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Skills

  • Cost-Saving Analysis and Reporting
  • Project organization
  • Budgets
  • Month-end and year-end closings
  • Audit coordination
  • Adaptation to new technology (ERP Systems)
  • General ledger maintenance
  • Team management
  • Developing internal control procedures
  • Budget forecasting and allocations

Work Experiences

  • Processed payroll for 16 employees, including commissions, taxes, paid time off, and healthcare benefits each two years.
  • Handled data, client communications, and filling procedures with the new and improved metric system.
  • Achieved a clean audit for 2016.
  • By using the method program to create daily spreadsheets, I was able to streamline financial reporting.
  • Achieved results within one year.
  • Devised effective emergency procedures in order to free up time for introducing new projects.
  • Reconciled the company's bank, credit card, and line of credit accounts, investigating and resolving discrepancies in order to keep the accounts audit-ready every three years.
  • Achieved a 64% reduction in errors.
  • Double-checked ledger postings for accuracy and account balances.
  • Increased client loyalty and satisfaction with prompt, thorough, and timely resolutions.

Summaries

  • Professional accountant with 17 years of strategic planning, customer relationship management, and account reconciliation experience.
  • Deep knowledge of Tableau and procedure financial recording.
  • Resourcefulness, accuracy, and extensive knowledge of cross-functional collaboration have all been demonstrated in the past.
  • Bookkeeper with 4 years of experience working for category of businesses.
  • Known for achieving metric by completing initiative efficiently and managing metric accounts.
  • Fantastic mathematical abilities with a track record of precision.
  • With 8 years of experience working with category accounts, Precise Accounts Payable Specialist.
  • Detail-oriented employee with a track record of resourcefulness and dependability.
  • Professional with exceptional documentation management skills and process development expertise initiative.
  • QuickBooks is a skill that I've honed over the years.

Accomplishments

  • Executed year-end and quarterly reconciliations for framework, ensuring timely and accurate reporting of financial statements to both internal and external stakeholders.
  • Refined the month-end closing process, shaving off 3 days from the overall reporting cycle.
  • Improved accounts receivable collection processes, reducing aging invoices by 15% over a several months-month period.
  • Used Microsoft Excel to develop inventory tracking spreadsheets.
  • Led process improvements in payroll procedures, ensuring 100% compliance with new state regulations.
  • Resolved product issue through consumer testing.
  • Efficiently managed and closed monthly general ledger, reducing variance between actual and forecasted financial outcomes by 52%.
  • Restructured the accounts receivable process to reduce the payment collection period by 12 days.
  • Reduced discrepancies in monthly financial reports by 84% by overseeing a team and implementing quality control checkpoints.
  • Reviewed expense reports and identified cost-saving opportunities amounting to $13 annually, boosting operational efficiency.

Affiliations

  • International Council of Nurses
  • Financial Executives International (FEI)
  • Project Management Institute
  • American Society of Safety Professionals
  • National Financial Educators Council (NFEC)
  • Association of Government Accountants (AGA)
  • International Federation of Accountants (IFAC)
  • Association of Chartered Certified Accountants (ACCA)
  • Society for Financial Professionals (SFP)
  • National Association of Tax Professionals (NATP)

Certifications

  • Financial Services Audit Certification Vantage
  • Microsoft Excel Certification
  • Accredited Business Accountant (ABA)
  • Certified Accounts Receivable Specialist (CARS)
  • Xero Advisor Certification, framework
  • Data Analytics and Audit Software Certification Power BI
  • Chartered Global Management Accountant (CGMA)
  • Advanced Sage Accounting Software Certification
  • Salesforce
  • Apple Certified Associate (ACA)

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