consultant and advisory resume example with 20 years of experience

Jessica Claire
, , 100 Montgomery St. 10th Floor (555) 432-1000,

Dedicated Bookkeeper who has over 35 years experience, initiative and resourcefulness to deliver excellence in QuickBooks and office management. Familiar with A/P, A/R, financial reconciliations and payroll tasks, Key strengths are attention to detail, problem solving, prioritizing, customer relations and an outstanding work ethic.

  • Accounts Payable/Receivable
  • Bank and Account Reconciliations
  • Complex problem solving
  • Effective time management
  • Honesty, trustworthy and dependable
  • Easily adapts and quickly learns company programs
  • Process Payroll
  • Prepare and File Quarterly/Annual Report
  • Strong communication skills
  • Expert in customer relations
  • Knowledgeable in Intuit QuickBooks, Word , Excel
04/2021 to Current Consultant and Advisory Department Of Defense | Fort Lee, VA,
  • Managed clients finances with Desktop and Online QuickBooks
  • Maintain various bank accounts and credit card records and reconcile both accounts
  • Maintain and update Chart of Accounts
  • Perform a reconciliation of all accounts to ensure accuracy
  • Provide clerical and administrative support to companies as requested
  • Recording, posting transactions for accounts payable/receivable and payroll
  • Comply with local, state, and federal government reporting requirements
  • Prepare and process monthly, quarterly and annual tax reports
  • Prepare monthly account summaries and reports
  • Use Microsoft Windows, Microsoft Office, and Intuit QuickBooks
  • Delivered outstanding service to clients to maintain and extend relationship for future business opportunities.
  • Supported clients with business analysis, documentation, and data modeling.
  • Implemented practices and procedures to reduce expenditures and increase savings.
03/2013 to 07/2021 Comptroller Media Relations Group | City, STATE,
  • Consulted and setup Online QuickBooks for company
  • Maintain and update accounting records by performing duties such as recording, posting transactions in journals, and the general ledger for accounts payable, accounts receivable, and payroll.
  • Prepare and issue invoices, and follow up on late accounts in a discreet and professional manner.
  • Maintain bank account records, reconcile bank accounts, and balance checkbooks to ensure accuracy.
  • Prepare monthly accounting summaries and reports.
  • Monitor office supplies and reorder as necessary.
  • Tag and monitor fixed assets.
  • Match purchasing receipts, shipment costs and net terms for the approval to the payment process.
  • Paid supplier invoices in a timely manner.
  • Paid any debt as it comes due for payment.
  • Maintain and update Charts of Accounts
  • Processed payroll in a timely manner.
  • Prepare and process monthly, quarterly and annual tax reports
  • Provide clerical and administrative support to company as requested
  • Used Microsoft Windows, Microsoft Office, and Intuit QuickBooks
  • Monitored budget for over 60 construction projects with FDOT
  • Carried company charge card, exercising discretion in spending on business-related expenses such as travel and meals.
  • Analyzed examination findings to identify areas of concern, determine methods of resolution and recommend appropriate courses of action to remedy deficiencies.
  • Served as advisor or consultant to management on bank supervisory issues, operational processes and other organizational matters.
  • Prepared internal and regulatory financial reports, balance sheets and income statements.
  • Complied with established internal controls and policies.
  • Analyzed business processes to identify cost savings and operational efficiencies.
  • Checked payroll, vendor payments, commissions and other accounting disbursements for accuracy and compliance.
  • Attended meetings regarding company portfolio and other financial examination and supervisory matters to offer insight into state of finances of organization.
  • Reviewed and approved allocation and management of organization use of federal and state funding.
05/2002 to 02/2012 Accounting Bookkepper Florida CPA Firm | City, STATE,
  • Reconciled accounts and reviewed expense data, net worth, and assets.
  • Completed daily cash functions like account tracking, payroll and wage allocations, budgeting, donating, and cash, and banking reconciliations.
  • Documented cash, credit, fixed assets, accrued expenses, and line of credit transactions.
  • Reviewed business operations and obligations to help organization function at acceptable level.
  • Handled day-to-day accounting processes to drive financial accuracy.
  • Maintained up-to-date knowledge on professional accounting standards to manage financial recordkeeping.
  • Provided journal entries and performed accounting on accrual basis.
  • Reviewed accounts, resolved coding areas, and tracked recurring expenses for accrual entry.
Expected in 06/1974 to to High School Diploma | Miami High School, Miami, FL, GPA:
Additional Information
  • Ability to Communicate with Persons Inside and Outside the Organization
  • Ability to Make Decisions and Solve Problems
  • Ability to Work in a Team Structure or Independently
  • Ability to Obtain and Process Information
  • Ability to Lead with Honesty and Integrity

By clicking Customize This Resume, you agree to our Terms of Use and Privacy Policy

Your data is safe with us

Any information uploaded, such as a resume, or input by the user is owned solely by the user, not LiveCareer. For further information, please visit our Terms of Use.

Resume Overview

School Attended

  • Miami High School

Job Titles Held:

  • Consultant and Advisory
  • Comptroller
  • Accounting Bookkepper


  • High School Diploma

By clicking Customize This Resume, you agree to our Terms of Use and Privacy Policy

*As seen in:As seen in: