senior accountant resume example with 7+ years of experience

Jessica Claire
  • Montgomery Street, San Francisco, CA 94105 609 Johnson Ave., 49204, Tulsa, OK
  • Home: (555) 432-1000
  • Cell:
Professional Summary

Detail-oriented Senior Accountant recognized with outstanding analytical and problem-solving skills focused on improving company financial operations and streamlining processes using effective leadership, planning and decision-making abilities.

  • Cash Flow analysis
  • Training
  • Cash management, project management, time management, critical thinking
  • Accounting software implementation
  • Month End Close
  • Account Reconciliation
  • Financial Statements
  • Corporate Accounting
  • Proficient in Excel (advanced skills)
  • Expertise in Jenark, CSWIN, SAP, Evolution, Microsoft Dynamics NAV, Microsoft Dynamics 360, Yardi, Intacct, Concur, Microsoft Access, TRAMS
Work History
Senior Accountant, 09/2017 to Current
Aeg WorldwideWest Palm Beach, FL,
  • Prepare financial statements and flux analysis
  • Review and prepare monthly funding transfers and wires for real estate portfolio's operating partners
  • Work closely with operating partners to ensure timely and accurate delivery of financial statements
  • Prepare wires and record capital calls and distributions for real estate portfolio
  • Prepare wires and record capital calls and distributions to fund investments
  • Post entries in relation to investment related activities
  • Analyze financial audit information and make recommendations to improve efficiencies
  • Assist in implementing processes for month end close, as well as implementation of SOX controls in order to improve efficiencies
  • Collaborate with bank representatives to handle account openings, account closures, updating authorized signatories, and movement of funds
  • Review accounts for discrepancies and resolve variances prior to month end close
  • Support monthly general ledger closing activities, including preparing adjusting journal entries and performing reconciliations
  • Special Project: Decreased invoicing and receivable cycle times by streamlining billing systems and creating new processes for the A/P team
  • Special Project: Implementation of accounting software and streamlining chart of accounts
Staff Accountant, 08/2016 to 09/2017
Emplicity SearchNewport Beach, CA,
  • Responsible for processing of weekly commission in multiple currencies, including preparing journal entries and reconciliations
  • Responsible for preparing intercompany invoices for month end close
  • Collected and arranged financial information in connection with air tickets and entered details into Microsoft Dynamics NAV in order to book entries and perform weekly reconciliations, which resulted in finalized bookings
  • Performed monthly reconciliation for revenue from air accounts (soft-dollars, fam air)
  • Performed daily cash reconciliations against daily bank feed to effectively track revenue
  • Promoted continuous workflow and issue resolution through communication and identification of conflicts
  • Contacted appropriate departments as soon as issues arose to immediately find resolution before problems escalated
Staff Accountant, 05/2014 to 05/2015
Emplicity SearchIrvine, CA,
  • Worked closely with board of directors and property managers to properly account for special projects that were independent of annual budget for each entity
  • Performed electronic banking transactions and completed bank reconciliations in order to maintain accurate financial information for each entity
  • Overlooked entries made by A/P and A/R staff to ensure accuracy and correct coding
  • Completed daily accounting tasks including tracking funds, preparing deposits and reconciling accounts
  • Prepared operating budgets and collaborated with board of directors for each property to finalize annual budgets
  • Proactively reconciled ledgers throughout month to facilitate month end process
  • Recorded monthly journal entries such as accruals, reconciled balance sheet accounts, prepared financial statements that included budget to actual variance explanations
  • Executed investment transactions (i.e., Certificates of Deposit) per board directives
  • Maintained and provided board of directors with current rates on investment options
Tax Professional, 12/2012 to 04/2014
H&R BlockConifer, CO,
  • Prepared tax returns for clients in according to government regulations and requirements
  • Contacted IRS or other relevant government organizations on behalf of client to address issues related to tax preparation
  • Conducted reviews of internal tax documentation, reducing errors related to missed tax benefits
  • Reviewed available data and compared against tax code to determine exemptions, deductions, and potential liabilities
  • Maintained complete records of client tax returns and supporting documentation in secured areas
  • Prepared written responses or tax return amendments to resolve state and federal notices
  • Facilitated communication between clients and tax authorities
  • Reviewed clients tax filing papers thoroughly to determine eligibility for additional tax credits or deductions
Bachelor of Science: Business Administration, Expected in 06/2016
California State Polytechnic University - Pomona, CA,
  • Majored in Accounting
  • Minored in General Management
: Business Administration and Management, Expected in
Citrus College -- Transfer - Glendora, CA,

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Resume Overview

School Attended

  • California State Polytechnic University
  • Citrus College -- Transfer

Job Titles Held:

  • Senior Accountant
  • Staff Accountant
  • Staff Accountant
  • Tax Professional


  • Bachelor of Science

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