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Accounting Consultant Resume Samples
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0-5 years of experience
Consulted at Paraclete XP prior to assignment end and working directly for Paraclete XP.
- Maintained integrity of general ledger, including the chart of accounts.
- Analyzed monthly balance sheet accounts for corporate reporting.
- Generated financial statements and facilitated account closing procedures each month.
- Compiled general ledger entries on a short schedule with nearly 100% accuracy.
0-5 years of experience
Creates Information & Technology solutions for employers, benefits brokers, healthcare organizations and Internet companies.
- Prepared and reviewed balance sheet account reconciliations including cash.
- Invoiced and recognized revenue. Ensured appropriate guidelines (SOP 97-2) for revenue recognition, reviewed standard and non-standard customer contracts, and provided assistance to sales team as needed.
- Understood and developed knowledge of key areas of assigned tasks and wrote procedures.
0-5 years of experience
Developed country level general accounting system of best practices for an international medical service
organization with a budget of approximately $30MM.
- Developed an internal auditing system of procedures and controls.
- Streamlined annual CFR report, annual audit analysis, and monthly financial reporting.
- Assisted in preparation of A-133, Form 990, audit analysis, and grant /contract budgeting for this multi- site community organization with a $26MM operating budget.
0-5 years of experience
Implemented accounting and inventory systems.
- Created accounts receivable/payable processes and procedures.
- Audited prior years tax information in preparation for 2012 taxes.
- Uncovered over $70k in unbilled services and successfully collected for them.
- Created several reports necessary to analyze revenue, cost of goods sold and expenses.
0-5 years of experience
Performed year -end closing procedures, prepared the accounting office for an upcoming audit and responded to auditor requests for an organization with a $3M annual budget
- Prepared federal grant approval requests and quarterly grant reports as well as general journal entries, A/P, and A/R
- Reconciled bank accounts and prepared monthly and annual reports.
- Revised & created new internal control and accounting procedures for the organization
- Prepared analysis reports and productivity reports for a local medical group with over 500 physicians.
- Verified accuracy of new information system generated reports by comparing with raw database information.
- Developed department-specific plans for proposal and review by group executive and prepared analysis reports on the financial effects of plan changes
- Analyzed Department Requests to Recruit and Requests to Hire and ProFormas to verify compliance with new Compensation Plans, and justification for new professional medical positions
- Prepared various reports (including Department PMI Reports) and updated monthly control reports.
0-5 years of experience
Assisted client in creating internal controls and procedural processes.
- Completed loan and equity funding requests.
- Created and prepared monthly and quarterly financial packages for third party compliance and per client’s request.
- Abet auditors in preparation of tax returns and year-end statements.
- Coordinated the transition of new clients from one software to another.
- Trained client’s staff to take their accounting processes back in-house.
- Helped facilitate client in transitioning from one accounting software to another accounting software.
0-5 years of experience
- Addressed accounting problems/issues – payroll, abnormal account balances, unreconciled bank/book accounts
- Reviewed 2012 W-2s and W-3 before finalization by PayChex
- Streamlined payroll accounts; set-up in-house payroll using Intuit Online and integrated it into QuickBooks
- Trained President/Owner’s son on payroll processing, recording, and reporting using the new set-up
- Accounts adjustments, reconciliation, and closing
0-5 years of experience
All phases of bookkeeping and office management for small not-for-profit organizations
- Provided management and board with customized reports of expenditures, direct program costs and cash requirements
- Managed grant expenditures, and income, completing monthly reports to overseers
- Conducted month end closings and reporting including multiple account reconciliations and journal adjustments
- Budget and forecasting of all cash accounts
- Oversaw and took ownership of all accounts payable, receivable, and payroll functions
- Exercise independent judgment with a high level of confidentiality during key personnel changes
0-5 years of experience
Prepared individual and corporate tax returns; advised clients on tax planning and potential tax savings.
- Communicated with Federal, and State tax regulators and responded to notices on behalf of the clients.
- Helped increase number of tax returns filed by four hundred from the previous year tax season.
- Performed accounting services for small business including bookkeeping, accounts payable, accounts receivable and payroll processing, monthly financial reports, bank and financial statements reconciliations.
0-5 years of experience
Produced monthly financial statements for approximately twenty real estate properties
- Prepared accurate monthly and quarterly journal entries to ensure accordance with GAAP
- Provided financial information to lenders, auditors, and management
- Communicated operating variances to property management
- Analyzed balance sheet accounts to investigate and resolve any discrepancies
- Responsible for processing and analyzing all accounting functions
0-5 years of experience
Created monthly financial report package for derivative controller group. Identified financial performance issues.
- Provided derivative trade analysis. Month-end accounting adjustment. Posted late journal entry.
- Performed IFRS Balance sheet monthly comparison, variance and commentary.
- Reconciled IPV Fixed Income, Derivative, Bond and Transfer Price adjustments, reserves, position long/short and re-class.
- Calculated split revenue and P&L with Join Venture partner.
0-5 years of experience
Ensured timely payments of vendor invoices and processed disbursements
- Processed all incoming wires into the Oracle financial system on a timely basis
- Maintained all vendor communications and correspondence
- Researched and resolved accounts payable related issues
- Assisted in distributing checks to various agencies
- Assisted in year- end close and other duties as assigned
0-5 years of experience
Managed accounts payable & receivable for a five physician Family Practice facility.
- Performed payroll functions for over 45-clinic staff using QuickBook & EFT.
- Produced daily reports from QuickBooks & posting into Medisoft.
- Corrected claims using proper ICD-10 or modifier & resubmitted for payment to carriers.
- Accurately reconciled 4-bank accounts 3-Credit card (over 1,600 average transactions per month).
- Provide a weekly production & financial report detailing the health of the practice.
0-5 years of experience
- Rescued an understaffed accounting department to complete year end in a timely manner.
- Performed financial statement analysis on Actual to Prior Year, to Prior Quarter and to Plan.
- Completed 25 supporting financial schedules timely and accurately to be incorporated into the GAAP 10K.
- Investigated and created new account reconciliations for previously un-reconciled accounts.
- Utilized SAP Finance and Business Planning and Consolidation to perform variance analysis and financial reporting.
6-10 years of experience
Record, reconcile, and analyze financial information for several SGA account rollups enterprise wide. Reconcile and accrue/amortize premium taxes and state assessments. Worked closely with planning to improve budget and forecast results and interacted with external and internal auditors.
- Integrated accounting policies and procedures for a smooth merger transition, reconciled differences between financial systems, and verified financial integrity.
- Designed and implemented an automated financial analysis package, reducing the daily close analysis from several hours to 15 minutes.
- Streamlined process for coding of national mailings resulting in reduced errors and timesaving’s of 10 hours per week.
10+ years of experience
Completed Federal Returns 1120 and State Returns Form 100 for his client
- Explained the NOL carry back concept based on CPA prepared tax returns
- Performed a cost analysis that allocated overhead and measured production run times
- Maintained all in-house accounts payable, accounts receivable, bank reconciliations, and other financial transactions in QuickBooks Pro 2013 for the Law Office and his clients
0-5 years of experience
- Performed the functions as the Reinsurance Manager and Agents Balances Receivable Manager.
- Supervised two people and was responsible for reinsurance billings and payments, cash applications, intercompany reconciliations and settlements and research of disputed amounts.
- Responsible for implemented the ELGAR system, which required documenting all reinsurance contracts and ensuring proper calculation of recoverables.
- Manually calculated quarterly ceded premiums and losses for use in the financial statements.
- For agents balances assured timely billings and proper application of cash.
- Calculated aged receivables and researched disputed amounts.
0-5 years of experience
Initiated a financial strategy for accounting system to manage taxes; implemented leveled billing and billed clients to maintain a constant cash flow.
- Led the start-up of a new accounting system using QuickBooks Pro.
- Managed all financial accounts including accounts payable and accounts receivable.
- Provided monthly bank statement reconciliation and posted transactions to general ledger accounts.
- Developed and designed annual financial reports for upper management.
0-5 years of experience
- Worked with Open Door Mission, a large non-profit organization, on the restructuring of the Accounting Department
- Independently completed a full software conversion which included identifying required work process modifications to accommodate new system requirements
- Assisted auditors in researching issues and developed controls to prevent reoccurrence
- Helped establish procedures for accounts payable, cash receipts, monthly accrual and expense allocations, balance sheet reconciliations, month end close, and other general accounting tasks
0-5 years of experience
- Evaluated and reengineered product reporting.
- Harmonized product reporting across business units.
- Provided product dashboards by utilizing SAS programs and MS excel.
- Conducted research on claims, revenue and membership data.
- Participated in college recruitments.
0-5 years of experience
Performed account reconciliation, by preparing journal entries, reviewing accounting classifications,
In accordance with generally-accepted accounting principles (GAAP).
- Provided financial updates, maintained financial records, analyzed balanced sheets, reconciled
- Conducted analysis to determine current state of affairs for client. Maintained accounts receivable
- Create and put into place recommendations and solutions to make client more profitable.
0-5 years of experience
Monitored accounting and business information of the firm to ensure that all the required standards and expectations were met
- Prepare and analyze all accounting and financial records and prepare required documents to help assist and respond to all written and oral questions for clients.
- Oversaw day-to-day processing of financial transactions to reconcile that finances were maintained in an effective, up to date and accurate manner
- Responsible for maintaining control of confidential client information
- Coordinate with clients and acquire confirmation of all required information and perform tests on all internal controls of organization.
- Prepared, processed, and maintained weekly and bi-weekly payroll for over 100 employees using Intacct and Microsoft Dynamics.
- Provided administrative support in office operations and assisted in preparation of monthly reports used by upper management for analysis
- Managed Accounts Receivable/Payable and expense control procedures including bank and account reconciliation, cash receipts, disbursements, billing, invoice, purchase order, and preparation of daily bank deposits
0-5 years of experience
Conducted a variety of accounting and consulting services for small businesses and sole proprietorships.
- Performed and conducted account reconciliations on a monthly basis.
- Assisted owners in performance of special projects and process improvements.
- Maintained contact and developed relationships with client personnel.
0-5 years of experience
- Collected outstanding receivables from government and other customers that were outstanding between one and three years
- Consulted in the area of financial operations
- Managed company’s accounting books
- Prepared bank and account reconciliations and journal entries and processed accounts payable
- Prepared customer account invoicing and collection of accounts receivable
- Assisted with applications for grants
0-5 years of experience
Served as interim controller for rapidly growing software companies
- Served as interim controller on a large non-profit organization. The project was initially scheduled for 60 days and the client extended the term for almost six months
- Assisted early-stage semiconductors with monthly accounting processes
- Assisted in compiling creditor information for large bankrupt company
0-5 years of experience
Consultant for the following industries: hospitality, environmental manufacturing, food catering, legal services & healthcare
- Provided accounting services to small businesses including software installation & training
- Performed audit work with a local public accounting firm
- Engaged to perform balance sheet reconciliation, sales tax review, payroll including 941, 940, SUI & internal audit
0-5 years of experience
- Created vendor files and implemented chart of accounts to improve the accounting
- Set up accounts payable system to include invoice processing and reviewed aging of payable to meet payment schedules in timely manner
- Organized wire transfer payments and managed cash application to reconcile bank
- Prepared documentations for file tax returns to avoid interests and penalties for company
0-5 years of experience
- Established an accounting system using Quickbooks
- Created a system for organizing monthly journal entries
- Organized a file system to document vendor information
- Performed inventory counts to calculate COGS
- Assisted with the creation of the company’s website
- Helped create and adhere to the monthly budget
0-5 years of experience
Provided training and guidance on QuickBooks system to optimize performance.
- Monitored all taxes and regulation requirements for accuracy in a timely manner.
- Performed detailed review of monthly financial reports for accuracy.
- Analyzed financial information and advised/developed use of accounting procedures.
10+ years of experience
Performed month end close activities which included revenue recognition, recording/analyzing revenue, sub-ledger data/billing analysis, posting numerous AR, revenue, and expense related journal entries via SAP, and preparing revenue and AR reserve reporting packages for management.
- Prepared general ledger account reconciliations via Blackline Systems for various AR and balance sheet account reconciliations, revenue account reconciliations, sub-ledger to general ledger account reconciliations.
- Provided monthly, quarterly, and yearly reporting packages for audit review, and responded to any resulting audit inquiries.
- Performed yearly SOX testing or assessments to ensure documented controls were being met.
- Liaison between accounting and accounting systems management team to ensure subsidiary ledger codes were being mapped to the appropriate general ledger categories and accounts.
- Collaborated with management on numerous projects which included developing new accounting procedures and controls around revenue reconciliations, unapplied cash/credits, bad debt recoveries, minimum deficiencies, finance charges, and customer credit card payments in the general ledger.
6-10 years of experience
Acted as interim Controller/CFO for rapidly growing IT Company. Activities included budgeting,
forecasting, QuickBooks software implementation and enhancement.
- Reviewed GL, AR, AP, journal entries, monthly closing and compiled financials according to the GAAP
- Set up the budget to monitor software development activities for managerial decisions & analysis of variance reports.
- Reviewed the accuracy of bank rec., time sheets, project costs, cost centers & profit margin.
- Integrate ADP, Paychex payroll data with QuickBooks. Prepared in house & online payroll including
- Regularly advised management to improve cash flow, control the operating cost and maximize share
- Tax planning with BNA software & preparation for business owners form 1040, 1120, 1120S, 1065,
- Performed small business advisory services, owners’ tax and financial planning
0-5 years of experience
Responsible for reconciling multiple PeopleSoft accounts. Researched and resolved discrepancies using PeopleSoft and other financial reports.
- Daily reconciliation and variance analysis of accounting transactions for Group Pension Accounting.
- Performed daily/monthly activities including: input of journal entries to PeopleSoft, preparation of Group Pension Accounting financial statements and tax forms, and calculation of blended rates of return.
- Effectively communicated with internal & external customers.
- Researched and processed client requests in a timely manner.
- Calculated and processed expenses due to company and due to clients.
0-5 years of experience
- [company name] on financial and accounting matters.
- Assessed hedging effectiveness on portfolios of life insurance policies.
- Investigated and demonstrated the use of derivative instruments including total return swaps and interest rate swaps as tools to hedge liabilities as well as assets.
- Created risk and return profiles of the different product lines to analyze profitability.
- Studied the use and application of hedge programs and recommended best approach.
- Created original policies and procedures on various topics, including derivatives, mortgage servicing rights, indemnification assets, goodwill, loans, fixed assets, loss reserve, and charge-off.
0-5 years of experience
Reduced Corporate Finances quarterly closing time by fifty percent through problem solving initiative.
- Created a more efficient, streamlined electronic process for Sarbanes Oxley testing.
- Worked with business partners to create a validation and review process for pretax earnings signoff.
- Streamlined financial reporting process for foreign Mass Mutual branches.
- Automated compilation of financial statement exhibits.
- Improved coordination and facilitation of external audit process creating a more efficient and effective interaction.
6-10 years of experience
Prepared monthly financial statements for clients
- Produced other financial summary reports and projections at managements’ request
- Supervised Accounts Receivable and Accounts Payable staff
- Provided training to develop and enhance skills of accounting department staff
- Ensured and maintained ethical accounting standard practices amongst team members
- Conducted in-house operations review for internal control purposes
- Prepared Schedules for clients’ annual Financial Audits
- Reviewed and evaluated the effectiveness of business controls over financial reporting controls
- Prepares corporate, partnership and individual tax returns for clients.
0-5 years of experience
Prepare monthly and quarterly financial statements and supporting schedules according to GAAP.
- Perform month- end accounting close procedures.
- Maintain the general ledger by transferring subsidiary accounts, preparing the Trial Balance and resolving discrepancies.
- Reconciliation of balance sheet asset and liability accounts to ensure correctness, identify and resolve discrepancies.
- Successfully implemented technology to over 20 private equity clients to meet their investment management and reporting needs.
- Trained clients ranging from CFO’s to accountants on how to use the TNR accounting software.
- Research, test and implement new accounting functionalities.
10+ years of experience
Oversaw all accounting transactions.
- Prepared and forecast annual operating budget.
- Ensured funds were disbursed in accordance with contract requirements.
- Prepared monthly financial statements and monthly invoices to various State
- Provided sound cash management.
0-5 years of experience
Contract assignment to help organization prepare for annual audit and fiscal closing.
- Analyze, correct and book credit card reconciliations for the year, reaching out to responsible party for missing receipts
- Responded to auditors requests for statements and answered inquiries regarding transactions
- Worked with team in preparations to transition to new accounting software including, chart of accountant changes and different department needs to create a means for consolidated reports
- Covered Accounts Payable position during PTO times
- Preparation for next years 1099 filings making sure required W9 Forms were obtained and potential 1099 vendors were properly set up in system
0-5 years of experience
Provide accounting services to various industries ranging from daily operations to financial statement preparation and analysis
- Perform balance sheet reconciliations, month-end close functions, payroll administration, full cycle accounts payable, accounts receivable, adjusting journal entries, property tax filings, 1099/1096 filings, and ad hoc reporting
- Consistently maintained a utilization rate of more than 90%
- Current clients include construction, non-profit, life sciences and financial services firms
- Received “Exceed Expectation” during the first annual performance review
- Maintain supporting schedules for amortization, depreciation, and pre-paids
- Communicate financial information to wide variety of users
0-5 years of experience
As a consultant I joined the Finance Department of the [company name] to assume the duties of an employee out on long-term disability. My accomplishments include:
- Coordinated the implementation of a new state of the art software system (KVS) as it related to accounts payable and general accounting.
- Monitored all accounts payable transactions insuring budgetary control
- Brought all of the City’s bank reconciliations current
- Provided support detail for the Office of the State Controller’s audit and the City’s external audit for 2012
- Maintain the reconciliation of selected General Ledger Accounts
- Contributed to the preparation of the City’s 2013 Budget
- Filled in as needed in tax and utility collections
- Prepared special reports as needed by the Treasurer
0-5 years of experience
Support year end audit & Regulatory/ FINRA Compliance.
- Prepared reclassified journal entries to rectify GL balance for 5 legal entities.
- Reconciliation of GL to A/R & A/P sub-ledger, prepaid, fixed assets and accruals.
- Prepared audit confirmation letters for all bank accounts, A/R, A/P, note payable, legal fees, LOC & insurance.
- Assisted in reconciliation of GL to Broker/Dealer sub-ledger.
- Performed due diligence to review newly acquired entity financial statements for accuracy and recommend adjustment as needed.
- Performed ad-hoc analysis and audit schedule as requested by auditors.
0-5 years of experience
- Organized and implemented 2,000 customer accounts into a new database, NCC Software
- Responsible for closing 2013 financial statements which required a numerous amount of accounting data entries as well as set up 2014 budgeting and forecast projections
- Implemented a new A/R process which resulted in over $100,000 of past due collections
0-5 years of experience
- Responsible for G/L, financial statements, SEC reporting, and quarterly review with outside auditors.
- Provided schedules and analysis for investments, inventory and standard costs, and fixed assets for both book and tax.
- Evaluated current processes and instituted more streamlined month end procedures and reconciliation methods.
0-5 years of experience
Assisted in researching and resolving outstanding accounts payable issues.
- Complied data and prepared schedules related to past due audits.
- Cleaned up the accounts payable department within 3 weeks.
- Reviewed AP from current and prior years.
- Created deferral and discount revenue schedules prior years.
- Fiscal year converted to calendar year.
- Set up sales orders and reviewed unapplied cash.
10+ years of experience
Provide financial leadership and direct accounting functions for small businesses, medical practices, governmental, professionals, non-profit organizations, and project leaders regarding payroll, compliance audits, tax payments, tax filings, and safeguarding assets; with an additional emphasis on financial reporting, budgets, and variance analysis.
- Securing lines of credit of up to $300,000 for medical practices through detailed financial reporting, presentation of sound financial status, and favorable financial forecasts for practices.
- Providing expertise for process improvements in order to provide timely, accurate, and useful financial information-empowering management to apply informed business decisions, increase cost efficiencies, and operating effectiveness.
- Oversee and manage timely and appropriate monthly reconciliation of all accounting ledgers for clients.
- Providing financial expertise in the overhaul of financial statements, generating substantial cost savings.
- Designing, updating and implementing accounting/operational policies and procedures manuals in accordance with state, federal, and local guidelines.
- Building “ad-hoc” reports adaptable to client standards, industry, or business environment.
Banking Consultant Duties and Responsibilities
Daily tasks for banking consultants vary based on the different financial services provided by the bank and the amount of foot traffic coming into the facility. However, these job duties are common in most banks:
Greet Customers Banking consultants greet customers who enter the bank. They ask clients if they need assistance and direct them to the most appropriate representative within the bank.
Answer Questions Banking consultants answer all questions customers have about the bank, its services, and the customer’s finances in general.
Maintain Knowledge of All Services Banking consultants must maintain a thorough working knowledge of all the services available at the bank, including mortgage and lending options and how customers can apply to receive these services.
Make Recommendations Banking consultants speak with customers and make recommendations about specific bank services and accounts that would best serve their financial needs.
Prepare Applications Banking consultants prepare loan and credit applications for customers seeking various bank services and pass these applications along to the appropriate departments within the bank.
Banking Consultant Skills and Qualifications
Banking consultants use customer service and sales skills to sell various financial services to customers and answer all customer questions. Banks and other financial institutions who hire banking consultants look for individuals who have the following specific skills and abilities:
- Customer service – banking consultants use customer service skills to greet customers and guide them to the appropriate banking representatives
- Communication skills – excellent communication skills are essential for banking consultants, who respond to customer questions and function within a team-oriented, collaborative work environment
- Salesmanship – banking consultants use sales skills to promote various financial services and market-specific bank programs
- Interpersonal skills – banking consultants use strong interpersonal skills to advise customers on various financial matters, make them feel at ease, and help them trust that their finances are in good hands
- Computer skills – because so many banks use software programs and digital file systems, some basic computer skills are essential for banking consultants
- Analytical thinking – banking consultants use strong analytical skills to assess the financial needs of individual customers and determine how to best serve those needs
Banking Consultant Education and Training
Employers hiring banking consultants strongly prefer candidates to have a bachelor’s degree in business, finance, accounting, or a similar field of study, but this is not always required. Many employers also seek professionals who have past banking industry experience. Training is provided to banking consultants, though the length of this period varies by employer and by the candidate’s past education and experience. During training, banking consultants work closely with the senior banking consultant or bank manager until they’re able to perform their job duties on their own.
Banking Consultant Salary and Outlook
PayScale data shows that banking consultants earn $64,648 in median annual income. Accountants and auditors earn $69,350 annually, or $33.34 hourly. According to information from the Bureau of Labor Statistics, this job field is expected to grow 10 percent through 2026. This rate is faster than the national job growth average. Most banks and financial institutions provide full benefits packages to banking consultants. These include healthcare; dental, vision, and life insurance coverage; and retirement benefits. Paid vacation days, holidays, and sick days are included in these packages. Some banking consultants also receive monetary bonuses for signing new customers up for various financial services within the bank.
Helpful Resources
Discover career techniques, tips, and strategies for banking consultants by exploring the resources available through these books and websites:
National Bankers Association – find services, resources, and upcoming event dates for all professionals in the banking industry at this website
Behind the Lender’s Desk: A Reference Guide for Commercial Bank Lenders and Business Borrowers – use this reference guide to learn tips for making recommendations to customers, study case examples, and learn techniques for working in the banking industry
American Bankers Association – explore upcoming training events, browse online training courses, find certification programs, and discover other resources for banking industry professionals at the ABA website
Currency Risk Management: A Handbook for Financial Managers, Brokers, and Their Consultants – this handbook for banking consultants explores currency risk management
Consumer Bankers Association – participate in webinars, find education resources, and explore news updates at this website designed for professionals in the consumer banking industry
Management Consultancy and Banking in an Era of Globalization – this book was written to provide banking consultants with tips and strategies for working in the modern financial era
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Accounting Consultant
Last edited by: Gabriela Barcenas, CONTENT STRATEGIST -
Gabriela Barcenas
CONTENT STRATEGISTGabriela is a Certified Professional Resume Writer (CPRW) and career adviser. With 10 years of digital media experience and five years of resume writing expertise, her publication history includes fashion, education, travel, social justice, equitable design and career advice.
