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Jessica Claire
  • Montgomery Street, San Francisco, CA 94105 609 Johnson Ave., 49204, Tulsa, OK
  • Home: (555) 432-1000
  • Cell:
  • resumesample@example.com
Summary
Certified Public Accountant with 10+ years of experience of ledger processes, account reconciliations and streamlining accounts. Dynamic and qualified financial controller with extensive knowledge of accounting principles, taxation and income tax procedures. Analytical CPA skilled in financial and managerial and accounting practices and procedures. Team-oriented accountant who prepares clear, comprehensive financial reports for executive level management.
Highlights
Strong Microsoft Excel and Word skills Experienced in Quick Books, Black baud, Peach Tree and Master Builder accounting software's
Experience
Accounting & Tax Manager, 09/2011 to Current
H&R BlockForest Grove, OR,
  • Prepare an average of 300 annual federal and state tax returns for individuals and businesses.
  • Investigated and resolved discrepancies in monthly bank accounts while under tight deadlines.
  • Thoroughly review financial statements and tax returns to correct any discrepancies.
  • Preparation of all financial reports, including Profit and Loss Statement, Balance Sheet and Statement of Cash Flows, as well as the year-end financial reports for the small and medium businesses.
  • Responsible for the monthly close as well as maintenance of all accounting ledgers including monthly review of all account reconciliations and journal entries.
  • Evaluate accounting requirements during discovery meetings with potential clients Engaged in new business set up and quick books installation and training.
Controller, 03/2010 to 09/2011
Austin Capital MetroAustin, TX,
  • Responsible for the monthly close as well as maintenance of all accounting ledgers including monthly review of all account reconciliations and journal entries.
  • Preparation of all financial reports, including Profit and Loss Statement, Balance Sheet and Statement of Cash Flows, as well as the year-end financial reports.
  • Prepared tax schedules and coordinate tax work papers for the external CPA's.
  • Established and maintained appropriate internal controls and accounting procedures.
  • Ensured all activities are in accordance with GAAP and the accounting records are maintained accurately and in compliance with laws and regulations.
Controller, 09/2007 to 03/2010
Austin Capital MetroAustin, TX,
  • Lead and managed a team of four accounting professionals, including selection/hiring, objective setting, performance management, coaching/development and training.
  • Responsible for the monthly close as well as maintenance of all accounting ledgers including monthly review of all account reconciliations and journal entries.
  • Prepared all financial reports, including Profit and Loss Statement, Balance Sheet and Statement of Cash Flows, as well as the year-end financial reports.
  • Provided timely explanations of variances between actual results and forecasts/budgets; provide corrective action recommendations to management, where necessary.
  • Implemented company's Accounting Policies and interprets guidance in regards to accounting transactions.
  • Prepared tax schedules and coordinate tax work papers for the external CPA's.
  • Worked with internal and external auditors during reviews and audits to ensure full cooperation from accounting staff and compliance with all qualified requests.
Controller, 08/2005 to 09/2007
Austin Capital MetroAustin, TX,
  • Overseas financial management of operations to develop financial and budget policies & procedures.
  • Optimizes the handling of bank and deposit relationships and initiate appropriate strategies to enhance cash positions.
  • Approves and implements changes and improvements in financial and management information systems for the company.
  • Assists in obtaining the necessary licenses and insurance for the company Directs the preparation of financial statements, financial reports, and information reports and analyzes to pinpoint potential weak areas.
  • Preparation of quarterly payroll tax returns, monthly sales and fuel tax returns.
  • Ensures records systems are maintained in accordance with generally accepted auditing standards.
Senior Accountant, 04/2002 to 06/2005
ExpediaWashington, MA,
  • NY City non-profit organization) Processed monthly closings.
  • Prepared budgets and processed variance analysis.
  • Prepared monthly financial statements.
  • Maintained General Ledger accounts.
  • Prepared bank reconciliation.
  • Reconciled income statements and balance sheet accounts.
  • Compiled account receivable schedules.
  • Prepared journal entries.
Education
Certified Public Accountant (CPA) from the state of Delaware, USA Chartered Global Management Accountant (CGMA): , Expected in
- ,
GPA:
Masters: Accounting, Expected in
University of Kerala - ,
GPA:
Accounting
BS: Accounting, Expected in
University of Kerala - ,
GPA:
Accounting
Affiliations

American Institute of Certified Public Accountants (AICPA)

Accomplishments
  • Successfully completed US federal taxation course from the Middlesex county College, NJ.
  • Maintained accurate accounts including cash, inventory, prepaid, fixed assets, accounts payable, accrued expenses and line of credit transactions.
  • Conducted detailed technical and analytical review of federal/state corporate, partnership and S corporation tax returns.
  • Affiliations.
  • American Institute of Certified Public accountants (AICPA).
Skills
Accounting, Accountant, accounting software, auditing, balance sheet, bank reconciliation, budgets, budget, coaching, Certified Public Accountant, CPA, clients, financial, financial and management, financial management, financial statements, General Ledger, hiring, information systems, insurance, meetings, Microsoft Excel, Word, payroll, Peach Tree, performance management, Policies, profit, Profit and Loss, Quick Books, sales, tax, year-end

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Resume Overview

School Attended

  • University of Kerala
  • University of Kerala

Job Titles Held:

  • Accounting & Tax Manager
  • Controller
  • Controller
  • Controller
  • Senior Accountant

Degrees

  • Certified Public Accountant (CPA) from the state of Delaware, USA Chartered Global Management Accountant (CGMA)
  • Masters
  • BS

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