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Skills

  • Project organization
  • Cross-department collaboration
  • Bank reconciliation
  • Process improvement
  • Accounts reconciliation and discrepancy resolution
  • Advanced Excel (pivot tables, VLOOKUPs, macros)
  • Calculating liabilities
  • Business operations
  • Data Entry and Transaction Accuracy
  • Corporate tax planning knowledge

Work Experiences

  • Contributed to the reduction of DSO.
  • Completed daily accounting tasks such as tracking funds, deposit preparation, and account reconciliation.
  • Achieved $15 of annual savings.
  • Achieved a 60% increase in reporting accuracy.
  • Automated the invoice approval process using Salesforce.
  • Coordinated year-end audit preparations, delivering all necessary documentation several months ahead of schedule, leading to the audit’s completion with a clean report.
  • Achieved a smooth transition and balancing of historical accounts during the merger with Beacon Labs, avoiding financial reporting overlaps and adjustments worth $91,000.
  • Avoided late fees worth $135,000.
  • Was in charge of the entire accounting cycle, which included gathering data, preparing documents, completing reports, and closing the books.
  • Researched technical tax issues related to consulting projects ahead of time.

Summaries

  • Experienced in managing schedules, leading teams, and supervising closing procedures.
  • Dedicated and cost-conscious, with strong project management skills.
  • Accountant who is goal-oriented and has a track record of accurate reporting and budget management.
  • Adept in regulatory compliance with standard.
  • Methodical and organized approach to detail-oriented work.
  • Successfully revamped and strengthened controls, reorganized processes, and simplified procedures to increase accounting record efficiency and accuracy.
  • Offering 10 years of financial management experience, including payroll, budgets, reports, audits, journals, expenditures, and payments for 13 locations.
  • Costs were consistently reduced while profits were increased.
  • Systematic and well-organized, with a keen eye for detail, mathematical prowess, and GAAP expertise.
  • Recognized on a regular basis for outstanding performance and contributions to the Miscellaneous industry's success.

Accomplishments

  • Streamlined payroll processes for 15 employees, leading to a 39% reduction in payroll disputes and inaccuracies across Seattle.
  • Designed and implemented an inventory tracking system, leading to improved financial oversight and reduced stock discrepancies by 49%.
  • Analyzed and reported financial data to leadership, resulting in 26% better alignment between financial planning and actual performance.
  • Simplified tax preparation procedures, which reduced reporting time by 5 hours and improved compliance with relevant fiscal laws.
  • Documented and resolved category which led to process.
  • Led financial audits for 2018, addressing all discrepancies proactively and reducing audit corrections by 18%.
  • Generated detailed variance analysis reports, facilitating logistics to realign $220,000 plans for 2022.
  • Collaborated with senior management to devise financial strategies that improved profitability margins by 81% consistently for 2016.
  • Assisted in implementing new accounting software, boosting financial-data accuracy by 53% and easing end-of-month reporting.
  • Managed tax filing for 11 corporate entities, ensuring compliance with local, state, and federal regulations.

Affiliations

  • American Medical Informatics Association
  • Certified Payroll Professional (CPP) designation
  • American Marketing Association
  • Rotary International
  • Association of Government Accountants (AGA)
  • Society of Human Resource Management
  • Freemason
  • Certification in Financial Risk Management (FRM)
  • Society for Human Resource Management (SHRM)
  • Chartered Financial Analyst (CFA) Society Phoenix

Certifications

  • Financial Modeling & Valuation Analyst (FMVA) - procedure
  • Certified Credit and Receivables Analyst (CCRA) - procedure
  • Certified Internal Auditor (CIA) - category
  • Certified Corporate Tax Specialist (CCTS) - Portland
  • Advanced Financial Analysis Certification - CPA Academy 2021
  • Certified QuickBooks ProAdvisor - process
  • Certified Public Accountant (CPA) - Washington
  • SHRM Senior Certified Professional (SHRM-SCP)
  • Certified Public Accountant
  • Cisco Certified Network Associate (CCNA)

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