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Skills

  • Organization
  • Cash flow management
  • Team building
  • Intuit QuickBooks specialist
  • MS Office
  • Process improvement
  • Cross-functional collaboration
  • Planning and coordination
  • Inventory management
  • Problem resolution

Work Experiences

  • Used my math skills to add up totals, double-check figures, and fix errors in physical and digital files.
  • Kept detailed records and receipts for nightly checks and vendor payments up to $15.
  • Scrutinized vendor invoices and expense reports for inconsistencies.
  • Was in charge of processing customer payments and setting up payment plans.
  • Procedure program was implemented to streamline project management, resulting in initiative.
  • Reduced time and costs while increasing efficiency by implementing new accounting procedures.
  • Designed 18 months budgets worth over $6 for a 9 person company.
  • Mitigated risk by maintaining full compliance when executing and tracking bank reconciliations, A/P, invoicing, billing, and collections for 5 employees.
  • Handled daily financial transactions such as verifying, classifying, computing, posting, and recording accounts payable data, as well as reconciling daily totals to ensure proper accounting.
  • Reconciled bank statements and credit cards monthly.

Summaries

  • Natural talent for calculating balances and numerical accuracy.
  • Data analysis and team leadership are consistently accurate when entering data.
  • With over 15 years of experience in strategic problem-solving, customer relationship management, financial reconciliations, general ledger accounting, and financial management, I am a resourceful and meticulous accountant.
  • Quality-driven Accounting Contractor with 6 years of experience supporting accounting functions with teammates.
  • Proven track record of reorganizing and modernizing financial operations.
  • 5 years of experience as a Night Auditor in team leadership.
  • Accounting Contractor is an analytical and well-organized Accounting Contractor who oversees project management and budget management with a trained eye.
  • Accounts Payable Clerk with 12 years of experience in account management in stakeholder engagement.
  • With training in process techniques, skilled in client relations.
  • Skilled in the use of Salesforce and the ability to work independently to achieve streamlined operations.

Accomplishments

  • Ensured timely and accurate sales tax filings for 10 entities across Austin, eliminating costly late penalties and improved cash flow forecasting.
  • Optimized the company's monthly close process, decreasing the close time from 4 days to 12 days while ensuring accuracy.
  • Effectively implemented a new tax strategy that saved 11 clients a combined $17 within 2024.
  • Worked collaboratively with cross-functional teams to restructure financial statements, resulting in more streamlined reporting and transparency.
  • Introduced a new vendor payment schedule, cutting down on late fees by $3 annually and improving vendor relationships.
  • Identified and corrected reporting errors across financial statements, ensuring compliance with GAAP and international reporting standards.
  • Generated detailed reports on overhead expenses, identifying areas for cost-cutting that resulted in a savings of $5 over 2022.
  • Revised overhead expense allocation methodologies, identifying areas for a 16 cost reduction over 8 months.
  • Created an Excel-based tool to automate the reconciliation process for 3 business units, improving efficiency by 16% and reducing errors.
  • Reduced vendor payment cycle time by 79% days through improved accounts payable processes, saving 5 on penalties annually.

Affiliations

  • Affiliated with local accounting chapters to contribute thought leadership on variances analysis best practices
  • Collaborated with the Accounting and Financial Women's Alliance (AFWA) to mentor young professionals
  • Member of the Association of Government Accounts (AGA), participating in internal audit procedure workshops
  • Certified Practitioner through the Chartered Institute of Public Finance and Accountancy (CIPFA)
  • Affiliated with the Society of Financial Service Professionals, attending industry seminars since 2024
  • Member of the Academy of International Business (AIB), focused on global business taxation compliance
  • Involved in the Chartered Financial Analyst (CFA) Institute's continuing professional education programs
  • Member of the Association of Certified Fraud Examiners (ACFE) with focus on financial audit procedures
  • Current member of the Financial Planning Association (FPA), focusing on corporate financial advisory services
  • Member of the American Institute of Certified Public Accountants (AICPA) since 2024

Certifications

  • IFRS Certificate method
  • Cisco Certified Network Associate (CCNA)
  • Project Management Professional (PMP)
  • Certified Business Analysis Professional (CBAP)
  • SHRM Senior Certified Professional (SHRM-SCP)
  • SAP ERP Financials Certification framework
  • Xero Advisor Certified standard
  • Chartered Global Management Accountant (CGMA) - Beacon Labs
  • CompTIA A+ Technician
  • Certified in Financial Forensics (CFF) – AICPA

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