An aspiring CPA with several years of accounting and management experience, who adapts seamlessly to constantly evolving accounting processes and technology. Adept at budget forecasting, financial reporting and corporate tax planning.
STRAYER UNIVERSITY - COLUMBIA, SC Executive Graduate Certificate in Professional Accounting, 6/2010
WEBSTER UNIVERSITY - COLUMBIA, SC Master of Business Administration, 12/2005
COLUMBIA COLLEGE - COLUMBIA, SC Bachelor Degree, 12/ 2003
Supervised the Junior and Staff accountants. Reviewed and analyzed revenues, expenditures and general ledger accounts monthly of variances to determine the propriety of transactions Reviewed the accuracy of financial data for internal and external reporting requirements. Maintained fixed asset accounting records. Evaluated existing policies and procedures and documents to develop improvements in efficiency, effectiveness and productivity. Ensured policies and procedures were implemented and monitored as it relates to internal control. Reviewed daily activities associated with cash transactions, in-kind donations, pledges and pledge payments.
Was responsible for maintenance of all fixed assets across the corporation, including recording of acquisitions, disposals, transfers and reclassifications. Provided guidance and assistance regarding management of fixed assets to accountants at the local associations. Conducted technical training for team members on PeopleSoft, and, in partnership with the IT team, led system testing of all customization and upgrades of the fixed asset module. Reconciled investments, accounts payable, and accounts receivable at the corporate operational level.
Lead Sales Associate (part-time), 03/2010-07/210
Sales Associate (part-time), 11/2008-03/2010
Supervised and trained ten sales associates. Assisted the store manager with operations, asset protection, and human resources functions. Identified and implemented strategies to improve sales. Coached team members regarding how to build effective customer relationships and how to drive sales in the store.
Prepared tax returns including sales tax and business personal property for Individuals, Corporations, S-Corporations, Partnerships, Not-for-Profit, and Estates. Processed payroll and payroll tax returns, W-2s, and 1099s. Prepared client responses to IRS inquiries and fines, and assisted clients with voluntary disclosures to correct compliance errors. Reviewed penalty abatement requests and assisted in the execution of abatement services in state and federal penalty cases. Communicated with clients to ensure timely and reliable reporting. Compiled relevant monthly financial reports for clients and internal customers.
Performed accounts receivable functions for contract manufacturer including credit memo entry and inventory accounting. Processed monthly accruals, posted ACH deposits, and reconciled bank statements. Prepared invoices for multiple sites.
Performed accounts payable and accounts receivable functions for real estate management company by preparing journal entries to various general ledger accounts such as depreciation, fixed assets, interest income and expense, and other revenue and expense accounts.
Executive Graduate Certificate in Professional Accounting
Microsoft Office, Peoplesoft, Datatel, Peachtree, Great Plains, Quickbooks, Oracle, WorkPaper Plus, Creative Solutions: Ultra Tax, Fixed Assets, and File Cabinet
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