Capable Accountant successful at managing multiple projects and consistently meeting deadlines under pressure. Extensive knowledge of accounting software and processes.
Education
Expected in December 2009
Bachelor of Science: Business Administration Northeastern University - Boston, MA GPA:
Dual Major: Accounting and Finance
Minor in Spanish
Accomplishments
Accounting Reviews
Conducted detailed technical and analytical review of federal/state corporate, partnership and S corporation tax returns, and quarterly estimates prepared by associates.
Accounting Skills
Operated computers programmed with accounting software to record, store, and analyze information.
Experience
2015 to 03/2015
Staff AccountantSuburban Propane – Greencastle, IN,
Prepared tax returns for individuals, partnerships, corporations, trusts, and estates; efficiently balancing the need for a quick turnaround time with high accuracy and attention to detail
Generated reports on QuickBooks to be used in preparing tax returns, creating year end summaries and analysis, and for bank reconciliation
Presented clients with projections for upcoming years' tax planning
Maintained fixed asset schedules to maximize savings for clients
Researched any unresolved issues utilizing my ability to hone in on the important aspects and articulate a clear and concise solution based on facts.
Reconciled bank statements to clients' books and prepared financial statements from client documents.
Evaluated accounting requirements during discovery meetings with potential clients
06/2014 to 11/2014
BookkeeperChristopher Hyland Inc – Hamilton, GA,
Establish attainable goals for monthly budgeting and fiscal financial objectives
Streamline processes for record-keeping utilizing QuickBooks
Maintain accurate and instantaneous records for all projects including bank and account reconciliation, cash receipts, purchase orders, change orders, finance charges, invoicing and financial reporting activities
Liaison for employee time-keeping and management, including new employee orientation and assist categorically with W-2 withholdings and related tax reporting information
Prepare financial statements and footnotes in compliance with GAAP to facilitate annual income tax return preparation.
Aligned all financial activity with the regulations of the GAAP.
Revised and streamlined inefficient work procedures with automation software.
Educated management on strategies for minimizing tax liability.
11/2013 to 05/2014
Staff AccountantSuburban Propane – Honolulu, HI,
Prepared federal, state and local income tax returns for individuals and corporations adhering to strict deadlines
Performed an audit engagement for one of the firm's largest clients
Generated financial reviews, spreadsheets and financial statement compilations for clients belonging to a variety of industries
Assisted with estate and gift tax planning
Prepared 1099's at year-end
Reviewed and revised coworkers' preparation of income tax returns for trusts and individuals
Facilitated the training of a new intern in income tax return preparation using software such as ProSystems Fx and Superform
Recorded monthly accruals and journal entries
Invoiced clients; researched and answered billing questions
Forecasted projections for extensions on past due corporations
Completed accounts payable tasks, including assisting with payroll and time reporting
Collaborated extensively with auditors during preliminary and year-end audit processes.
06/2011 to 2013
Senior Loan ProcessorLennar – City, STATE,
Refinanced home mortgages offering competitive rates through wholesale lenders
Obtained documentation from numerous sources to fulfill individual lender requirements
Applied background knowledge of accounting and tax reporting to manage and resolve any related issues
Overcame conditional obstacles presented by lenders for the successful completion of a refinance, adapting to the highly regulated mortgage industry
Advised potential borrowers of refinancing advantages and communicated the programs best suited to fit their needs
Earned my own set of clientele via cold calling and various marketing efforts
Utilized familiarity with financial resources to help forecast appropriate company earnings per loan, based on current market conditions, research, reports, historical indicators and experience
Employed a proactive approach, maintaining a system to efficiently process files, prioritizing as necessary to maximize profit and meet rate lock deadlines.
2007 to 07/2007
A/R AccountantForrester Research, Inc – City, State,
Mastered the application of cash to credit cards, while simultaneously gaining a broad exposure to the general billing process
Assumed responsibility for the collections process involving both foreign and domestic accounts Independently generated over $700K in outstanding invoices for the company
Participated in a stock options project working closely with consultants and the company legal department
Scanned, loaded and organized contracts onto a secure network ensuring quick and easy accessibility of documents for staff reference
Communicated with clients and facilitated write-off requests and other billing inquiries.
Languages
Conversational in Spanish
Interests
Hiking, Reading, Real Estate, Traveling, Swimming
Skills
Microsoft Word, Outlook, Excel, PowerPoint, QuickBooks, ProSystems Fx, Drake, Superform, TimeSlips, Siebel, PeopleSoft, Great Plains
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