Accounts Payable Business Management

Ana Madelin Perez

Matthews, North Carolina, United States

***************@*****.*** 704-***-****

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Summary

Dedicated and detail-oriented professional with a robust background in financial analysis, accounting, and strategic business management. Demonstrated ability in preparing financial reports, analyzing data to inform business decisions, and ensuring compliance with tax regulations. Bilingual in Spanish and English, enhancing communication and support for a diverse client base.

Experience

Tax Assistant (CONTRACT FREELANCE)

EZ Financial Solutions LLC

Jan 2024 – Present

• Organized and analyzed financial documents, including income statements and expense records.

• Calculated taxable income, deductions, and credits using tax preparation software.

• Assisted in preparing individual, corporate, and partnership tax returns.

• Conducted research on tax laws to ensure accuracy and compliance.

• Communicated with clients to gather necessary information and resolve tax-related inquiries.

Senior Resolution Coordinator II

Walmart

Sep 2023 – Present

• Managed complex financial cases, identifying root causes and developing effective solutions.

• Provided detailed reports to stakeholders and implemented process improvements.

• Ensured regulatory compliance and adherence to organizational standards.

• Guided and supported junior staff, enhancing overall team performance. Accounting Bookkeeper (CONTRACT FREELANCE)

HJV Construction

Jan 2018 – Present

• Maintained comprehensive financial records and managed accounts payable and receivable.

• Assisted in preparing financial reports, balance sheets, and income statements.

• Processed invoices, managed payroll, and ensured tax compliance.

• Coordinated with departments and clients to streamline financial operations. Accounting Bookkeeper (CONTRACT FREELANCE)

All Floor Solutions

Apr 2023 – Sep 2023

• Performed daily bookkeeping tasks, reconciled bank statements, and resolved discrepancies.

• Assisted with budgeting, financial forecasting, and annual audits.

• Prepared and processed invoices, bill payments, and payroll. Business Manager & Accounting Bookkeeper (CONTRACT FREELANCE) Ritz Marketing

Aug 2022 – Sep 2023

• Recorded transactions, managed accounts, and ensured payroll compliance.

• Monitored expenses, assisted with audits, and supported tax preparation activities.

• Coordinated executive’s calendar and special projects. Business Manager

Delacruzmultiservice

Dec 2016 – May 2023

• Managed company finances using QuickBooks, developed budgets, and prepared financial reports.

• Oversaw employee activities and trained new hires.

• Ensured compliance with financial regulations and maintained accurate financial records.

Education & Certifications

• Notary Public - National Notary Association

• Certified Bookkeeper (CB) - Intuit

• QuickBooks Certified ProAdvisor - Intuit

• Insurance Agent - Prevue

• Electronic Notary Public - North Carolina Department of the Secretary of State

• Financial Statement Analysis - Coursera

• Liabilities and Equity in Accounting - Coursera

• Foundations of Project Management - Coursera

• Preparing to Manage Human Resources - Coursera

• Organizational Design - Coursera

• Bookkeeping Basics - Coursera

• Project Initiation: Starting a Successful Project - Coursera

• Assets in Accounting - Coursera

• Reporting Knowledge Badge - Intuit

Skills

• Financial Analysis

• Tax Preparation

• Financial Reporting

• Data Analysis

• Microsoft Power BI

• Oracle Database

• Accounts Payable & Receivable

• Asset Management

• Budgeting & Forecasting

• Project Management

• Bilingual: Spanish and English

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