Iryna Kyselova

ad46bd@r.postjobfree.com, 510-***-**-**

EXPERIENCE: CTEC 60, PTIN, Drake, QuickBooks

H&R Block training

Jackson Hewitt – Mountain View, CA

Tax Preparer, part time Current Tax Season

·Preparing individual tax returns

·Ensuring compliance with tax laws and regulations

·Excellent attention to detail and accuracy in calculations

·Exceed customer expectations

Citi Bank - Sunnyvale, CA

Universal Banker, part time November 2023 to Present

·Accurate cash handling. Attention to details and numbers.

·Initiating financial transactions using multiple financial systems for customers. Efficient and accurate opening new accounts and servicing existing accounts, including small business customers.

·Promoting and cross sell products and services based on customer needs. Developing personal and business banking relationships with existing and prospect customers by engaging them by phone and in person. Uncovering client needs and providing appropriate solutions, and product education to help them achieve their financial goals.

·Performing outbound calls to bank prospects and existing customers for business development and deepening relationships. Educating in online banking and services, ensuring positive client experience.

·Assisting with branch operational tasks and processing client transactions while adhering to bank policy and regulations.

Bank of The West / BMO US - Palo Alto, CA

Retail Relationship Banker, full time September to November 2023

Universal Banker, full time March to August 2023

Private International Academy of Business & IT – Kyiv, Ukraine

Financial Manager January 2021 to February 2022

·Preparing financial statements, business activity reports, and forecasts

·Short-range and long-range planning and analysis, performing root cause analysis, drawing conclusions, and proposing solutions. Analyzing budget variances, setting client retainer amounts, and preparing quarterly client reports. Helping management make financial decisions

·Monitoring financial details to ensuring that legal requirements are met. Supervising employees who do financial reporting and budgeting

·Examining financial statements to ensure that they are accurate and comply with laws and regulation. Reviewing financial reports, seeing and suggesting ways to reduce costs, enhance revenues, and improve profits

·Analyzing market trends to maximize profits and find expansion opportunities

·Negotiating engagement letters and business associate agreements and responding to requests for conflict waivers

Accountant November 2019 to December 2021

·Reviewing, processing, gathering, and compiling accounting transactions and documents for completeness, accuracy, and compliance. Running, maintaining, reconciling, reviewing, combining, analyzing and validating financial data sets, utilizing financial reports, financial databases, and key financial information often from multiple systems. Managing maintaining and balancing, general ledgers, and historical accounts. Assisting with general analysis of expenditures, including preparing periodic reports

·Providing preparation of financial statements (balance sheet, cash flow statement, and income statement). Providing general support to the accounting and finance area, including management of blanket purchase orders, invoice and vendor statement distribution and reconciliation, journals for month end and year end, assessed taxes and payroll

·Monitoring and followed up on transactions with internal and external vendors, administrators, coaches, staff, accounts payable, reimbursement, procurement, etc.

·Computing taxes owed, preparing tax returns, and ensuring that taxes are paid properly and on time

·Inspecting account books and accounting systems for efficiency and use of accepted accounting procedures and identifying potential risks for fraud. Assessing and operating financial operations, recordkeeping, identified risks and challenges, and made best-practices

Operational director April 2015 to October 2019

·Drawing on relationships with department heads, external partners, and vendors to make decisions regarding operational activity and strategic goals

·Planning, monitoring, and analyzing key metrics for day-to-day operations to ensure efficient and timely completion of tasks. Devising strategies for ensuring the growth of programs enterprise-wide, and implement process improvements to maximize output and minimize costs

·Adhering to the company’s policies and standards, and ensuring that laws and regulations are being followed

·Working closely with management to lead the team with integrity and to establish and maintain a trusting, inclusive, and productive environment

Sales Manager March 2012 to March 2015

·Analyzing sales statistics, informing business owner of sales trends. Preparing and reporting budgets and expenditures

·Monitoring, managing, and tracking sales, margins, expenses, and overall sales. Creating and executing a strategic sales plan that expands our customer base and extends the company's goals. Meeting with potential clients and growing long-lasting relationships that address their needs

·Projecting sales and determine the profitability of products and services. Determining discount rates or special pricing plans

·Recruiting sales representatives, setting objectives, training them, and monitoring their performance. Maintaining detailed knowledge and educating the sales staff on the company's products and promotions. Monitoring employee productivity and motivating the team to reach daily dial goals

Sales Associate 2010-2012

Baker Tilly Ukraine Accounting Services

Audit Associate 2007 – 2008

EDUCATION

Master’s Degree in International Private Law – Institute Of International Relations Taras Shevchenko National University (in process of evaluation)

Bachelor of Economic Science and Entrepreneurship, major in Accounting and Audit – National Aviation University (in process of evaluation)

LANGUAGES English, Ukrainian, Russian

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