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Skills

  • Team building
  • Project organization
  • Metric equipment
  • Audit support and preparation
  • Analytical reasoning
  • Team management
  • Payroll Processing
  • Invoice and payment processing
  • Budgets
  • Fixed asset reporting familiarity

Work Experiences

  • Created profit and loss statements and balance sheets on a monthly, quarterly, and annual basis.
  • Reconciled account information and reported figures in the general ledger by comparing them to the bank account statement each month.
  • Analyzed historical data trends.
  • Used financial software to assess balance sheet variances by monitoring, verifying, and approving invoices, as well as reviewing balances.
  • Stayed on top of applicable federal and state requirements to reduce legal and financial risks.
  • Aided the day staff by performing daily computer backups, virus scans, and software updates.
  • Processed payroll for 4 employees, including commissions, taxes, paid time off, and healthcare benefits each several months.
  • Communicated with customers to track down and resolve unpaid invoices.
  • Achieved a procedure in outstanding claims.
  • Achieved a 58% accuracy rate.

Summaries

  • Accounting Manager with extensive expertise in risk assessment and 15 years of experience.
  • GAAP expert with general ledger experience
  • Professional accountant with 11 years of strategic planning, customer relationship management, and account reconciliation experience.
  • Worker who is meticulous and quick to learn and is dedicated to accuracy and efficiency.
  • Goal-oriented Bookkeeper with incredible metric abilities and a keen eye for detail.
  • Deep knowledge of Microsoft Excel and program financial recording.
  • Trained in the use of Asana.
  • In order to take on General Junior Accounts Assistant with Harbor & Co., I'm hoping to use my experience in financial data entry and record keeping.
  • With a commitment to efficiency, accuracy, and modernization, knowledgeable about Jira.
  • Accounts Payable Clerk with exceptional account management and time management abilities.

Accomplishments

  • Documented and resolved system which led to metric.
  • Collaborated with senior finance officers in the creation of financial projections, contributing to forecast accuracy improvement by 36% year-over-year.
  • Collaborated with team of 14 in the development of framework.
  • Collaborated with auditors to provide detailed financial reports, resulting in a clean audit report for 2022.
  • Applied analytical skills to identify cost-saving opportunities within supply chain expenses, saving the company 3 annually.
  • Collaborated with cross-functional teams to automate manual invoicing processes, reducing processing time by 24%.
  • Assisted in the preparation of quarterly and annual financial statements, ensuring compliance with GAAP and IFRS standards.
  • Implemented a new vendor management system that improved invoice matching accuracy by 31% and cut payment delays.
  • Utilized Jira to post and verify journal entries, resulting in a 57% reduction in discrepancies during the final reconciliation.
  • Helped transition from manual bookkeeping to ServiceNow accounting system, reducing processing errors by 17%.

Affiliations

  • Association for Financial Professionals (AFP)
  • Rotary International
  • Institution of Financial Accountants (IFA)
  • International Council of Nurses
  • Project Management Institute
  • National Association of Social Workers
  • American Medical Informatics Association
  • Lions Club
  • National Payroll Reporting Consortium (NPRC)
  • Institute of Cost Accountants of program

Certifications

  • Association of Accounting Technicians (AAT) Level 2 Certificate in Accounting
  • Advanced Payroll Management Certification - Harbor & Co.
  • Financial Modeling and Valuation Analyst by Corporate Finance Institute 2023
  • Certified Bookkeeper (CB) through the American Institute of Professional Bookkeepers (AIPB)
  • CompTIA Network+
  • GDPR Compliance Training for Finance and Payroll Departments
  • Salesforce
  • SHRM Certified Professional (SHRM-CP)
  • IFRS (International Financial Reporting Standards) Certification by Vantage
  • Certified Payroll Professional (CPP) by APA (American Payroll Association)

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