James H. Byrns
Massapequa,NY
Summary
Highly motivated and detail-oriented Junior Accountant and Auditor with extensive experience in accounting, auditing, and financial analysis. Skilled in managing multiple client accounts, overseeing journal entries and reconciliations, and ensuring accurate financial reporting in accordance with GAAP standards. Adept at using QuickBooks and Microsoft Excel for financial tracking, tax return preparation, and fund allocation. Proven track record of improving team efficiency, streaming process, and supporting business strategy for increased profitability. Strong communicator, capable of handling sensitive date and building client relationships.
Overview
11
11
years of professional experience
1
1
Certification
Work History
Junior Accountant/Fund Associate
Marshall & Moss LLP
Westbury, New York
01.2022 - Current
- Managed general ledger accounts for 15+ clients, ensuring accurate daily journal entries and reconciliations using QuickBooks.
- Provided valuable financial insights and assisted clients in shaping business strategy to meet profitability objectives.
- Supervised internal team operations to ensure billing amounts were accurately reported, meeting both clients' and management's expectations.
- Supported fund allocation and loan processing by ensuring data consistency and accuracy.
- Reconciled banking transactions and recorded activity in Excel, improving financial tracking.
- Reviewed and verified financial documents for completeness and accuracy.
- Led team training initiatives to enhance audit department performance and increase operational efficiency.
- Assisted with the preparation of corporate and personal tax returns.
- Ensured clients' adherence to GAAP reporting standards.
Auditor
Marshall & Moss LLP
Westbury, New York
07.2019 - 12.2021
- Conducted payroll compliance audits, ensuring clients' adherence to regulatory standards.
- Verified union members' benefits and fund accounts, ensuring financial accuracy.
- Developed and implemented productivity-enhancing templates for auditing processes.
- Managed billing for deficient funds, securing thousands of dollars on behalf of clients.
- Handled highly sensitive and classified data, ensuring confidentiality.
- Assisted management in organizing and maintained comprehensive client information.
Summer Internship
Marshall & Moss LLP
Westbury, New York
06.2017 - 08.2017
- Completed the payroll audit sheets for clients' accounts for the 2016 fiscal year.
- Gained proficiency in QuickBooks Intuit and assisted in client expense report preparation.
- Attended client meetings with partners and prospective clients, gaining exposure to business operations and client interactions.
Estimator & Manual Laborer
Byrns & Son Construction
Massapequa, New York
06.2014 - 08.2016
- Interacted with potential clients to discuss services, and provide cost estimates.
- Used Excel to prepare job cost estimates based on measurements and project specifications.
- Led efforts to digitize the company's internal filing system, improving document management and accessibility.
Education
Bachelor of Arts - Professional Studies
Quinnipiac University, Lender School of Business
Hamden, CTSkills
- Technical Skills: Microsoft Excel, PowerPoint, QuickBooks Intuit
- Financial Skills: Journal Entries, Reconciliations, Financial Reporting, GAAP Compliance, and Tax Returns
- Soft Skills: Team Leadership, Client Communication, Time Management, Attention to Detail
Involvement And Volunteer Work
- Read to students in New Haven, Spring 2016
- Thanksgiving Food Drive, St. William the Abbot
- Annual ACS Breast Cancer Walk and Relay for Life
Certification
- FINRA - Securities Industry Essentials
Timeline
Junior Accountant/Fund Associate
Marshall & Moss LLP
01.2022 - Current
Auditor
Marshall & Moss LLP
07.2019 - 12.2021
Summer Internship
Marshall & Moss LLP
06.2017 - 08.2017
Estimator & Manual Laborer
Byrns & Son Construction
06.2014 - 08.2016
Bachelor of Arts - Professional Studies
Quinnipiac University, Lender School of Business
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