Accounts Payable & 1099 Compliance Specialist

JUANA CRUZ

ACCOUNTS PAYABLE & ACCOUNTING NONPROFIT & CHARTER SCHOOL FINANCE 1099 COMPLIANCE INTERNAL CONTROLS

Bronx, NY *************@*******.*** 1-646-***-****

PROFESSIONAL SUMMARY

Senior accounting professional with 12+ years of progressive experience in nonprofit, education, and multi-client accounting, with a strong background in accounts payable reconciliations, vendor reporting, and 1099 compliance. Most recently a Finance Consultant at an outsourced accounting firm serving charter schools and nonprofits, supporting month-end close, reconciliations, and financial reporting across several client organizations. Earlier, supported grants and contracts reporting and city-agency compliance at a nonprofit, contributing to four consecutive clean audits. Skilled in QuickBooks, Bill.com, Sage, ADP, and Excel. Bilingual in English and Spanish.

SELECTED ACHIEVEMENTS

•Prepared and filed 150+ annual Forms 1099 for vendors at Presbyterian Senior Services, plus 100+ earlier in career, maintaining reporting compliance.

•Performed monthly reconciliations for accounts payable, accounts receivable, bank, and investment accounts, investigating variances and discrepancies.

•Contributed to four consecutive clean audits and city-agency compliance, supporting annual external audits with schedules and documentation.

•Supported month-end and financial reporting for grants and contracts, meeting deadlines and documentation requirements.

•Supported close, reconciliations, and reporting for multiple education and nonprofit clients simultaneously in a fully remote environment.

CORE COMPETENCIES

Accounts Payable & Vendor Reporting • Invoice Processing & Reconciliations • Internal Controls & Compliance • GAAP • Grants & Contracts Compliance • 1099 Reporting • Month-End & Year-End Close • Audit Support • Charter School & Nonprofit Accounting • Excel • Bill.com / QuickBooks / Sage / ADP • Google Docs

PROFESSIONAL EXPERIENCE

Finance Consultant Outsourced Accounting Firm, New York, NY Oct 2023 – March 2026

Outsourced accounting and finance firm serving charter schools and nonprofit organizations

•Supported full-cycle accounting and month-end close activities for multiple clients, including revenue and expense analysis, reconciliations, journal entries, and financial reporting.

•Assisted the accounting team with day-to-day accounting, payroll, reporting, financial analysis, and audit support.

•Supported multiple client engagements simultaneously in a remote environment and assisted with day-to-day client service and delivery matters.

•Contributed financial results and analysis used in presentations to client leadership and at Board meetings.

Tax Preparer & Bookkeeping Consultant Self-Employed, Bronx, NY Jan 2023 – Present

•Prepare federal and state individual and business tax returns using Drake Tax, applying IRS and New York State requirements to support accurate and compliant filings.

•Provide year-round bookkeeping and tax support, including client inquiries, financial record review, budgeting assistance, spending analysis, and forecasting.

•Prepare and file sales tax returns and maintain organized client documentation to support timely compliance and tax preparation.

Accountant Presbyterian Senior Services, New York, NY Feb 2016 – Oct 2022

•Performed monthly reconciliations for accounts payable, accounts receivable, bank, investment, and balance sheet accounts and investigated variances and discrepancies.

•Prepared annual Forms 1099 for 150+ vendors and maintained compliance with applicable reporting requirements.

•Supported annual external audits by preparing and reviewing schedules, consolidating supporting documentation, and responding to auditor inquiries.

•Supported month-end and financial reporting requirements for grants and contracts, ensuring deadlines and documentation requirements were met.

•Maintained accurate accounting records and city-agency compliance, contributing to clean audits for four consecutive years.

•Assisted with hiring processes and prepared biweekly payroll; supported development and implementation of financial and internal control policies and procedures, helping maintain financial data integrity.

Bookkeeper Dalia Spektor, New York, NY Mar 2014 – Dec 2015

•Maintained books and expense records for a medical office, prepared invoices, reconciled bank statements, and supported cash-flow management.

•Prepared sales tax filings and coordinated insurance renewals and premium quotes.

Accounting Assistant Pronto Envios RD, New York, NY Jan 2008 – Aug 2013

•Supported general ledger accounting, bank deposits and transfers, prepaid expenses, accruals, deferrals, bill payments, and account reconciliations.

•Prepared 100+ annual Forms 1099 and supported month-end and year-end close through journal entries and reconciliations.

EDUCATION

Bachelor of Science in Accounting City University of New York, Bronx, NY 2016

Associate in Applied Science City University of New York, Bronx, NY 2014

TECHNOLOGY & LANGUAGES

QuickBooks Online/Desktop • Bill.com • ADP • Gusto • Microsoft Excel • Microsoft Office • Monday.com • BambooHR • Sage • Bigtime • Google Docs • Drake Tax

Languages: English and Spanish (Bilingual)

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