Daniana Medina
Summary
Organized and dependable candidate successful at managing multiple priorities with a positive attitude. Willingness to take on added responsibilities to meet team goals.
Overview
20
20
years of professional experience
1
1
Certification
Work History
Staff Accountant
CNC Certified Public Accountant
01.2022 - Current
- Maintained general ledger accuracy through regular account reconciliations, journal entry adjustments, and transaction reviews.
- Prepared and processed journal entries to record in general ledger and maintain consistent documentation.
- Streamlined the month-end closing process for multiple clients through diligent reconciliations of general ledger accounts.
- Maintained accurate fixed asset records for clients, ensuring proper depreciation calculations and capitalization policies were followed.
- Delivered exceptional customer service by promptly addressing client inquiries and concerns, fostering long-lasting relationships built on trust and dependability.
- Strengthened client relationships through proactive communication regarding important deadlines, regulatory changes, or potential risks to their business operations.
- Facilitated client tax compliance by preparing federal, state, and local income tax returns for foreign individuals and businesses.
- Improved client financial reporting by preparing accurate and timely financial statements in accordance with GAAP.
- Sales tax applications and reporting
- ITIN processing
Bookkeeper
CNC Certified Public Accountant
01.2020 - 12.2021
- Reviewed bank statements and completed reconciliations
- Prepared financial reports
- Advised clients and adhered to clients' questions and concerns regarding their accounting
- Prepare LLC, Corps, Personal taxes, 1120-5472, 5472, W7 forms for ITINs
- Opening of new companies in Florida and Delaware, EIN applications online and SS4 forms, operating agreements or by-laws
- Sales tax applications and reporting
- Prepared forms such as 8832, 2553, POA, 8832, and more.
Administrative Assistant
CNC Certified Public Accountant
01.2017 - 12.2019
- Answered multi-line phone system, routing calls, delivering messages to staff and greeting visitors.
- Maintained confidentiality of sensitive information by adhering to strict privacy policies and implementing secure filing systems.
- Delivered excellent customer service through prompt responses to client inquiries, addressing concerns effectively, and building strong relationships.
- Ensured accurate record-keeping with diligent data entry and database management for vital company information.
- Promoted a positive work environment through effective communication skills and fostering professional relationships among colleagues.
- Improved document organization with thorough file maintenance, archiving outdated records as necessary for efficient retrieval when needed.
- Coordinated office supply inventory management, proactively ordering necessary items before depletion to avoid workflow disruptions.
- Scheduled office meetings and client appointments for staff teams.
- Created and maintained databases to track and record customer data.
- Executed record filing system to improve document organization and management.
Administrative Assistant
Claudia Czetyrko, CPA
11.2015 - 12.2016
- Greet clients and visitors with a positive, helpful attitude.
- Assisting clients in finding their way around the office.
- Announcing clients as necessary.
- Assisting with a variety of administrative tasks including copying, scanning, taking notes and assisting clients with basic forms.
- Preparing meeting and training rooms.
- Answering phones in a professional manner, and routing calls as necessary.
- Assisting colleagues with administrative tasks.
- Answering, forwarding, and screening phone calls.
- Sorting and distributing mail and bank statements.
- Ensure reception area is tidy and presentable, with all necessary stationery and material.
- Provide excellent customer service.
- Scheduling appointments and meetings.
- Maintained confidentiality of sensitive information by adhering to strict privacy policies and implementing secure filing systems.
- Delivered excellent customer service through prompt responses to client inquiries, addressing concerns effectively, and building strong relationships.
- Ensured accurate record-keeping with diligent data entry and database management for vital company information.
- Improved document organization with thorough file maintenance, archiving outdated records as necessary for efficient retrieval when needed.
Realty World - Supervisor
04.2010 - 01.2013
- Assisted with recruiting personnel and realtors for the company
- Coordinated floor schedule
- Adhered and assisted realtors
- Completed property MLS listings
- Supervised and processed contracts and all required supporting documents in files
- Prepared advertising
- Supervised and reviewed work.
InterAmerican Christian Academy - Consultant
12.2009 - 04.2010
- Assisted Students in the preparation of their classes, testing, and consulting
- Kept records of all the students and personnel
- Supervised the overall improvement of the students
- Prepared the advertisement and publicity of the school.
Ceax Home Lending - Assistant to CEO/Mortgage Broker
10.2004 - 07.2007
- Addressed all realtors and clientele concerns
- Completed all necessary administrative responsibilities
- Processed payroll of the company
- Prepared company's advertisement.
Education
Bachelor of Science - Accounting
Southern New Hampshire University
Manchester, NH12.2024
No Degree - Accounting
Miami Dade College
Miami, FL10.2022
High School Diploma -
US International Christian Academy
Miami, FL06.2003
Skills
- Fluent in English and Spanish, both written and verbal
- Familiar with Microsoft Office (Word, Publishers, Outlook, Excel)
- Familiar with QuickBooks
- Work with Accounting CS, ATX, FCS
- Journal entry preparation
- Monthly / Quarterly / Year End Reports
- Bookkeeping
- General ledger accounting
- Financial Reporting
- Income Statements
- Tax Preparation
- Sales Tax Filing
Certification
CAA
Art, photography, pet care, dance, music
I have a strong enthusiasm for art. Engaging in this activity brings me tranquility and mental calmness. It provides me with a sense of tranquility. I also have a deep appreciation for the art of photography. It embodies the fundamental nature of the spirit in grasping the present moment. In addition, I hold a deep affection for animals; in my opinion, they are the most endearing and trustworthy companions. They exhibit loyalty in their most innate and instinctual manner. And, likewise, I posses a deep passion for both dance and music. Music has been scientifically proven to reduce levels of stress hormones and encourage the brain to release dopamine, a neurotransmitter associated with feelings of happiness. Utilizing it as a backdrop during creative tasks can significantly enhance creativity.
Languages
English
Native or Bilingual
Spanish
Native or Bilingual
Timeline
Staff Accountant
CNC Certified Public Accountant
01.2022 - Current
Bookkeeper
CNC Certified Public Accountant
01.2020 - 12.2021
Administrative Assistant
CNC Certified Public Accountant
01.2017 - 12.2019
Administrative Assistant
Claudia Czetyrko, CPA
11.2015 - 12.2016
Realty World - Supervisor
04.2010 - 01.2013
InterAmerican Christian Academy - Consultant
12.2009 - 04.2010
Ceax Home Lending - Assistant to CEO/Mortgage Broker
10.2004 - 07.2007
Bachelor of Science - Accounting
Southern New Hampshire University
No Degree - Accounting
Miami Dade College
High School Diploma -
US International Christian Academy
CAA
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