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Skills

  • General ledger reconciliation
  • Fixed asset reporting familiarity
  • Supervision
  • General ledger accounting expertise
  • Communication skills for vendor and client relationships
  • MS Office
  • Efficient reconciliation of banking discrepancies
  • First Aid/CPR
  • Team building
  • Project organization

Work Experiences

  • Developed customer rapport, which resulted in initiative through workflow optimization and vendor management.
  • Used my mathematical skills to calculate and verify figures in all aspects of accounting systems on a daily basis.
  • Accelerated month-end closing process by 13 days through improved journal entry validations and reconciliations.
  • Used HubSpot to analyze finances and create detailed forecasting reports.
  • Collected, verified, and documented data by reviewing category, process, and category documents.
  • Was in charge of automating office procedures like correspondence management, recordkeeping, and online communication.
  • Checked data and information for accuracy in entry, calculations, and billing codes.
  • Handled data, client communications, and filling procedures with the new and improved process system.
  • By using the metric program to create daily spreadsheets, I was able to streamline financial reporting.
  • Entered financial data and payments to ensure that employees and vendors were paid accurately and on time.

Summaries

  • QuickBooks, Oracle, and custom accounting software are among the software applications with which he is familiar.
  • Successful at keeping accounts up to date and accurate in order to maintain compliant financial records.
  • Stakeholder engagement and project management are being offered to a new initiative opportunity.
  • Qualified Night Auditor with extensive experience in metric financial reporting and analysis, as well as HubSpot training.
  • With a commitment to efficiency, accuracy, and modernization, knowledgeable about Microsoft Excel.
  • Resourcefulness, accuracy, and extensive knowledge of strategic planning have all been demonstrated in the past.
  • Personable with a strong commitment to achieving objectives, modernizing systems, and carefully managing process documentation.
  • Expert in the use of Asana and ledger verification, as well as excellent customer service skills.
  • Deep knowledge of Salesforce and framework financial recording.
  • Observational Night Auditor with system financial experience of 16 years.

Accomplishments

  • Utilized SAP to streamline accounts payable processing, achieving faster cycle times by 58%.
  • Automated financial data entry using Asana, reducing data entry time by 23% and increasing efficiency across accounting workflows.
  • Used Microsoft Excel to develop inventory tracking spreadsheets.
  • Monitored cash flow projections for capital projects exceeding $2, ensuring consistent fund availability and mitigating potential delays.
  • Created and maintained detailed monthly closing schedules, improving cross-department coordination and increasing closing speed by 33%.
  • Created customized payment plans for major clients, increasing on-time payments by 46%.
  • Managed vendor relationships, resulting in improved payment terms and reduction in late fees by $17 annually.
  • Performed risk analysis on financial transactions, helping to prevent potential losses of over $12 annually.
  • Successfully performed monthly variance analysis, identifying key financial discrepancies that reduced expenses by $4.
  • Collaborated with team of 13 in the development of process.

Affiliations

  • CPA Exam Review Alumni Association
  • Society of Women Engineers
  • Educational Member of Excel & Advanced Data Analytics Mentorship Groups
  • Project Management Institute (PMI) - Targeted at accounting-related projects
  • Toastmasters
  • Freemason
  • Association of Chartered Certified Accountants (ACCA)
  • Institute of Management Accountants (IMA)
  • Financial Executives International (FEI)
  • Certifying & Professional Affiliates of Enterprise Resource Planning (ERP) platforms QuickBooks

Certifications

  • Google Certified Professional Cloud Architect
  • Certified Bookkeeper (CB)
  • Certified Information Systems Auditor (CISA)
  • Certified Business Analysis Professional (CBAP)
  • Certified Public Accountant (CPA)
  • Salesforce
  • Project Management Professional (PMP)
  • Accounts Receivable Specialist (ARS) Certification metric
  • Advanced Excel Certification program 2020
  • Advanced Accounting with ERP Systems Certification Microsoft Excel 2017

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