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Skills

  • Month-end and year-end closing management
  • Managing freelancers
  • SAP system setup and configuration
  • Interacting with tax authorities
  • Process automation for financial operations
  • Tax audit negotiation and settlement
  • Vendor negotiations for cost control
  • Compliance with Financial Regulations (GAAP, IFRS)
  • Profit and loss analysis
  • Streamlined cash management

Work Experiences

  • Reviewed all materials, including surplus, income, expense data, net worth, and assets, and reconciled accounts.
  • Financial updates, watch lists, and insurance files were all managed, tracked, and monitored by me.
  • Standard reports detailing various metrics and account information were created by me.
  • Compiled general ledger entries with 100% accuracy on a tight deadline.
  • Generated financial statements and assisted with account closing procedures each month.
  • Analyzed and researched reporting issues to improve accounting operations procedures.
  • Collaborated with Freelance Accountants and Freelance Accountants to meet project maintenance accounting requirements.
  • Kept up to date on the permits, certificates, and documents required by government departments.
  • Tracked various statistics and kept detailed records to assist the human resources department.
  • Followed up with customers to gather specific financial information and double-check details for the annual 1095 form preparation.

Summaries

  • Experienced in managing schedules, leading teams, and supervising closing procedures.
  • Freelance Accountant with over 11 years of experience managing accounting systems for method organizations.
  • Category Analyst with 16 years' experience monitoring portfolios and implementing financial trend techniques.
  • Freelance Accountant was a detailed Freelance Accountant that focused on upholding company ethics and maintaining confidentiality.
  • Exceptional at writing detailed reports and budgets, conducting thorough financial analysis, and strategizing for superior client service.
  • Expert in large-scale financial management for non-profits and foundations that provide social services.
  • Finance professional with 9 years of accounting and financial management experience.
  • Involved in ensuring that business operations are fully compliant and within budgetary constraints.
  • Dedicated to maintaining accurate records and tight controls in order to meet all business requirements.
  • Accountant with 7 years of experience successfully maintaining accurate accounting data for large-scale financial organizations.

Accomplishments

  • Resolved product issue through consumer testing.
  • Implemented client bookkeeping systems using Salesforce, improving accuracy in financial data by 73%.
  • Reconciled budget reports for a nonprofit client, identifying and recovering $5 in unclaimed tax deductions over 2024.
  • Set up tax-efficient accounting procedures for multiple nonprofits, allowing them to allocate 37% more resources to mission-based activities.
  • Assisted a business client in achieving its target growth of 55% over 12 years by optimizing their financial operations.
  • Customized financial statements based on initiative needs, improving alignment with stakeholder expectations and increasing data relevancy by 62%.
  • Managed month-end close processes for 5 clients, reducing turnaround time by 65% compared to previous fiscal year.
  • Advised clients on tax-advantaged retirement plans, leading to a 34% reduction in overall tax liabilities.
  • Delivered end-of-year financial audits with zero adjustments required across a portfolio of 7 clients.
  • Optimized cash flow management by creating custom financial reports, increasing liquidity by 16%.

Affiliations

  • National Association of Tax Professionals (NATP) Membership
  • Certified Public Accountant (CPA) License in Raleigh
  • Society of Women Engineers
  • Association of Information Technology Professionals
  • Project Management Institute
  • Society of Human Resource Management
  • Certified Management Accountant (CMA) Designation
  • National Society of Accountants (NSA) Membership
  • Financial Planning Association (FPA) Affiliation
  • QuickBooks ProAdvisor Certification

Certifications

  • Certified Business Analysis Professional (CBAP)
  • Project Management Professional (PMP)
  • SHRM Senior Certified Professional (SHRM-SCP)
  • CompTIA Security+
  • Advanced Excel for Financial Professionals – Cedar Works
  • Financial Modeling and Valuation Analyst (FMVA) – Meridian
  • ServSafe
  • CompTIA A+ Technician
  • Certified Public Accountant
  • Microsoft Certified Systems Engineer (MCSE)

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