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Skills

  • Data entry error reduction by 64% after training implementation
  • Management of financial audits with no discrepancies
  • Client consultations to improve financial processes
  • Financial statement preparation (Profit & Loss, Balance Sheets)
  • Managing freelancers
  • Efficient handling of tax compliance for small businesses
  • Year-end report preparation for tax accountants
  • Automated bookkeeping processes using Tableau
  • Time tracking system development for freelancers
  • Audit accounts receivable and payable to reduce errors by 48%

Work Experiences

  • Handled data, client communications, and filling procedures with the new and improved metric system.
  • Entered financial data into the company accounting database for verification and reconciliation, ensuring that all accounts were accurate and up to date.
  • Was in charge of automating office procedures like correspondence management, recordkeeping, and online communication.
  • Analyzed business expenses and identified tax deductions, saving clients an average of $15 in annual tax liabilities.
  • Managed complex problem-solving for upper management in order to complete projects on time and on budget.
  • Set up a QuickBooks accounting system to keep track of my finances.
  • 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 two years.
  • Verified over $9 in cash and credit payments on a daily basis.
  • Advised on setting up effective chart of accounts.
  • Entered financial data and payments to ensure that employees and vendors were paid accurately and on time.

Summaries

  • Bookkeeper with 3 years of experience working for system of businesses.
  • Professional accountant with 18 years of strategic planning, customer relationship management, and account reconciliation experience.
  • Skills in metric techniques and category financial management have been demonstrated in the past.
  • With 7 years of experience working with system accounts, Precise Accounts Payable Specialist.
  • QuickBooks is a skill that I've honed over the years.
  • Personable with a strong commitment to achieving objectives, modernizing systems, and carefully managing process documentation.
  • Accounting Clerk with strong math skills and a broad understanding of cross-functional collaboration and category financial management.
  • Worker who is meticulous and quick to learn and is dedicated to accuracy and efficiency.
  • Observational Night Auditor with initiative financial experience of 7 years.
  • Expert Accounts Payable Specialist with in-depth knowledge of workflow optimization.

Accomplishments

  • Supported a growing ecommerce startup by automating accounting systems, enabling them to scale quickly and meet 29% annual goals.
  • Implemented automated invoicing systems that reduced billing cycle time by 75%, resulting in quicker payment from clients.
  • Used Microsoft Excel to develop inventory tracking spreadsheets.
  • Audited client account transactions spanning 6 months and corrected discrepancies valued at $18.
  • Restructured payroll procedures to meet local compliance regulations, improving payroll timing accuracy by 40%.
  • Trained 8 staff members on accounting software, increasing team productivity by 35%.
  • Developed procedures for managing multi-currency accounts, reducing exchange losses by 23% and ensuring accurate financial tracking.
  • Introduced client-specific financial dashboards that improved their expense tracking and decision-making skills by 76%.
  • Filed client tax returns with zero errors reported over 5 consecutive years, ensuring full compliance with state and federal regulations.
  • Delivered financial reports and forecasts that allowed clients to successfully secure $11 in loan financing.

Affiliations

  • Engaged member of the Business Networking International (BNI)
  • National Bookkeepers Association (NBA) Certification
  • International Council of Nurses
  • Institute of Certified Bookkeepers (ICB) Member
  • Rotary International
  • Member of the National Association for the Self-Employed (NASE)
  • Mentor for aspiring bookkeepers through method
  • Member of National Society of Tax Professionals (NSTP)
  • Local Chamber of Commerce Member
  • Volunteer Tax Preparer for category

Certifications

  • Certified Public Accountant
  • Google Certified Professional Cloud Architect
  • Certified Financial Planner (CFP)
  • Fundamental Payroll Certification (FPC)
  • QuickBooks Certified ProAdvisor
  • Project Management Professional (PMP)
  • SHRM Certified Professional (SHRM-CP)
  • Advanced Certified ProAdvisor in QuickBooks Online
  • Certified Fraud Examiner (CFE)
  • CompTIA Security+

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