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Skills

First Aid/CPR
Cost accounting
Operational improvement
Budget forecasting
Confidentiality in financial documentation
Cash flow management
MS Office
Budgeting
Expense reporting
Invoice and payment processing

Work Experiences

Prepare Microsoft Excel for the coming days by sending detailed daily bank reports to metric agency and closing the current day's finances.
Managed complex problem-solving for upper management in order to complete projects on time and on budget.
Entered financial data into the company accounting database for verification and reconciliation, ensuring that all accounts were accurate and up to date.
Aided the day staff by performing daily computer backups, virus scans, and software updates.
Created profit and loss statements and balance sheets on a monthly, quarterly, and annual basis.
Kept track of the company's finances by creating quarterly and annual balance sheets.
Devised effective emergency procedures in order to free up time for introducing new projects.
Used financial software to assess balance sheet variances by monitoring, verifying, and approving invoices, as well as reviewing balances.
Reconciled account information and reported figures in the general ledger by comparing them to the bank account statement each month.
Achieved labor savings of 3 hours per month.

Summaries

Have a proven track record of creating accurate spreadsheets and delivering well-organized reports with Power BI.
Financial planning and management expert with a track record of dependability and expertise in process improvement.
Professional with exceptional documentation management skills and process development expertise metric.
Professional accountant with 3 years of strategic planning, customer relationship management, and account reconciliation experience.
Inventory control and tracking experience, as well as vendor negotiations.
Professional at resolving account and data inconsistencies and using Asana.
Accounting Clerk with 18 years of experience in category financial management and the use of Jira.
People-oriented and enterprising individual with a caring nature and extensive Miscellaneous experience.
Quality assurance and stakeholder engagement are being offered to a new program opportunity.
HubSpot is a skill that I've honed over the years.

Accomplishments

Collaborated with team of 10 in the development of framework.
Initiated a cost monitoring system that led to the identification of non-essential expenditures, saving the department $16 annually.
Accurately handled bank reconciliations for 14 accounts, reducing reporting errors in financial statements by 78% over 13 months.
Documented and resolved framework which led to method.
Developed and launched an expense reporting policy that improved cost tracking efficiency by 24%.
Achieved CPA in 2020, validating advanced competency in financial compliance and reporting.
Successfully managed and handled confidential payroll for 9 employees, ensuring 63% accuracy across all payments.
Used Microsoft Excel to develop inventory tracking spreadsheets.
Streamlined the digital archiving of financial records, enhancing the audit preparation process by 49%.
Automated data entry for expense reporting using Power BI, reducing manual errors by 76% and improving productivity during high-volume periods.

Affiliations

Method Accounting Society
Project Management Institute
Association of Certified Fraud Examiners (ACFE)
Study Group Leader, CPA Exam Preparation 2019
American Marketing Association
Trainee Affiliate of the International Federation of Accountants (IFAC)
Chartered Institute of Management Accountants (CIMA)
Freemason
Institute of Management Accountants (IMA)
Financial Executives International (FEI) – Junior Members

Certifications

Microsoft Certified Systems Engineer (MCSE)
Certified Information Systems Auditor (CISA)
Certified Payroll Professional (CPP)
CompTIA A+ Technician
Xero Advisor Certification
Certified Public Accountant (CPA)
Cisco Certified Internetwork Expert (CCIE)
Certified Business Analysis Professional (CBAP)
Financial Risk Manager (FRM)
Salesforce

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