Allen Akopyan
Sunland,USA
Summary
Finance professional with expertise in tax preparation, bookkeeping, financial analysis, and payroll. Proficient in TaxSlayer, ProSeries, QuickBooks, and Agilink, with a track record of supporting accurate financial reporting and assisting low-income taxpayers. Strong analytical skills enhance process improvements and increase efficiency, while experience in reconciling accounts ensures compliance with financial policies. Committed to confidentiality and contributing to team success through meticulous attention to detail.
Overview
10
10
years of professional experience
1
1
Certification
Work History
Bookkeeper
Adeptus Partners LLC
01.2024 - 02.2025
- Managed client bookkeeping using QuickBooks and reconciled intercompany transactions.
- Processed payroll and maintained accurate financial records.
- Ensured compliance with accounting standards and internal controls.
- Reconciled company bank, credit card and line of credit accounts, investigating, and resolving discrepancies to keep accounts audit-ready.
- Created detailed expense reports to facilitate reimbursement for business expenses incurred.
Tax Preparer (Internship)
CSUN Vita Clinic
01.2024 - 04.2024
- Prepared over 100+ tax returns for low-income families using TaxSlayer software.
- Supported clients across multiple sites in the San Fernando Valley.
- Ensured accuracy and compliance with federal and state tax regulations.
- Assessed client tax situations to determine best filing options.
- Utilized tax software to prepare returns and meet deadlines.
Bookkeeper
Gelfand, Rennert & Feldman, LLC
01.2023 - 12.2023
- Managed AP/AR and payroll using Agilink and Datafaction software.
- Conducted journal entries and resolved bank discrepancies through reconciliation.
- Supported entertainment industry clients with monthly reports and coding.
- Recorded deposits, reconciled monthly bank accounts and tracked expenses.
- Input financial data and produced reports using Excel.
- Supported management by processing invoices and documents with consistent on-time delivery.
- Effectively communicated with clients about payment needs and kept updated, detailed and accurate ledgers.
Bookkeeper (Part-Time)
Albert’s Plumbing
03.2015 - 12.2023
- Oversaw business transactions, proposals, and invoices using QuickBooks.
- Negotiated contracts and maintained ledgers.
- Created S Corp tax return drafts to identify potential savings.
- Effectively communicated with clients about payment needs and kept updated, detailed and accurate ledgers.
- Recorded deposits, reconciled monthly bank accounts and tracked expenses.
- Strengthened financial operations by conducting bank reconciliations and financial reporting.
Financial Analyst Intern
OpenX
06.2022 - 09.2022
- Developed weekly/monthly financial reports to support strategic decision-making.
- Created forecasts and budgets based on market data.
- Conducted cost/revenue analysis and performed administrative financial tasks.
- Used Excel to calculate profitability, solvency and liquidity of specific companies.
- Developed financial models for projects and presentations.
- Implemented system for tracking payments on projects and contracts.
- Researched accounting issues and proposed solutions to avoid repeat occurrences.
Education
Completed coursework - Accounting, Taxation, Business Calculus, and Economics
Glendale Community College
Bachelor of Science - Business Administration – Financial Analysis
California State University Northridge
Northridge, CA12.2022
Skills
- Tax preparation and bookkeeping
- Financial statement analysis
- Accounting software proficiency
- Payroll management
- Data entry and accuracy
- Bank and credit card reconciliation
- Journal entry preparation
- Invoice processing and tracking
- Vendor and client communication
- Budget monitoring and reporting
- Financial documentation organization
- Microsoft Excel expertise
- Attention to detail
- Time management skills
- Team collaboration
Certification
- Certified Tax Preparer – CTEC
- Financial Modeling & Valuation Analyst (FMVA)
- California Real Estate Sales License
Timeline
Bookkeeper
Adeptus Partners LLC
01.2024 - 02.2025
Tax Preparer (Internship)
CSUN Vita Clinic
01.2024 - 04.2024
Bookkeeper
Gelfand, Rennert & Feldman, LLC
01.2023 - 12.2023
Financial Analyst Intern
OpenX
06.2022 - 09.2022
Bookkeeper (Part-Time)
Albert’s Plumbing
03.2015 - 12.2023
Completed coursework - Accounting, Taxation, Business Calculus, and Economics
Glendale Community College
Bachelor of Science - Business Administration – Financial Analysis
California State University Northridge