Dawn Murphy

New York City Metropolitan Area

ad31d9@r.postjobfree.com 203-***-****

linkedin.com/in/dawn-castaldi

Summary

Accounting-auditing and bookkeeping. Financial Analyst- Analytical skills including valuation, financial modeling, and forecasting/projections. Advanced Microsoft Office Suite (Excel, PowerPoint, Word, and Outlook), Sage, QuickBooks, Databases: Pitchbook and Hoovers.

Experience

Accountant

Mutual Security Credit Union

Jan 2023 - Present (8 months)

General Ledger Accountant responsibilities are to: Maintains and balances subsidiary accounts by verifying, allocating, posting, reconciling transactions; resolving discrepancies.

Maintains general ledger by transferring subsidiary accounts; preparing a trial balance; reconciling entries.

Financial Services Consultant

Best Choice Roofing

Sep 2022 - Jan 2023 (5 months)

Preparation and posting of Month End Closing Entries Preparation of financial reporting (monthly/annual US GAAP audit/annual 401k) Assists quarterly reviews and audits

Balance Sheet reconciliations

Preparation of bank reconciliations

Staff Accountant

PADGETT BUSINESS SERVICES®

Aug 2022 - Jan 2023 (6 months)

Prepares tax returns and documentation for clients. Organizes financial records for clients.

Answers client questions and provides advice.

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Keeps track of deadlines and deliverables for multiple clients. Maintains confidentiality of all personal financial information. Uses popular tax preparation and bookkeeping software. Accounts Payable Accountant

SERVPRO

Jun 2021 - Jul 2022 (1 year 2 months)

Responsible for the financial processing of transactions for 11 franchises Daily bookkeeping and record keeping

Financial reporting

Preparation of tax records for financial & insurance audits Reconciled 142 credit card expenses

Maintained relationships with over 500 vender accounts to clarify invoice questions Account Payables

SERVPRO

Jun 2021 - Jan 2023 (1 year 8 months)

Bookkeeper

O’Neill Enterprises

Oct 2019 - Jun 2021 (1 year 9 months)

Handle all aspects of bookkeeping for four different entities. Responsibilities include accounts receivables, bank reconciliations, financial reports, invoices, handle cash and credit deposits, process payroll, electronic deposits, and employee pay adjustments. Research Associate

Gottesman Company

Jan 2016 - Oct 2019 (3 years 10 months)

Utilizing various data bases to research companies for Mergers and Acquisitions for both aspects of strategic management, corporate finance and management. Senior Financial Analyst

Access Value, LLC

Sep 2008 - Sep 2019 (11 years 1 month)

The Axcess Group (TAG) specializes in professional, independent business valuation consulting and financial advisory services.

With an average of 20 years of valuation and corporate development experience, TAG’s accredited appraisers provide our business and professional clients with key valuation information and solutions to access the value in business assets and equity.

Associate

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SEGAL & Co. Incorporated

Sep 1997 - Aug 2007 (10 years)

Investment Banking. Financial models, raising capital, analyzing companies in Telecom Communications industry.

Education

Boston University

Bachelor's Degree

Skills

Valuation • Financial Modeling • Research • Writing and Editing • Finance • Bookkeeping • Mathematical Modeling • Analytical Skills • Accounting • Auditing Dawn Murphy - page 3

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