Accomplished in reducing expenses, streamlining financial operations and improving reporting functions. Highly organized and systematic with in-depth understanding of cost efficiency in business and streamlining processes. Currently working on Microsoft Power BI Data Analyst Certification to be able to create visual dashboards and advanced analyses for business data.
Overview
17
17
years of professional experience
Work History
Controller
Lanahan Patel Lumber Co
01.2023 - Current
Prepared balance sheets, cash flow reports and income statements.
Provided insightful financial analysis to support executive team in making informed business decisions.
Used Quickbooks Desktop and Microsoft Excel prepare external audit documentation and financial reports to assist management in operational planning and key decision making.
Managed budgets, assets, portfolios, accounts payable, and receivable and general financial reporting procedures.
Calculated salesperson commissions based on established parameters and disbursed payments.
Optimized working capital management by reviewing inventory levels, payment terms, and cash conversion cycles.
Ensured compliance with tax regulations by managing the timely preparation and filing of all required returns.
Established robust internal control framework, minimizing the risk of fraud and ensuring compliance with regulations.
Led cross-functional teams in the implementation of new accounting software, improving overall efficiency within the finance department.
A/R Accountant
Elite Construction of Ocala
08.2022 - 12.2022
Format daily and weekly time cards for employees, verifying hours with crew leads
Bill labor, equipment and material to Duke Electric on a weekly and monthly basis
Submit customer paperwork weekly for customer sign-off
Accrue revenue by job for all unbilled items.
Owner Manager
Booksmart Accounting Inc.
04.2017 - 06.2022
Sorted financial documents, coded accounting entries for data processing and posted daily receipts and payments
Contributed to development of office operations manual and improved accounting procedures by implementing accounting databases and software
Provided comprehensive accounting support to company by managing functions like payroll, accounts payable, accounts receivable and business expense processing
Reviewed account discrepancies and proposed courses of action to minimize losses
Delivered human resources financial support by certifying and processing payroll, completing deposits, performing pay adjustments and promptly distributing checks
Generated invoices upon receipt of billing information and tracked collection progress.
Finance Manager
Bald Head Island Conservancy
05.2018 - 11.2021
Identified improvement changes regarding key processes for internal controls and accounting procedures
Worked with executives to create annual budget and tracked actual expenses against projected expenses
Executed core financial processes, including vendor setup and payment, operational expenses, administration of bank accounts and account reconciliations
Created documents to display financial reports and data using QuickBooks Enterprise Desktop
Prepared budgets, cash flow projections, cost analysis and monthly, quarterly and annual reports
Completed journal entries, reconciliations and account analysis to prepare quarterly financial documents and general account management
Prepared and filed tax returns and generated monthly reports in compliance with regulatory and organizational standards.
Controller
Kingman Airline Services Inc/Myrtle Air Services
07.2007 - 04.2017
Managed payroll processing for 155 employees
Oversaw daily financial functions, including accounting, payroll, and financial reporting
Completed journal entries, reconciliations and account analysis to prepare quarterly financial documents and general account management
Calculated salesperson commissions based on established parameters and disbursed monthly payments
Maintained cash flow by monitoring bank balances and cash requirements
Renewed business insurance by scheduling values, including personal and real property, vehicles, computers, equipment, media, and accounts receivable
Set up and improved accounting systems and processes to meet business needs and maximize effectiveness of operations
Accurately documented all cash, credit, fixed assets, accrued expenses and line of credit transactions.
Education
Associate of Science - Accounting
Mohave Community College
Kingman, AZ
Skills
Intuit Certified Bookeeper
Power pivot/data modeling (Excel)
Quickbooks Online ProAdvisor
Current studies: Microsoft Power BI Data Analyst Professional Certificate
General ledger accounting expertise
Creating budgets/budget reports
Superior attention to detail
Month-end reporting
Accomplishments
Reduced customer delinquent receivables by $275K through increased collection/communication efforts.
Increased team efficiency through continuous process improvements
Created pivot tables to analyze revenue centers and changes over a ten-year period
Junior Resident Doctor- Medicine Department at Sardar Vallabh Bhai Patel Hospital, Patel Nagar New DelhiJunior Resident Doctor- Medicine Department at Sardar Vallabh Bhai Patel Hospital, Patel Nagar New Delhi
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