Staff Accountant
Lavine, Lofgren, Morris & Engelberg, LLP
La Jolla, CA
07.2016 - 06.2019
- Prepared financial and regulatory reports required by laws, regulations or boards of directors.
- Disseminated account information and various metric data by producing detailed reports.
- Reached out to clients to verify information and follow up on issues.
- Maintained account books and accounting systems with accuracy by entering data precisely and proofreading.
- Reconciled bank statements to clients' books and prepared financial statements from client documents.
- Revised and streamlined inefficient work procedures with automation software.
- Maintained accuracy when reviewing and reconciling the general ledger.