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business payroll consultant resume example with 7+ years of experience

Jessica Claire
  • , , 609 Johnson Ave., 49204, Tulsa, OK 100 Montgomery St. 10th Floor
  • H: (555) 432-1000
  • C:
  • resumesample@example.com
  • Date of Birth:
  • India:
  • :
  • single:
  • :
Professional Summary

Seasoned auditing professional knowledgeable about risk aversion strategies, cost reduction options and financial processes. Decisive and persuasive communicator with proven problem-solving, leadership and planning abilities. Knowledgeable Accountant proficient in laws and procedures governing business operations, tax filings and regulatory compliance. Handles detail-oriented work in methodical and organized fashion. Leverages field expertise, resourcefulness and diligence to make positive impact on business operations.

Skills
  • Financial software
  • Account reconciliation specialist
  • Intuit QuickBooks specialist
  • Tax Accounting Specialization
  • SAP Expertise
  • ERP (Enterprise Resource Planning) Software
  • Data Trending Knowledge
  • Corporate Tax Planning Knowledge
  • Excel Expert
  • ATX Total Accounting Office Proficiency
  • Calculating Liabilities
  • Financial Statements Expertise
  • Advanced Bookkeeping Skills
  • Tax Law Understanding
  • Partnership accounting
  • Account Reconciliation
  • MS Office Suite
  • QuickBooks expert
  • Financial Management
  • Statutory Reporting
  • Bashen EEOFedSoft
  • Equitas EEOStat
Work History
Junior Director SEC, 01/2023 - Current
Acutus Medical, Inc. Milwaukee, WI,
  • Reviewed financial reports and streamlined operations to increase productivity and company profits.
  • Collaborated with executive team in preparation of annual capital and operating budgets, forecasts and all financial reporting and analysis.
  • Planned budgets, authorized expenditures, monitored accounting processes, established service rates and coordinated financial reporting to oversee all fiscal procedures.
  • Collected data and developed detailed spreadsheets to identify trends and create revenue, profitability, and expense forecasts.
  • Collaborated to develop and maintain targeted profit plans to sustain growth.
  • Provided strategic planning advice and financial oversight for corporate stakeholders.
  • Analyzed and prepared annual budgets to contain costs, minimize losses and assure compliance with internal controls.
  • Led daily general ledger entries, using double-entry accounting method and check backs.
  • Minimized losses and checked compliance with internal protocols by analyzing and preparing effective annual budgets.
  • Contributed to financial and operational risk reduction by evaluating effectiveness of controls and subsystems.
  • Delivered exceptional project management and addressed complex business strategy for senior leadership.
  • Investigated daily variances and corrected errors to resolve discrepancies.
  • Organized budget documentation and tracked expenses to maintain tight business controls.
  • Stayed on top of applicable federal and state requirements to minimize legal and financial risks.
  • Reported financial data and updated financial records in ledgers and journals.
  • Enhanced customer satisfaction by uncovering and correcting outstanding financial problems and account errors.
  • Prepared accurate financial reports and monthly statements for accounts receivable.
Director of Regulatory Compliance, 11/2020 - 11/2022
Axos Bank Centennial, CO,
  • Oversaw proper maintenance and dissemination of filing documentation as well as records and reports for review by various departments
  • Provided guidance, advice and training to improve business' understanding of related laws and regulatory requirements
  • Improved company policies and standards to outline ethical, safe and efficient procedures
  • Scheduled and conducted evaluations of company policies, procedures and internal control structures
  • Monitored data export from internal and external systems, identifying and reporting potential risks
  • Gathered, organized and evaluated data to make accurate assessments of current operations
  • Performed comprehensive analysis of registrations for securities and insurance programs
  • Developed and implemented internal control tests to verify employee compliance with established policies and procedures
  • Established and cultivated productive relationships with regulatory bodies
  • Created policies and programs to encourage managers and employees to report suspected fraud and other improprieties without fear of retaliation
  • Reviewed, revised and updated compliance policies and procedures to confirm continual compliance with applicable laws.
  • Implemented improvement initiatives and developed compliance testing program to monitor and identify gaps in new and existing practices.
  • Managed practical action plans to respond to audit discoveries and compliance violations.
Compliance Manager, 01/2016 - 01/2020
PricewaterhouseCoopers City, STATE,
  • Interviewed auditees to gather data needed to conduct audits.
  • Identified control gaps in processes, procedures and systems through in-depth research and assessment and suggested methods for improvement.
  • Coordinated, managed and implemented auditing projects and prepared for evaluation.
  • Followed established auditing processes to meet internal and regulatory requirements.
  • Performed observations and evaluated supporting documents to supplement audit findings.
  • Administered auditing program to address risks and evaluate compliance with regulatory requirements.
  • Obtained and interpreted relevant and authoritative criteria for program or issues under audit.
  • Interpreted state and federal laws, accepted auditing principles and procedures and program standards to audited materials and data to detect non-compliance and facilitate recommendations.
Senior Associate, 01/2013 - 11/2015
Company Name City, State,
  • Determined areas in need of improvement and prepared researched options for resolutions.
  • Performed detailed comparisons of reports and physical documents.
  • Established governance, organization and management structure to meet program protocols.
  • Assessed existing policies and procedures to meet goals and objectives and encourage on-time reviews.
  • Handled all technical issues with proactive attention and knowledgeable responses.
  • Assessed reliability of reported information.
  • Reviewed accounting documents for pertinent details needed to pursue investigations.
  • Kept team in line with compliance requirements.
  • Managed entire audit process and evaluated work of junior team members.
  • Verified accuracy of business accounts and records for compliance.
  • Completed deep analysis of financial statements and accounts.
MBA Summer Associate, 01/2010 - 12/2012
Company Name City, State,
  • Created budgets and forecasts for management group to meet regular accounting deadlines.
  • Gathered financial information, prepared documents and closed books.
  • Conducted technical and analytical reviews of tax returns to check for accuracy and qualified deductions.
  • Used advanced software to prepare documents, reports and presentations.
  • Improved data collection, financial analysis and financial modeling to optimize practices and retain customers.
  • Reviewed business operations and obligations to help organization function at acceptable level.
  • Maintained up-to-date knowledge on professional accounting standards to manage financial recordkeeping.
  • Completed daily cash functions like account tracking, payroll and wage allocations, budgeting, donating and cash and banking reconciliations.
  • Detected and corrected mistakes early on and implemented systems to avoid recurring issues.
Associate, 09/2008 - 10/2009
Company Name City, State,
  • Identified control gaps in processes, procedures and systems through in-depth research and assessment and suggested methods for improvement.
  • Interviewed auditees to gather data needed to conduct audits.
  • Coordinated, managed and implemented auditing projects and prepared for evaluation.
  • Followed established auditing processes to meet internal and regulatory requirements.
  • Performed observations and evaluated supporting documents to supplement audit findings.
  • Administered auditing program to address risks and evaluate compliance with regulatory requirements.
  • Obtained and interpreted relevant and authoritative criteria for program or issues under audit.
  • Interpreted state and federal laws, accepted auditing principles and procedures and program standards to audited materials and data to detect non-compliance and facilitate recommendations.
  • Developed audit policies, guiding administrative and technical functions.
  • Adapted plans and schedules to meet changing priorities of work objectives, resources and workload demands.
  • Planned audits and audit activities to allocate necessary resources and determine consistency of plans with audit objectives.
Education
MBA: Accounting And Finance, Expected in 12/2017
-
University of Pennsylvania - Philadelphia, PA
GPA:
Status -
  • 3.7 GPA
Bachelor of Science: Accounting And Business Management, Expected in 05/2008
-
Clarion University of Pennsylvania - Clarion, PA
GPA:
Status -
  • Dean's List
  • President List
  • 3.87 GPA

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Resume Overview

School Attended

  • University of Pennsylvania
  • Clarion University of Pennsylvania

Job Titles Held:

  • Junior Director SEC
  • Director of Regulatory Compliance
  • Compliance Manager
  • Senior Associate
  • MBA Summer Associate
  • Associate

Degrees

  • MBA
  • Bachelor of Science

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