Client-focused accounting professional seeking a people facing role where I can leverage my experience managing client relationships, ensuring data accuracy, and delivering clear financial insights.
Overview
9
9
years of professional experience
Work History
AUDIT ASSOCIATE
Aprio LLP
08.2023 - Current
Serve as primary post-onboarding point of contact for executives and boards, managing ongoing client relationships and ensuring high engagement satisfaction
Conduct regular client check-ins to gather financial data, assess needs, and resolve discrepancies
Review and maintain high-quality financial data, identifying issues and coordinating timely resolutions
Deliver clear presentations summarizing audit findings and financial insights to senior stakeholders
Manage multiple concurrent engagements while meeting strict deadlines and service expectations
Train and mentor junior staff to ensure consistent processes and client service standards
STAFF ACCOUNTANT
Henderson Hutcherson & McCullough
Chattanooga, TN
06.2020 - 08.2023
Reviewed organization's adherence to regulatory guidelines applicable to specific activities and practices.
Created detailed financial reports based on financial statuses and data.
Outlined operational efficiencies, suggesting methods for improvement.
SERVER
Sam’s Sports Bar and Grill
04.2018 - 06.2020
Delivered consistent, high-quality service in a fast-paced environment while building strong rapport
Upsold menu items and promotions, increasing average check size and repeat business
Resolved customer concerns professionally to maintain positive experiences
SALES REPRESENTATIVE
ARS / Rescue Rooter
05.2017 - 04.2018
Generated and qualified new business leads through consultative customer conversations
Coordinated appointments and follow-ups to ensure smooth customer handoffs
Educated customers on services while overcoming objections