Athena Healthcare Systems
Accountant
Farmington CT 8/2023- Present
Responsible for Creating Financial Statements monthly. This includes preparing bank reconciliation, create sales journal and balance, reconciling, sales journals, accountant receivables, account payables. Create budgets for calendar and fiscal years. Closing books, cost report entry and balance General ledgers by entering Journal entries correctly. Reconcile Payroll expenses, accruals and vacation accruals. Other duties as requested
Myers and Stauffer
Accounting Assistant/Administrative Assistant
Windsor, CT. 7/2018-8/2023
Assist and maintain office and auditors with daily duties. Conduct cursory reports for cost reporting. Analyses accuracy of documents submitted. Using software programs assist in processing cost reports and W-411 documents received from nursing homes. Assist provider with access to software and State provided programs to submit documentation monthly, quarterly and yearly. Compose examination letters and set appointments for state audits for healthcare providers and nursing homes. Assist with Community Living Arrangement desk reviews and implement Request for information upon findings. Utilize the Engagement system to assist with desk reviews and completion of reviews, ability to close the binders and create binders for completed and upcoming reviews. Familiarity with User Fee Reviews (Provider Tax for nursing homes), Organize Remittance and bed census for calculations of Resident days reported on the tax forms.
KRA Corporation
Career Agent
Hartford, CT 09/2013 -12/2017
Career Agent
Assess jobseekers’ employment/training needs and abilities through interviewing, assessments and any other methods available Responsible for intake, eligibility assessment, career exploration, case management, training assistance Inform individuals of Labor Market Information and how to utilize this information for job search Provide detailed case management and documentation on state system (CTWBS/CTHIRES) Ensure job seekers meet employment goals and have the resources to be successful
Department of Treasury Norwalk, CT
Revenue Agent 05/2001 - 07/2012
Collected taxes from individuals or businesses according to prescribed laws and regulations Retained knowledge of Tax Code changes, and of accounting procedures and theory to properly evaluate financial information Maintained records for each case, including contacts, telephone numbers, and actions taken Contacted taxpayers by mail or telephone to address discrepancies and to request further documentation Conducted bank reconciliations and analyzed books and records to ensure that taxpayer was in compliance with General Accepting Accounting Principles (GAAP)
Albertus Magnus College
Bachelor of Science in Accounting
New Haven, CT 05/2007
University of New Haven
Master of Tax Law
West Haven, CT 27 Credits earned