Hardworking employee with customer service, multitasking and time management abilities. Devoted to giving every customer a positive and memorable experience.
Overview
8
8
years of professional experience
Work History
Accounting/ Financial Analyst
JRL Financial Services
Brooklyn, New York
01.2020 - Current
Prepare income tax returns for individuals and businesses
Provide Bookkeeping and Payroll services for businesses
Prepare general ledger and journal entries analysis for businesses
Prepare month end reports and annual financial statements for businesses
Prepare monthly bank reconciliation statements for business
Manage clients accounting activities to ensure compliance with principles and policies
Facilitate audits with well-maintained accounting records for clients’ businesses.
Client Management Specialist
Goldman Sachs-Allied Universal
New York, NY
04.2017 - Current
Reconciled discrepancies between actual results against budgets and forecasts.
Prepared accurate budget projections based on historical data analysis.
Created guidelines to ensure compliance with applicable laws and regulations.
Maintained records of all transactions related to the organization's finances.
Evaluated existing financial systems for potential improvements or upgrades.
Negotiated contracts with vendors to secure favorable terms and pricing.
Developed models for forecasting future cash flows.
Reviewed financial statements for accuracy prior to submission.
Investigated profitability improvements and analyzed markets for new business opportunities.
Verified that each business unit's strategic plan aligned with overall corporate strategic plan in cooperation with executive management team.
Assistant Tax Accountant
O2 & Co. Tax & Accounting Services
Jersey City, New Jersey
01.2016 - 04.2017
Supported business and individual tax clients and prepared simple to complex tax returns
Calculated taxes owed or overpaid by our clients
Reduced tax liability with correct use of appropriate adjustments, deductions, and credits