Summary
Overview
Work History
Education
Skills
Timeline
Generic

Aidan Farrell

Brooklyn,NY

Summary

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
Aidan Farrell