JACQUELINE POZO
Montgomery,AL
Summary
Organized and dependable candidate successful at managing multiple priorities with a positive attitude. Willingness to take on added responsibilities to meet team goals. Supervised junior accountants. Detail-driven accounting professional experienced in examining and analyzing accounting records, financial statements and financial reports to assess accuracy and compliance with generally accepted accounting principles and standards. Proven to analyze accounting processes, identify deficiencies and formulate and implement corrective action plans to achieve compliance and mitigate risk. Resourceful Accounting professional with Number years of experience in audit preparation and reporting. Seasoned auditing professional knowledgeable about risk aversion strategies, cost reduction options and financial processes. Decisive and persuasive communicator with proven problem-solving, leadership and planning abilities. Detail-oriented team player with strong organizational skills. Ability to handle multiple projects simultaneously with a high degree of accuracy. To seek and maintain full-time position that offers professional challenges utilizing interpersonal skills, excellent time management and problem-solving skills.
Overview
14
14
years of professional experience
Work History
Staff Accountant
State Of Alabama Department Of Public Health
Prattville, AL
11.2025 - Current
- Managed financial records and transactions for compliance with state regulations.
- Prepared detailed reports on revenue, expenses, and budget variances for leadership review.
- Ensured accuracy of general ledger entries through meticulous reconciliations and audits.
- Streamlined accounting processes to enhance efficiency and reduce turnaround times for financial reporting.
- Mentored junior staff in accounting practices, fostering professional development within the team.
Revenue Agent
Internal Revenue Service
04.2024 - 02.2025
- Responsible for investigating income tax return filed by a small business and self-employed individuals
- Responsible for checking returns for a full range of tax issues, accounting systems, and tax compliances programs relative to conducting Federal tax examinations
- Identify issues to be pursued based on large, unusual, or questionable items which produce significant tax or compliance and utilize the appropriate tax law and facts needed to resolve them.
- Recognizes indicators of fraudulent activity and develops appropriate referrals
- Prepare and complete required examination documentation, such as lead sheets, workpapers, and reports documenting facts, findings, applicable tax law, and conclusions and finalizes within electronic case files
- Consider the collectability of potential tax deficiencies at all stages of examination. Solicit payments and offers installment agreements.
- Professional, comprehensive knowledge and skill in applying theories, practices, methods, and techniques of accounting and auditing sufficient to independently plan and conduct the complete range of tax examinations
- Knowledge and ability to use the Internal Revenue Code regulations, rulings, court decisions, agency policies, regulations and practices to determine the correct tax liability and conduct extensive research of legal questions.
Staff Accountant
State Of Alabama Real Estate Commission
02.2023 - 04.2024
- Experience in budgeting, end of the month financial reports, and financial analysis
- Demonstrated leadership in motivating colleagues to work collaboratively to enhance and streamline budgeting and forecasting activities
- GAAP Accounting, Variance Analysis, Monitored accounts receivable, accounts payable and other account balances to track transactions, avoid discrepancies and maintain accuracy
- Executed financial reporting, managing prepaid accounts, schedules, reconciliations, event settlements, and month-end accruals
- Process invoices to ensure timely and accurate payment of agency expenditures with errors reported to supervisor
- Process all purchasing of goods and services for the agency which includes routine purchase orders, special orders and biddable items
- Serves as inventory manager
- Overseeing inventory so that inventory will be always accounted for auditing
- Performs financial reconciliations
- Compares and post data for financial reports by the 15th of each month
- Research overages and/or shortages and make corrections to ensure system remain in balance
- Prepare monthly financial statements for supervisor, Executive staff, and Commissioners review
- Performs monthly revenue and expenditure variance analysis
- Assist accounts receivable clerk
- Communicates effectively orally and in writing in a professional manner with vendors, Commissioners
Accounting Specialist/QUICKBOOKS LIVE SUPPORT
Omni Interactions
03.2022 - 07.2022
- Prepared financial statements
- Monthly reporting including budget vs actual, expense analysis and budgeting and forecasting process
- Gathered financial information, prepared documents, and closed booksReconciled accounts and reviewed expense data, net worth and assets Tracked financial progress by creating quarterly and yearly balance sheets
- Helped clients navigate interactions with tax authorities and legal concerns related to financial matters.
ACCOUNTANT/REVENUE EXAMINER
State Of, Department of Revenue
08.2019 - 11.2021
- Responsible to perform forecasting and budgeting for the global capital expenditures quarterly and domestics budget planning daily, weekly, and monthly
- Responsible for granting user access rights, uploading data, and export and create financial reports
- Developed financial models within the Cognos Series budgeting tools by departmental goals and strategies for global consolidation
- Processed tax payments, set up payment plans and worked with delinquent taxpayers to resolve issues
- Responded to taxpayer questions and helped individuals complete and tax assessments
- Professionally negotiated and dealt with taxpayers in confrontational situations.
ACCOUNTANT
State Of Alabama, Resources
07.2016 - 08.2019
- Gathered financial information, prepared documents, and closed books
- Documented cash, credit, fixed assets, accrued expenses and line of credit transactions
- Reconciled accounts and reviewed expense data, net worth and assets.
FINANCIAL SUPPORT WORKER/CHILD SUPPORT
State Of Alabama
11.2011 - 07.2016
- Developed queries and performed analysis to optimize business intelligence
- Initiated conversations with clients to uncover financial needs, cross-sell products and services and make referrals to business partners to meet sales goals
- Conducted invoicing and investigated accounts receivables discrepancies
- Experience in providing customer service and communicating through a variety of methods such as: report
Education
Bachelors Of Accountancy - undefined
University of Phoenix
Tempe, AZSkills
Journal entries
- Internal / external audits
- Income statements
- Accounts payable / invoice coding
- Cost accounting
- Auditing
- Budget preparation
- GAAP accounting
- Internal controls
- Revenue recognition
- Grant accounting
- Fixed assets review
- Inventory assessment
- Financial statements review
Data Management
Bookkeeping
Journal Entry Preparation
Auditing
Statement Reconciliation
Financial Management
General Ledger Accounting
Payroll Administration
Managerial Accounting
Budget Preparation
Generally Accepted Accounting Principles
Accounts Receivable
Monthly / Quarterly / Year End Reports
Payroll Process
Account Reconciliation
Administrative Support
Financial Statements Expertise
Microsoft Excel Proficiency
Income Statements
Forecasting & Budgeting
Internal / External Audits
Accounts Payable / Invoice Coding
Contract Management
Cost Accounting
Monthly Account / Bank Reconciliation
Tax Preparation
Grant Accounting
ERP System Knowledge
Excellent Communication
Bank Reconciliation Finance
Audit support
Account reconciliation
Journal entry preparation
Monthly / quarterly / year end reports
Microsoft Excel proficiency
Internal / external audits
Accounts payable / invoice coding
Fixed asset management
Financial management
Generally accepted accounting principles
Month-end closing
Journal entries
Timeline
Staff Accountant
State Of Alabama Department Of Public Health
11.2025 - Current
Revenue Agent
Internal Revenue Service
04.2024 - 02.2025
Staff Accountant
State Of Alabama Real Estate Commission
02.2023 - 04.2024
Accounting Specialist/QUICKBOOKS LIVE SUPPORT
Omni Interactions
03.2022 - 07.2022
ACCOUNTANT/REVENUE EXAMINER
State Of, Department of Revenue
08.2019 - 11.2021
ACCOUNTANT
State Of Alabama, Resources
07.2016 - 08.2019
FINANCIAL SUPPORT WORKER/CHILD SUPPORT
State Of Alabama
11.2011 - 07.2016
Bachelors Of Accountancy - undefined
University of Phoenix