Summary
Overview
Work History
Education
Skills
Certification
Timeline
AWARDS AND HONORS
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Giavana Hartzell

Ambler,PA

Summary

Results-driven professional with a strong foundation in financial analysis and compliance, recognized for effectively identifying risks and recommending strategic process enhancements. A commitment to teamwork and adaptability ensures reliable contributions to every project, fostering a collaborative environment that drives success. Proven expertise in leveraging analytical skills to support informed decision-making and optimize operational efficiency. Dedicated to continuous improvement and delivering high-quality results in dynamic settings.

Overview

10
10
years of professional experience
1
1
Certification

Work History

Audit Associate

Cherry Bekaert
06.2023 - Current
  • Developed strong relationships with clients through clear communication, transparency, and professionalism throughout the entire audit process.
  • Prepared working papers, reports and supporting documentation for audit findings.
  • Mentored junior associates on audit methodologies and best practices to enhance team performance.
  • Utilized advanced auditing software to streamline data analysis and reporting processes.
  • Performed auditing work in accordance with rigorous auditing standards and principles.

Accounting Intern

Acts Retirement-Life Communities
06.2022 - 05.2023
  • Assisted Director of Accounting and CFO as needed
  • Collected documents for audit from programs such as Perceptive, SalesForce, and Lawson
  • Worked with 26 Community Business Managers to collect necessary data for the audit
  • Maintained accurate accounting records, including journal entries, accounts payable, and receivable
  • Reconciled Bank Recs for petty cash

Tax Intern

Herbein + Company, Inc
01.2023 - 04.2023
  • Interacted and worked directly with the company’s partners
  • Adjusted and created Trial Balances using Financial Documents
  • Prepared federal, state, and local income tax returns using CCH Tax Software
  • Used CCH ProSystem fx Scan to scan individual tax documents and reviewed its automatic input
  • Interpreted raw accounting data from the client’s files and input into CCH Tax Software

Culinary Services Supervisor

Acts Retirement-Life Communities
06.2016 - 11.2021
  • Assisted with training and development of team members
  • Handled resident complaints and inquiries
  • Monitored team's performance and gave feedback when necessary
  • Worked with other department heads at Normandy Farms on special events
  • Supervised over 20 employees during meal service for 200 residents

Education

Bachelor of Science - Accounting

Gwynedd Mercy University
Gwynedd Valley, PA
05.2023

Master of Science - Busiess Administration

Gwynedd Mercy University
Gwynedd Valley, PA
05.2024

Skills

  • Client Communication
  • Point of sale operation
  • Experience with QuickBooks
  • Experience with Salesforce
  • Microsoft Office suite, including Microsoft Co-Pilot Experience
  • Teamwork and collaboration
  • Time management
  • Problem-solving
  • Experience in the Adobe suite
  • Experience in CCH Engagement
  • Documentation review
  • Account reconciliation
  • Risk assessment analysis

Certification

Google Display Ads Certified May 2021

Timeline

Audit Associate

Cherry Bekaert
06.2023 - Current

Tax Intern

Herbein + Company, Inc
01.2023 - 04.2023

Accounting Intern

Acts Retirement-Life Communities
06.2022 - 05.2023

Culinary Services Supervisor

Acts Retirement-Life Communities
06.2016 - 11.2021

Bachelor of Science - Accounting

Gwynedd Mercy University

Master of Science - Busiess Administration

Gwynedd Mercy University

AWARDS AND HONORS

 IMA Accounting Honor Society, August 2020 - Present, Delta Epsilon Sigma Honor Society, October 2020 - Present