Highly organized and dependable Staff Accountant with background in bookkeeping and financial analysis. Successful history of streamlining accounting processes, identifying cost savings opportunities, and improving accuracy and efficiency. Skilled in using various accounting software programs and technologies.
Overview
6
6
years of professional experience
Work History
Staff accountant
Altman Greenfield & Selvaggi
06.2022 - Current
Responsibilities include diverse aspects of business management, including strategic expense allocation and precise analysis of high-profile sensitive data
Oversight of day-to-day operations of accounting and business management, encompassing stakeholder business interests and personal financial matters
Tasked with the daily oversight of 31 client S-Corporations and LLCs, ensuring punctual tax payments and precise management of monthly bills and statements
Skillfully reconciling client portfolios valued at around $250 million
Prepare and file corporate and individual tax returns for clientele
Responsible for conducting day-to-day business functions, ensuring accurate income monitoring through comprehensive analysis of income received, receipt schedules and assessment of corporate inventory and Cost of Goods Sold
Controls the systematic distribution of 1099 forms to independent contractors associated with the corporations
Consistently conducts detailed assessments of clients' total wealth to ensure precise projections
This encompasses a thorough examination of all assets, including both liquid and non-liquid holdings
Detailed year-end financial analyses to forecast both corporate and personal finances, thereby guaranteeing seamless execution of corporate salary disbursements and taxes paid
Day-to-Day generation of Trial Balances, General Ledgers, Profit and loss income statements, balance sheets and adjusted journal entries
Creation of monthly Cash flow reports to keep clients up to date on their finances
Participated in internal and external audit processes to establish accurate financial records and comply with Generally Accepted Accounting Principles and regulatory requirements.
Created journal entry schedules to improve efficiency, support, and documentation of accounting processes.
Seasonal Intern/ Accountant Assistant
Altman Greenfield & Selvaggi
12.2018 - 01.2020
Extensive accounting experience covering office administration, credit card coding, expense allocation, data analysis, and document review
Skilled in optimizing processes with Excel and QuickBooks
Education
Bachelors - Accountancy
University of San Diego
San Diego, California
05.2022
Skills
Excel Certified
MOS
Tableau
Quickbooks
Autocad
Smartworks
SQL
Business Management
CCH Tax Program
Bloomberg Tax Program
Invoice Generation/Approval
Corporate Taxes
Personal Taxes
Financial Projections
Financial Statements
Financial Meeting Files
Audits
Journal Entries
Bookkeeping
Accounts Payable
Accounts Receivable
Timeline
Staff accountant
Altman Greenfield & Selvaggi
06.2022 - Current
Seasonal Intern/ Accountant Assistant
Altman Greenfield & Selvaggi
12.2018 - 01.2020
Bachelors - Accountancy
University of San Diego
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