Carissa Lorenzo
Summary
Detail-oriented Senior Accountant focused on improving company financial operations and streamlining processes using effective leadership, planning and decision-making abilities.
Overview
6
6
years of professional experience
Work History
Senior Accountant
Viva Eve
09.2022 - Current
- Provide internal leadership, ownership, analysis and comprehensive management - on a weekly, monthly, quarterly, and annual basis - of all consolidated financial information for the company and affiliates of the company
- Reporting: Generate consolidated financial statements and company KPIs on weekly basis
- Bookkeeping: coding transactions, reconciling bank statements
- Operations: track and depreciate assets, manage relationship with bank and coordinate wires
- Budgeting: implement policies and controls for spending money around a budget from Controller and track budgeted vs actuals
- Forecasting: Maintaining pro forma financial statements and cash flow forecasts
- Tax: Book to Tax analysis and reconciliations
- Analytics: monitor and report on revenue and expense trends
- Establish, challenge and improve the company's existing financial operations and processes with a focus on efficiency and scalability
- Provide timely support and guidance to all ad hoc corporate needs.
Accounts Payable Manager
ATC Healthcare
09.2021 - 09.2022
- Manage full-cycle accounts payable, including receiving, processing and verifying invoices
- Verify and enter into the accounting system each invoice and reimbursement request and ensure the proper supporting documentation, coding, approval(s) and amount
- Generate weekly check runs for paper checks and ACH transfers
- Process payments
- Prepare and upload positive pay files
- Process payroll garnishments and employee benefits on weekly basis
- Review and process monthly royalty payments for sixty branches
- Set up and maintain vendors in the accounting system
- Reconcile vendor balances
- Process monthly credit card statements
- Respond to all vendor or internal inquiries and research to resolve concerns or discrepancies
- Assist in preparing reports, bank reconciliations and back up for year-end closing and annual audit
- Prepare data for annual 1099 reporting
- Serve as the lead point of contact for any and all matters specific to accounts payable.
Accountant
Life's WORC
08.2019 - 09.2021
- Prepared and recorded all general journal entries, which included all monthly recurring journals
- Reconciled all agency bank accounts on a monthly basis
- Coordinated with the Finance department the financial month and year-end activities and reconciliation
- Responsible for collecting, recording, sorting and maintaining information and data files in electronic formats for annual audit
- Managed the allocation, coding and input of all receivables for all insurances, Medicaid, school districts, campaign/ individual giving, events, into the organizations database and the general ledger
- Received, processed and allocated all cash deposits, paper checks, credit cards and ACH payments
- Reviewed, reconciled and maintained individual's escrow sub accounts on a monthly basis to assure compliance
- Maintained and updated database for banking purposes
- Prepared the monthly personal needs allowance reports and processed transfers to sub accounts
- Received, electronically filed and processed incoming invoices
- Verified and enter into the accounting system each invoice and ensure the proper supporting documentation, coding, approval(s) and amount.
Insurance Claims Management Admin
McLarens
09.2017 - 08.2018
- Managed allocation of losses to adjusters
- Entered claims into the database and sent acknowledgement letters to appropriate parties
- Reviewed, edited, filed, bundled and issued reports and correspondence to clients and customers
- Generated invoices and billed clients
- Provided administrative support to the loss adjusting team
- Maintained databases
- Managed the file diary review
- Responded to inquiries from clients and customers.
Education
MBA in Accounting -
St Joseph's College
Brooklyn, NYBachelor's of Business Administration -
Dowling College
Skills
- Proficient with Microsoft Excel and all MS Office applications
- Knowledge of Quick Books, Great Plains, Work Day, MIP
- Ability to easily learn new databases and systems
- Self-motivated to take on challenges and provide thoughtful solutions with attention to detail and accuracy
- A team player who works well under pressure, takes initiative, and has excellent investigative and follow-through skills
- Professional verbal and written communication skills, organization skills, strong understanding of time management
Timeline
Senior Accountant
Viva Eve
09.2022 - Current
Accounts Payable Manager
ATC Healthcare
09.2021 - 09.2022
Accountant
Life's WORC
08.2019 - 09.2021
Insurance Claims Management Admin
McLarens
09.2017 - 08.2018
MBA in Accounting -
St Joseph's College
Bachelor's of Business Administration -
Dowling College
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