Highly organized and detail-driven Staff Accountant with background in bookkeeping, payroll, sales tax, financial analysis, and tax planning. Skilled at working quickly and accurately under deadlines. Extensive knowledge in using various accounting software programs and technologies.
Overview
8
8
years of professional experience
1
1
Certification
Work History
Staff Accountant
Bourke Accounting LLC
06.2022 - Current
Handled the month-end closing process for 40+ clients through diligent reconciliations of bank statements, credit card statements, and general ledger accounts through an internal program or through QuickBooks Online.
Worked at client locations as a controller and was involved in every step of their financial process, including AR/AP, payroll, inventory management, project management, creating new processes for smoother month end closes, and implementing new ERP systems.
Had monthly meetings with clients to simplify complex accounting concepts for non-financial managers through concise explanations, facilitating informed tax planning.
Processed weekly, biweekly, semimonthly, and monthly payrolls through ADP, Gusto, OnPay, and Paychex, ensuring that all staff was paid correctly and on time.
Managed sales tax filings for diverse clients and kept up to date with changes in sales tax legislation.
Created business plans, personal financial plans, and budgets for clients to plan for their goals and steps needed to reach those goals.
Formed new LLCs.
Property Manager
Fincastle Heights Mutual Ownership Corporation
06.2020 - 06.2022
Utilized QuickBooks Desktop to monitor and track payments and expenses to provide timely and accurate financial reports.
Worked closely with the Board of Directors to prepare agendas for the monthly meetings, create the annual budgets, and plan for large improvement projects.
Oversaw the maintenance crew, scheduled repairs, ordered parts needed, and kept records for payroll.
Maintained positive landlord-tenant relationships, ensuring clear communication and prompt resolution of any disputes.
Conducted regular property inspections, identifying areas for improvement and proactively addressing potential safety hazards.
Office Manager
Fincastle Heights Mutual Ownership Corporation
04.2020 - 06.2020
Handled sensitive information with discretion, maintaining confidentiality of company documents and personnel records.
Provided exceptional customer service when addressing resident inquiries or concerns via phone calls or email correspondence.
Oversaw office inventory activities by ordering and requisitions and stocking and shipment receiving.
Freight Tug Driver
UPS
06.2016 - 06.2020
Education
Bachelor of Business Administration - Finance
University of Louisville
Louisville, KY
12.2020
Skills
Highly Proficient in Microsoft Office (Word, Excel, PowerPoint) and QuickBooks
Accountant at Global Accounting Consulting LLC (Proud Audit LLC, Global Audit LLC)Accountant at Global Accounting Consulting LLC (Proud Audit LLC, Global Audit LLC)