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Skills

  • Process improvement
  • Problem resolution
  • Customer service
  • Fixed asset reporting familiarity
  • Accounts payable management
  • Invoice and payment processing
  • Peachtree proficiency
  • Supervision
  • Method equipment
  • Relationship development

Work Experiences

  • Achieved a 8% reduction in pending invoices.
  • Handled data, client communications, and filling procedures with the new and improved system system.
  • 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 one year.
  • Implemented new accounting, financial, and operational systems to maximize efficiency and recordkeeping accuracy.
  • Used Power BI to analyze finances and create detailed forecasting reports.
  • Set up a QuickBooks accounting system to keep track of my finances.
  • Achieved 85% budget savings.
  • Communicated critical operational improvements to improve performance using financial data from reports.
  • Increased client loyalty and satisfaction with prompt, thorough, and timely resolutions.
  • Improved efficiency and productivity by streamlining bookkeeping procedures.

Summaries

  • Expert at stakeholder engagement.
  • Quality assurance and stakeholder engagement are being offered to a new program opportunity.
  • Bookkeeper with 14 years of experience working for program of businesses.
  • Professional who is well-organized, diligent, and focused.
  • Expert Accounts Payable Specialist with in-depth knowledge of performance reporting.
  • Personable with a strong commitment to achieving objectives, modernizing systems, and carefully managing framework documentation.
  • Skills in initiative techniques and program financial management have been demonstrated in the past.
  • Professional accountant with 3 years of strategic planning, customer relationship management, and account reconciliation experience.
  • With 3 years of experience working with method accounts, Precise Accounts Payable Specialist.
  • Accounting Manager with extensive expertise in workflow optimization and 18 years of experience.

Accomplishments

  • Initiated a cost monitoring system that led to the identification of non-essential expenditures, saving the department $16 annually.
  • Reduced monthly invoice discrepancies by 62% through the implementation of a quality assurance system in system.
  • Developed and launched an expense reporting policy that improved cost tracking efficiency by 24%.
  • Collaborated with team of 10 in the development of framework.
  • Ensured timely and accurate completion of accounts payable by reconciling invoices, which improved vendor relationships and reduced late-payment fees by $11.
  • Automated data entry for expense reporting using Power BI, reducing manual errors by 76% and improving productivity during high-volume periods.
  • Prepared tax filings for the fiscal year in collaboration with external auditors, ensuring compliance with metric tax laws.
  • Accurately handled bank reconciliations for 14 accounts, reducing reporting errors in financial statements by 78% over 13 months.
  • Performed monthly bank reconciliations, maintaining standard precision across 2 accounts, enabling more accurate cash flow forecasts.
  • Reduced bookkeeping errors by 60% by introducing a pre-entry review process during the data capture phase in HubSpot.

Affiliations

  • Institute of Public Accountants (IPA)
  • International Council of Nurses
  • Contributor to Monthly Accounting Research Papers Forum 2024
  • American Institute of Professional Bookkeepers (AIPB)
  • Active Volunteer, Tax Assistance Program (VITA) through IRS
  • Junior Affiliate with the Professional Risk Managers' International Association (PRMIA)
  • Method Accounting Society
  • National Society of Accountants (NSA)
  • International Association of Accounting Professionals (IAAP)
  • Member of 2016 Corporate Finance Review Forum

Certifications

  • Chartered Financial Analyst (CFA)
  • QuickBooks Certified User
  • Certified Accounts Payable Professional (CAPP)
  • Cisco Certified Network Associate (CCNA)
  • Advanced Excel Skills Certification
  • Xero Advisor Certification
  • Certified Fraud Examiner (CFE)
  • Certified Public Accountant (CPA)
  • Certificate in International Financial Reporting (Cert IFR)
  • Certified Internal Auditor (CIA)

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