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Skills

  • Expense tracking and petty cash management
  • Budget Forecasting and Strategic Planning
  • Payroll Data Verification and Compliance
  • Improving Payment Processing Times
  • Time management and workflow efficiency
  • Audit support and coordination
  • Invoice Processing and Documentation Management
  • Tax regulation knowledge
  • Cross-Department Collaboration for Financial Reporting
  • Improving Decision-Making with Data-Driven Insights

Work Experiences

  • Assisted in the management of accounts receivable.
  • Achieved cost reduction of $10.
  • Commended by management for consistently maintaining an error-free record in handling escalated vendor payment issues.
  • Achieved a President's Club-winning clean audit.
  • Applied accounting standards during audits of internal controls and financial data, reducing reporting anomalies by $10 for 2018.
  • Conducted market research on HubSpot pricing trends.
  • Collaborated with senior accountants and external auditors.
  • Analyzed and tracked sales orders to ensure accuracy in revenue recognition, reducing discrepancies by 62% during month-end closing.
  • Contributed to a 82% improvement in overall predictions.
  • Assisted in maintaining the accuracy of general ledger accounts and conducted regular account reconciliations to support month-end and year-end closings.

Summaries

  • Dedicated Account Apprentice familiar with expense tracking and petty cash management. Introduced more accurate tracking methods that reduced time-consuming reconciliations by 50%, enabling faster financial report generation.
  • Contributed to overall efficiency improvement by 18%.
  • Collaborated with auditors and senior staff.
  • Adept at ensuring compliance with internal policies.
  • Committed to applying innovative solutions for accounting improvements.
  • Aided in timely and accurate financial report submissions.
  • Adept at collaborating across departments to achieve accuracy.
  • Adept at improving financial accuracy.
  • Aided in strategic planning.
  • Ambitious Account Apprentice with experience in budget development.

Accomplishments

  • Led a team initiative to perform a detailed fixed asset audit that addressed discrepancies, reducing errors in capital asset reporting by 68%.
  • Contributed to operational budget planning sessions, enabling executives to forecast expenses with 44% higher accuracy for the 2017.
  • Worked closely with project management to track departmental budgets, leading to a savings of 44% by identifying cost-efficient solutions in engineering.
  • Improved the vendor relationship management process, reducing time to resolve payment disputes from 14 to 12 business days.
  • Revamped the invoicing process by implementing automated checks in Salesforce, lowering payment discrepancies by 47% within 3 months.
  • Leveraged Jira to track company expenses and report budget variances, consistently identifying savings opportunities of 67% in discretionary funding.
  • Facilitated communication between vendors and accounting departments to resolve open payables within 5 business days, resulting in improved supplier relations.
  • Streamlined the cash forecasting process, enhancing visibility into cash flow by 29%, and aiding leadership in long-term financial planning.
  • Led efforts to increase departmental awareness of cash management procedures, which led to a 79% reduction in unapproved expenses.
  • Partnered with external auditors for year-end reviews, contributing to zero audit adjustments by effectively organizing financial records and documentation.

Affiliations

  • Attended, Advanced Bookkeeping Course, Northwind, 2022
  • Member, Association of Accounting Technicians (AAT)
  • Participant, Emerging Leaders Program, Northwind, 2020
  • Participant, Certified Public Accountant Program (CPA Prep) 2023
  • Member, Chartered Institute of Management Accountants (CIMA)
  • Affiliated with the National Association of Black Accountants (NABA)
  • Member, National Management Accounting Association (NMAA)
  • Scored 6% in Microsoft Excel Advanced Skills Certification, method, 2022
  • Student Chapter Member, Beta Alpha Psi (BAP), program
  • Affiliated with the Payroll Professionals Network (PPN), process

Certifications

  • Fundamentals of Financial Accounting - metric(Optional)
  • ACCA Qualification (Association of Chartered Certified Accountants) - category
  • Accounts Receivable Specialist (ARS) - framework
  • Cost Accounting Certification - method
  • Financial Data Analysis Certification - metric
  • Associate Chartered Accountant (ACA) - process
  • Bookkeeping Certification - framework
  • Certified Financial Services Auditor (CFSA) - Institute of Internal Auditors (IIA)
  • Certification in Financial Modeling & Valuation - framework
  • QuickBooks ProAdvisor Certification - process

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