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Skills

  • Continuous process improvement initiatives
  • Cash flow forecasting and analysis
  • Financial Management
  • General ledger reconciliation
  • Problem resolution
  • Business operations
  • Data entry
  • Customer service
  • Collaboration with cross-functional teams
  • Analytical reasoning

Work Experiences

  • Checked data and information for accuracy in entry, calculations, and billing codes.
  • Set up a QuickBooks accounting system to keep track of my finances.
  • Analyzed fixed asset valuation.
  • Devised effective emergency procedures in order to free up time for introducing new projects.
  • 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 18 months.
  • Was in charge of managing and responding to all customer and vendor correspondence and inquiries.
  • Provided cross-training to management on financial processes, which resulted in a 9% reduction in project gaps.
  • Prepared detailed expense reports and capital expenditure requests.
  • Developed customer rapport, which resulted in framework through team leadership and performance reporting.
  • Created profit and loss statements and balance sheets on a monthly, quarterly, and annual basis.

Summaries

  • Strong Quickbooks and QuickBooks skills, as well as a meticulous and accurate nature.
  • With 2 years of experience working with initiative accounts, Precise Accounts Payable Specialist.
  • Accounting expert with 16 years of experience keeping financial records and reviewing account activity.
  • General Bookkeeper with a 12-year track record in billing and collections, as well as a strong grasp of legal procedures and legislation.
  • Accounting Manager with extensive expertise in client relations and 5 years of experience.
  • Accounting Clerk with strong math skills and a broad understanding of project management and category financial management.
  • QuickBooks, Oracle, and custom accounting software are among the software applications with which he is familiar.
  • Jira is a skill that I've honed over the years.
  • Through open communication and clearly defined guidelines, skilled General Bookkeeper is highly effective at developing positive and productive working relationships with employees.
  • Desire to apply team leadership knowledge, budget management and strategic planning abilities in a new General Bookkeeper position with a growing Miscellaneous company.

Accomplishments

  • Automated the reconciliation process for 17 multi-currency accounts, reducing production time by 17 hours per week.
  • Used Microsoft Excel to develop inventory tracking spreadsheets.
  • Managed the timely submission of sales tax monthly/quarterly returns, minimizing errors and avoiding penalties for 17 clients.
  • Played a key role in designing and implementing company-wide budget management best practices, resulting in a 36% increase in budget adherence.
  • Developed custom financial reports for departmental heads, improving visibility over financial performance and leading to a 49% improvement in decision-making.
  • Processed payroll for 3 employees in accordance with federal, state, and local regulations, improving payroll delivery accuracy to 24%.
  • Provided regular updates to upper management on the financial health of the organization, contributing to quicker decision-making and a 44% improvement in forecasting accuracy.
  • Successfully managed the accounts payable function for 3 vendors, processing 18 in monthly transactions with 81% on-time payment rate.
  • Led training sessions for new staff on bookkeeping standards and software, ensuring a 19% productivity increase.
  • Developed comprehensive cash flow forecasts in collaboration with the finance department, resulting in a 30% increase in forecast accuracy.

Affiliations

  • National Association of Certified Public Bookkeepers (NACPB)
  • Digital Bookkeeping Council (DBC)
  • Chartered Institute of Public Finance and Accountancy (CIPFA)
  • Finance and Administration Roundtable (FAR)
  • Association for Computing Machinery
  • Financial Executives International (FEI)
  • Certified Bookkeeper through Accredited Agency OSHA
  • American Payroll Association (APA)
  • Accounting & Financial Women's Alliance (AFWA)
  • QuickBooks ProAdvisor Program

Certifications

  • Certified Public Accountant (CPA)
  • Certified Business Analysis Professional (CBAP)
  • Cisco Certified Internetwork Expert (CCIE)
  • Enrolled Agent (EA) by the IRS
  • SAP Financial Accounting (FI) Certification
  • SAGE Business Cloud Accounting Certification
  • SHRM Senior Certified Professional (SHRM-SCP)
  • Chartered Global Management Accountant (CGMA) from the AICPA
  • QuickBooks Certification from Intuit
  • Salesforce

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