Detail-oriented accounting professional with a notably positive attitude and a passion for financial education.
Overview
9
9
years of professional experience
1
1
Certification
Work History
Accounting Manager
Faithward Advisors, LLC
12.2022 - Current
Managed banking reconciliations and monthly balance sheet statements.
Analyzed and reported on financial data to support business decisions.
Implemented efficient budgeting processes to forecast expenses and monitor actual performance against projections.
Optimized cash flow management through careful analysis of accounts receivable, accounts payable, and working capital requirements.
Accounting Assistant
O'Connell & Lawrence, Inc.
08.2022 - 12.2022
Reconciled company bank, credit card and line of credit accounts, investigating, and resolving discrepancies to keep accounts audit-ready.
Completed payroll functions to facilitate accurate and prompt staff payments.
Generated invoices upon receipt of billing information and tracked collection progress.
Income Maintenance Caseworker
Commonwealth Of Pennsylvania
11.2019 - 08.2022
Conducted thorough interviews with clients to assess their needs and determine appropriate services or referrals.
Identified potential instances of fraud or abuse within the income maintenance system by carefully reviewing case documentation for inconsistencies or discrepancies.
Maintained up-to-date knowledge of federal, state, and local regulations governing income maintenance programs to ensure compliance.
Member Service Representative II
Members 1st Federal Credit Union
07.2015 - 11.2019
Provided exceptional service through active listening, understanding member needs, and offering appropriate solutions.
Learned and maintained in-depth understanding of product and service information to offer knowledgeable and educated responses to diverse customer questions.
Helped large volume of customers every day with positive attitude and focus on customer satisfaction.
Education
Bachelor of Science - Accounting
Elizabethtown College
Elizabethtown, PA
High School Diploma -
Penn Manor High School
Millersville, PA
Skills
Employee Supervision
Analytical Thinking
Time Management
Planning and Prioritization
QuickBooks Online
Sage Intacct
Certification
Certified Treasury Professional (CTP) *in progress
QuickBooks Online ProAdvisor
Pennsylvania Notary Public
Cash Management Fundamentals (AFP)
Affiliations
Association for Financial Professionals - Member
National Association for Christian Financial Consultants - Member
Managing Member & Non-Equity Partner at Raiken Law, LLC & Adeptus Advisors, LLCManaging Member & Non-Equity Partner at Raiken Law, LLC & Adeptus Advisors, LLC