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Skills

  • Balance sheet reconciliation
  • Cost reduction strategies
  • Tax Liability Optimization
  • GAAP Compliance
  • Vendor Payment Negotiation
  • Variance analysis
  • Journal Entries and Adjustments
  • General ledger accounting
  • Process improvement initiatives
  • Decision support analysis

Work Experiences

  • Collaborated with the operations team.
  • Delivered detailed variance analysis.
  • Collaborated with tax advisors.
  • Work in a group to complete audit assignments.
  • Completed payroll reconciliations.
  • Avoided penalties.
  • Collaborated with cross-functional teams to successfully implement new cost-saving measures, resulting in annual savings of $18.
  • Assisted with inventory analysis and valuation.
  • Created cash forecasts and managed cash flow processes, ensuring sufficient liquidity for daily operations and future expenditure planning.
  • Analyzed and monitored cash flow trends for Jira, increasing cash on hand by $14 through optimized account management.

Summaries

  • Developed streamlined protocols.
  • Collaborated with marketing leaders.
  • Conducted detailed variance analysis during fiscal year 2024.
  • Drove accurate budgeting and financial planning.
  • Achieved no material weaknesses in the audit.
  • Developed and maintained financial control standards.
  • Consistent Staff Accountant I.
  • Delivered annual savings of $17,000.
  • Achieved a 72% reduction in manual invoicing input errors.
  • Dedicated Staff Accountant I with a strong focus on financial accuracy and compliance. Assisted with annual audits, preparing elaborate schedules to ensure successful audit outcomes with 100% compliance to system.

Accomplishments

  • Successfully reconciled large general ledger accounts with variances of 6 over budgeted amounts, improving financial statement accuracy.
  • Developed a streamlined workflow across the accounting and finance department, cutting down processing time for intercompany transactions by 6%.
  • Utilized Asana to simplify fixed asset tracking, which reduced reconciliation time by 12 hours and improved depreciation forecasting by 82%.
  • Maintained and enhanced internal controls over financial reporting, ensuring a 22% reduction in financial reporting discrepancies during year-end reviews.
  • Monitored ongoing project costs and ensured adherence to budget constraints, contributing to a 50% reduction in project cost overruns.
  • Improved systems for monitoring cash balances, resulting in 29% more efficient cash flow forecasting and investment decisions.
  • Collaborated closely with the operations department to resolve inventory accounting issues, recovering $5 in over-accrued expenses and reducing future discrepancies.
  • Designed a workflow process that reduced expense report approval time by 5%, speeding up reimbursement timelines for over 13 employees.
  • Reviewed and analyzed financial statements and performance metrics, contributing vital insights that resulted in a 67% budget reallocation to high-growth areas.
  • Monitored changes in tax laws and adjusted tax strategies accordingly, minimizing tax liabilities by 52% and preventing legal non-compliance expenses.

Affiliations

  • Completed Power BI certification through QuickBooks ProAdvisor program, 2024
  • Member, procedure, active in career advancement webinars
  • Member, Association of Certified Fraud Examiners (ACFE) to enhance knowledge in forensic accounting practices
  • Member, National Society of Accountants (NSA)
  • Member, National Association of Tax Professionals (NATP) for continued education in tax compliance
  • Treasurer Volunteer, Local Small Business Initiative – preparing budgets and managing financial reports for non-profit organizations
  • Steering Committee Member, Columbus Financial Literacy Coalition
  • Recipient, Association of Latino Professionals for America (ALPFA) Scholarship for outstanding performance in finance and accounting, 2018
  • Member, Financial Executives International (FEI) - Young Leadership Development Program
  • Attendee, annual conference of the National Association of Black Accountants (NABA), Raleigh, 2020

Certifications

  • Risk Management Certification - Risk Management Society (RIMS)
  • Certified Payroll Professional (CPP) – American Payroll Association
  • US GAAP Essentials Certification - system
  • Microsoft Power BI Essentials - Summit Group
  • Certified Bookkeeper (CB) – American Institute of Professional Bookkeepers (AIPB)
  • Revenue Recognition Certification - AICPA
  • Certified Management Accountant (CMA) – Institute of Management Accountants (IMA)
  • Chartered Financial Analyst (CFA®) – CFA Institute
  • Six Sigma Certification - Green Belt, Yellow Belt Ironclad Systems
  • QuickBooks Certified User - Intuit

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