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Skills

  • Proficiency in Power BI for financial planning and analysis
  • Client consultations to improve financial processes
  • Restructuring financial record keeping processes
  • Custom financial report generation for small businesses
  • Year-end report preparation for tax accountants
  • Instructing small business owners on cash flow best practices
  • Multi-client, multi-industry financial management
  • Multi-currency accounting expertise
  • Successful audit collaboration with external auditors
  • Managing freelancers

Work Experiences

  • Prepared detailed expense reports and capital expenditure requests.
  • Successfully reconciled bank accounts and organized information into accounting software, reducing financial discrepancies.
  • Created invoices after receiving billing information and kept track of payment progress.
  • Set up a QuickBooks accounting system to keep track of my finances.
  • Examined account discrepancies and proposed strategies for minimizing losses.
  • Advised on setting up effective chart of accounts for new businesses, ensuring clear financial reporting from the startup phase.
  • Achieved no discrepancies for 2018.
  • Was in charge of managing and responding to all customer and vendor correspondence and inquiries.
  • Assessed financial risks.
  • Compiled budget figures by looking over previous budgets, estimating income, and calculating expenses.

Summaries

  • QuickBooks is a skill that I've honed over the years.
  • Financial planning and management expert with a track record of dependability and expertise in quality assurance.
  • Bringing data analysis and meticulous recordkeeping to a difficult process job.
  • Accounting Clerk with 2 years of experience in process financial management and the use of ServiceNow.
  • Resourcefulness, accuracy, and extensive knowledge of quality assurance have all been demonstrated in the past.
  • Successful at keeping accounts up to date and accurate in order to maintain compliant financial records.
  • Financial reporting and analysis are second nature to me, so I'm well-versed in Tableau.
  • Personable with a strong commitment to achieving objectives, modernizing systems, and carefully managing process documentation.
  • Inventory control and tracking experience, as well as vendor negotiations.
  • Freelance Bookkeeper with a 18-year track record in billing and collections, as well as a strong grasp of legal procedures and legislation.

Accomplishments

  • Developed procedures for managing multi-currency accounts, reducing exchange losses by 23% and ensuring accurate financial tracking.
  • Prepared year-end tax documentation that streamlined the filing process and saved clients an average of $11 in penalties or fees.
  • Led financial management for initiative clients in Miscellaneous, elevating their profit margins by 31% through prudent bookkeeping.
  • Facilitated a $2 expense audit for a small business, resulting in a more streamlined budgeting process and operational savings.
  • Used Microsoft Excel to develop inventory tracking spreadsheets.
  • Filed client tax returns with zero errors reported over 5 consecutive years, ensuring full compliance with state and federal regulations.
  • Trained 8 staff members on accounting software, increasing team productivity by 35%.
  • Assisted with external audits that verified $17 in financials for regulatory compliance.
  • Analyzed and consolidated client tax records, leading to more than $13 in tax savings or refunds.
  • Created and customized financial reports based on client needs, enabling them to better manage cash flow and budgeting.

Affiliations

  • National Bookkeepers Association (NBA) Certification
  • Association for Computing Machinery
  • American Medical Informatics Association
  • Society of Women Engineers
  • Mentor for aspiring bookkeepers through method
  • Association for Supply Chain Management (APICS)
  • Toastmasters
  • Participant in Local or Virtual Bookkeeping Conferences and Webinars
  • Freemason
  • Member of National Society of Tax Professionals (NSTP)

Certifications

  • Enrolled Agent (EA) for IRS Representation
  • Certified Internal Auditor (CIA)
  • Certified in Financial Forensics (CFF)
  • SHRM Certified Professional (SHRM-CP)
  • Certified Software Solutions Professional (SAP)
  • Certified Fraud Examiner (CFE)
  • Advanced Certified ProAdvisor in QuickBooks Online
  • CompTIA Network+
  • Fundamental Payroll Certification (FPC)
  • Salesforce

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