Dynamic Accounting Manager with a proven track record at Community First Tax Service, excelling in financial reporting and process improvement. Skilled in QuickBooks and client relations, I enhanced operational efficiency and accuracy, driving timely reporting and fostering strong client connections. Committed to delivering exceptional service and optimizing accounting practices.
Overview
12
12
years of professional experience
1
1
Certification
Work History
Accounting Manager
Community First Tax Service
04.2018 - Current
Oversaw day-to-day accounting operations, including accounts payable, accounts receivable, and bank reconciliations.
Managed bookkeeping functions in QuickBooks & Fathom accounting software, ensuring accuracy and compliance with accounting best practices.
Prepared monthly financial reports and cash flow summaries for management.
Coordinated payroll processing and maintained accurate employee records.
Implemented process improvements to streamline reporting and recordkeeping.
New Business Analyst
Henry Ford Allegiance Health
10.2021 - 07.2025
Analyzed and processed all new large group insurance requests to ensure accuracy and compliance with company policies.
Entered quotes and client data into Salesforce, maintaining up-to-date and organized records.
Served as a liaison between producers, SAEs, and underwriters to facilitate smooth communication and timely case resolution.
Trained and mentored new hires on department processes, systems, and best practices.
Managed special projects, including generating analytical reports, creating detailed spreadsheets, and supporting operational improvements.
Office Manager
PDB Investments & Insurance Agency
04.2013 - 01.2021
Provided insurance consultations, explained coverage options, and guided clients in selecting policies tailored to their needs.
Processed new applications, renewals, and policy changes while ensuring compliance with state insurance regulations.
Managed day-to-day office operations, including scheduling, workflow coordination, and recordkeeping.
Trained and supervised staff, fostering a collaborative and high-performance work environment.
Maintained strong client relationships through proactive communication and exceptional service.
Oversaw billing, payments, and account reconciliations to ensure financial accuracy.
Provided exceptional customer service when addressing client inquiries or concerns via phone calls or email correspondence.
Education
Communication Media & Arts
Detroit, MI
Skills
Bookkeeping
Accounts Payable & Receivable
Payroll Processing
Financial Reporting & Analysis
QuickBooks Online
Google Sheets (Advanced Functions & Scripting)
Bank & Credit Card Reconciliations
Office Administration & Operations
Client Relations & Customer Service
Process Improvement
Certification
Certified Quickbooks ProAdvisor (Level 2), Intuit - August 2025