Katie Solomon
Farmington
Summary
Skilled accounting professional with strong background in financial reporting, reconciliations, and budgeting. Adept at leveraging analytical skills and accounting software to drive accuracy and efficiency. Known for effective teamwork, adaptability, and delivering consistent results. Strong communicator with focus on compliance and process improvement.
Overview
17
17
years of professional experience
1
1
Certification
Work History
Staff Accountant
Tomasetti Kulas & Company PC
Hartford, CT
04.2024 - Current
- Conduct complex bank, credit card, and general ledger reconciliations and resolve any discrepancies in a timely manner.
- Cash deposit receipts, AR aging of accounts, collection notices.
- AP cycle - verify and analyze invoices, resolve discrepancies, post, reconcile and pay invoices.
- Manage the month-end, quarterly and year-end close process, including journal entry and financial report.
- Streamlined and restructured client's A/R and A/P system by implementing Quickbooks online and rebuilding their account by classes to represent an accurate picture of their company.
- Handle accounts payable & accounts receivable cycle from start to finish.
- Comply with GAAP through understanding and proper analyzing documents and financial statement.
- Perform monthly General Ledger reconciliations and manage collections for accounts receivable.
- Maintain accounting records using Excel, SAP, QuickBooks desktop and online.
- Meet with clients to discuss their accounting needs, preform bookkeeping and prepare financial statements.
- Prepare Personal Property Tax Forms.
- Assist in developing and maintaining accounting policies and procedures to strengthen internal controls.
- Evaluate financial statements to create budgets which align with the client’s specific goal.
- File year end 1099’s and manage W9’s.
- Handle various time sensitive projects.
- Prepares journal entries for accounts, reviews, and reconciles general ledger accounts, analyzes variances.
- Handle over 10 client accounts, and have been recognized by supervisors for timeliness, leadership skills, accuracy and communication abilities. Have received several internal promotions based on performance.
- Responsible for the hiring process, onboarding and training of new employees.
Life Enrichment Manager
Hoffman SummerWood
West Hartford, CT
08.2022 - 04.2024
- Managed monthly budget using Excel for the Life Enrichment department.
- Resolved accounts payable discrepancies and performed cost-benefit analyses.
- Ensured timely payment to vendors by monitoring accounts payable aging.
- Collaborated with management to address budget issues and meet the needs of residents.
- Developed/ implemented innovative programs, increasing resident participation from 5-8% to 90-100%.
- Partnered with local organizations to create multigenerational activities.
- Onboarded and trained Assistant Activities director and volunteers.
Legal/Accounting Assistant
Kenneth HO, CPA/Kenneth Ho Esq. Attorney at Law
Queens, NY
01.2017 - 08.2022
- Analyzed/ identified and coded transactions, recorded journal entries, posted to ledger accounts, prepared trial balance, adjusting entries, financial statements and closed books.
- Conducted complex reconciliations and cost analyses for IRS liability/fraud cases.
- Managed all aspects of the accounting cycle – monthly and yearly closing.
- Drafted and e-filed legal documents, including motions, affidavits, summons and complaints.
- Served as the liaison between the lawyer and clients or other professionals.
- Developed and maintained a system to track Statute of Limitations.
Accountant/Treasurer
Karen Best For City Judge Campaign
Yonkers, NY
01.2020 - 03.2022
- Established and managed the escrow account for the campaign.
- Managed accounts payable and accounts receivable.
- Reviewed financial statements thoroughly and resolved discrepancies.
- Prepared and submitted financial statements to the NY State Board of Elections.
- Created and reconciled a Donor Box and Stripe account with the escrow account.
- Documented the paper trail for financial statements submitted to the NY Board of Elections.
- Created and maintained a Donor/Vendor intake form to record information in an electronic database.
Accountant
Law Offices of Charles C. Khym/Gary Park
05.2009 - 01.2020
- Utilized QuickBooks to maintain escrow and operating accounts.
- Deposited checks daily into various bank accounts.
- Conducted complex reconciliations of four bank accounts.
- Maintained payroll and set up an ADP account for 20 employees.
- Reviewed financial statements thoroughly and resolved discrepancies.
- Supplied detailed tax documents needed for accurate corporate tax returns submitted to CPA.
- Analyzed costs and revenues to create realistic budgets.
Education
B.Sc - Accounting
Post University
Connecticut05-2009
Enrollment Agent - undefined
02-2025
Associate's Degree - General Studies
Tunxis Community College
Connecticut05-2007
Skills
- Accounts receivable
- Monthly journal entries
- Account reconciliation
- Journal entry preparation
- Monthly / quarterly / year end reports
- Financial reporting
- Budget preparation
- GAAP compliance
- Strategy development
- Quickbooks - desktop/online & SAP
Certification
- Certified Enrollment Agent, - 2026
Timeline
Staff Accountant
Tomasetti Kulas & Company PC
04.2024 - Current
Life Enrichment Manager
Hoffman SummerWood
08.2022 - 04.2024
Accountant/Treasurer
Karen Best For City Judge Campaign
01.2020 - 03.2022
Legal/Accounting Assistant
Kenneth HO, CPA/Kenneth Ho Esq. Attorney at Law
01.2017 - 08.2022
Accountant
Law Offices of Charles C. Khym/Gary Park
05.2009 - 01.2020
Enrollment Agent - undefined
Associate's Degree - General Studies
Tunxis Community College
B.Sc - Accounting
Post University