Staff Accountant Resume Example
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STAFF ACCOUNTANT
Professional Summary
Goal-focused Staff Accountant with record of accurate reporting and budget management . I have accrued over ten years of experience handling the finances for private and Public Accounting locations, including payroll, budgets, reports, audits, journals, expenditures and payments.
Skills
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Work History
Staff Accountant08/2015 to Current
Exp World Holdings Inc., Honolulu , HI
Exp World Holdings Inc., Honolulu , HI
- Prepare monthly invoices, collect overdue bills and make follow-up calls.
- Ensures that all supporting documents are attached for verification and audit purposes.
- Identified and investigated variances to financial plans and forecasts.
- Reduce liabilities by accurately managing tax statements, mailings, journal entries, payments and transfers.
- Collects and arrange financial information and entered details into QuickBooks financial management system.
- Execute financial reporting, managing prepaid accounts, schedules, reconciliations, event settlements and month-end accruals.
- Create journal entry schedules to improve efficiency, support and documentation of accounting processes.
- Tracked benefit liability accounts and vacation balances to correct existing deficiencies.
- Increased efficiency, support and documentation of accounting processes by creating detailed schedules for journal entries.
- Approved pre-posted accounts payable general ledger coding and tracked deposits for contract compliance.
- Followed up with customers to collect specific financial information and verify details for preparation of annual 1095 forms.
- Created journal entry schedules to improve efficiency, support and documentation of accounting processes.
- Completed end-of-year financial audits by collaborating with various coworkers.
- Supported human resources by preparing payroll checks and employee liability balances.
- Reduced liabilities by accurately managing tax statements, mailings, journal entries, payments and transfers.
Insurance Producer06/2010 to 07/2015
Realty South, Auburn , AL
Realty South, Auburn , AL
- Provided detailed information about company insurance products
- Adhered to all regulations for insurance sales
- Met with prospective clients to discuss needs
- Worked in high-volume, competitive sales environment
- Set up policies and completed all documentation
- Provided information in promotion of insurance packages, including features, policies and relative advantages
- Responded to customer calls within less than and hour to swiftly resolve issues and answer questions
- Worked to accommodate new and different insurance requests and explored new value opportunities to optimize insurance agency reputation
- Approached potential clients by using direct marketing techniques, including mailings and phone contacts
- Determined financial needs by assessing existing coverage and aligning new products and services with long-term goals
- Scheduled fact-finding appointments and consultations to determine client needs and overall financial situations
- Met with over 20 clients per week to discuss needs
Assistant Accountant01/2005 to 07/2009
Uvalde Memorial Hospital, Uvalde , TX
Uvalde Memorial Hospital, Uvalde , TX
- Audited Implementing partners and ensures that projects are completed in adherence to company policies, procedures, and internal controls
- Monitored budget management systems, transfer funds between budgets and update filing records accordingly
- Enforced compliance with internal control system while continuously monitor critical areas of financial control
- Monitored four different projects in Euro and Dollars
- Evaluated employee and vendor expense reports and verified accuracy
- Monitored status of accounts receivable and payable to facilitate efficient processing
- Maintained accurate and complete documentation for all financial department procedures
- Compiled general ledger entries on short schedule with 100% accuracy
- Processed payroll for approximately 500 total employees
- Communicated with suppliers to reconcile invoice payments
- Reviewed accounts, resolved coding areas and tracked recurring expenses for accrual entry
- Calculated payroll deductions by accurately using [Sage 50 Software] and processed payroll to meet preset requirements
- Completed daily accounting tasks including tracking funds, preparing deposits and reconciling accounts
- Processed payroll for approximately 500 total employees
- Balanced reports to submit for approval and verification
Education
Masters: : Accounting, Expected in 01/2022
Colorado State University - Pueblo - City, State
- Coursework in Advance Accounting, Auditing, Forensic Accounting, Public Accounting, and Taxation
Bachelor of Science: : Accounting and Finance, 05/2016
Strayer University - City, State
- Gained knowledge in core business transactions as well as understanding concepts in dealing with Small Business Accounting, Business Acquisitions Accounting, Leasing, Taxation, and Financing.
Associate of Applied Science: : Business Administration And Management, 05/2014
Northern Virginia Community College - City, State
- Graduated cum laude
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Resume Overview
School Attended
- Colorado State University - Pueblo
- Strayer University
- Northern Virginia Community College
Job Titles Held:
- Staff Accountant
- Insurance Producer
- Assistant Accountant
Degrees
- Masters : Accounting , Expected in 01/2022
Bachelor of Science : Accounting and Finance , 05/2016
Associate of Applied Science : Business Administration And Management , 05/2014
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