Summary
Overview
Work History
Education
Skills
Affiliations
Certification
Websites
Timeline
Hi, I’m

Aaliyah Foor

Accounting Associate
Wilmington,NC
Aaliyah Foor

Summary

Hard-working, finance graduate with 4 years of accounting experience. My interests are in stocks, financial planning, taxes, personal finance, and real estate. I am a detailed oriented worker who focuses on boosting colleague and client morale while delivering quality work.

I engaged in diverse finance projects while in school including financial analysis, financial statement analysis, proforma balance sheets, risk assessments, and company valuation.

Overview

5
years of professional experience
1
Certification

Work History

McAdams Homes
Wilmington, NC

Office Administrator/Staff Accountant
03.2023 - Current

Job overview

  • Perform daily data entry tasks related to accounts payable and receivable activities for 8+ LLC's.
  • Assist and report directly to the Controller, CFO, and CEO of company
  • Prepare monthly account reconciliations for company bank accounts and credit cards.
  • Collaborated with accounting management to produce accurate and timely financial paperwork and reports for AP and AR, budget administration and year-end closing requirements.
  • Train new employees on company procedures and navigating QuickBooks.
  • Coordinate and manage daily administrative operations of the office.
  • Provide general administrative support to staff members.
  • Ensure company records are up to date.

McAdams Homes
Wilmington, NC

Accounts Payable Assistant
04.2022 - 03.2023

Job overview

  • Reviewed and verified invoices for accuracy and completeness.
  • Entered 200+ bills from subcontractors weekly
  • Maintained organized filing systems for both paper and electronic documents.
  • Set up new vendors in system as needed including obtaining tax forms and W9s.
  • Reviewed and managed vendor COI and W-9 forms throughout the year to ensure smooth 1099 filing.
  • Provided assistance with special projects as requested by management team.

Level Up Strategies
Wilmington, NC

Bookkeeper/Administrator
06.2021 - 03.2022

Job overview

  • Managed weekly payroll for 5+ client LLC's.
  • Processed payroll, 1099, and sales and use tax forms.
  • Reviewed financial reports with clients and assisted with any questions they had.
  • Managed A/P and A/R for multiple companies spanning diverse industries.
  • Provided administrative support to the executive team, including scheduling meetings and managing calendars.
  • Answered office phone and emails.
  • Greeted visitors in a professional manner, responding to inquiries and directing them to appropriate personnel.
  • Maintained office cleanliness and organized documents.

Speaks Law Firm
Wilmington, NC

Accountant Assistant
07.2020 - 06.2021

Job overview

  • Assisted in month end close processes by ensuring that all reconciliations were completed accurately and on time.
  • Supervised account payables.
  • Kept track and made daily updates of client accounts.
  • Created spreadsheets for the Trust account tracking.
  • Organized financial statements, bills, and invoices.
  • Investigated any outstanding Trust checks and called providers to seek reason and solutions.

North American Senior Benefits

Life Insurance Broker
01.2019 - 03.2020

Job overview

  • Prospected and acquired new clients through targeted marketing and networking efforts.
  • Conducted comprehensive needs analysis to understand clients' financial goals and recommended suitable life insurance products.
  • Presented and explained insurance policies to clients, outlining coverage, benefits, and premiums.
  • Provided ongoing customer support, addressing inquiries, policy changes, and claims processing.
  • Maintained accurate client records and documentation for compliance purposes.
  • Collaborated with team members and attended training sessions to stay informed about industry trends and product updates.

Education

University of North Carolina Wilmington
Wilmington

Bachelor's Degree in Business Administration from Finance
12.2023

Cape Fear Community College

Associate in Science
12.2018

Skills

  • Attention to Detail
  • Teamwork and Collaboration
  • Microsoft Suite
  • Analytical and Critical Thinking
  • Communication
  • Adaptability

Affiliations

Student Finance Association Member | August 2021 - December 2023

University of North Carolina Wilmington

Certification

  • Notary Public | October 2021
  • Envestnet - An Understanding of Managed Investment Solutions | March 2023

Timeline

Office Administrator/Staff Accountant

McAdams Homes
03.2023 - Current

Accounts Payable Assistant

McAdams Homes
04.2022 - 03.2023

Bookkeeper/Administrator

Level Up Strategies
06.2021 - 03.2022

Accountant Assistant

Speaks Law Firm
07.2020 - 06.2021

Life Insurance Broker

North American Senior Benefits
01.2019 - 03.2020

University of North Carolina Wilmington

Bachelor's Degree in Business Administration from Finance

Cape Fear Community College

Associate in Science
Aaliyah FoorAccounting Associate