Accountant with seven years of experience in analyzing financial records and statements to ensure accuracy and compliance. Skilled in evaluating processes to identify deficiencies and develop strategies for risk mitigation. Proficient in accounting principles and best practices, with a strong focus on client relationship management.
Overview
15
15
years of professional experience
Work History
Senior Accountant
Otrando, Porcaro, & Associates
Warwick, RI
02.2022 - Current
Ensured compliance with Sarbanes-Oxley Act and GAAP principles for transparency in financial operations.
Delivered precise financial projections by analyzing tax liabilities and future earnings.
Maintained accurate records for cash, fixed assets, and various transactions.
Presented audit findings to management in accessible language for better comprehension.
Coordinated project materials and schedules while facilitating effective communication and report preparation.
Authored detailed reports and organized comprehensive supporting documentation.
Developed business processes and accounting policies to enhance internal controls.
Prepared annual tax returns for individuals, corporations, trusts, estates, gifts, and partnerships.
Mentor interns and staff accountants, review their work, and act as a resource for knowledge.
Staff Accountant
Homecare Advantage
, RI
05.2018 - 02.2022
Reconcile general ledger to bank records on a monthly basis
Review weekly timesheets to ensure accuracy for payroll
Submit weekly invoices to various insurance companies, government agencies, and private patient accounts
Monitor aged receivables and initiate collection activity
Post cash disbursements and cash receipts on weekly basis
Review all general ledger accounts/activity to ensure accuracy and no accounts left out of balance
Post payroll and payroll tax entries weekly
Worked closely with management to discuss external audit results and action plans.
Accounts Payable Representative
UNFI, United Natural Foods
Lincoln, RI
12.2017 - 05.2018
Problem-solved accounts payable questions on behalf of internal team members, management and vendors.
Analyzed invoice and expense reports, identified variances and researched issues to correct problems and maintain financial compliance.
Worked closely with department personnel to produce accurate and timely bills.
Kept detailed records of accounts payable by creating reports and updating vendor balance sheets.
Medical Billing Assistant
Quality Behavioral Health
06.2015 - 12.2017
Communicated with insurance representatives to complete claims processing or resolve problem claims.
Coordinated communications between patients, billing personnel and insurance carriers.
Distributed or posted financial data to appropriate accounts and prepare simple reconciliations.
File Clerk Supervisor
Quality Behavioral Health
09.2010 - 01.2015
Train and supervise file room clerks, motivate employees to perform at a high level of productivity, and completing their tasks with the upmost accuracy.
Updated daily logs for tracking file movements.
Retrieved requested files and delivered to appropriate personnel.