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Skills

  • Team building
  • Project organization
  • Strong analytical skills
  • Team management
  • Proficient in Sage
  • Peachtree proficiency
  • Cross-functional collaboration
  • Statutory Reporting
  • Problem resolution
  • MS Office

Work Experiences

  • Achieved a 19% improvement in accuracy.
  • Handled data, client communications, and filling procedures with the new and improved category system.
  • Collected, verified, and documented data by reviewing metric, procedure, and program documents.
  • Aided the day staff by performing daily computer backups, virus scans, and software updates.
  • Achieved results within 8 months months.
  • Analyzed existing reporting systems.
  • Reconciled account information and reported figures in the general ledger by comparing them to the bank account statement each month.
  • Developed customer rapport, which resulted in metric through performance reporting and risk assessment.
  • Was in charge of managing and responding to all customer and vendor correspondence and inquiries.
  • Processed payroll for 12 employees, including commissions, taxes, paid time off, and healthcare benefits each 18 months.

Summaries

  • Professional who is well-organized, diligent, and focused.
  • Worker who is meticulous and enterprising and is committed to excellence.
  • Professional accountant with 2 years of strategic planning, customer relationship management, and account reconciliation experience.
  • Team leadership and budget management are being offered to a new process opportunity.
  • People-oriented and enterprising individual with a caring nature and extensive Miscellaneous experience.
  • Accounting expert with 3 years of experience keeping financial records and reviewing account activity.
  • Accounting Clerk with 15 years of experience in system financial management and the use of Power BI.
  • Accounting Manager with extensive expertise in project management and 14 years of experience.
  • HubSpot is a skill that I've honed over the years.
  • Trained in the use of Microsoft Excel.

Accomplishments

  • Developed an expense reduction strategy that decreased operational costs by 18%, directly improving financial standing.
  • Collaborated with team of 17 in the development of framework.
  • Reconciled discrepancies in the general ledger for 14 months reports, ensuring compliance with GAAP standards and improving accuracy by 73%.
  • Established procedures for maintaining financial documentation, increasing accuracy and legal compliance for audits.
  • Managed daily cash flow summaries, ensuring company liquidity needs were met efficiently and promptly.
  • Coordinated quarterly financial audits with external auditors, achieving a clean audit with no material misstatements.
  • Prepared detailed cash flow forecasts used to manage liquidity and optimize investment opportunities for over $14 in company reserves.
  • Supported junior financial analysts in data consolidation, increasing overall team efficiency and output by 17%.
  • Reviewed and processed expense reports within 16 business days, ensuring expense policy compliance and timely reporting.
  • Collaborated with department heads to ensure consistent reporting, improving the company's financial transparency and accountability.

Affiliations

  • Association of Information Technology Professionals
  • Certified Management Accountant (CMA) - Institute of Management Accountants
  • National Association of Certified Public Bookkeepers (NACPB)
  • Lions Club
  • Association of College and University Auditors (ACUA)
  • Financial Executives International (FEI)
  • Certified Public Accountant (CPA)
  • Right Networks Accounting Technology Group
  • General Ledger Users Group
  • International Association of Administrative Professionals

Certifications

  • CompTIA A+ Technician
  • Certified Government Auditing Professional (CGAP)
  • Certified Data Analyst (CDA) - Harbor & Co.
  • Project Management Professional (PMP)
  • Cisco Certified Internetwork Expert (CCIE)
  • Microsoft Certified Systems Engineer (MCSE)
  • SHRM Certified Professional (SHRM-CP)
  • Sage Intacct Certification
  • Chartered Global Management Accountant (CGMA)
  • QuickBooks Certified User

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