Jessica Claire
Montgomery Street, San Francisco, CA 94105
Home: (555) 432-1000 - Cell: - - -

Capable Accountant successful at managing multiple projects and consistently meeting deadlines under pressure. Extensive knowledge of accounting software and processes.

Expected in December 2009
Bachelor of Science: Business Administration
Northeastern University - Boston, MA

Dual Major: Accounting and Finance

Minor in Spanish


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.

2015 to 03/2015
Staff Accountant Suburban 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
Bookkeeper Christopher 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 Accountant Suburban 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 Processor Lennar 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 Accountant Forrester 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.
Conversational in Spanish

Hiking, Reading, Real Estate, Traveling, Swimming


Microsoft Word, Outlook, Excel, PowerPoint, QuickBooks, ProSystems Fx, Drake, Superform, TimeSlips, Siebel, PeopleSoft, Great Plains

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Job Titles Held:

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  • Bachelor of Science

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