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6-10 years of experience
Consulted and represented clients – personal/business tax and financial planning, tax law advising, audits, financial statement preparation and review, federal/state income tax returns.
- The only staff member trusted with this duty, worked closely with partners then provided meticulous communication and follow through to ensure every client need was met
- Supervised, led, trained 3-4 staff accountants; reviewed returns/statements prepared by other staff
- Collaborated with top management to develop tax avoidance strategies, effective internal controls, and proposals for improving profitability
- As Certified QuickBooks Pro Advisor and principal consultant, implemented 95% of QuickBooks set ups and consultations, trained clients on QuickBooks and Excel, advised on “tricky’ aspects, and maintained all internal tax, billing, and QuickBooks software for the firm
- Earned trust and loyalty of most complex business clients, with significant referral business
- Solely delivered fraud presentation to key clients and top management at 1st Interstate Bank
6-10 years of experience
Handled all accounting and tax matters, including data entry, depreciation and fixed assets, payroll tax, sales tax, property tax, individual and business income tax; responsible for processing monthly, quarterly and annual financial reports accepted by GAAP and auditing pension and profit sharing plans.
- Reduced client tax liability through financial report analysis and business advisory projections.
- Assisted new clientele in reviewing and amending income, payroll and sales tax returns erroneously prepared by other tax professionals.
- Experienced letter writing and problem solving to resolve various governmental tax discrepancies and reducing or eliminating fees, penalties and interest.
- Managed staff auditors and prepared employee benefit plan audits exercising exceptional organizational and time management skills while practicing current auditing principles accepted by GAAS.
- Leveraged best practices across client and firm relationships.
- Created and trained standard processes to maintain client information on accounts in order to save time and sustain consistency throughout the client/firm relationship.
10+ years of experience
Built the organization from start-up with zero congregant to an average of 400 members presently with gross annual income of more than$1M in gross revenue.
- Directed all accounting, financial and management operations.
- Prepared the annual budget, monthly and yearly financial reports, monthly bank account reconciliations, Forms 1099s, W2, and 941.
- Devised and set-up the accounting system in QuickBooks.
- Supervised the operations of a daycare and administered payroll for more than 20 employees.
- Successful in acquiring a $9 million dollar property in 2005 and negotiated a partial sale of that property generating a gain of more than $1M in 2008.
- Managed a church property of 76,000 sq. ft. and all rental operations.
- Provided leadership training and development locally and internationally.
- Provided clergy and nonprofit organization tax services including clergy tax returns preparation, Form 990 preparation, aided clergy in application for exemption from social security taxes, tax consulting as to how to utilize all of unique tax benefits including ministry expenses, and housing allowances for clergy and tax compliance for churches with regards to payroll, nonbusiness related income tax filing and other nonprofit issues.
0-5 years of experience
Accounting, Tax and Consulting Services to Small Businesses, Professionals, Individuals, and Non-Profit
Organizations.
- Performed accounting services, including monthly financial statements, quarterly and annual payroll tax
- Prepared Federal Individual, Partnership and Corporate Tax Returns
- Developed Excel schedules and database programs to maximize software operations
- Streamlined operations by standardizing and organizing accounting procedures
- Trained clients’ staff on new applications, revised policies and procedures and in all areas of accounting
- Set up accounting systems in QuickBooks, Peachtree and other software applications
0-5 years of experience
Provided tax planning and preparation of returns for individuals, partnerships, C & S corporations, and non-profit organizations.
- Reviewed the tax returns prepared by partners and accounting staff.
- Prepared monthly, quarterly and annual payroll tax returns, as well as sales tax returns.
- Performed review and compilation services for over 20 client companies across various industries.
- Corresponded with the IRS via verbal, written and face to face communications for resolution on various client tax and accounting matters.
- Trained and supervised bookkeepers and staff accountants.
- Introduced and established QuickBooks(TM) payroll, tax and accounting software application for multiple small business owners to include installation, account setup, training and maintenance.
0-5 years of experience
Research and established process to calculated tax basis for all clients who owned entities filing Partnership and S Corporation tax returns.
- Researched and establish tax procedures for non-military individuals serving in foreign combat zones in support of the United States military
- Organized, documented and handled correspondence for challenges to IRS assessments and Offers in Compromise.
- Responsible for preparation of federal and state income tax filing requirements for all business entities, non-profit organizations, and fiduciaries.
- Prepared compiled, reviewed and audited financial statements for non-profit organizations and various business entities applying generally accepted accounting principles and generally accepted auditing principles.
- Prepared and calculated paychecks and payroll tax returns for entities employing up to 100 individuals.
0-5 years of experience
Worked on business management and tax planning engagements for small to medium size businesses with revenues ranging up to $20M and average revenues ranging between $1M to $2M
- Conducted business analysis, forecast and compiled reports
- Managed business processes and advised management on cost reduction and expansion of existing markets
- Assisted in performing audits and produced financial work papers and financial statements
- Prepared individual, corporate, partnership and fiduciary income taxes, depreciation and fixed asset schedules to get books to tax readiness stages and quarterly and year-end payroll reports
- Reconciled and balanced general ledger accounts, maintained clients’ chart of accounts, performed month-end close and generated reports
- Designed budgets for small and medium scale businesses
- Performed tax management, executive compensation and retirement plan functions
- Performed cash flow analysis, consulted on accounting systems and cash flow, established systems of internal controls.
0-5 years of experience
Primary Duties: Performed audit, review and compilation services including the use of accounting software tools to prepare consolidated financial statements for parent holding companies with multiple lines of business and complex ownership structures. Companies served had annual revenues ranging from $10 million to $250 million.
- Provided litigation support services including the research, collection and analysis of financial data supportive of client’s position.
- Translated for financial reporting purposes the statements of foreign subsidiaries to US GAAP and US currency reporting.
- Prepared individual, partnership and corporate income tax returns for both federal and state tax filing purposes. Researched tax rules and regulations for tax saving opportunities.
10+ years of experience
Cultivate on-going business relationships with select clientele composed of individuals and small businesses. Educate clients on allowable deductions, applicable tax credits and sound accounting procedures. Prepare annual individual and business tax returns and quarterly tax estimates for 20-30 clients. Attend 40+ hours of CPA continuing education courses per year.
- Authorized to electronically file tax returns through IRS e-file, resulting in faster client refunds.
- Advised several clients on establishing and maintaining self-employed IRAs (SEPs & SIMPLEs), substantially reducing their overall tax liabilities.
- Consulted with client about converting sole proprietor business to S-Corp business, greatly lowering her self-employment taxes.
0-5 years of experience
Served as a customer advocate by identifying underlying customer needs and guiding them to appropriate resources or programs.
- Provided information to members to support them in their accounting and financial decisions.
- Researched and respond to inquiries to ensure timely resolution of issues.
- Maintained and initiated Data entry. Maintained a strict standard of confidentiality to ensure that members’ information are secure.
- Worked as a Liaison between Customers/Members and department heads.
- Trained individuals in specific areas/tasks of the department.
0-5 years of experience
Previously interned here during college and was recruited back due to excellent past record
- Handled accounts for over thirty client; responsible for complete management of accounts
- Managed financial operations, audit help, taxation, monthly closing of books, account reconciliation, and adjusting journal entries of clients
- Prepared monthly, quarterly, and annual financial reports summarizing business activities and financial position
- Analyze business trends and find discrepancies to alert clients of potential problems
- Streamlined many previous established work systems, cutting down time spent on projects from hours to minutes
- Designed website and marketing plan for company to generate further capital
- Trained intern with operations of Thompson Reuter Accountant Suite and Financial Statement generation
- Worked on audits with the Wisconsin Department of Revenue including a 100% audit of a business
6-10 years of experience
Collaborated effectively with colleagues and clients in a fast-paced environment.
- Demonstrated strong listening and interpersonal skills while working to fulfill client needs.
- Prepared individual, fiduciary, partnership and corporate tax returns in an accurate and timely manner.
- Organized and drafted monthly and quarterly compilations and special reports.
- Prepared and monitor quarterly and annual State and Federal reporting requirements.
0-5 years of experience
Primarily responsible for the production of trial balances and tax returns for corporate clients, including multi-state and local returns.
- Assisted in the completion of tax returns for individual clients.
- Designed spreadsheets to track progress of completion of both corporate and individual tax returns.
- Interacted with clients on a daily basis to insure that all questions and concerns are resolved.
- Worked with the Internal Revenue Service, as well as various state and local taxing agencies, to resolve client tax issues.
- Performed monthly tasks for clients, including the preparation of sales tax returns, reconciliation of bank accounts, and bank statement input into Quickbooks software package.
- Completed incorporation procedures for clients, as well as the various required registrations.
0-5 years of experience
Board member responsible for all financial, operational, human resources, and administrative functions, while managing the strategic positioning of a diverse portfolio.
- Developed sales and operational key performance metrics
- Performed variance analysis to target areas for improvement
- Reported financial results and budget variances to Board of Directors
- Introduced annual budgets to departmental management, periodic reporting of results, and variances
0-5 years of experience
- Provided monthly accounting services for over 50 Chicagoland area companies in a variety of industries ranging from construction to healthcare
- Worked in an office environment with a small close-knit team of highly motivated individuals
- Prepared numerous 1120, 1120S, 1065, 1040, and 1041 tax returns
- Personally met with clients to discuss tax planning and investing strategies, bookkeeping concerns and various financial related questions
- Worked with closely with clients to support timely and accurate completion of A/P, A/R, state sales tax returns, federal and state payroll taxes, W-2’s and 1099s
- Contributed and prepared valuation services for companies and individuals to assist in litigation
6-10 years of experience
- Prepared individual, partnership, corporation, S corporation, estate, non-profit, profit sharing plan and gift income tax forms with the assistance of ProSystems tax software
- Directed staff accountant during review engagements, the review of client data in order to prepare financial statements in accordance with generally accepted accounting principles
- Processed payroll, prepared reports and deposits. Created a PTO calculation and tracking spreadsheet in Excel
- Bookkeeping, completed bank reconciliations, posted period end adjustments, and processed accounts payable
- Processed quarterly distribution checks for a real estate investor group
- Maintained depreciation schedule for a real estate management company with over a thousand assets. Increased the efficiency and accuracy by converting from a manual system to the Fixed Asset program which is automated
- Assisted partners with tax planning by estimating and annualizing income and using the BNA tax program
0-5 years of experience
Prepared & Reviewed Individual, Partnership, Corporate, Trust Federal & State tax returns
- Established New Standards of a Paperless Office which Improved Productivity
- Write-up work for various clients: industries retail, construction, agriculture, property investment and leasing companies, law firms, publications, manufacturing, transportation
- Assist clients Developing Efficient Systems to Streamline Operations
- Overhauled Ineffective Methods & Installed Superior Controls to maximize Client Revenue
0-5 years of experience
Supported Executive Owner and four staff members – Supervised, managed and maintained the day to day operations of a small CPA firm
&b
- Integrated new software programs with existing software, work closely with IT Department
- Prepared year-end tax documents (W-2’s, W-3’s, 1099’s and 1096) for clients in QuickBooks and 1099-ETC software and income tax returns to present to clients
- Maintained multi Outlook calendar and client calendar database for executive owner and staff
- Account payables, employee payroll and bank reconciliation in QuickBooks
- Purchased, inventoried and maintained office supplies and equipment
- Coordinated travel arrangements – lodging and transportation
- Customer Service/Reception – Received clients, answered, screened and directed large volume of calls and processed incoming and outgoing mail and correspondence
10+ years of experience
Prepared taxes for various partnerships and individuals
- Compiled regulatory reports for compliance purposes
- Obtained financial information from individuals to accurately prepare year-end taxes
- Inspected account books or system for efficiency, effectiveness, or acceptability
- Noted discrepancies in financial records
- Evaluated the degree of financial risk for the client
- Conferred with taxpayer or representative to resolve issues
10+ years of experience
Defined strategy and business plan for start-up business
- Organized due diligence in preparation for purchase and sale (or division) of business unit.
- Managed team of four professionals in a family office.
- Member of Executive Management Team.
- Advised business owners, primarily auto dealerships on accounting and business processes throughout the US and Puerto Rico.
- Forensic accounting analysis for legal professionals.
0-5 years of experience
Scheduled appointments for clients and auditors
- Handled all filing, copying and faxing duties
- Submitted and reconciled all monthly bank statements for clients using QuickBooks
- Entered weekly payroll through CFS software
- Printed and prepared and distributed employee checks & W-2’s
- Collated tax returns and scheduled available pick up times
0-5 years of experience
Responsible for the accounting for several clients on a monthly, quarterly, or annual basis, through financial statement preparation.
- In-charge auditor on several audits, specializing in not-for-profit organizations, performed in accordance with Generally Accepted Auditing Standards.
- Responsible for evaluating internal controls on audit engagements and to inform management of deficiencies and recommendations for improvements.
- Supervised the audit work of up to three people.
- Prepared tax returns for individuals, corporations, and partnerships.
- Researched and responsed to notices from the Internal Revenue Service and other taxing authorities on behalf of clients.
- Responsible for the quality control of the firm.
- Well organized and able to handle many tasks at the same time.
- Able to maintain confidentiality with sensitive client information.
- Very successful at gaining and maintaining good client relationships.
6-10 years of experience
Assist in daily operations of Company Corporate Office, which runs two affluent Restaurants in Fairfield County.
- Data entry in QuickBooks Pro Software, producing weekly, monthly, & annual Profit/Loss Reporting for Owners and Management.
- Bank reconciliation, allocating and accountability of funds between accounts in correlation to credit card/cash deposits upwards of 6+ million dollars.
- Bookkeeping of daily sales, account receivables and account payables.
- Monthly Company reconciliation with 3rd party Accounting Firm with all bookkeeping and accounting for the Corporation.
- Accountability of weekly payroll with Paychex Services for 150+ employees, including Human Resource issues such as medical, 401K Benefits, and sponsor foreign employees to obtain U.S. working Visa’s and permanent residency within the U.S.
0-5 years of experience
Accountant
- Prepare individual and small business, income, franchise, sales, and tax returns
- General ledger preparation, write up, and process year end W-2’s and Form 1099’s
- Prepare quarterly and annual compiled financial statements
- Gathered information from clients in order to prepare tax returns and keep client informed on status of tax return
- Prepare quarterly and annual employment tax returns
0-5 years of experience
Manage credit and accounts receivable functions for a 350 million dollar company
- Verified and approved credit for patrons.
- Setup patron accounts and establish credit limits.
- Prepare and present monthly reports to Board of Directors
- Assist controller with day to day accounting duties including posting transactions, payroll and monthly account reconciliations.
- Meet with patrons and complete credit packages for submittal to company’s internal lending branch.
- Attend all legal proceedings related to collection of accounts receivable.
6-10 years of experience
Prepare tax and information returns including Income Tax, Payroll, Gross Receipt Tax, and various 1099 forms.
- Compile, review and audit financial statements completed with various basis of accounting.
- Work with clients to ensure compliance with laws and regulations.
- Create spreadsheets to using MS Excel to increase productivity.
- Correspond with Federal, State and Local government agencies.
- Educate and inform clients on strategies for tax liability.
- Provide bookkeeping consulting using QuickBooks.
0-5 years of experience
Obtain Clients, Marketing, and provide customer service.
- Prepare individuals income tax.
- Assisted CPA to file taxes for new and current clients
- Assessed new and current clients files to insure the company abide by IRS rules and regulations
- Updated clients files on company’s database/server
- Effectively source business prospects and employ client acquisition techniques
0-5 years of experience
General Accounting – Complete all financial records and reports for 4 private businesses to include General Ledger & Profit/Loss statements. Complete all government reporting as needed. Assist owners in making financial decisions in order to properly direct each company in a positive light.
- Auditing – Complete periodic internal audits of financial records, fixed assets, and other items to ensure accurate accounting procedures and government reporting.
- Taxes – Complete quarterly tax reports to federal and state revenue offices. Complete annual property tax renderings to the county tax assessors.
- Personal Tax Service – Complete individual tax returns to over 200 clients annually.
0-5 years of experience
Compile quarterly financial statements for three midsized firms
- Review financial statement for a midsized firm
- Audit financial statements (audit planning, risk assessment, test of internal controls, inventory observation and counting and substantive testing) for one midsized corporation and two large private corporations (net income of approximately $200,000,000 each)
- Audit six employee benefit plans (401K plans)
- Prepare income tax return for individuals, S-corporations, C-corporations and partnerships
- Handle a IRS audit for a small sized firm
0-5 years of experience
- Managed bank transactions with accounting software-Peachtree
- Prepared financial reports concerning operating procedures
- Inspected original entries according to general accepted accounting procedures
- Examined account receivables and payables, and canceled check.
0-5 years of experience
- Preparation and review of partnership, corporation, individual and trust current and prior year tax returns along with tax audits and research
- Responsible for preparation of low income housing tax credit property Federal, State, and Local tax returns using audited financial statements and cost certifications
- Year-end closing of client prepared trial balances and general ledgers
- Preparation of quarterly and year-end payroll tax reports
- Presented and attended in house tax training programs
- Direct communication with assigned clients
- Worked directly with in house auditors and mentored junior tax staff
0-5 years of experience
Preparation of interim financial statements using the percentage of completion method for a large contractor which is a closely held corporation.
- Tax research for closely held corps and construction contractors with an emphasis on look-back issues, percentage of completion-capitalized cost method and IRS form 3115 filings.
- Management of accounting and IT department.
- Financial analysis of all insurance policies.
- Responsible for management of all internal retirement procedures.
0-5 years of experience
Responsible for full public accounting duties including A/P, A/R, payroll, sales tax, audit resolution, setup and clean up duties for multiple clients.
- Multi-managing oversight duties and multiple client requests simultaneously.
- Creating and customizing reports, including budgets, variance and forecasting models for domestic and multi-national clients.
- Advising clients in various business sectors such as financial services, insurance, health care, manufacturing, distribution and retail.
- Supervise and review the work of a group of bookkeepers for multiple client engagements.
- Maintain client relationships to ensure maximum client retention and development of new income streams.
- Revamp accounting and reporting systems to facilitate more accurate reporting and compliance guidelines.
- Plan with clients to minimize tax burdens on both business and personal returns.
0-5 years of experience
Responsible for calculating and preparing payrolls for several clients
- Responsible for payroll taxes and making payroll tax deposits
- Responsible for producing 1099’s & 1096’s
- Responsible for producing Monthly Sales Tax for clients
- Responsible for General Journal Entries, Accounts Receivable and Accounts Payables for clients
- Responsible for producing Financial Statements for Clients
6-10 years of experience
Preparing Federal and State Income Tax returns for Individuals, Corporations and Partnerships
- Preparing month-end and yearly financial statements for our clients
- Analyzing, journal entries, posting, adjusting and closing entries for the year
- Cash receipts and check disbursement summary, bank reconciliation
- Bookkeeping, interviewing clients to prepare individual and business tax returns
- Liaise with IRS, NJ State and clients on solving tax problems
- Assisting in everyday office duties: answering phones, filing, faxing and copying documents
0-5 years of experience
Business and Personal Income Tax Returns
- Audit and entry of client books through Financial Statements (42-50) Quarterly and Annual Payroll Tax Returns (State and Federal) (35)
- Bank Reconciliations
- Install and Train Quickbooks for small companies
- General ledger, journal entries and compilations
- Use Prosystems, Creative Solutions, Creative Bookkeeping Solutions, and UltraTax programs
0-5 years of experience
Manage and prepare income tax returns for individuals and small businesses/ corporate, non-profit tax returns, account payable/receivables, payroll and bookkeeping while maintaining client relationships.
- Review financial records, such as income statements and documentation of expenditures to determine forms needed to prepare each return
- Evaluate Business Assets & Explain billing invoices
- Prepare and review budget, revenue, expense, payroll entries, invoices, and other accounting documents
- Resolve accounting discrepancies & Prepare financial reports
- Help businesses design accounting systems
- Manages and prepares the periodic payroll reports for small businesses and organizations
- Manage and maintain account payable including, preparing and printing checks for disbursement
0-5 years of experience
Auditor, specialized in audits of employee benefit plans and corporate audits of nonpublic companies
- Successfully led retirement plan clients through the Department of Labor’s Voluntary Fiduciary Correction Program
- Tax preparer, specialized in state and federal filings for estates and small businesses as well as individuals
- Clients included financial institutions, nonprofits, hospitals, international wholesale distributor, regional service providers, etc.
10+ years of experience
Prepare small business financial statements including Compiled and Reviewed Financial Statements (US GAAP, and Tax Basis)
- Assist clients with month-end and year-end close; discuss results with executives on a regular basis
- Review client processes and advise management on process improvements
- Analysis of compliance with debt covenants, liaison between clients and business bankers
- Assist business start-ups in the establishment of Accounting processes, Chart of accounts, QuickBooks set-up
- Prepare tax returns for Corporations, Partnerships and Individuals
- Prepare state income tax returns for multi-state corporation
- Research IRS tax rules using the Internal Revenue Code
- Payroll tax returns: W-2’s, 941, 940, UIA 1028, Michigan 165
- Prepare 1099’s
0-5 years of experience
Accounts Payable
- Recoded journal entries
- Proficiently handled full-cycle accounts payable with accountability ranging from weekly invoice & check processing by implementing routing plan and GL coding to account reconciliation
- Prepared bank reconciliation statement
- Prepared Federal and New York State tax return for individual
- Payroll checks and W2 preparation
0-5 years of experience
Audits of condominiums and cooperative apartments.
- Financial Statements, Consolidations, General Ledger and year-end closings
- Preparation of tax returns (individual, S-corp, partnerships), tax research
- Payroll tax, W-2s, 1098 and 1099s
- Accounting for real estate sales and mortgage refinancing
- Office coordinator
6-10 years of experience
- Receive and process client personal monthly invoices; execute accounts payable using Quickbooks and resolve discrepancies
- Process client accounts receivable
- Generate payroll for clients’ staff; file and pay Forms 940, 941, 943, TWC, Federal Tax Deposit; prepare Schedule H, W-2s, W-3s, 1099s
- Create, maintain and follow client’s job description and procedures; assist with the audit of internal controls and procedures
- Prepare individual tax returns
- Prepare trust’s tax returns
0-5 years of experience
In-charge of review and compilation services for business entities such as construction, manufacturing, real estate developers, commercial rental properties, retail and wholesale service entities. Gross revenues for these industries range from $100,000 to $100,000,000.
- In-charge of audit services for a utility provider, revenue is approx $70,000,000.
- In-charge of audit services for a governmental program. The program was a HUD Project. The entity’s gross revenue is approx. $450,000.
- In-charge of an audit of a retirement service plan. The plan’s assets are approx. $16,000,000.
- Internal Control Test Engagements for various clients.
- Guide clients on preparation of Work In Progress Schedule on various in progress construction jobs.
- Prepare budgets and forecasts for construction companies, manufacturing companies and retail and wholesale service entities. Also communicate the results with management.
- Have experience in supervisory roles. Supervise one lower level client staff member.
- Prepare multi-state individual, partnership and corporate (S-Corp. and C-Corp) tax returns. Also prepare fiduciary and gift tax returns.
- Prepare deferred tax calculations for GAAP financial statements.
- Have interaction with clients on almost a daily basis. Either when planning or performing audits, reviews or compilations, preparing tax returns, or notices from Federal or State taxing authorities.
0-5 years of experience
- Annual and quarterly review of accounting and financial information
- Development of analytics from financial and non-financial data
- Data mining and date integrity review, fraud evaluation and analysis
- Audit Industry specialization: Oil & Gas, Insurance, Manufacturing, Regulatory compliance reviews
- Designed, evaluated and tested Internal Controls
0-5 years of experience
- Income tax preparation at all levels including corporations, S-corporations, partnerships and individuals in multiple states with gross receipts of up to $80m per year.
- Assist new associates with tax preparation on lower level returns and train them in using available resources to research current regulations and accurately prepare those returns.
- Learned all new programs and paperless system in the midst of high-pressure busy season with minimal assistance.
0-5 years of experience
- Oversee and maintain accounting book and records for 25-40 clients’, range from small to mid-size Sole Proprietorships, Corporations, LLCs and Non-Profits Organizations.
- Perform accounting works for clients: monthly financial reports, A/P, payroll, quarterly business Federal and State tax filling, individual and business income tax filing.
- Audit and review clients’ in-house accounting reports to ensure accuracy of financial reports and timely filed of business quarterly, monthly taxes.
- Provide accounting support and guidance to clients as request.
0-5 years of experience
Maintain public housing accounting files.
- Maintain section 8 voucher accounting files.
- Maintain all payroll functions.
- Maintain all accounts payable functions.
- Prepare various reports for external reporting.
- Maintain accounting records for additional non-profit organization.
0-5 years of experience
Prepare income tax returns for individuals and small businesses.
- Review financial records, such as income statements and documentation of expenditures to determine forms needed to prepare each return
- Evaluate Business Assets & Explain billing invoices
- Prepare and review budget, revenue, expense, payroll entries, invoices, and other accounting documents
- Resolve accounting discrepancies & Prepare financial reports
- Help businesses design accounting systems
- Manages and prepares the periodic payroll reports for small businesses and organizations
- Manage and maintain account payable including, preparing and printing checks for disbursement
0-5 years of experience
Largest Mortgage Lender in the US
- Interest Determination Project
- Data Mining of Delinquent Accounts & Accounts in Good Standing
- Data Analysis of Interest Rates via Excel
- Assessment of Homeowner Accounts delinquent
- Assessment & Analysis of Accounts on Financial Standing
- Assessment & Analysis of Interest Rates to assist homeowners
- Findings: Real Estate Market Effect on Interest Rates, Homeowner Delinquency Schedule, 10-Year Recovery Analysis, and other Confidential Details
10+ years of experience
- License confirms technical ability in all areas of accounting, taxation and business law; in establishment and monitoring of internal controls for audit compliance; and in issuance of financial statements in accordance with GAAP.
- Accomplished manager and trainer with strong leadership, supervisory and communication skills.
- Professional demeanor in representing the company and in all dealings with board/owners, staff and clients/customers.
- HR Expert – staff procurement and retention, employee benefits, payroll and associated taxes.
- Experience researching, designing, implementing and evaluating computer conversions.