Summary
Overview
Work History
Education
Skills
Certification
Timeline
Generic

Iuliia Grosheva

Utica

Summary

CPA exam-passed accountant with over 7 years of experience in public accounting and corporate finance. Expertise in financial reporting, tax return preparation, and audit for diverse sectors including real estate and healthcare. Recognized for precision, attention to detail, and effective collaboration in high-pressure environments.

Overview

11
11
years of professional experience
1
1
Certification

Work History

Self-Employed Accountant

08.2022 - Current
  • Delivered write-up services for individuals and businesses
  • Performed monthly bank and credit card reconciliations to ensure accuracy and integrity of financial records.
  • Prepared management-use financial statements, including balance sheets and income statements, to support decision-making and tax compliance.
  • Assisted clients with year-end closing processes.

Accountant

Jubran & Shorr, CPA
Jericho
12.2019 - 07.2022
  • Prepared and reviewed tax returns for individuals, corporations, partnerships, and nonprofits (1040,1120, 1120S, 1065, 990)
  • Prepared monthly, quarterly, and year-end complex financial statements including a real estate portfolio with over 200 rental units.
  • Performed GL, credit card, and bank reconciliations; recorded accruals, depreciation, leases, and fixed asset transactions, sales, gain/loss recognition.
  • Managed complex tax returns including multistate companies and individuals.
  • Review entries of bookkeepers to prepare financial statements
  • Prepared supporting schedules for audit engagements.

Accountant

SG Accounting, CPA
Mineola
07.2019 - 11.2019
  • Processed payroll for over 50 clients; filed sales and payroll tax returns.
  • Handled AP/AR, reconciliations, and monthly financial statements.
  • Supported international and property management clients.
  • Assisted in audit preparation and documentation.

Deposit Services Specialist

Arrow Financial Corp
Glens Falls
05.2018 - 06.2019
  • Generated and reconciled consolidated operational reports for 50,000+ ATMs across 40+ branches and 2 banks.
  • Maintained GL accounts for deposit operations, IRAs, time deposits, and foreign currency.
  • Reviewed documentation and journal entries submitted by branch managers and staff for compliance and accuracy, including IRA and Time Deposit transactions.
  • Prepared 1099-R and 1099-INT forms; calculated RMDs and identified excess contributions.
  • Supported item processing and electronic banking operations serving 200,000+ customers.

Accountant

Artplast
Moscow
07.2014 - 02.2017
  • Reviewed vendor invoices and reconciliations; supported AP aging reviews.
  • Assisted with month-end close and documentation for audits.

Education

Pennsylvania State University
01.2022

Bachelor of Arts - Economics

Samara State University of Economics
01.2014

Skills

  • QuickBooks (Online and Desktop) and Lacerte
  • Yardi and ADP
  • Gusto and Excel (Pivot tables, VLOOKUPs, Macros, VBA)
  • Financial reporting and statements
  • Tax return preparation
  • Month-end and year-end closing
  • Audit support
  • Generally accepted accounting principles (GAAP)

Certification

CPA Certificate - Passed all 4 parts of the CPA Exam

Timeline

Self-Employed Accountant

08.2022 - Current

Accountant

Jubran & Shorr, CPA
12.2019 - 07.2022

Accountant

SG Accounting, CPA
07.2019 - 11.2019

Deposit Services Specialist

Arrow Financial Corp
05.2018 - 06.2019

Accountant

Artplast
07.2014 - 02.2017

Pennsylvania State University

Bachelor of Arts - Economics

Samara State University of Economics

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