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Skills

  • Complex transaction processing using QuickBooks
  • Data analysis in Excel (VLOOKUP, PivotTables)
  • Streamlined cash management
  • Financial data visualization with Power BI
  • Expense tracking system implementation
  • Cloud-based accounting software utilization
  • Client portfolio risk analysis
  • Non-profit accounting procedures
  • Accounts Payable and Receivable Management
  • Custom Financial Reporting

Work Experiences

  • Reviewed all materials, including surplus, income, expense data, net worth, and assets, and reconciled accounts.
  • Month-end, quarterly, and year-end processes were organized and carried out efficiently by me.
  • Identified project risks, contract approvals, and other client accounting concerns.
  • Collaborated with project management to meet expense targets.
  • Created a tracker for staff expenses and reimbursements, which resulted in method.
  • Compiled general ledger entries with 100% accuracy on a tight deadline.
  • Calculated the amount of taxes owed by using the prescribed rates, laws, and regulations.
  • Standard reports detailing various metrics and account information were created by me.
  • Kept track of the company's finances by creating quarterly and annual balance sheets.
  • Collaborated with auditors to prepare annual audits and ensure adherence to government tax regulations.

Summaries

  • Excellent leadership skills, as well as expertise in business optimization.
  • All expenses are meticulously tracked, and accounts are reconciled on a regular basis.
  • People-oriented and enterprising individual with a caring nature and extensive Miscellaneous experience.
  • Account Assistant with experience in cross-functional collaboration and vendor management.
  • Exceptional at writing detailed reports and budgets, conducting thorough financial analysis, and strategizing for superior client service.
  • Systematic and well-organized, with a keen eye for detail, mathematical prowess, and GAAP expertise.
  • Tax accounting specialist with a strong analytical background and a track record of working quickly and accurately under pressure.
  • Advanced knowledge of program and category specifications.
  • Freelance Accountant was a detailed Freelance Accountant that focused on upholding company ethics and maintaining confidentiality.
  • Demonstrated abilities in stakeholder engagement and the development of effective strategies to meet business objectives and boost revenue.

Accomplishments

  • Provided data-driven financial advice that helped a small business grow their assets by 67% over 8 years.
  • Led a team to conduct forensic accounting on a major client, uncovering $18 in fraudulent activities.
  • Completed corporate tax returns for Miscellaneous clients efficiently and without penalty, resulting in savings totaling $12.
  • Resolved product issue through consumer testing.
  • Collaborated with CEOs to design financial forecasting models that reduced budget variance by 37% across departments.
  • Generated a 15% reduction in month-end close.
  • Assisted a business client in achieving its target growth of 55% over 12 years by optimizing their financial operations.
  • Managed payroll and tax filings for 4 independent contractors, ensuring 100% compliance with method labor laws.
  • Used Microsoft Excel to develop inventory tracking spreadsheets.
  • Handled and resolved the largest Number of reporting discrepancies in the past year.

Affiliations

  • National Association of Tax Professionals (NATP) Membership
  • Lions Club
  • National Association of Black Accountants (NABA)
  • Certified Public Accountant (CPA) License in Raleigh
  • National Society of Accountants (NSA) Membership
  • Accounting and Financial Women's Alliance (AFWA)
  • Freemason
  • Institute of Management Accountants (IMA) Certification
  • Business Strategy and Financial Modeling Specialization PMP from procedure
  • Project Management Institute

Certifications

  • Certifying Acceptance Agent (CAA)
  • Enrolled Agent (EA)
  • Cisco Certified Network Associate (CCNA)
  • Financial Modeling and Valuation Analyst (FMVA) – Meridian
  • Business Valuation Certification – NACVA standard
  • Advanced Excel for Financial Professionals – Cedar Works
  • CompTIA Security+
  • Certified Fraud Examiner (CFE)
  • Certified Payroll Specialist (CPS) - National Association of Certified Public Bookkeepers (NACPB)
  • Certified Information Systems Auditor (CISA)

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