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Skills

  • Operational improvement
  • Attention to detail in financial operations
  • Proficient in Sage
  • Statutory Reporting
  • MS Office
  • Budgets
  • Team management
  • Process improvement
  • ERP software
  • Audit coordination

Work Experiences

  • Double-checked ledger postings for accuracy and account balances.
  • Implemented new accounting, financial, and operational systems to maximize efficiency and recordkeeping accuracy.
  • Used HubSpot to input financial data and generate reports.
  • Processed payroll for 7 employees, including commissions, taxes, paid time off, and healthcare benefits each three years.
  • Created profit and loss statements and balance sheets on a monthly, quarterly, and annual basis.
  • Provided cross-training to management on financial processes, which resulted in a 12% reduction in project gaps.
  • Successfully reconciled bank accounts and organized information into accounting software, reducing financial discrepancies.
  • Increased client loyalty and satisfaction with prompt, thorough, and timely resolutions.
  • Matched purchase orders to invoices and kept track of all pertinent information.
  • Assisted management by processing invoices and documents and ensuring that they were delivered on time every time.

Summaries

  • Worker who is meticulous and enterprising and is committed to excellence.
  • Expert Accounts Payable Specialist with in-depth knowledge of data analysis.
  • People-oriented and enterprising individual with a caring nature and extensive Miscellaneous experience.
  • Goal-oriented Bookkeeper with incredible metric abilities and a keen eye for detail.
  • With a commitment to efficiency, accuracy, and modernization, knowledgeable about Workday.
  • Accounting Clerk with strong math skills and a broad understanding of client relations and standard financial management.
  • Personable with a strong commitment to achieving objectives, modernizing systems, and carefully managing system documentation.
  • Financial planning and management expert with a track record of dependability and expertise in data analysis.
  • Expert at client relations.
  • Professional at resolving account and data inconsistencies and using ServiceNow.

Accomplishments

  • Collaborated with team of 4 in the development of system.
  • Reviewed and posted intercompany transactions for 9 business entities, ensuring accurate tax reporting and timely financial statements.
  • Worked closely with finance department to reconcile intercompany balances and ensure consistency across 9 entities.
  • Reconciled discrepancies across accounts receivable, collecting over $13 in outstanding balances within 2 months.
  • Reduced outstanding vendor balances by $15, improving supplier relationships and securing better payment terms for future contracts.
  • Streamlined the accounts payable process, reducing payment error rates by 45% and saving approximately $10 annually.
  • Collaborated with external auditors during 2019 financial audit, contributing to successful completion with no material discrepancies identified.
  • Assisted in implementing audit recommendations that enhanced internal controls and minimized risk exposure by 50%.
  • Prepared and reviewed journal entries for monthly close processes, cutting closing time by 11 days for accurate reporting.
  • Prepared and managed monthly cash flow forecasts leading to a 43% increase in financial accuracy for decision-making.

Affiliations

  • Chartered Financial Analyst (CFA) Institute – Member
  • Supporting member of Business Financial Management Institute (BFMI)
  • Association of Government Accountants (AGA)
  • Institute of Management Accountants (IMA)
  • American Institute of Certified Public Accountants (AICPA)
  • Participant in local Economic Development Association
  • Lean Six Sigma certification or active participant in financial process improvement initiatives
  • International Council of Nurses
  • Association of Information Technology Professionals
  • National Association of Certified Public Bookkeepers (NACPB)

Certifications

  • Apple Certified Associate (ACA)
  • Project Management Professional (PMP)
  • Certified Management Accountant (CMA)
  • Certified Accounts Payable Professional (CAPP)
  • CAPM – Certified Associate in Project Management
  • CompTIA A+ Technician
  • Certified Public Accountant
  • Certified Budget Specialist (CBS)
  • Risk Management Assurance (CRMA) Certification
  • Certified Accounts Receivable Professional (CARP)

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