Finance & Accounting Training Specialist

Summary

Seeking a position in the accounting field that leverages both educational background and professional experience

Highly motivated and dependable with a strong work ethic

Detail-oriented with a focus on accuracy and efficiency

Committed to delivering excellent customer service

Proven team player with strong collaboration skills

Ready to contribute to and grow within a dynamic organization

Education

Accounting (Bachelor's) University of Colorado at Colorado Springs-Colorado Springs, CO Aug 2004 to May 2008

Finance (Bachelor's) University of Colorado at Colorado Springs-Colorado Springs, CO Aug 2004 to May 2008

Certificates

Fundamental Payroll Certification

Quickbooks Online Certificate Level 1 and Level 2

Quickbooks Payroll Certification

Quickbooks Bookkeeping Certification

Skills

Technical & Software Skills

QuickBooks (7+ years)

Microsoft Excel (including VLOOKUP, Pivot Tables, Formulas)

ADP Workforce Now

Tax preparation software (TurboTax, Drake, Lacerte)

ERP Systems (e.g., Oracle, SAP)

CRM Systems (e.g., Job Diva, Salesforce)

Microsoft Office Suite (Word, Outlook, PowerPoint, Access)

Google Suite (Docs, Sheets, Drive)

Dropbox

Adobe Acrobat

Accounting & Tax Expertise

GAAP & SOX Compliance

Tax Preparation & Tax Return Processing

Corporate & State Tax Compliance

Accrual Accounting

Financial Statement Preparation

General Ledger Accounting & Reconciliation

Payroll Systems & Processing

Accounts Payable & Receivable

Expense Reports

Budgeting & Forecasting

Financial Audits & Analysis

Cost Accounting Standards

Financial Data Reconciliation

Month-End & Year-End Close

Administrative & Operational Skills

Document Management Systems

Office Management

Record Keeping

Calendar & Travel Planning

Client Invoicing

Project Coordination

Time & Attendance Systems

Front Desk & Clerical Support

Legal & Compliance Knowledge

Fair Labor Standards Act (FLSA)

Federal Acquisition Regulations (FAR)

Employment & Labor Law

Workers' Compensation Law

Regulatory Compliance Management

Contract Management

Soft Skills

Attention to Detail, Analytical Thinking, Communication & Presentation Skills, Teamwork & Leadership, Dependability, Organizational Skills, Problem Solving, Customer Service Orientation

Work Experience

Magnit Intuit Expert Network

Intuit / TurboTax Live - Remote Nov 2025 to April 2026

Tax Expert PL 3

Prepared, reviewed, and filed 100+ federal and state 1040 individual income tax returns using TurboTax Live software for a diverse client base all over the United States

Analyzed client financial documents, including W-2s, 1099s, Multiple Small business Schedule C, Rentals Properties, Retirement Portfolios, and Digital Assets.

Provided tax advice and resolution on complex tax situations via video and audio, discussing the events of the year and providing guidance for future scenarios.

Stayed in compliance to ensured accuracy in high-pressure environments during peak tax season while adhering strictly to IRS regulations and Intuit company policies.

Unemployment Gap Feb 2024 to Nov 2025

Gap in resume due to a medical circumstance that left me hospitalized (mix-up with medication). After rehabilitation and physical therapy, I spent a year where I went from walking a mile in 30 minutes to running everyday a mile in 10 minutes, typing over 60 WPM while using punctuation, and I have been studying various accounting topics in the library for hours a day to stay up-to-date on accounting with practice exams, resulting in the Fundamental Payroll Certification and the Quickbooks Certifications mentioned above.

Leaseweb USA-Manassas, VA Jun 2022 to Mar 2023

Accounts Receivable Specialist

Accounts Receivable / Collections ensuring customers paid before the 4 week deadline.

Reconciliations of prepaid assets and customer down payments.

Answering customer questions on billing and payment options through the online ticket system.

JES Foundation Repair-Manassas, VA Jun 2021 to June 2022

Accounts Receivable Specialist

At JES I maintained customer accounts by documenting collection calls and preventing new accounts moving beyond the 60-day age limit.

Coordinated between different levels of management and departments to resolve project issues.

Submitted to Corporate account change requests for accounts that needed corrections for inaccuracies.

Business GPS, LLC-Warrenton, VA Oct 2017 to May 2019

Accountant / Delinquency Control Specialist

I managed the accounts receivable including debt collection and payment processing.

Prepare daily deposits, schedule future payments, and identify delinquent accounts.

Analyze clients 60 days or older to determine collectability of outstanding balances.

Initiate legal proceedings after considering all client options for payment of debt.

Generate weekly reports for management that include clients billed and payments received.

Quadrant Inc-Reston, VA Jan 2016 to Sept 2017

Accountant

At Quadrant I had the ability to use my accounting experience to reconcile liability accounts, enter payroll journal entries for accrual accounting reporting, and maintained the client and vendor records for accuracy.

Accounts Receivable and Daily Cash reporting all (AHCs, Checks and Credit Cards), ensuring the bank records match the QuickBooks records for the Operating account and Payroll accounts.

Billing over 300 clients according to the different terms set up with their contracts.

Quadrant invoiced weekly but different clients could be on a Monthly, Semi-Monthly, or Weekly invoice cycle.

I checked the Purchase Order spreadsheet making sure no candidates went over the terms of their purchase order contract. Clients would hire candidates with hours’ commitment or a funding commitments not to exceed contract.

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