Houdy Diallo
Katy,TX
Summary
Highly-motivated employee with desire to take on new challenges. Strong work ethic, adaptability, and exceptional interpersonal skills. Adept at working effectively unsupervised and quickly mastering new skills.
Overview
13
13
years of professional experience
Work History
Tax Preparer
The Forde Firm
Jacksonville, FL
09.2023 - Current
- Successfully completed tax return preparation and filing for more than 400 clients, including individual 1040, corporate 1120S, and partnership 1065 returns using UltraTax software.
- Identified potential deductions to minimize clients' tax liabilities.
- Organized paperwork for efficient review by senior staff members.
- Prepared and reviewed tax returns for individuals, partnerships, corporations and trusts.
- Stayed up to date on tax laws and regulations, delivering timely advice and ensuring compliance with new requirements.
Accountant
Nonterah Financial Ser LLC
Katy, TX
08.2021 - 08.2023
- Created journal entries accurately and timely for month end close processes.
- Performed general ledger reconciliations on a timely basis.
- Reviewed invoices for accuracy and completeness prior to payment processing.
- Managed accounts receivable and payable, reconciled bank statements, and prepared financial reports.
- Coordinated with external auditors during the annual audit process by providing requested documents and responding to inquiries in a timely manner.
Accountant
WORC
Philadelphia, PA
12.2019 - 06.2021
- Assisted clients in setting up QuickBooks and providing comprehensive training
- Aided clients in utilizing QuickBooks to accurately enter Journal entries for AP/AR and reconcile bank statements.
- Proficiently handled the preparation of 350 client tax returns through UltraTax software.
- Provided guidance to other departments regarding accounting policies and procedures.
Accountant
Exact Care LLC
Philadelphia, PA
07.2016 - 11.2019
- Ensured smooth running of all accounting and financial processes
- Oversaw the financial aspects of the company including payroll, banking operations, and managing accounts using QuickBooks.
- Managed company's tax filings by utilizing QuickBooks for quarterly taxes and UltraTax for annual returns.
Assistant Manager
Wells Fargo Bank
Philadelphia, PA
09.2013 - 05.2016
- Participated in community outreach activities to promote brand awareness.
- Supervised tellers during peak hours of operation, providing assistance when needed.
- Verified accuracy of customer information and documents to ensure compliance with bank regulations.
- Conducted regular meetings with employees to discuss performance goals and objectives.
- Provided training to new hires on banking processes and procedures.
- Resolved customer complaints in a timely manner by providing appropriate solutions or alternatives.
Personal Banker
PNC BANK
Philadelphia, PA
08.2011 - 08.2013
- Advised customers on various financial products available from the bank.
- Promoted additional bank services through personal contact with customers.
- Provided guidance on how best to utilize online banking tools for maximum benefit.
- Cross-sold banking products such as credit cards, loans and investments.
- Provided customer service to clients, including answering questions and resolving issues.
- Participated in training sessions regarding new banking products or services.
- Developed relationships with customers by providing exceptional service in order to increase sales opportunities.
- Processed loan applications according to established guidelines.
Education
Master of Science in Accounting and Finance -
Pennsylvania State University
University Park, PA05.2013
Bachelor of Science in Economics -
Pennsylvania State University
University Park, PA05.2010
Skills
- Tax Return Preparation
- Tax Advising
- Bookkeeping
- Banking
- Financial statement review
- SAP expertise
Languages
- English, Fluent
- French, Fluent
Timeline
Tax Preparer
The Forde Firm
09.2023 - Current
Accountant
Nonterah Financial Ser LLC
08.2021 - 08.2023
Accountant
WORC
12.2019 - 06.2021
Accountant
Exact Care LLC
07.2016 - 11.2019
Assistant Manager
Wells Fargo Bank
09.2013 - 05.2016
Personal Banker
PNC BANK
08.2011 - 08.2013
Master of Science in Accounting and Finance -
Pennsylvania State University
Bachelor of Science in Economics -
Pennsylvania State University
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