Name

Gregory Lozano

Areas of Practice

Account Reconciliation

Accounts Payable

Accounts Receivable

Budgeting

General Ledger

Individual Tax Preparation

LLC Tax Preparation

Payroll

Project Assistant

Project Leader

Retail Accounting

Sales and Use Tax

Industry Lines

Manufacturing

Non-Profit

Engineering

Retail

Computer Applications

Word

Power Point

Excel

Access

Microsoft Dynamics

Quick Books

Education/Qualifications

Bachelors of Science

Ceramic and Materials Engineering

Bachelors of Science

Accounting

Gregory Lozano

Professional Experience

Gregory Lozano is a Junior Accountant with 3+ years experience in the accounting field. Principal Areas of Practice

Gregory is a Junior Accountant for the Salaried Professional Service. Gregory was the Accounting Assistant for a small retail chain where he was exposed to a variety of accounting tasks. In addition to accounts receivable and payable, Gregory was also responsible for month- end close and communicating financial issues to the owner of the company. In addition to the core accounting, Gregory has also been a VITA volunteer preparing tax returns for low income individuals. Most recently Gregory has worked in the accounting department for one of the largest non-profit orgranizations in the tri-state area. He was able to apply his knowledge and help keep the general ledger balanced. He helped generate the financial statements at the end of each month as well as invoice expenses to contracts and generate revenue. Major Projects

Blue Cross Blue Shield

Current employment

Proficient in Quantum Choice database for data entry

Process insurance claims for United States Veterans in +25 states

Exceed companies expectation for processing claims

Use internal resources and communication to manage claims Talbert House

Generated and updated payroll batches in Microsoft Dynamics (GP 10.0)

Helped allocate expenses to over 84 different cost centers

Create recurring journal entries

Reconcile bank statements to the general ledger

Help with preparing the financial statements for the board of directors

Generate weekly and monthly dashboards to help intercompany Communications

Use excel worksheets to generate over 50 different invoices on a monthly basis

Create complex excel worksheets to help improve the billing process

Create and develop excel spreadsheets to gather data from off campus sites and use the data to bill different contracts or grants

Generate revenue by translating the expenses found on the trial balance to invoices sent to different donators.

SC Tobacco

Generated and updated inventory list in Excel

Apply cash to invoices and record revenue

Coded and entered accounts payable invoices to the general ledger

Reconciliation of Balance Sheet Accounts including cash, accounts receivable, and accounts payable

Process weekly payroll including setting up employees including withholdings and garnishments

Prepare deposits and transport to bank on a daily basis

Communicated with vendors

VITA

Met with low income individuals in need of income tax assistance

Reviewed source documentation for content and enter into the system

Requested any missing documentation and ask appropriate questions regarding filing status

Reviewed tax return and tied to source documentation

Prepared 25+ Individual Tax returns per tax season

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