Accomplished Associate at Maner Costerisan, adept in governmental accounting and demonstrating exceptional time management. Achieved 100% on-time payroll distribution and significantly enhanced financial reporting accuracy. Known for meticulous attention to detail and strong leadership, consistently improving client satisfaction and operational efficiency.
Overview
4
4
years of professional experience
Work History
Associate
Maner Costerisan, CPA Firm
06.2022 - Current
Education Sector
Administered bi-weekly accounts payable processes with meticulous attention to accuracy, ensuring timely disbursement of payments and adherence to financial controls.
Performed comprehensive weekly account reconciliations and monthly bank reconciliations, maintaining integrity across financial records and ensuring compliance with organizational policies.
Streamlined month-end close procedures by reconciling monthly expenses, positing necessary adjustment entries, and enhancing the accuracy and efficiency of financial reporting.
Prepared and analyzed financial statements and board reports, delivering clear, data-driven presentations at monthly school board meetings to support strategic decision-making.
Manufacturing and Retail Corporation
Processed weekly payroll for 10-15 employees, ensuring 100% on-time distribution and full compliance with tax regulations, while maintaining accurate employee records.
Reconciled monthly bank accounts for multiple accounts, identifying discrepancies and ensuring accurate financial records.
Conducted weekly review of balance sheet and P&L accounts, ensuring accuracy and identifying potential issues, improving financial reporting reliability for clients.
Managed and responded to incoming notices from tax authorities and creditors, resolving 100% of issues within required timeframes, ensuring timely compliance and preventing penalties.
Prepared year-end financial documents for tax returns ensuring timely and accurate submission, contributing to the on-time filing of tax returns with no issues.
Advised clients professionally on accounting issues and financial matters offering timely guidance that enhanced client satisfaction and improved overall service delivery.
Pet Care Industry
Performed weekly reconciliations for multiple high-volume bank accounts, ensuring accuracy and timely identification of discrepancies to maintain financial integrity.
Prepared comprehensive monthly financial statements and bank reconciliations, delivering clear and accurate reports for internal and client review.
Conducted detailed analysis of profit and loss statements on a monthly basis, identifying trends and providing actionable insights to support strategic decision-making.
Generated and distributed client-specific profit and loss analyses, enhancing client understanding of financial performance and fostering stronger relationships.
Food and Beverage Industry
Prepared and delivered detailed monthly financial statements for clients and franchise headquarters, ensuring accuracy and compliance with established accounting standards.
Collaborated with clients to advise on complex accounting issues, offering proactive solutions to enhance financial processes and ensure smooth operations.
Managed multiple client accounts simultaneously, ensuring timely completion of financial reporting and fostering strong, consultative relationships with clients.
Provided valuable insights and recommendations based on financial data, helping clients make informed decisions and optimize their financial strategies.
Seasonal Tax Assistant
Yeo&Yeo, P.C., CPA Firm
02.2021 - 04.2021
Ensured accurate and efficient scanning of all documents, maintaining proper record retention and supporting seamless document retrieval for internal teams and clients.
Maximized compliance and improved financial reporting by scanning, organizing, and filing essential documents for tax returns, ensuring accuracy and timely completion.
Performed detailed reviews of scanned documents, ensuring legibility, proper alignment, and complete scanning of all pages to maintain high-quality standards before submission.
Conducted regular spot checks of scanning equipment to ensure optimal performance, identifying and resolving any technical issues promptly to minimize disruptions.
Collaborated with team members to identify and implement process improvements, increasing operation efficiency and enhancing customer service, while continuously improving accuracy and quality.
Education
Bachelor of Science in Business Administration - Accounting
Central Michigan University
Mount Pleasant, MI
12-2022
Skills
Time management
Attention to detail
Computer skills
Leadership qualities
Governmental accounting
Accounting basics
Quickbooks Online
Quickbooks Desktop
ACS
MUNIS
Sage Intacct
Timeline
Associate
Maner Costerisan, CPA Firm
06.2022 - Current
Seasonal Tax Assistant
Yeo&Yeo, P.C., CPA Firm
02.2021 - 04.2021
Bachelor of Science in Business Administration - Accounting