compliance Professionals (NSCP)
  • International Association of Administrative Professionals
  • Society of Women Engineers
  • Project Management Institute
  • National Federation of Accountants (NFA)
  • Certified Investment Fund Director Institute
  • American Institute of Certified Public Accountants (AICPA)
  • Institute of Internal Auditors (IIA)

Certifications

  • Fundamentals of Alternative Investments (CAIA Association)
  • Certified Public Accountant (CPA)
  • Chartered Accountant (CA)
  • Certified Public Accountant
  • Association of Investment Management & Research (AIMR)
  • Investment Management Certificate (IMC)
  • Certified Hedge Fund Professional (CHP)
  • ServSafe
  • Certified Investment Fund Director (CIFD)
  • Project Management Professional (PMP)

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