Bethany Ocampo

Core Accounting & Month‑End/Year-end Close

• Completed detailed balance sheet reconciliations across prepaids, accrued expenses, intercompany, investments, and tax‑sensitive accounts.
• Owned month‑end close deliverables by performing flux analysis, investigating anomalies, and preparing schedules used in consolidated reporting.
• Calculated accruals for significant vendors based on spend patterns, contract terms, and cutoff timing.

Fixed Assets & AP Support

• Maintained fixed asset subledger schedules including additions, disposals, transfers, and depreciation calculations.
• Reviewed vendor invoices for proper approval, coding, and support; reconciled vendor statements to ensure completeness and accuracy.

U.S. Compliance for Multinational Corporations

• Prepared U.S. compliance reporting packages including tax‑sensitive reconciliations and entity‑level schedules tied to global consolidation.
• Analyzed foreign subsidiary data to ensure proper U.S. treatment of intercompany transactions and cross‑border tax impacts.

ASC 740 Tax Provisions & Indirect Tax

• Prepared ASC 740 tax provision workpapers including current/deferred tax calculations, effective tax rate analysis, and temporary/permanent difference schedules.
• Completed indirect tax schedules used for state/local filings, ensuring accuracy and alignment with tax code requirements.
• Gathered and validated tax‑sensitive data to support federal/state filings and audit readiness.

Client Reporting

• Prepared client‑specific financial reporting packages tied to contractual requirements.

Collaboration & Tech‑Forward Mindset

• Collaborated with finance calculated accruals for significant vendors using spend patterns, contract terms, and cutoff timing. tax, operations, and IT to resolve discrepancies and streamline workflows.
• Leveraged technology and automation tools to improve reconciliation efficiency and documentation quality.

Professional Development

• CPA‑eligible and in progress.

• Supported audit procedures by performing vouching, tracing, confirmations, and tie‑outs to validate basic financial data for corporate and private clients.
• Assisted tax teams by organizing source documents, preparing initial workpaper drafts, and reviewing W‑2s, 1099s, K‑1s, and other supporting materials for individual, partnership, and corporate returns.
• Contributed to consulting engagements by documenting workflows, mapping processes, and gathering operational data for internal control and efficiency improvement projects.
• Created organized audit and tax workpapers aligned with EY methodology, ensuring proper indexing and completeness.
• Returned for three consecutive summers, demonstrating reliability, adaptability, and strong performance across audit, tax, and consulting teams.