Experienced Staff Accountant specializing in financial management and tax preparation. Recognized for enhancing financial accuracy via detailed reporting and reconciliations. Skilled in team collaboration and adept in accounting software and Microsoft Excel, facilitating seamless financial processes.
Overview
8
8
years of professional experience
Work History
Staff Accountant
Scafidi, Cranston and Associates
Medford, US
02.2022 - Current
Prepare and maintain financial records, statements, and reports for multiple clients, often including monthly, quarterly, and annual closings.
Maintain the general ledger, post journal entries, and perform balance sheet account reconciliations to ensure accuracy.
Develop annual budgets, and analyze financial data to identify trends and discrepancies.
Administer payroll, and ensure accurate record-keeping.
Reconcile bank statements and various other accounts to ensure accuracy.
Prepare and file individual and business tax returns.
Prepare and file sales tax on a monthly and quarterly basis.
Prepare and file payroll tax returns on a monthly and quarterly basis.
Financial Coordinator
Carlyn Phucas Orthodontics
Marlton, US
10.2019 - 02.2022
Gather and collect all financial data and information, verify whether it has been accurately entered in the system, monitor and retrieve the financial details.
Generate financial reports.
Send monthly statements.
Review and post account payable ledger entries, manage and process invoices, prepare and review account receivable, and other balance reconciliation.
Responsible for making accurate entries in the accounting system to maintain an accurate filing system by processing the checks, and reconciliation of accounts.
Keep track of the accounts that are needed to make subsequent payments.
Keeps the owner informed if there are any issues, which cannot be solved at my level, and also communicates the financial status of the organization.
Identify the financial discrepancies and correct them, collect the cash received, deposit it in the banks, and make sure that all the payments are made in a timely fashion.
Administrative Assistant, Property Manger Intern
E.J. Jaxtimer Builder Inc
Hyannis, US
09.2017 - 09.2019
Prepared, reviewed, and mailed invoices and statements to customers.
Managed property division, maintaining customer updates and addressing residential issues.
Attended site meetings, documenting detailed notes for team reference.
Collaborated with teams to problem-solve and drive project success.
Participated as a committee member on two Cape Cod charity fishing tournament boards.