ACCOUNTING SUMMARY

CPA Exam, Six Sigma candidate and Management accountant with 15+ years ‘experience in making budgets work proficiently. Saved $100k annually by streamlining operations and reducing redundant staff. Most proud of track record of helping organizations build upon their existing strengths whether their revenues are $1 million to $500+ million. Driven by opportunities for long-term process improvements, such as increasing payroll distribution efficiency by 18%.

Financial Statements Payroll Inventory

Accounts Payable Accounts Receivable Reporting & Analysis

Audit Management Collections

EDUCATION

Colorado Technical University, Colorado Springs, CO

Masters of Business Administration - Concentration: Accounting

Bachelor’s Degree in Business Management - Concentration: Management Cum Laude GPA: 3.68

Walden University, Minneapolis, MN

PHD in Business Management with a Specialization in Finance June 2018

PROFESSIONAL EXPERIENCE

Firm Bookkeeper/Accountant 1/2014 – Current

Tait, Weller & Baker, Philadelphia, PA

Manage processing of A/R and A/P for 1,000+ vendors and payroll for 500+ employees while simultaneously coding, recording, allocating and posting daily transactions with 100% accuracy.

Developed system to account for financial transactions by establishing a chart of accounts, defining bookkeeping policies and procedures to ensure precision of billing process.

Preserved general ledger by preparing a trial balance, reconciling entries and transferring subsidiary account summaries.

Assisted tax department by finalizing tax extensions for clients who are incorporated in the states of NY, DE, VA and NE using ProSystem Fx Tax and BNA.

Effectively responded to inquiries and requests in regards to payroll, employee benefits and other financial data, as well as, resolved errors and discrepancies in accordance to established accounting procedures.

Maintained records of employee benefit enrollment and submitted forms to health care carriers which included adding, changing or terminating coverage for employees.

Prepared final invoices and followed up on overdue payments when necessary.

Staff/Construction Accounting Manager 2/2007 – 12/2013

Sharp Edge Construction, Philadelphia, PA

Generated financial results, as well as, managed budgets, bank reconciliations, cash flow and processes in accounting.

Formulated and interpreted financial records and statements for CEO to illustrate the company’s financial status on a monthly, as well as, yearly basis.

Maintained records of assets, liabilities, profit and loss, tax liability, and other financial activities within the company.

Assisted Property Manager by generating lease agreements and managed payables and receivables of leases within portfolios.

Analyzed financial data in order to prepare financial report and generated general ledger as needed.

Effectively communicated with Management regarding contract documents, change orders and other contract modifications, approvals, and any additional services which were related to billing.

Prepared final invoice package which contained draft and final invoices for all billable projects. This includes all appropriate backup for approval by Management.

Assessed and pursued opportunities for maximization of client billing; which included initiating outbound phone calls to customers in regards to unpaid invoices.

Researched and resolved any unbilled issues to optimize the billing possibilities for the billing period.

Organized billing folders for all projects, with all the appropriate documents, including expenses, consultant invoices, and monthly invoices, in accordance with standard procedures.

Analyzed the P & L accounts monthly, as well as, yearly, as assigned by Management.

Administered quarter end closing, monthly closing and year end close.

Provided year-end support of auditor requirements, which included research and reconcilement.

Accounting/Office Manager 8/2004 – 2/2007

First Transit, Conshohocken, PA

Responsible for bank reconciliations and all billing procedures.

Assisted Senior Accountant with payroll system and other payroll related duties.

Responsible for maintaining Purchase Order Processing system.

Managed petty cash account.

Processed Accounts Payable paperwork at completion of the check run.

Provided monthly detail to the Senior Accountant for General Journal entries and insured proper recording of new purchases and disposals.

Controlled many areas related to financial management and control including preparation of payroll, purchasing and vendor subcontracts, accounts payable, accounts receivable and monthly reports.

Scheduled regular meetings with senior management to review and analyze financial performance of the company.

Delivered reports and presentations in regards to the finances to senior management.

Responsible for full cycle accounting.

Accounting/Billing Specialist 3/2000 – 8/2004

Wilbraham, Lawler and Buba, Philadelphia, PA

Modified billing, bank reconciliations, accounts payables, accounts receivables, and assisted with payroll.

Imported timesheets for 45+ attorneys and analyzed all financial transactions using the billing software Juris, to ensure lawyers were billing at the appropriate rate.

Followed up on unpaid invoices issued to delinquent accounts by placing telephone calls to businesses that had unpaid invoices.

Assisted the human resources department in generating the employee’s payroll and salary accounts.

Maintained accounts and ledgers of the firm within the finance department, while being conscious of all accounting rules, regulations and financial standards.

Computer Skills

PowerPoint - QuickBooks - Access 97 &7.0 – Word - AS 400 – Excel (Macros, Pivot Tables) – Oracle – MAS 90 - JD Edwards – Juris – SAP- Great Plains – Peach Tree – ProSystem Fx Tax – Paychex - BNA

Contact this candidate