Desiree Gierbolini Borelli
Coats,NC
Summary
Diligent Accountant with solid background in managing client relationships and ensuring customer satisfaction. Proven track record of driving revenue growth through strategic account management and cross-functional collaboration. Demonstrated ability to analyze client needs and deliver tailored solutions, enhancing both client retention and business outcomes.
Overview
14
14
years of professional experience
1
1
Certification
Work History
Accountant
DGB TAX SERVICES AND MORE
01.2020 - Current
- Prepared and analyzed financial statements to ensure compliance with regulations.
- Managed client accounts, delivering timely tax preparation and filing services.
- Conducted thorough audits to identify discrepancies and recommend corrective actions.
- Streamlined accounting processes, improving efficiency in data entry and reporting.
- Developed detailed budgets and forecasts to aid strategic decision-making for clients.
- Implemented accounting software solutions to optimize financial tracking and management.
- Mentored junior accountants, enhancing team knowledge and performance standards.
- Handled day-to-day accounting processes to drive financial accuracy.
- Reconciled accounts and reviewed expense data, net worth, and assets.
- Documented cash, credit, fixed assets, accrued expenses, and line of credit transactions.
- Completed daily cash functions like account tracking, payroll and wage allocations, budgeting, donating, and cash, and banking reconciliations.
- Maintained up-to-date knowledge on professional accounting standards to manage financial recordkeeping.
- Used advanced software to prepare documents, reports, and presentations.
- Maintained accurate records of fixed assets, including acquisition costs, depreciation schedules, and current values for insurance purposes.
- Prepared and filed tax forms to meet needs of customers.
- Improved financial reporting accuracy through meticulous data analysis and reconciliation efforts.
- Supported strategic decision-making by providing accurate and timely financial reports to executive management.
- Streamlined monthly financial reporting processes, significantly reducing time required for report generation and analysis.
Administrative Assistant
Lcdo. Arquimedes Gierbolini Santiago
01.2012 - 07.2019
- Managed attorney calendars and scheduled appointments to optimize time management.
- Prepared legal documents, ensuring compliance with court procedures and deadlines.
- Facilitated communication between clients and legal teams, enhancing client satisfaction.
- Maintained accurate case files and records using document management systems.
- Assisted in trial preparation, organizing evidence and exhibits for presentations.
- Implemented office procedures that improved workflow efficiency within the legal department.
- Monitored billing processes to ensure accuracy and timely invoicing for services rendered.
- Trained new administrative staff on office protocols and software applications.
- Supported multiple attorneys simultaneously by efficiently prioritizing tasks according to urgency or deadline requirements.
- Managed general clerical needs such as opening and closing files, scanning sheets and faxing documents.
- Facilitated clear communication between clients and attorneys by acting as a liaison to ensure all parties were informed of updates or changes.
- Prepared drafts of forms, letters and agreements for legal staff use.
- Streamlined legal processes by drafting and proofreading documents, ensuring accuracy and timely completion.
- Reduced attorney workload through proficient document management, handling correspondence, and performing clerical tasks.
- Scheduled and coordinated meetings between legal teams and clients.
Education
BBA - Accounting
NATIONAL UNIVERSITY
BAYAMON, PUERTO RICO08-2024
Associate of Applied Business - Accounting
NATIONAL UNIVERSITY
BAYAMON, PUERTO RICO08-2021
High School Diploma -
COLEGIO VALVANERA
COAMO, PUERTO RICO05-2000
Skills
- Accounting and bookkeeping
- Accounts payable and receivable
- Bank reconciliation
- Bookkeeping
- Data analysis
- Financial reporting
- Financial statements
- Attention to detail
- Payroll processing
- General ledger entries
- Tax preparation
- General ledger management
- Payroll administration
- Quickbooks
- Tax accounting specialization
- Strategic planning
- Estate tax returns
- Microsoft Excel
- Accounting software proficiency(SAGE50)
- ERP systems
Certification
IRS Certified Tax Preparer (P02446128)
Puerto Rico Certified Tax Preparer (1075201)
Languages
Spanish
Native or Bilingual
English
Professional Working
Software
Sage 50
Excel
Timeline
Accountant
DGB TAX SERVICES AND MORE
01.2020 - Current
Administrative Assistant
Lcdo. Arquimedes Gierbolini Santiago
01.2012 - 07.2019
BBA - Accounting
NATIONAL UNIVERSITY
Associate of Applied Business - Accounting
NATIONAL UNIVERSITY
High School Diploma -
COLEGIO VALVANERA