ALEXANDRIA D. LLOYD
Douglasville,GA
Summary
Graduate with an MBA degree from University of West Georgia with a concentration in accounting and business intelligence. I have intermediate experience in Xero, Word, Microsoft Excel, and QuickBooks with training on Ultra Tax software for tax preparation. Extremely organized and dedicated to completing tasks/projects. Efficient in adapting and learning new skills in any work environment while providing great client service. I am currently studying to become a Certified Public Accountant with Becker Exam review.
Overview
2
2
years of professional experience
1
1
Certification
Work History
Staff Accountant
Hagan, Johnson & Associates CPA Firm
Douglasville, GA
08.2022 - Current
- Utilized UltraTax CS software to accurately complete Federal and multi-state income tax returns for a variety of clients including individuals, corporations, and partnerships.
- Preparation of monthly financial statements and reports to advise clients on decision making
- Ensured accurate reconciliation of clients' bank transactions through QuickBooks and Xero.
- Built effective communication channels with clients, establishing myself as their main point of contact.
- Provided support to clients for handling federal/state tax notifications and issues
- Analyzed existing accounting processes to recommend improvements in efficiency or effectiveness.
- Reconciled intercompany accounts on a monthly basis.
- Compiled and prepared journal entries to ensure accurate general ledger records.
- Performed month-end close activities such as accruals, amortization, allocations.
- Prepared monthly account reconciliations for bank accounts, credit cards, and other balance sheet accounts.
- Researched complex transactions to ensure proper classification within the general ledger accounts.
- Participated in special projects as needed.
- Generated financial reports for management review including income statement, balance sheet, cash flow statement.
- Managed accounts receivable activities such as invoicing customers, applying payments received, monitoring customer balances.
- Reviewed and reconciled discrepancies in accounts and financial documentation.
- Assisted in the development and implementation of new accounting systems and software.
- Processed payroll, ensuring accurate calculation of wages and deductions.
Education
Master’s in Business Administration - Accounting and Business Intelligence
University of West Georgia
Carrollton, Georgia05.2022
Certificate in International Business -
International Management Study Abroad
Program, Italy (Spring 2022)04.2022
Bachelor of Business Administration - Accounting
Richards College of Business at the University of West Georgia
Carrollton, Georgia12.2020
Skills
- Statement Reconciliation
- Bookkeeping
- Data Management
- Auditing
- Budget Preparation
- Report Writing
- Financial Reporting
- General ledger accounting
- Generally Accepted Accounting Principles
- Bank Reconciliation
- Tax Preparation
Certification
Xero Advisor Certified, 01/2023, Present, Can provide the best options to set up a client’s financials in Xero. Knowledge to perform Xero services effectively to clients.
Timeline
Staff Accountant
Hagan, Johnson & Associates CPA Firm
08.2022 - Current
Master’s in Business Administration - Accounting and Business Intelligence
University of West Georgia
Certificate in International Business -
International Management Study Abroad
Bachelor of Business Administration - Accounting
Richards College of Business at the University of West Georgia
Similar Profiles
Javier MedinaJavier Medina
Tax Consultant at Davis & Associates CPA FirmTax Consultant at Davis & Associates CPA Firm
Caterina NovaisCaterina Novais
Accounting Assistant at CPA Firm of Rene Sarkhosh & AssociatesAccounting Assistant at CPA Firm of Rene Sarkhosh & Associates
SHAHZAIB KHATRISHAHZAIB KHATRI
MANAGER ACCOUNTING & TAXATION at MAYA & ASSOCIATES (CPA FIRM)MANAGER ACCOUNTING & TAXATION at MAYA & ASSOCIATES (CPA FIRM)