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Skills

  • Automating billing processes
  • Budgets
  • First Aid/CPR
  • Process improvement
  • Statutory Reporting
  • Cost accounting
  • Ability to prioritize multiple deadlines
  • Attention to detail
  • Relationship development
  • Problem resolution

Work Experiences

  • Increased client loyalty and satisfaction with prompt, thorough, and timely resolutions.
  • Assisted management by processing invoices and documents and ensuring that they were delivered on time every time.
  • Communicated with customers to track down and resolve unpaid invoices.
  • Compiled budget figures by looking over previous budgets, estimating income, and calculating expenses.
  • Used Salesforce to input financial data and generate reports.
  • Was in charge of a 6-employee team, as well as day-to-day accounting processes and financial accuracy.
  • Kept track of the company's finances by creating quarterly and annual balance sheets.
  • Implemented new accounting, financial, and operational systems to maximize efficiency and recordkeeping accuracy.
  • Identified and suggested remedies for areas in need of improvement based on detailed daily reports and analysis.
  • Successfully reconciled bank accounts and organized information into accounting software, reducing financial discrepancies.

Summaries

  • QuickBooks, Oracle, and custom accounting software are among the software applications with which he is familiar.
  • Tableau is a skill that I've honed over the years.
  • Trained in the use of Tableau.
  • Accounting expert with 6 years of experience keeping financial records and reviewing account activity.
  • Resourcefulness, accuracy, and extensive knowledge of project management have all been demonstrated in the past.
  • Expert in the use of Adobe Creative Suite and ledger verification, as well as excellent customer service skills.
  • Worker who is meticulous and enterprising and is committed to excellence.
  • Accounts Executive Intern with a 4-year track record in billing and collections, as well as a strong grasp of legal procedures and legislation.
  • Deep knowledge of Workday and system financial recording.
  • Goal-oriented Bookkeeper with incredible procedure abilities and a keen eye for detail.

Accomplishments

  • Optimized cash flow management by quickly processing payments for over 15 invoices monthly, improving cash forecasting.
  • Executed audits of corporate credit card transactions, flagging and mitigating fraudulent charges, preventing $14 in losses.
  • Resolved product issue through consumer testing.
  • Used Microsoft Excel to develop inventory tracking spreadsheets.
  • Led data migration efforts to new accounting software, improving team efficiency and reducing time spent on reconciliations by 15%.
  • Collaborated with procurement to reconcile vendor disputes, resolving outstanding balances and recovering $13 in overpaid invoices.
  • Analyzed accounts payable reports, leading to the identification of $7 in discrepancies which were resolved within 18 months.
  • Balanced multiple tasks and deadlines by utilizing effective time management strategies during high-volume financial cycles.
  • Tracked recurring expenses and drafted variance reports, ensuring accurate records and reducing discrepancies by 64%.
  • Documented and resolved standard which led to framework.

Affiliations

  • American Medical Informatics Association
  • Association for Supply Chain Management (APICS)
  • IRS Volunteer Income Tax Assistance (VITA) Program
  • Financial Accounting Standards Board (FASB) - Volunteer Opportunities
  • International Federation of Accountants (IFAC) Youth Chapter
  • Junior Global Accounting Forum
  • Financial Planning Association (FPA) - Student Section
  • Student Government Association - Treasurer
  • Jaycees
  • National Society of Accountants (NSA)

Certifications

  • ACCA (Association of Chartered Certified Accountants)
  • Certified Application Specialist (CAS) in SAP from Lakeside Partners
  • Google Certified Professional Cloud Architect
  • Certified Accounts Payable Specialist (CAPS)
  • Certified Public Accountant
  • CompTIA Network+
  • Certified Payroll Professional (CPP)
  • Investment Foundations Certificate from CFA Institute
  • Diploma in Accounting from Summit Group
  • Project Management Professional (PMP)

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