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Customer Service Financial Services

Location:
Lake Worth, FL
Salary:
90000
Posted:
February 04, 2024

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Resume:

CAREER SUMMARY

Accounting professional with over 15 years’ experience including, A/P, Payroll, Billing, Bookkeeping, Month End Closings, GL, Sourcing and Analytics, and Taxes

Master of Accountancy

Broad knowledge of accounting practices and procedures.

Able to work well under the pressure of a deadline-oriented position.

Prepared more than 40 to 60 returns for individuals, small businesses, and non-profit organization every year.

Preparing monthly and quarterly sales and use tax for small businesses, and state returns.

Skills in operating budget and billing.

Skills in negotiations, organizations, and analytical, and excellent customer service

Savvy in IRS policy and procedures

MS Word and Excel, Oracle, SOS//Help Care+, QuickBooks, Concur, Kronos, Cognos, Tableau, R, Data Analytics

Tax Software – Tax Cut, Drake

Multicultural and Multi-lingual (fluent in English, French)

PROFESSIONAL EXPERIENCE AND KEY ACHIEVEMENTS

Unified Women’s Healthcare Mar 2022-Present

Sr. Tax Associate Accountant

Personal Property Tax Returns

Personal Property Tax form

1099 Multi-state Tax Returns

Corporate Tax Compliance Process

Improvements Projects Process Returns

SAL Consulting & Financial Services, Inc. Present

Business Owner

•Prepared a wide variety of Individual and Corporate returns including 1120, 1120S and 990 using Drake software.

•Provided client services with daily consultations regarding small business and individual tax needs.

•Assisted clients with IRS and state notices.

•Researched tax law with interpretations and effects on client's liability.

•Analyzed quarterly withholding tax returns, and accurately prepared monthly tax payments.

•Verified and posted daily business transactions for small businesses using QuickBooks, and Drake software.

CPS-Care Purchasing Services, Delray Beach, FL 2016-2020

A national group-purchasing leader dedicated to the senior living market, Parent Company: Life Care Services

Strategic Sourcing Support Analyst 2017-2020

Worked with CPS Senior Management in advancing the company’s core strategy by creating and maintaining a competitive advantage that increases revenue to 15%

Conducted analysis to support Strategic Sourcing team in vetting new vendor/ contract opportunities.

Assisted with vendors/distributors/manufacturers’ contract negotiations and renewals by providing financial market intel, predictive analytics for contracts “what- if” scenarios or other data analysis (including vendor and member activity analysis) for effective negotiations.

Analyzed data to identify key trends for increase or decrease of spends; making recommendation for targeted activities that can increase CPS revenue to 15%

Audited and reconciled various reports as directed; whilst tracking F&B revenue, submitting agreements to distributors, and following up with manufacturers on past due amounts that resulted on a 95% collection.

Conducted research by using spreadsheets and other systems to create and maintain accurate quarterly and other reports such as Cost Saving Analysis (CSAs). The results showed miscellaneous reports such as dashboard reports, market basket analyses, competitor volume report, vendors/manufacturers’ sales/revenues.

Financial Analyst 2016 – 2017

Performed accounting functions to support the Finance Department by receiving and processing data, conducting research, compiling data, analyzing data, and preparing reports.

Classified and prepared general ledger entries by maintaining record files and reconciling accounts.

Prepared and distributed monthly and quarterly reports to internal business leaders.

Collaborated with the Finance Manager and other internal stakeholders, in the auditing of vendor reports.

Performed the duties of the Finance Manager as needed.

Utilized computers programmed with accounting software, databases, spreadsheets, and other systems to receive and process data from Vendors.

Harbour’s Edge, Delray Beach, FL

A luxury senior living community, Parent Company: Life Space Communities

Accountant 2012-2016

Maintained the Fixed Asset and associated depreciation schedules on the SOS fixed asset system.

Organized and maintained all detail transactions that supported monthly entry of assets.

Ensured proper recording of new purchases, disposals, construction in progress, and capitalized labor.

Prepared general ledger entries by maintaining record files, and reconciling accounts.

Performed monthly reconciliation of balance sheets accounts as assigned by the Accounting Director

Developed and implemented accounting practices by analyzing current procedures and recommending changes.

Coordinated and managed the monthly inventory count process while making all necessary adjustments to the GL for changes in inventory balances.

Assisted with the preparation of audit schedules and cost report information.

Financial Services Assistant 2006 – 2012

Managed Accounts Payable including, but not limited to, distributing invoices for approval, posting to general ledger, filing, preparing checks, bank deposits ensuring accurate and timely payments.

Coordinated bi-weekly Payroll processing for 200+ employees; verified accuracy of employee paychecks, payroll balancing, and other payroll reporting as required.

Reviewed time sheets, work charts, wage computations, and other information to detect and reconcile payroll discrepancies.

Prepared monthly and year-end schedules for proper financial reporting and closing process.

Maintained excellent relationship with Financial Services Director to develop reporting tools to assist Department Directors in budget management.

EDUCATION

MAcc, Master of Accountancy, NOVA Southeastern University, Ft. Lauderdale, FL, 2012



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