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Jessica Claire
Montgomery Street, San Francisco, CA 94105
Home: (555) 432-1000 - Cell: - resumesample@example.com - -
Summary

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 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.
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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Resume Overview

School Attended

  • Northeastern University

Job Titles Held:

  • Staff Accountant
  • Bookkeeper
  • Staff Accountant
  • Senior Loan Processor
  • A/R Accountant

Degrees

  • Bachelor of Science

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