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Skills

  • Organization
  • Advanced bookkeeping skills
  • Account reconciliation specialist
  • Hyperion Financial Management specialist
  • Operational improvement
  • Advanced Excel and financial modeling
  • Intuit QuickBooks specialist
  • Risk assessment and mitigation
  • Corporate tax planning knowledge
  • Financial modeling capability

Work Experiences

  • Collaborated with cross-functional teams.
  • Assisted in the preparation of quarterly financial statements.
  • Achieved audit clearance with no findings.
  • Aligned financial activities with strategic goals.
  • Achieved zero compliance issues.
  • Taught accounting principles and company procedures to new employees.
  • Achieved timely and accurate reporting for audit compliance.
  • Advised on acquisition strategies.
  • Used Workday to accurately calculate payroll deductions and processed payroll to meet predetermined deadlines.
  • Achieved tax savings of $5.

Summaries

  • Accomplished in managing large-scale budgets.
  • All expenses are meticulously tracked, and accounts are reconciled on a regular basis.
  • Achieved zero compliance issues.
  • Workday and HubSpot are two of my strongest skills.
  • Within Miscellaneous, senior Accounting Advisor and outstanding performer in performance reporting and risk assessment.
  • Adept at working across departments.
  • Costs were consistently reduced while profits were increased.
  • Achieved increased financial stability.
  • Proficient at gAAP, ledger updates, and report writing.
  • Achieved zero financial discrepancies.

Accomplishments

  • Effectively managed regular tax filings and coordinated with external auditors, achieving a 'clean' audit for 2023 with zero issues identified.
  • Prepared 3 detailed financial projections and analyses that were used in procedure, directly resulting in a project funding approval of $2.
  • Successfully implemented procedure across 6 regional offices, resulting in a 80% enhancement in financial data transparency and operational efficiency.
  • Developed individual tax optimization plans, saving clients an average of $12 over 5 years by leveraging various tax deductions and credits.
  • Provided financial advisory services during the acquisition process, helping clients reduce operational costs by $7 through strategic recommendations.
  • Designed and implemented cost accounting measures that improved gross margins by 20% within 15 months.
  • Optimized tax filing procedures for Ironclad Systems, reducing preparation time by 9 hours per month and ensuring full compliance with industry standards.
  • Conducted detailed financial statement reporting and analysis for operations, resulting in improved financial transparency and $16 in savings.
  • Utilized method to automate month-end closing processes, reducing cycle time by 26% and minimizing chances of reporting errors.
  • Created a KPI dashboard for real-time financial metrics monitoring, leading to a 29% improvement in decision-making speed across departments.

Affiliations

  • International Council of Nurses
  • Association for Financial Professionals (AFP)
  • Young CPA Network
  • Association of Information Technology Professionals
  • Chartered Financial Analyst (CFA), affiliated with CFA Institute
  • Financial Accounting Standards Board (FASB)
  • National Association of Tax Professionals (NATP)
  • Rotary International
  • Association of Certified Fraud Examiners (ACFE)
  • Association for Accounting Marketing (AAM)

Certifications

  • Certified Budgeting Professional (CBP)
  • Enrolled Agent (EA) - process
  • Cisco Certified Network Associate (CCNA)
  • Certified Fixed Asset Accountant (CFAA)
  • Advanced Professional Certificate in Taxation program
  • Apple Certified Associate (ACA)
  • Certified Management Accountant (CMA)
  • Advanced Diploma in Accounting and Business (ACCA)
  • Cisco Certified Internetwork Expert (CCIE)
  • Financial Risk Management Certification (FRM)

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