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Skills

  • Problem resolution
  • Invoice generation
  • Intuit QuickBooks specialist
  • Inventory management
  • Great Plains software expertise
  • Vendor relationships
  • Billing and invoicing process improvement
  • Enterprise Resource Planning software
  • SAP
  • Communications

Work Experiences

  • Kept detailed records and receipts for nightly checks and vendor payments up to $13.
  • Payroll, electronic deposits, and employee pay adjustments were all handled by me.
  • Increased the efficiency and effectiveness of the accounting system by inspecting account books and recording transactions to optimize processes.
  • Reconciled journal entries and verified credit posting for category and metric transactions.
  • Was in charge of an employee's petty cash drawer and kept track of all transactions in a standard report.
  • Collected, analyzed, and summarized account information to produce accurate financial reports each two years.
  • Put together process and initiative reports to display metric data.
  • Was in charge of 11 clients' financial records.
  • Reduced time and costs while increasing efficiency by implementing new accounting procedures.
  • Was in charge of processing customer payments and setting up payment plans.

Summaries

  • Detail-oriented and dedicated to high-quality work.
  • To meet all deadlines, successfully manage multiple tasks.
  • With training in project management, I am knowledgeable about Asana and ledger verification.
  • SAP and project management training.
  • Friendly and conscientious worker with a reputation for resourcefulness and dependability.
  • Dedicated Bookkeeper with a track record of delivering outstanding business results through initiative and resourcefulness.
  • Successful in maintaining compliance with metric regulations in accounting and reporting systems.
  • Expert in Asana and quickly and professionally resolving discrepancies.
  • In workflow optimization, he is known for his accuracy, resourcefulness, and extensive knowledge.
  • Dedicated to keeping records up to date by accurately tracking expenses and processing invoices.

Accomplishments

  • Contributed to implementation of Microsoft Excel, streamlining the accounting workflow and reducing month-end closing time by 41%.
  • Provided detailed cash flow forecasts for management, resulting in improved financial planning decisions and risk mitigation.
  • Performed financial analysis of company operations, providing recommendation reports that led to a $3 cost reduction in various departments.
  • Supported timely tax compliance by assisting in the preparation and submission of 18 federal and state tax filings on or before deadlines.
  • Coordinated with external auditors to deliver required schedules and reconciliations, reducing audit preparation time by 60%.
  • Performed monthly bank reconciliations, identifying discrepancies and resolving financial variances to ensure records accuracy.
  • Assisted in the implementation of new accounting standards (e.g., ASC 606), ensuring seamless adoption and compliance during financial reporting.
  • Prepared key audit documentation resulting in a 83% reduction in audit findings during the annual external audit in 2021.
  • Processed payroll for 4 employees, ensuring accuracy in tax deductions, benefits allocation, and compliance with federal and state labor laws.
  • Developed financial reports in Adobe Creative Suite, improving reporting accuracy and reducing reporting time by 68%.

Affiliations

  • Member of the Association for Financial Professionals (AFP), enhancing understanding of financial analysis and cash management practices.
  • Attendee of the Accounting & Financial Women's Alliance conference, engaging with industry experts on financial reporting trends.
  • Affiliate of the Institute of Internal Auditors (IIA), learning about audit procedures and internal control techniques to minimize risk.
  • Member of the Treasury Management Association, learning advanced cash management techniques and treasury functions.
  • Certified by the IMA in Spreadsheet Automation using Adobe Creative Suite, demonstrating increased efficiency in data reconciliation processes.
  • Attendee of the National Association of College and University Business Officers (NACUBO) conferences, exploring higher education financial policies.
  • Member of the International Federation of Accountants (IFAC), staying current with global accounting practices and ethical standards.
  • Research assistant in the university's Finance Department, compiling data on financial modeling techniques for corporate decision-making.
  • Member of the historical society for accounting, participating in discussions about the evolution of financial statement practices and standards.
  • Participant in the annual General Ledger Practitioners Conference, learning best practices in ledger system efficiency and reconciliation.

Certifications

  • Microsoft Office Specialist (MOS)
  • Professional in Business Analysis (PBA)
  • Project Management Professional (PMP)
  • First Aid/CPR
  • Certified Internal Auditor (CIA)
  • Accounting Analytics Specialization method on Adobe Creative Suite
  • QuickBooks Certified User – 2023
  • SHRM Certified Professional (SHRM-CP)
  • Cisco Certified Internetwork Expert (CCIE)
  • SAP Certified Application Associate

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