Quality-driven professional with several years of comprehensive experience working with teammates to support accounting functions. Accurately inputs data and records day-to-day transactions. Solid understanding of basic bookkeeping and accounts payable and receivable.
Overview
9
9
years of professional experience
Work History
Accounts Payable Clerk/Accounts Receivable Clerk
Heffernan & Assoc Cpa's
Solon
04.2024 - Current
Analyzed invoice and expense reports, identified variances and researched issues to correct problems and maintain financial compliance.
Verified accuracy of coding on invoices prior to processing payments.
Reconciled vendor statements, investigated and resolved discrepancies.
Checked postings and documents for correctness, accuracy and proper coding.
Performed account reconciliations as required including bank statement reconciliation, credit card reconciliations.
Prepared federal, state, and local tax returns for individuals, businesses, trusts, estates, non-profit organizations and partnerships.
Implemented electronic filing procedures to streamline tax return processing and reduce errors.
Tax Accountant
Henton & Associates
Cleveland
12.2023 - 04.2024
Drive significant improvements in tax compliance processes, resulting in reduced audit risks and enhanced client satisfaction
Consistently meet tight deadlines with high-quality deliverables
Foster strong relationships with clients and team members, facilitating smooth communication and effective problem-solving in complex tax scenarios
Meticulously review financial documents and tax returns, identifying discrepancies and ensuring compliance with ever-changing tax regulations
Managed accounts payable and receivable, improving cash flow management.
Conducted monthly bank reconciliations.
Audit Clerk
Case Western Reserve University
Cleveland
08.2022 - 12.2023
Meticulously reviewed financial records, ensuring compliance with university policies
Developed streamlined audit procedures, enhancing accuracy and productivity
Streamlined audit processes, reducing review time and enhancing data integrity
Identified and resolved discrepancies, contributing to improved financial reporting
Partnered with finance teams to reconcile accounts and address audit findings
Provided guidance on compliance matters, fostering a culture of financial responsibility
Monitored accounts to ensure payments were up to date.
Managed bookkeeping and accounting systems and completed data entry with accuracy and efficiency.
Received and recorded cash, checks and transfers.
Reconciled daily cash receipts with general ledger entries.
Monitored customer accounts for non-payment or late payments.
Tax Preparer
Jackson Hewitt
Bedford
12.2021 - 01.2023
Streamlined tax preparation process, reducing average client processing time
Consistently met accuracy targets, minimising errors and potential audits
Implemented strategies to increase client retention and referrals
Guided clients through tax preparation, explaining complex concepts in understandable terms
Provided tailored advice to optimise tax positions
Assisted colleagues in resolving intricate tax scenarios, fostering a collaborative environment
Optimised tax preparation processes, reducing client processing time while maintaining high accuracy
Analysed complex tax scenarios to provide tailored advice and solutions
Sales Manager
Divine Essentials Boutique
Cleveland
06.2019 - 12.2022
Pioneered digital sales strategies, leveraging social media and e-commerce platforms to capture new market segments
Introduced data-driven decision-making tools for sales forecasting
Spearheaded digital sales initiatives, harnessing social media and e-commerce platforms to tap into new market segments and drive revenue growth
Fostered cross-functional partnerships to streamline operations, enhancing overall efficiency and customer satisfaction levels
Processed expense reports, including verification of receipts and compliance with policies.
Matched orders with invoices and recorded required information.
Reconciled bank statements to internal accounts monthly, identifying and resolving discrepancies.