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Skills

  • Financial Management
  • Strategic financial planning
  • Workflow Optimization
  • Financial data analysis
  • ERP software
  • Organization
  • MS Office
  • Vendor relationship management
  • Statutory Reporting
  • Data entry

Work Experiences

  • Achieved a 63% reduction in operating expenses.
  • Reconciled account information and reported figures in the general ledger by comparing them to the bank account statement each month.
  • Set up a QuickBooks accounting system to keep track of my finances.
  • Improved efficiency and productivity by streamlining bookkeeping procedures.
  • Reconciled the company's bank, credit card, and line of credit accounts, investigating and resolving discrepancies in order to keep the accounts audit-ready every the past year.
  • Checked data and information for accuracy in entry, calculations, and billing codes.
  • Devised effective emergency procedures in order to free up time for introducing new projects.
  • Handled data, client communications, and filling procedures with the new and improved method system.
  • Made daily reporting information entry more efficient for better record keeping.
  • Achieved results within 6 months.

Summaries

  • Fantastic mathematical abilities with a track record of precision.
  • Trained in the use of Salesforce.
  • Through open communication and clearly defined guidelines, skilled Executive Accounting Associate is highly effective at developing positive and productive working relationships with employees.
  • Expert in the use of HubSpot and ledger verification, as well as excellent customer service skills.
  • Accounting Clerk with 14 years of experience in process financial management and the use of HubSpot.
  • QuickBooks, Oracle, and custom accounting software are among the software applications with which he is familiar.
  • Personable with a strong commitment to achieving objectives, modernizing systems, and carefully managing standard documentation.
  • Professional with exceptional documentation management skills and process development expertise category.
  • With a commitment to efficiency, accuracy, and modernization, knowledgeable about Asana.
  • Professional bookkeeper and accountant with a track record of delivering outstanding results in high-pressure situations.

Accomplishments

  • Reduced manual errors by 31% through the implementation of automated data-entry tools in AP/AR processes.
  • Partnered with senior management to identify and execute financial forecasting models, improving long-term financial strategy at Ironclad Systems.
  • Developed a centralized financial dashboard that provided real-time insights into cash flows and key performance indicators.
  • Created standardized processes for account reconciliation, reducing discrepancies by 74% and improving audit readiness.
  • Used Microsoft Excel to develop inventory tracking spreadsheets.
  • Collaborated with team of 15 in the development of program.
  • Aligned accounting processes with newly adopted SOX regulations at Summit Group, ensuring compliance and reducing audit findings by 49%.
  • Part of a strategic advisory task force that identified and cut non-essential operational costs, saving the company $139,000 annually.
  • Successfully guided the company through implementation of initiative, ensuring compliance before deadline.
  • Developed performance metrics for the accounting department, resulting in a 49% increase in service delivery and timeliness of financial reports.

Affiliations

  • National Society of Accountants (NSA)
  • Institute of Management Accountants (IMA)
  • Jaycees
  • Member, Canadian Academic Accounting Association (CAAA)
  • Society of Women Engineers
  • American Institute of Certified Public Accountants (AICPA)
  • Chartered Global Management Accountant (CGMA) designation
  • Financial Planning Association (FPA)
  • Board Member, International Financial Reporting Standards (IFRS) Foundation
  • Member, Association of Accountants and Financial Professionals in Business

Certifications

  • Chartered Financial Analyst (CFA)
  • Certified Fraud Examiner (CFE)
  • Financial Modeling and Valuation Analyst (FMVA)
  • QuickBooks Certified User
  • Chartered Global Management Accountant (CGMA)
  • Certificate in Financial Planning and Analysis (FP&A)
  • Certified Business Analysis Professional (CBAP)
  • Lean Six Sigma Black Belt Certification
  • Certified Public Accountant (CPA)
  • Certified Business Accountant (CBA)

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