Helen kaminsky
Groveland,USA
Summary
Finance professional transitioning into bookkeeping and accounting, with a Bachelor’s degree in Accounting and a Certified Bookkeeper & Payroll Specialist designation. Strong background in bank reconciliations, reporting, cash flow management, and transaction processing. Proficient in QuickBooks (certification in progress), Excel, and financial data analysis. Adept at ensuring financial accuracy, process optimization, and managing financial records. Eager to apply transferable skills to support businesses with their bookkeeping and accounting needs.
Overview
11
11
years of professional experience
1
1
Certification
Work History
Finance Manager I (Focus on Financial Processes & Controls)
Apercen Partners, LLC
01.2023 - 01.2024
- Led a team responsible for bank reconciliations, transaction analysis, expense monitoring, and payroll processing
- Assisted in financial statement review, balance sheet analysis, and cash flow tracking
- Oversaw the preparation of journal entries, accounts payable, accounts receivable, and expense tracking
- Verified transactions, vendor payments, and financial records to ensure accuracy
- Worked closely with accounting and tax teams to ensure compliance and financial integrity
Senior Accountant (Focus on Family Office Oversight & Financial Reporting)
Demetree Global, LLC
01.2020 - 01.2023
- Oversaw financial data management for 120+ entities, handling reconciliations, AP/AR tracking, payroll, and cash flow analysis
- Transitioned financial reporting in-house, streamlining reporting processes and increasing accuracy
- Supported the accounting team with expense monitoring, journal entries, and vendor payment reviews
Portfolio Accountant (Focus on Reconciliations and Data Accuracy)
CV Advisors, LLC
01.2017 - 01.2020
- Conducted detailed bank and financial account reconciliations for high-net-worth clients
- Processed and verified financial transactions, vendor invoices, and cash movements
- Assisted in financial reporting and performance analysis
Senior Analyst (Focus on Operations, Reconciliations, and Reporting)
GFG Capital, LLC
01.2016 - 01.2017
- Assisted in the reconciliation of client accounts and financial transactions
- Processed account activity, trade settlements, and financial statement updates
- Participated in the daily securities pricing and data maintenance
Portfolio Analyst (Focus on Financial Transactions & Client Accounts)
Bank of New York Mellon
01.2013 - 01.2016
- Processed and tracked financial transactions, ensuring compliance and data integrity
- Created financial statements and assisted with portfolio reconciliations
Education
Bachelor of Science - Accounting
Brooklyn College
Brooklyn, NYSkills
- General Ledger & Journal Entries
- Bank & Credit Card Reconciliations
- Payroll Processing & Expense Tracking
- Cash Flow Monitoring & Budgeting
- Accounts Payable & Accounts Receivable
- Financial Reporting & Statement Preparation
- QuickBooks Online
- Microsoft Office Suite
- Bloomberg Terminal
- Security APL
- JD Edwards
- Advent APX
- Proprietary Financial Systems
- Attention to Detail
- Accuracy
- Analytical Thinking
- Problem-Solving
- Communication
- Team Collaboration
- Time Management
- Organization
- Process Improvement
- Mentoring and training
Education And Certifications
Bachelor of Science in Accounting, Brooklyn College, Brooklyn, NY, Certified Bookkeeper & Payroll Specialist, National Association of Certified Public Bookkeepers, QuickBooks Online Certification, 02/01/25, Notary Public, Florida, 08/07/27
Certification
- Bookkeeping Certification from the National Association of Certified Public Bookkeepers
- Payroll Certification from the National Association of Certified Public Bookkeepers
- Bonded Notary Public - State of Florida (Valid through August 7, 2027)
Timeline
Finance Manager I (Focus on Financial Processes & Controls)
Apercen Partners, LLC
01.2023 - 01.2024
Senior Accountant (Focus on Family Office Oversight & Financial Reporting)
Demetree Global, LLC
01.2020 - 01.2023
Portfolio Accountant (Focus on Reconciliations and Data Accuracy)
CV Advisors, LLC
01.2017 - 01.2020
Senior Analyst (Focus on Operations, Reconciliations, and Reporting)
GFG Capital, LLC
01.2016 - 01.2017
Portfolio Analyst (Focus on Financial Transactions & Client Accounts)
Bank of New York Mellon
01.2013 - 01.2016
Bachelor of Science - Accounting
Brooklyn College
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