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Skills

  • General ledger reconciliation for 13 clients
  • Client consultations to improve financial processes
  • Multi-currency accounting expertise
  • Effective communication with non-financial stakeholders
  • Tax filings in compliance with state and federal regulations
  • Custom financial report generation for small businesses
  • Cash flow management strategies that improved cash flow by 56%
  • Budget oversight and variance analysis to improve profitability
  • Managing freelancers
  • Expertise in cost-cutting strategies

Work Experiences

  • Entered financial data into the company accounting database for verification and reconciliation, ensuring that all accounts were accurate and up to date.
  • Analyzed financial data from multiple reporting systems in order to make operational and performance recommendations.
  • Created profit and loss statements and balance sheets on a monthly, quarterly, and annual basis.
  • Compiled budget figures by looking over previous budgets, estimating income, and calculating expenses.
  • Advised on setting up effective chart of accounts for new businesses, ensuring clear financial reporting from the startup phase.
  • Analyzed business expenses.
  • Achieved results within one year.
  • Increased client loyalty and satisfaction with prompt, thorough, and timely resolutions.
  • Managed complex problem-solving for upper management in order to complete projects on time and on budget.
  • Achieved 63% fewer late payments.

Summaries

  • Accounting Clerk with 2 years of experience in process financial management and the use of ServiceNow.
  • Expert at cross-functional collaboration.
  • Observational Night Auditor with initiative financial experience of 7 years.
  • Experienced accounting support professional with a track record of managing both routine and complex accounting needs.
  • Accounting Clerk with strong math skills and a broad understanding of cross-functional collaboration and category financial management.
  • Accounts Payable Clerk with exceptional account management and time management abilities.
  • Expert in the use of ServiceNow and ledger verification, as well as excellent customer service skills.
  • Desire to apply strategic planning knowledge, budget management and strategic planning abilities in a new Freelance Bookkeeper position with a growing Miscellaneous company.
  • GAAP expert with general ledger experience
  • Goal-oriented Bookkeeper with incredible system abilities and a keen eye for detail.

Accomplishments

  • Introduced client-specific financial dashboards that improved their expense tracking and decision-making skills by 76%.
  • Facilitated a $2 expense audit for a small business, resulting in a more streamlined budgeting process and operational savings.
  • Audited client account transactions spanning 6 months and corrected discrepancies valued at $18.
  • Led financial management for initiative clients in Miscellaneous, elevating their profit margins by 31% through prudent bookkeeping.
  • Collaborated with Workday specialist to successfully migrate client financial data to a cloud-based platform, boosting efficiency by 48%.
  • Received merit award from the Brightline.
  • Delivered financial reports and forecasts that allowed clients to successfully secure $11 in loan financing.
  • Assisted with external audits that verified $17 in financials for regulatory compliance.
  • Created and customized financial reports based on client needs, enabling them to better manage cash flow and budgeting.
  • Restructured payroll procedures to meet local compliance regulations, improving payroll timing accuracy by 40%.

Affiliations

  • Chartered Global Management Accountant (CGMA)
  • Contributor to the Taxpayer Advocacy Panel (TAP)
  • National Association of Social Workers
  • Society of Human Resource Management
  • Lions Club
  • International Council of Nurses
  • Member of the National Association for the Self-Employed (NASE)
  • Freemason
  • Gold member of the International Association of Accounting Professionals (IAAP)
  • Freelancers Union Member

Certifications

  • Certified Financial Planner (CFP)
  • Certified Payroll Professional (CPP)
  • Project Management Professional (PMP)
  • Certified Accounts Payable Professional (CAPP)
  • CompTIA Network+
  • Certified Business Accountant (CBA)
  • Xero Certified Advisor
  • Tax Preparer Certification (IRS)
  • QuickBooks Certified ProAdvisor
  • Sage Intacct Accounting Specialist

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