James Rubenstein
Massapequa
Summary
Finance professional with comprehensive background in accounting, ready to contribute to financial management and reporting. Known for accuracy in financial record-keeping and proficiency in auditing and tax preparation. Reliable team collaborator with focus on achieving financial accuracy and supporting dynamic business needs through analytical problem-solving and effective communication.
Overview
4
4
years of professional experience
Work History
Accountant
A+ Technology & Security Solutions, Inc.
04.2024 - Current
- Handled full-cycle, day-to-day accounting processes to drive financial accuracy, including the audit, adjustment and reconciliation of the majority of General Ledger accounts.
- Gathered financial information, prepared financial packages, and closed books for all entities.
- Managed all Fixed Assets and depreciation across 7 subsidiaries.
- Calculated and analyzed ROU (Right-of-Use) asset and lease liability activity.
- Filed sales tax, franchise tax, and non-exempt insurance premiums tax in all applicable states.
- Generated and filed 1099s; maintained compliance with all federal and state tax regulations.
- Set up accounts and communicated with states and the IRS regarding tax liabilities.
- Coordinated with registered agents to establish business registrations and secure sales tax collection authority.
- Analyzed and adjusted expense accrual rates.
- Conducted daily cash flow analysis to support treasury decisions.
Accounting Associate
EMPOWER CES, LLC
07.2021 - 11.2021
- Accounts Payable, Accounts Receivable, and collections. Recorded transactions in QuickBooks.
- Analyzed balance sheet accounts and posted monthly journal entries as well as monthly bank reconciliations and all bank deposits.
- Participated in creation and implementation of new inventory architecture including pricing and establishing vendor credit lines.
- Assist controller in forecasting and cash flow analysis.
Education
B.S. - Accounting
SUNY PLATTSBURGH
PLATTSBURGH, NY12.2023
A.A.S. - Business Administration / Audio Engineering
FIVE TOWNS COLLEGE
DIX HILLS, NY05.2018
Skills
- Microsoft Office - Proficient skill in all applications including fomula, database management, and presentation
- Tableau & Power BI – Beginner skill in business intelligence, analytics, and visualization
- ACFE (Association of Certified Fraud Examiners) – Member
- QuickBooks – Intermediate skill including AP/AR, Journal entries, Payroll, etc
- NetSuite ERP - Advanced user Financial reporting, customizations, saved searches and user roles
Timeline
Accountant
A+ Technology & Security Solutions, Inc.
04.2024 - Current
Accounting Associate
EMPOWER CES, LLC
07.2021 - 11.2021
A.A.S. - Business Administration / Audio Engineering
FIVE TOWNS COLLEGE
B.S. - Accounting
SUNY PLATTSBURGH
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