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Skills

  • Account reconciliations for specific assets
  • CCTV
  • Team management
  • SAP
  • Customer service
  • Security systems
  • Insurance billing
  • First Aid/CPR
  • Quicken expertise
  • Analytical problem solving

Work Experiences

  • Completed daily computer backups, virus scans, and program updates.
  • Put together process and procedure reports to display method data.
  • Increased the efficiency and effectiveness of the accounting system by inspecting account books and recording transactions to optimize processes.
  • Entered weekly sales and customer count sheets for management's review.
  • Was in charge of handling cash and deposits while adhering to proper accounting procedures and documentation.
  • Reduced financial inconsistencies by meticulously managing bookkeeping, payroll, and tax reporting procedures.
  • Mitigated risk by maintaining full compliance when executing and tracking bank reconciliations, A/P, invoicing, billing, and collections for 8 employees.
  • Designed 6 months budgets worth over $10 for a 5 person company.
  • Compiled financial data, including ledger and journal records that were compliant.
  • Improved accounting system efficiency and effectiveness by assigning tax line items to deductible expenses, inspecting account books, and recording transactions to optimize IRS reporting processes.

Summaries

  • Asana and risk assessment training.
  • Quality-driven Financial Reporting Intern with 6 years of experience supporting accounting functions with teammates.
  • Accounting Manager with extensive experience in strategic planning and initiative financial matters.
  • Professional and dependable worker with Power BI training.
  • Detail-oriented and dedicated to high-quality work.
  • Accounting Clerk with 6 years of experience in risk assessment accounting and HubSpot expertise.
  • Comprehensive understanding of Workday and initiative financial accounting.
  • Expert in Adobe Creative Suite and quickly and professionally resolving discrepancies.
  • Accounts Payable Clerk with 18 years of experience in account management in data analysis.
  • To meet all deadlines, successfully manage multiple tasks.

Accomplishments

  • Reconciled discrepancies in 14 of balance sheet accounts, resulting in the identification and correction of $5 errors.
  • Collaborated with a cross-functional team to analyze monthly variance reports, leading to a 82% decrease in discrepancies during audits.
  • Supported the finance team during the 2015 fiscal year-end audit, ensuring all necessary documentation was organized, contributing to a successful audit report.
  • Reviewed and presented quarterly financial statements, focusing on trend analysis which contributed valuable insights for strategic planning.
  • Identified inconsistencies in financial allocations across 9 projects, advising on budget strategy realignments, resulting in a 32% cost reduction.
  • Participated in cost-saving initiatives by recommending process improvements that resulted in a budget reallocation totaling $15.
  • Implemented a Salesforce solution that improved budget tracking for customer success, resulting in the mitigation of budget shortfalls by $15.
  • Collaborated on a financial reconciliation project that identified and rectified $4 in discrepancies across 13 accounts.
  • Collaborated with senior management to streamline financial reporting workflows, improving process efficiency by 51%.
  • Generated over 7 detailed financial reports for leadership with a focus on variance analysis, contributing to a 57% monthly close process speed improvement.

Affiliations

  • Attendee, International Financial Reporting Standards (IFRS) Training Seminar
  • Participating Member, Chartered Financial Analyst (CFA) Society, Boston
  • Member, Chartered Institute of Management Accountants (CIMA)
  • Participant, Emerging Leaders Program, Cedar Works, 2015
  • Student Member, Association of Certified Fraud Examiners (ACFE)
  • Affiliate, Institute of Management Accountants (IMA)
  • Certificate Holder, Financial Modeling and Valuation Analyst (FMVA), 2022
  • Member, Beta Alpha Psi, standard
  • Competitor, Business and Financial Strategy Case Competitions, 2024
  • Campus Ambassador, Harbor & Co. Leadership Program, 2024

Certifications

  • Advanced Microsoft Excel Certification – Meridian
  • International Association for Quantitative Finance Certificate
  • Institute of Management Accountants (IMA) – Digital Finance Certificate
  • Certified in the Governance of Enterprise IT (CGEIT)
  • Salesforce
  • SAP Certified Application Associate
  • Certified Internal Auditor (CIA)
  • Analytics Certification with SAP SAP
  • Certified Business Analysis Professional (CBAP)
  • First Aid/CPR

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