Detail-oriented professional with strong tax preparation and bookkeeping skills. Proven ability to maintain accurate financial records and ensure compliance with regulations, ready to contribute to efficient financial management.
Overview
4
4
years of professional experience
Work History
Advanced Volunteer Income Tax Assistant
Anna Woomer
Pittsburgh, PA
01.2026 - Current
Prepared individual and business tax returns for clients in compliance with regulations.
Maintained up-to-date knowledge of tax codes and changes affecting client filings.
Preparing and filing income tax returns for clients.
FRONT DESK AIDE
William Wright
Pittsburgh, USA
01.2025 - Current
Maintained accurate records of student check-ins, key logs, and incident reports to support effective tracking and accountability.
Organized and filed sensitive information to uphold compliance with university policies and protect confidentiality.
Green Investment Partners
Cody Boyer
Pittsburgh , PA
09.2025 - 01.2026
Executed accounts payable and receivable reconciliations, ensuring accuracy of account balances and resolving discrepancies.
Prepared cash flow statements and budget tracking spreadsheets for effective financial planning and variance analysis.
Reviewed vendor and customer invoices to verify accuracy while ensuring compliance with internal controls.
Assisted with audit procedures through transaction testing and preparation of workpapers.
Supported month-end close activities, maintaining organized financial records to enhance reporting accuracy.
Somerset Trust Bank
Falcon Branch
Connellsville, Pennsylvania
09.2022 - 05.2023
Investigated transaction errors to resolve discrepancies promptly.
Tracked account balances and exceptions to maintain financial integrity.
Supported fraud prevention teams by monitoring transactions for suspicious activity.