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Skills

  • Account reconciliation standardization
  • Tax accounting specialization
  • Supervision
  • Procedure equipment
  • Invoice coding familiarity
  • Organization
  • Problem resolution
  • Cash flow management
  • Advanced Excel (pivot tables, VLOOKUP, macros)
  • Corporate tax planning knowledge

Work Experiences

  • Collaborated with Internal Accountants and Internal Accountants to meet project maintenance accounting requirements.
  • Detected and prevented fraudulent activity.
  • Conducted profitability analyses on QuickBooks.
  • Created detailed cost-benefit analyses for capital investments, which supported informed approval of $5 worth of new projects.
  • Achieved time savings of 2 labor hours per tax cycle.
  • Assessed financial impact risks.
  • Assisted with monthly reporting analysis to ensure that internal reports were valid and that production operations and the general ledger were reconciled.
  • Directed monthly reconciliation processes for category asset accounts, ensuring proper documentation and reducing reporting discrepancies by 55%.
  • Monthly expense variances and explanations were collected and reported.
  • Taught accounting principles and company procedures to new employees.

Summaries

  • Adept at managing Accounts Receivable and Collections, successfully reducing outstanding balances by $8 through improved processes and stakeholder collaboration.
  • Aligned projects with organizational financial strategy.
  • Adhered to strong financial controls.
  • Offering 17 years of financial management experience, including payroll, budgets, reports, audits, journals, expenditures, and payments for 8 locations.
  • Accountant who is goal-oriented and has a track record of accurate reporting and budget management.
  • Interpersonal, communication, and multitasking skills are exceptional.
  • Makes a positive impact on business operations by leveraging field expertise, resourcefulness, and diligence.
  • Methodical and organized approach to detail-oriented work.
  • Dedicated and cost-conscious, with strong project management skills.
  • Advanced Excel user.

Accomplishments

  • Generated multi-year cash-flow forecasts in QuickBooks that improved capital planning, raising accuracy by 32% over 17 years.
  • Performed A/R & A/P reconciliation, reducing time-to-resolution of discrepancies by 8 days, improving cash flow consistency.
  • Directed successful compliance efforts with process, resulting in framework and saving the company $17 in potential fines.
  • Led the reconciliation process for process general ledger accounts, ensuring zero discrepancies over a period of 4 months.
  • Prepared audit-ready reports for stakeholders, supporting compliance efforts that passed external audits with no major findings.
  • Resolved product issue through consumer testing.
  • Led efforts to integrate metric, reducing manual accounting tasks by 43%, resulting in improved accuracy and resource efficiency.
  • Revamped invoice processing procedures, reducing incoming invoice backlogs by 55% and improving vendor relations.
  • Managed fixed-asset accounting and implemented depreciation schedules, optimizing tax savings and reducing taxable profits by $14.
  • Migrated financial records from program to framework, reducing downtime by 50% and improving accessibility for all accounting personnel.

Affiliations

  • Certified Public Accountant (CPA) - Colorado Board
  • Tax Executives Institute (TEI)
  • Council of Petroleum Accountants Societies (COPAS) - for energy sector relevance
  • Toastmasters
  • Society of Women Engineers
  • Certified Management Accountant (CMA) Credential
  • Certified Government Financial Manager (CGFM)
  • Association for Supply Chain Management (APICS)
  • Accounting & Financial Women's Alliance (AFWA)
  • Business Professionals of America (BPA)

Certifications

  • Certified in Risk Management Assurance (CRMA)
  • Salesforce
  • Advanced Taxation Certificate - Texas Board of Accountancy
  • Six Sigma Green Belt Certification in Finance
  • SHRM Certified Professional (SHRM-CP)
  • Certified Public Accountant
  • Chartered Global Management Accountant (CGMA)
  • Payroll Management Certification from method
  • Xero Advisor Certification
  • Chartered Financial Analyst (CFA)

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