Summary
Overview
Work History
Education
Skills
Accomplishments
Languages
Timeline
Generic

CHRISTINE CAPUCCI

New Milford,NJ

Summary

Dynamic and well-organized professional accountant. Team player with solid mathematical and analytical skills, experienced in examining and analyzing accounting records and financial reports. Detail oriented proven ability to analyze accounting processes, recognize deficiencies, work out solutions for corrective action plans to implement and mitigate risk. Skilled at working quickly and accurately under tight deadlines.

Overview

21
21
years of professional experience

Work History

Accountant

Confidential (Healthcare)
09.2023 - Current
  • Served as interim Controller for three months until a permanent replacement was hired.
  • Analyze and prepare the monthly financial statements for management and executive meetings.
  • Prepare journal entries and vouchers with comprehensive supporting documentation to maintain accurate financial records.
  • Maintain Balance Sheet accounts: Reconcile, analyze, and adjust General Ledger accounts for month-end closing. Save complete documentation to support all accounts.
  • Analyze all financial results and summarize findings with documentation when appropriate.
  • Perform month end closing for deferred revenues, accruals and incentives Journal entries for practitioners.
  • Communicate with team members and other practices as needed to correctly report the financial information.
  • Maintain analysis and report the medical expenses activity for the month end closing.
  • Prepare and complete all audit workpapers in a timely frame to ensure effective and efficient audits.
  • Interact with internal and external auditors.
  • Monthly account analysis and budget vs actual variances.
  • Identify problems and research solutions and discuss recommendations with management.
  • Maintain malpractice insurance report file for over 700 practitioners, prepare and book monthly amortization schedule. In addition, this file is strongly used for budget purposes.
  • Review, track and submit expense reimbursements for payment processing for over 700 practitioners.
  • Prepare and coordinate with management the monthly advances to practices and third parties prior to submission.
  • Assist with budget preparation and capital expenditure.
  • Continuously thrive to automate manual processes.

Senior Accountant

Kotulak & Company, CPA PC
12.2021 - 08.2023
  • Maintain and balance accounts by verifying, allocating, posting, reconciling transactions, and resolving discrepancies.
  • Monthly accounting close activities and variance analysis are properly prepared, maintained and explained in a timely manner.
  • Summarize financial status by collecting information, preparing Balance Sheet, Profit and Loss, and other statements like cashflows and budget variances and analysis.
  • Analyze and review data from inventory systems to support accurate cost and inventory reporting.
  • Review and analyze the Aging reports for Accounts Receivables and Accounts payables.
  • Timely and accurate closing of year end companies’ accounting systems and records.
  • Identify errors and suggest ways to improve efficiency.
  • Supervised a team of three bookkeepers and intern; the daily work planning and deadline setting for the team, improved workflow distribution leading as a result in more efficient monthly and year end closing processes. It provided the CPA partners with increased capacity consulting with clients regarding projections and future planning.
  • Collaborate and communicate with clients to understand and meet their needs.
  • Address and make recommendations.
  • Listen and emphasize with clients helping them resolve notices received or any other financial situation they are facing.
  • Train clients to use accounting software’s mainly QuickBooks desktop and online versions.
  • Train interns and new employees to use our accounting and tax software and other tools necessary for daily work and performance.
  • File Sales tax in multiple States.
  • Set up and run payroll for clients using in-house software or using third party platform.
  • File payroll tax for our clients in NJ, New York and Florida.
  • Prepare year end 1099, W2s, workers comp, and other tasks as they occur.
  • Assist in the preparation of the work audit for schools and nonprofit organizations.
  • Assist with treasury/ fund of one of our clients; monitor the budget, approve requisitions, and reconcile their cash vs expenditure monthly.
  • Prepare personal, corporate, estate, and non-profit tax returns.
  • I reduced Partnership and Corporate extension filings by 20% enabling timely CPA partners to review and file by proactively gathering client’s information and accelerating the books closing and tax input preparation.

Freelancer Accountant

Vendome Exhibits, LLC, Pronto Panels, LLC, Morea Management LLC
12.2019 - 11.2020
  • Managed accounts payable: Verify, analyze vendor invoices and expense vouchers for accuracy. Maintained financial records and control reports. Prepared accounts payable registers and related reports promptly.
  • Managed accounts receivables: Processed, verified, and posted receipts for goods sold and services rendered. Researched and resolved account discrepancies. Processed and recorded transactions. Reviewed clients’ accounts ledger for accuracy while sending bill reminders, contacting clients to discuss their accounts.
  • Credit Card account: monitor daily the credit card flow, requesting any missing bills.
  • Performed cost accounting: ascertain that the cost is allocated properly per project. Locate wastage and suggest solutions to minimize this waste. Calculate profitability by project and figure out ways to maximize these profits. Cost control for material and labor and miscellaneous expenses.
  • Run payroll through third party company and record bi-weekly payroll in the General Ledger.
  • Filed NY and NJ sales tax.
  • Monthly closing process: Recorded any un-entered invoices. Reconciled banks and credit cards. Reconciled the lease entries for the warehouse and office. Recorded Fixed assets depreciation for the month as well as recorded the liability and W/C insurance expense. Prepared and recorded all accruals and prepaid expenses.
  • Analyzed the data and prepared reports for management.
  • Prepared custom on weekly basis.
  • Generate year-end 1099’s.
  • Review monthly budgets. Analyze variances and report to management for any changes.
  • Prepare year-end documentation and assist with closing with the external auditor.

Staff Accountant

Weiss and Moskowitz, CPA’s PA
09.2015 - 11.2019
  • Assisted clients with reconciliation of clients’ books and records.
  • Performed bank reconciliation.
  • Performed cost allocation and other month end journal entries necessary for the month end closing for clients.
  • Maintained Fixed Assets ledger and depreciation schedules.
  • Processed payroll for clients in house or through a third-party payroll company (ADP, Paychex).
  • Prepared government required reports.
  • Prepared worker’s compensation audits.
  • Advised clients on internal accounting matters.
  • Prepared financial statements and ensured technical compliance to US GAAP.
  • Analyzed records of past and present operations and costs, estimated revenues, administrative commitments, and obligations. Reviewed results with clients for future decisions.
  • Prepare quarterly estimate taxes for clients.
  • Prepared and filed quarterly and yearly payroll taxes and generated payroll Forms (W-2’s).
  • Filed monthly & quarterly sales tax for NJ, NY, Connecticut, and Pennsylvania for clients.
  • Helped clients navigate interactions with tax authorities and legal concerns related to financial matters.

Tutor

Berkeley College
04.2015 - 12.2015
  • While at college working on my bachelor’s degree, I was tutoring other students in their first year of college struggling with accounting classes.

Staff Accountant

Aurora Non-profit Organization
06.2015 - 08.2015
  • Performed periodic audits of junior staff and client staff to ensure the procedures outlined in the clients' financial control and procedural manuals are being followed.
  • Ensured client accounting systems are current with all adjustments and transactions posted.
  • Compiled grant budgets and compiled grant reports for timely submission to granting agencies. Maintain grant monitoring and ensure client management understands amounts expensed and remains after each grant report submission. Monitor grants to identify when budget modifications are needed.

Staff Accountant

FB International Inc.
09.2008 - 04.2015
  • Implemented the accounting and reporting system, accounting policies and compliance with rules and regulations.
  • Supervised a team of two members for AR, AP and credit card activity and reconciliation.
  • Processed time sheets and run payroll.
  • Conducted billing processes.
  • Maintained General Ledger.
  • Monitored Cash Flow.
  • Cost Accounting.
  • Reviewed financial statements for accuracy and legal compliance.
  • Performed month end closing.
  • Assisted the external auditor with the year-end closing.
  • Inventory control.
  • Supervised a sister company in Italy.

Bookkeeper

Lundy & Shacter, PA
01.2004 - 09.2008
  • Recorded purchases, expenses, sales revenues, invoices, and payments to clients.
  • Run Payroll and filed quarterly payroll tax for clients.
  • Filed FL sales tax for clients.
  • Maintained accurate record of financial transactions for clients.
  • Assisted in a fraud case.

Education

Master of Science - Accounting

Montclair State University
Montclair, NJ
05.2021

BA - Business Administration, concentration in accounting

Berkley College
04.2017

Skills

  • Tri-lingual in English, French and Arabic
  • Multitasking and deadline management
  • Forecasting & Budgeting and audit coordination
  • Cost Accounting
  • IFSR Experience from working abroad
  • Proficient in Microsoft Office: Excel, VLOOKUP, Pivot Tables, SUMIFS, Word
  • QuickBooks professional (desktop and online)
  • ERP Systems – Worked as team player between Oracle team and all different departments within the Company for implementing Oracle Financials PeopleSoft, Lawson, Kronos, OnBase, Athena
  • Quicken
  • Sage
  • Tax software: Proseries, Prosystem, Lacerte, and Creative Solutions
  • Data tools: Tableau, Alteryx, Artificial Intelligence, Python (basic knowledge)
  • CPA Candidate

Accomplishments

  • Generated a 80% reduction in month-end close.
  • Supervised team of 3 staff members and 1 intern.
  • Team player between Oracle team and Company team for Oracle financials implementation helped reducing time frame from 1 year 3 months to 8 months implementation.
  • used microsoft excel to develop a report that helped in month end closing analysis and budgeting.
  • Reducing by 80% of extension filings for partnerships and corporations tax returns.

Languages

French
Professional Working
Arabic
Native or Bilingual
English
Professional Working

Timeline

Accountant

Confidential (Healthcare)
09.2023 - Current

Senior Accountant

Kotulak & Company, CPA PC
12.2021 - 08.2023

Freelancer Accountant

Vendome Exhibits, LLC, Pronto Panels, LLC, Morea Management LLC
12.2019 - 11.2020

Staff Accountant

Weiss and Moskowitz, CPA’s PA
09.2015 - 11.2019

Staff Accountant

Aurora Non-profit Organization
06.2015 - 08.2015

Tutor

Berkeley College
04.2015 - 12.2015

Staff Accountant

FB International Inc.
09.2008 - 04.2015

Bookkeeper

Lundy & Shacter, PA
01.2004 - 09.2008

BA - Business Administration, concentration in accounting

Berkley College

Master of Science - Accounting

Montclair State University

Similar Profiles

CREATE PROFILE
CHRISTINE CAPUCCI