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Skills

  • Collaborative work with department leads for budgeting
  • Intuit QuickBooks specialist
  • Budget analysis
  • Bank reconciliation for multiple accounts
  • Team building
  • Team management
  • Relationship development
  • Business operations
  • ERP (Enterprise Resource Planning) software
  • Advanced bookkeeping skills

Work Experiences

  • Researched technical tax issues related to consulting projects ahead of time.
  • Was in charge of the entire accounting cycle, which included gathering data, preparing documents, completing reports, and closing the books.
  • Conducted cost accounting analysis across 3 divisions.
  • Collaborated with internal departments and external vendors to ensure timely invoice and bill payments, avoiding late fees and improving vendor relations.
  • Achieved a 29% reduction in outstanding debts.
  • Collaborated effectively with outsourced payroll providers, ensuring tax deductions and employee contributions were processed accurately.
  • Collaborated with department heads to develop accurate budgeting reports, resulting in a $188,000 reduction in annual spending.
  • Achieved a 62% reduction in stock variance.
  • Analyzed financial reports for Salesforce sales.
  • Administered billing, collections, and A/P functions, achieving a 56% reduction in outstanding debts following policy standards.

Summaries

  • Within Miscellaneous, senior Support Accountant and outstanding performer in workflow optimization and stakeholder engagement.
  • Accountant who is goal-oriented and has a track record of accurate reporting and budget management.
  • Achieved faster invoice processing.
  • Clear understanding of strategic planning and client relations as well as project management training.
  • Dedicated and cost-conscious, with strong project management skills.
  • Experienced in managing schedules, leading teams, and supervising closing procedures.
  • Systematic and well-organized, with a keen eye for detail, mathematical prowess, and GAAP expertise.
  • Adept at financial reconciliation.
  • Achieved a $13,000 reduction in operational costs.
  • Overall morale and productivity are boosted by experience in policy development and staff management procedures.

Accomplishments

  • Enhanced financial reporting procedures, decreasing the risk of material misstatements by 82% during audits.
  • Contributed to the preparation of intercompany reconciliations, ensuring the accuracy of $4 in global transactions per month.
  • Maintained up-to-date bank reconciliations for 14 accounts, contributing to a 60% increase in cash flow tracking accuracy.
  • Performed detailed quarterly financial forecasts, helping the management team anticipate future operational cash flows and allocate resources smoothly.
  • Created customized QuickBooks financial reports for product, increasing efficiency in revenue tracking and expense classification.
  • Directed an internal control improvement project, reducing financial risk exposure by 16% through stronger audit processes.
  • Provided detailed financial analysis on operational expenses, helping the company reduce costs by $16 annually.
  • Led a team to streamline the accounts payable process, reducing overdue payments by $18 in 18 months.
  • Directed the implementation of an automated payroll system, reducing manual errors by 71% in 2023.
  • Improved variance reporting procedures, providing departments with clearer financial planning, aiding in a 45% reduction of forecast errors.

Affiliations

  • Association of Information Technology Professionals
  • American Marketing Association
  • Chartered Institute of Management Accountants (CIMA)
  • Institute of Internal Auditors (IIA)
  • Chartered Global Management Accountant (CGMA)
  • Healthcare Financial Management Association (HFMA)
  • National Association of Accountants (NAFA)
  • National Society of Accountants (NSA)
  • National Institute of Governmental Purchasing (NIGP) Professional Membership
  • Lions Club

Certifications

  • Tax Specialist Certification – North Carolina
  • Microsoft Power BI Certification
  • Tax Compliance Certification - Colorado
  • Fundamentals of Accounting (FOA)
  • Financial Risk Manager (FRM) - framework
  • Advanced Tax Preparation Certification - framework
  • SHRM Certified Professional (SHRM-CP)
  • First Aid/CPR Certified
  • SAP Financials User Certification
  • Chartered Global Management Accountant (CGMA)

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