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Skills

  • Product ordering
  • Business operations
  • Cross-functional team collaboration
  • Weekly Payroll
  • Heavy lifting
  • Schedule management
  • Operational improvement
  • Vendor relationship management
  • Multi-Task Management
  • AR/AP

Work Experiences

  • Coordinated with external auditors during financial reviews, ensuring key documents were readily available and audits were completed ahead of schedule.
  • Created multi-threaded admin web applications based on category.
  • Assisted various business groups with document organization and dissemination during acquisitions.
  • Assisted in the budgeting process.
  • Used QuickBooks to create invoices, reports, and other deliverables on a monthly basis.
  • Assisted in preparing tax documents for 2022, ensuring compliance with relevant regulations and saving company $4 in potential penalties.
  • Assisted in the budgeting and forecasting process, providing data analysis and insights that led to more accurate financial projections.
  • Conducted an initial client assessment and analysis to begin the research process.
  • Coordinated with external auditors during financial reviews.
  • Coordinated the pre-planning of trips for Accounting Administrative Assistant's complex and frequently changing travel arrangements.

Summaries

  • Top-producing salesperson and industry expert in Miscellaneous.
  • Adept at delivering detailed financial insights.
  • Achieved more favorable payment terms.
  • Strengths in workflow optimization and data analysis backed up by Miscellaneous training.
  • Recognized for motivating management team members to achieve their goals and fostering innovative work environments.
  • Achieved a 71% reduction in document retrieval time.
  • Metric are well-understood.
  • Accounting Administrative Assistant is a multi-talented Accounting Administrative Assistant who is consistently rewarded for planning and operational improvements.
  • Costs were consistently reduced while profits were increased.
  • Motivated Accounting Administrative Assistant with experience managing large-scale projects, including budgeting and administration.

Accomplishments

  • Prepared and analyzed monthly financial data reports for product, aiding in strategic decision-making and ensuring adherence to budgets.
  • Ensured tax compliance for sales and use tax filings in Denver, avoiding penalties and keeping company fully compliant with local jurisdictions.
  • Supervised receipt of payments, ensuring all incoming payments were logged, reconciled, and deposited accurately, reducing discrepancies by 66%
  • Assisted in preparing tax filings by gathering vital financial data and documentation, leading to accurate filings and avoidance of penalties.
  • Managed the processing of over 18 purchase orders and system invoices weekly, ensuring that all vendor payments were timely and accurate.
  • Provided timely accounts receivable and payable aging reports to executives, reducing outstanding receivables by 77% within several months.
  • Prepared month-end reports with detailed general ledger analysis, reducing financial discrepancies by 59% and improving reporting efficiency.
  • Enhanced efficiency by developing an automated system for recurring transactions, saving 12 staff hours each month.
  • Proactively identified areas of potential cost savings in the procurement process, allowing for a 15% reduction in material costs.
  • Used Microsoft Excel to develop inventory tracking spreadsheets.

Affiliations

  • Association of Information Technology Professionals
  • Institute for Supply Management (ISM)
  • Financial Planning Association (FPA)
  • National Association for Female Executives (NAFE)
  • Junior Accountants Club at method
  • Payroll Certification initiative
  • Accounting & Financial Women's Alliance (AFWA)
  • American Marketing Association
  • Jaycees
  • Project Management Institute

Certifications

  • Excel Skills for Business Certificate from Macquarie University (Coursera) 2017
  • Certified Financial Services Auditor (CFSA) from the IIA
  • SHRM Certified Professional (SHRM-CP)
  • Accounting Technician Certification from the Association of Accounting Technicians
  • QuickBooks Certified User (QBCU) from Intuit system
  • Fundamentals of Financial Analytics Certificate from Brightline
  • Certified Payroll Manager (CPM) from the National Payroll Institute 2016
  • Project Management Professional (PMP)
  • ServSafe
  • SHRM Senior Certified Professional (SHRM-SCP)

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