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Skills

  • Fraud detection & prevention
  • General ledger reconciliation
  • Budget management assistance
  • Time management in high-volume environments
  • Client Payment Reconciliation
  • Regulatory compliance knowledge (initiative)
  • Cash discrepancy resolution
  • Expense report generation
  • Automated Financial Data Entry
  • Financial Record Organization

Work Experiences

  • Conducted detailed expense analysis.
  • Assisted with tax preparation.
  • Analyzed stock records.
  • Kept track of inventory worth (insert the amount) dollars.
  • Created a manual that simplified the accounting process for future accountants.
  • Cut down retrieval time by 55%.
  • Automated data entry processes in QuickBooks, cutting processing time by 68% and increasing overall financial reporting efficiency.
  • Achieved this for 2021.
  • Created monthly financial forecasting reports that aided in the accurate prediction of cash flows by $2 over one year.
  • Aided in the accurate prediction of cash flows.

Summaries

  • Analytical Bookkeeping Intern proficient in generating detailed financial reports, reducing month-end close cycle by 42%. Specialized in supporting payroll and expense forecasting for budget-conscious departments.
  • Collaborated with cross-functional teams.
  • Centralized over 12 documents for easier access and review.
  • Bookkeeping Intern with a focus on fraud prevention and audit support, contributing to the early detection of fraudulent activity valued at $18. Assisted with optimizing financial control measures.
  • Detail-focused Bookkeeping Intern.
  • Contributed to team decisions made 81% faster.
  • Adept at designing expense tracking systems in QuickBooks.
  • Accomplished Bookkeeping Intern with a sharp eye for detail in financial reporting and reconciliation processes. Supported management in uncovering over $16 in discrepancies, implementing corrective measures during 2018.
  • Accomplished Bookkeeping Intern experienced in expense analysis and budget tracking, playing a key role in reducing departmental costs by $18 per quarter without compromising service delivery standards.
  • Adept Bookkeeping Intern with considerable experience in payroll processing and bank statement reconciliation for an organization of 13 employees. Maintained zero discrepancies in all payroll entries.

Accomplishments

  • Conducted monthly bank reconciliations for multiple accounts, successfully identifying and resolving discrepancies, resulting in a 63% improvement in reconciliation time.
  • Generated timely journal entries for end-of-month financial reconciliations, meeting all established deadlines for 2016.
  • Maintained up-to-date accounting records within Asana, resulting in a 28% error-free audit for 2018.
  • Reduced unnecessary expenses by 66% through strategic allocation of funds and detailed review of monthly expenditures.
  • Produced accurate financial reports by carefully reviewing and organizing receipts across departments, reconciling balances in accordance with standard.
  • Collaborated with accounting team to reduce outstanding receivables by $12, improving the company's cash flow management by 72%.
  • Revised and corrected 56% of inaccurate transactions in a financial review project, recovering over $15 in lost revenue.
  • Supported preparation of financial statements by reviewing and categorizing business expenses across departments, identifying $18 in tax savings for 2024.
  • Enhanced efficiency by developing document filing systems that achieved a 54% reduction in document retrieval time.
  • Executed 14 payroll transactions each month, ensuring adherence to Austin labor laws regarding tax withholding and other deductions.

Affiliations

  • Volunteer Bookkeeper, system
  • Member, Local Accounting and Finance Society Austin
  • Attendee, National Bookkeepers Conference 2018
  • Certified in Payroll Fundamentals, standard
  • Certified in SAP Accounting Automation by Power BI
  • Volunteer Tax Preparer, IRS Volunteer Income Tax Assistance (VITA) Program
  • Affiliate, International Association of Bookkeepers (IAB)
  • Member, Student Accounting Association at procedure
  • Member, Beta Alpha Psi, International Honor Organization for Financial Information Professionals
  • Active Student Member, Institute of Bookkeepers

Certifications

  • Certified Public Bookkeeper (CPB) - 2021 - National Association of Certified Public Bookkeepers (NACPB)
  • Accounting and Financial Statement Analysis Certification - 2015 - category
  • Business and Financial Modeling Specialization - 2023 - Coursera by University of Pennsylvania
  • Payroll Clerk Certification - 2024 - National Association of Certified Public Bookkeepers (NACPB)
  • Advanced Financial Reporting Certification - 2017 - procedure
  • Financial Analysis and Reporting - 2015 - edX by Indiana University
  • Analyzing and Visualizing Data with Excel - 2018 - Microsoft
  • Certified QuickBooks ProAdvisor - 2021 - Intuit QuickBooks
  • Financial Accounting Certification - 2016 - edX by Harvard Business School
  • Fundamentals of Payroll Certification - 2024 - American Payroll Association (APA)

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