Accountant successful in reviewing financial statements of small to mid-size corporations, ensuring their accuracy and financial health.
Investment advisor with experience in analyzing companies, identifying their strengths and weaknesses.
Overview
3
3
years of professional experience
3
3
years of post-secondary education
Work History
Bookkeeper
SDL Group
, NY
02.2022 - 02.2024
Maintained and processed invoices, deposits, and money logs.
Completed payroll for employees and maintained detailed records of procedures.
Identified accounting errors when cross-referencing documents and database information.
Recorded deposits, reconciled monthly bank accounts and tracked expenses.
Handled day-to-day accounting processes to drive financial accuracy.
Review vendor statements to fix errors.
Accountant
Cbuam CPA
Monroe, New York
10.2023 - Current
Reconciled and corrected issues with financial records.
Completed tax forms in compliance with legal regulations.
Reviewing Financial Statements
Education
Bachelor of Science Accounting-Eligibility For CPA Exam - Accounting
Cope Institute
Brooklyn, NY
06.2021 - Current
Series 65 - Investment Advisor
Kaplan Financial Education
Skills
Finance
Analyzing Companies
Reviewing accuracy and healthiness of financial statements
Quickbooks
Financial Planning
Work Availability
monday
tuesday
wednesday
thursday
friday
saturday
sunday
morning
afternoon
evening
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Quote
The way to get started is to quit talking and begin doing.
Walt Disney
Timeline
Accountant
Cbuam CPA
10.2023 - Current
Bookkeeper
SDL Group
02.2022 - 02.2024
Bachelor of Science Accounting-Eligibility For CPA Exam - Accounting