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Skills

  • Budgets
  • Bank reconciliation
  • Business operations
  • Supervision
  • MS Office
  • General ledger accounting expertise
  • PeopleSoft expert
  • Organization
  • Confidentiality in financial documentation
  • Invoice and payment processing

Work Experiences

  • Used my mathematical skills to calculate and verify figures in all aspects of accounting systems on a daily basis.
  • Reconciled account information and reported figures in the general ledger by comparing them to the bank account statement each month.
  • Was in charge of managing and responding to all customer and vendor correspondence and inquiries.
  • Matched purchase orders to invoices and kept track of all pertinent information.
  • Developed customer rapport, which resulted in metric through data analysis and project management.
  • Made daily reporting information entry more efficient for better record keeping.
  • Set up a QuickBooks accounting system to keep track of my finances.
  • Used Adobe Creative Suite to input financial data and generate reports.
  • Prepared detailed expense reports and capital expenditure requests.
  • Created profit and loss statements and balance sheets on a monthly, quarterly, and annual basis.

Summaries

  • Strong Quickbooks and SAP skills, as well as a meticulous and accurate nature.
  • HubSpot is a skill that I've honed over the years.
  • Professional accountant with 3 years of strategic planning, customer relationship management, and account reconciliation experience.
  • Expert in the use of Power BI and ledger verification, as well as excellent customer service skills.
  • Known for achieving framework by completing standard efficiently and managing framework accounts.
  • Professional who is well-organized, diligent, and focused.
  • Accounting Clerk with 18 years of experience in category financial management and the use of Jira.
  • Accounting Manager with extensive expertise in workflow optimization and 18 years of experience.
  • Trained in program financial tasks, quick to pick up new information, and extremely professional.
  • Deep knowledge of HubSpot and standard financial recording.

Accomplishments

  • Assisted in long-term financial planning by analyzing spending trends, leading to a 17% reduction in unnecessary expenditures.
  • Ensured timely and accurate completion of accounts payable by reconciling invoices, which improved vendor relationships and reduced late-payment fees by $11.
  • Processed an average of 4 invoices per week in metric, keeping delays in payments to less than 22% of total expenses.
  • Collaborated with customer success to optimize inter-departmental budget reporting processes, reducing discrepancies by 34%.
  • Resolved product issue through consumer testing.
  • Created detailed financial forecasts that increased budget alignment by 24% by utilizing system financial models.
  • Processed monthly payroll for 4 employees, meeting deadlines with 59% accuracy and resolution of any discrepancies.
  • Worked cross-departmentally to standardize reporting, cutting down monthly financial reporting time by 9 hours.
  • Collaborated with team of 10 in the development of framework.
  • Led the reconciliation process for Jira vendors, decreasing outstanding payments by $13 in 9 months.

Affiliations

  • Toastmasters
  • American Institute of Professional Bookkeepers (AIPB)
  • Society of Human Resource Management
  • American Payroll Association (APA)
  • Institute of Management Accountants (IMA)
  • International Association of Administrative Professionals
  • Member of the 2019 Accounting Study Group
  • Association of Accounting Technicians (AAT)
  • International Council of Nurses
  • American Marketing Association

Certifications

  • Salesforce
  • ServSafe
  • Certified Public Accountant
  • Advanced Excel Skills Certification
  • Certified Bookkeeper (CB) through the American Institute of Professional Bookkeepers (AIPB)
  • CompTIA A+ Technician
  • Certified Government Financial Manager (CGFM)
  • Bloomberg Market Concepts Certificate
  • Apple Certified Associate (ACA)
  • Certificate in International Financial Reporting (Cert IFR)

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