Summary
Overview
Work History
Education
Skills
Timeline
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FLAVIA ROJAS

White Plains,NY

Summary

Customer-focused and results-driven professional with 3 years of experience in software implementation, consulting, and client relationship management within the finance and accounting sectors. Proven expertise in financial reporting, strategic tax planning, and leveraging advanced tools like Excel, Intuit ProSeries, and QuickBooks to deliver data-driven insights and drive business growth. Skilled in building strong, lasting relationships with C-suite executives and key stakeholders to provide strategic guidance that aligns with organizational goals.

Overview

8
8
years of professional experience

Work History

Financial/Tax Accountant

Midco Accounting Services, Inc.
White Plains, NY
06.2024 - Current
  • Created and reviewed financial statements for accurate income, expense, and capital gains reporting.
  • Reconciled client books with adjusting journal entries to ensure precision in financial data.
  • Build strong relationships with clients, including CFOs and managing members, ensuring their satisfaction, and facilitating accurate financial reporting.
  • Prepared annual tax returns for individuals, corporations, trusts, estates, gifts, and partnerships.
  • Advised clients on strategies to minimize overall tax liability.
  • Assisted small businesses and individuals with tax form completion and electronic filing.
  • Trained entry-level interns on generating comprehensive personal and corporate tax returns.
  • Conducted training sessions for interns on Intuit ProSeries and QuickBooks usage.

Jr Accountant - Intern

Midco Accounting Services, Inc.
Scarsdale, NY
02.2022 - 05.2024
  • Prepared and analyzed tax documents for individuals and corporations.
  • Reported earned wages and applicable federal and state income tax for clients.
  • Executed backend accounting procedures, including document intake, data entry, and financial analysis.
  • Interfaced with clients for document requests, tax documentation review, and return completion.
  • Generated finalized tax returns for CPA review and approval.
  • Reconciled monthly bank statements using QuickBooks.
  • Reviewed client documents to determine project scope based on portfolio complexity.

Engraving Dept. Team Leader

Crown Awards
Hawthorne, USA
09.2017 - 01.2022
  • Reduced process gaps, effectively training employees on best practices to ensure optimal productivity.
  • Communicated through email and phone with other different departments to ensure productivity and customer satisfaction.

Education

Bachelor of Business Administration (BBA) - Accounting

Pace University, Lubin School of Business
New York, NY
05.2024

Business Exchange Program -

Paris School of Business
Paris, France
12.2022

Associate of Science - Accounting and Finance

Westchester Community College
Valhalla, NY
08.2021

Skills

  • Financial software implementation
  • Client relationship management
  • Financial processes and reporting
  • Intuit ProSeries expertise
  • Proficient in QuickBooks
  • Proficient in MS Excel
  • Strategic planning and execution
  • Fluent in English & Spanish

Timeline

Financial/Tax Accountant

Midco Accounting Services, Inc.
06.2024 - Current

Jr Accountant - Intern

Midco Accounting Services, Inc.
02.2022 - 05.2024

Engraving Dept. Team Leader

Crown Awards
09.2017 - 01.2022

Bachelor of Business Administration (BBA) - Accounting

Pace University, Lubin School of Business

Business Exchange Program -

Paris School of Business

Associate of Science - Accounting and Finance

Westchester Community College

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FLAVIA ROJAS