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Skills

  • Tax filing and compliance
  • Year-End Financial Closing Process
  • Problem Solving in Financial Accounting
  • Accounts Payable/Receivable Management
  • Audit support and coordination
  • Process automation and optimization
  • Ethical Financial Reporting
  • Payroll Data Verification and Compliance
  • ERP software proficiency
  • Adherence to Government Regulations

Work Experiences

  • Assisted in the preparation and maintenance of monthly financial statements, reducing delays in reporting by 45%.
  • Conducted market research on Tableau pricing trends, helping finance team adjust forecasts with higher accuracy during 2024.
  • Achieved a President's Club-winning clean audit.
  • Applied accounting standards during audits.
  • Assisted in the follow-up on production with the contracted manufacturer.
  • Achieved zero discrepancies.
  • Collected and organized accounting data for audits, resulting in a Employee of the Year-winning clean audit with no material misstatements.
  • I'm in charge of stock and inventory management.
  • Accurately filed quarterly tax returns.
  • Assisted in maintaining the accuracy of general ledger accounts and conducted regular account reconciliations to support month-end and year-end closings.

Summaries

  • Ambitious Account Apprentice with experience in budget development, assisting in cost reduction initiatives that saved $17. Adept at improving financial accuracy, reporting efficiency, and forecasting reliability.
  • Cut error rates by 48%.
  • Dedicated Account Apprentice well-versed in tracking departmental expenses.
  • Collaborative Account Apprentice with proficiency in tax filing and compliance.
  • Contributed to optimizing liquidity.
  • Achieved a cost reduction of $8 during system.
  • Automated repetitive financial processes.
  • Adept at conducting market research.
  • Blueprint-driven Account Apprentice with successful experience in automating repetitive financial processes. Introduced a streamlined invoice verification process using HubSpot that cut error rates by 36%.
  • Assisted in delivering data-driven solutions.

Accomplishments

  • Streamlined the cash forecasting process, enhancing visibility into cash flow by 29%, and aiding leadership in long-term financial planning.
  • Reduced month-end close processing time by 15 days by implementing a new reconciliation tool and automating repetitive tasks in Adobe Creative Suite to increase efficiency.
  • Ensured compliance with internal auditing standards by performing reconciliations for accounts receivable, reducing discrepancies by 84% over 8 months.
  • Supported accurate and timely processing of 5-plus monthly customer invoices, ensuring proper coding and adherence to revenue recognition policies.
  • Worked with multiple departments to consolidate budget information, leading to a 69% improvement in budget forecast accuracy for 2023.
  • Managed the reconciliation of general ledger accounts for a project with over $15 in transactions, maintaining 100% accuracy throughout the closing process.
  • Worked closely with project management to track departmental budgets, leading to a savings of 44% by identifying cost-efficient solutions in engineering.
  • Trained junior apprentices on tax preparation methods, contributing to a 42% increase in department-wide productivity during the metric tax season.
  • Developed financial process improvements, reducing the overall reconciliation period for accounts by 11 hours per month.
  • Revamped the invoicing process by implementing automated checks in Salesforce, lowering payment discrepancies by 47% within 3 months.

Affiliations

  • Member, Chartered Institute of Public Finance and Accountancy (CIPFA)
  • Member, Association of Accounting Technicians (AAT)
  • Completed Online Course: Financial Data Analytics with Excel, Tableau, 2016
  • Certified in Financial Management (CFM), International Association of Accountants
  • Graduate, Finance and Accounting Apprenticeship Program, Vantage, 2017
  • Participant, Certified Payroll Professional (CPP), American Payroll Association
  • Affiliate, International Association of Financial Executives Institutes (IAFEI)
  • Professional Member, National Association for Accounting Service Providers (NAASP)
  • Member, International Association of Accounts Payable Professionals (IAAPP)
  • Certified Management Accountant (CMA) Candidate, Institute of Management Accountants

Certifications

  • Financial Reconciliation and Auditing Certificate - procedure
  • SAP Certification for Financials - category
  • Financial Accounting Certification - process
  • Financial Analyst Specialist (FAS) Certification - method
  • Certified Bookkeeper – American Institute of Professional Bookkeepers (AIPB)
  • Bookkeeping Certification - framework
  • Financial Data Analysis Certification - metric
  • Accounting Technician Certification - procedure
  • Certified Accounts Payable Professional (CAPP) - process
  • Cost Accounting Certification - method

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