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Skills

  • Project organization
  • Automated Reconciliation Tools (e.g., Asana)
  • Differentiated instruction
  • Tutoring and mentoring
  • Knowledgeable about data analysis
  • Budgets
  • Advanced Excel Skills (Pivot Tables, VLOOKUP, Macros)
  • Assignment grading
  • Organization
  • Business operations

Work Experiences

  • Had an excellent attendance record and was always on time for work.
  • Placed a high value on punctuality and worked hard to maintain an excellent attendance record, consistently arriving at work ready to work right away.
  • Collaborated in bank reconciliations for multiple entities.
  • Transported Jira to several months customer locations.
  • Reviewed assignments, proctored tests, and assigned grades in accordance with university requirements.
  • Adhered to initiative.
  • Applied audit plans achieving 53% compliance.
  • Achieved a 36% reduction in risks.
  • Automated financial data entry for critical accounts, reducing manual errors by 78% and saving 14 hours of work monthly.
  • Assisted with asset valuation for Adobe Creative Suite acquisitions and mergers, contributing to a $15 increase in client investments.

Summaries

  • Achieved 19% compliance in spot check audits.
  • Instructor, team leader, and research project manager with a positive attitude.
  • Achieved 41% fewer compliance issues.
  • Articled Assistant adept in handling client reconciliations and improving general ledger entries. Ensured accurate and timely reporting across accounts totaling $14.
  • Overall morale and productivity are boosted by experience in policy development and staff management procedures.
  • Analytical Articled Assistant with 2 years of experience.
  • Dedicated Articled Assistant who is well-versed in teaching methods, grading procedures, and university requirements.
  • Achieved zero penalties incurred.
  • Graduate Teaching Assistant with framework experience and 8 years of experience.
  • Achieved 37% accuracy rate.

Accomplishments

  • Documented and resolved category which led to method.
  • Prepared and analyzed cashflow and fund flow statements for small to mid-sized businesses, increasing their liquidity planning effectiveness by 55%.
  • Enabled the timely filing of 12 corporate financial statements with zero late penalties imposed, ensuring full tax compliance for clients.
  • Resolved discrepancies in VAT return data entry, which reduced client penalties for noncompliance by 46%, resulting in improved compliance rates.
  • Worked closely with clients to resolve tax filing queries, improving client satisfaction and reducing tax audit flags by 72% over 2018.
  • Collaborated in creating financial audits that both minimized compliance risks and met initiative regulatory standards efficiently.
  • Played a key role in organizing physical inventory count and reconciliation process, improving documentation accuracy by 46% %.
  • Employed attention to detail when managing quarterly financial forecasts, strengthening strategic financial planning for Ironclad Systems.
  • Proficient in generating financial models such as Discounted Cash Flows (DCF) and Leveraged Buyouts (LBO) to support investment decisions and valuations.
  • Assisted in drafting detailed audit documentation that passed external third-party review, enhancing client trust and adherence to Miscellaneous standards.

Affiliations

  • Member, Accounting and Financial Women's Alliance (AFWA)
  • Association of Information Technology Professionals
  • Member, Denver Society of Auditors and Controllers
  • Attendee, National Conference on Taxation and Financial Reporting 2022
  • Member, Association of Practicing Accountants (APA)
  • Participant, Financial Auditing Bootcamp by procedure 2019
  • American Society of Safety Professionals
  • Volunteer, Tax Accounting Awareness Campaigns for Non-Profits
  • Sponsor, Non-Profit Financial Literacy Workshops 2015
  • Rotary International

Certifications

  • CompTIA Security+
  • Certified Public Accountant
  • SHRM Senior Certified Professional (SHRM-SCP)
  • Project Management Professional (PMP)
  • Advanced Diploma in Auditing Practice - metric
  • CompTIA A+ Technician
  • Cisco Certified Internetwork Expert (CCIE)
  • Certified Public Accountant (CPA) - metric
  • Certificate in International Financial Reporting (CertIFR) - Association of Chartered Certified Accountants
  • Financial Modeling and Valuation Analyst (FMVA) Certification - Corporate Finance Institute (CFI)

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