LEIBY WERTHEIMER
Brooklyn
Summary
I am an accomplished finance professional with 5-6 years of diverse experience in financial analysis, budgeting, and reporting within various firms. Recently, I completed my Joiner Accounting and am currently pursuing The CPA Track to the certification. My strong attention to detail and proven ability to meet deadlines have consistently delivered accurate and timely financial reports. I am proficient in Excel, Word, QuickBooks Desktop, and QuickBooks Online, bringing a well-rounded skill set to enhance your financial team.
Overview
6
6
years of professional experience
Work History
Senior Financial Associate
Signature Roofing
02.2024 - Current
- Handled day-to-day accounting processes to drive financial accuracy.
- Matched purchase orders with invoices and recorded necessary information.
- Managed and responded to correspondence and inquiries from customers and vendors.
- Supported management by processing invoices and documents with consistent on-time delivery.
- Reduced company expenses, identifying areas of inefficiency and implementing cost-cutting measures.
- Generated invoices upon receipt of billing information and tracked collection progress.
- Input financial data and produced reports using Quickbooks Desktop.
- Effectively communicated with clients about payment needs and kept updated, detailed and accurate ledgers.
- Entered figures using 10-key calculator to compute data quickly.
Office Manager
B&F Associates - Bookkeeping Office
06.2022 - 01.2023
- Managed invoices, payments and deposits, maintaining accurate expenditure records.
- Corrected discrepancies in financial records for balanced books.
- Reconciled bank statements and credit card accounts for accuracy and completeness.
- Completed and submitted corporate tax returns within deadlines.
- Generated financial reports and summaries for management review.
- Recorded deposits, reconciled monthly bank accounts and tracked expenses.
- Input financial data and produced reports using Quickbooks Desktop.
- Oversaw day-to-day operations to keep organization running smoothly while meeting business goals.
- Built strong relationships with customers through positive attitude and attentive response.
- Monitored and updated employee information in payroll system to add changes in salary, bonuses and deductions.
- Prepared and filed accurate and timely payroll tax returns and other related reports to comply with tax laws and regulations.
Office Manager – Bookkeeper
Soho Masons
03.2020 - 06.2022
- Responsible for accounts payable, accounts receivable, banking, Maintain and reconcile transactions
- Responsible for getting all bills, CC, vendors paid on time
- Redesigned, cleaned up and reconciled QuickBooks
- Cleaned up and fixed all vendors
- Successfully managed budgets and allocated resources to maximize productivity and profitability
- Developed and maintained successful relationships with vendors, suppliers and contractors
- Oversaw office inventory activities by ordering and requisitions and stocking and shipment receiving
Executive Assistant
Fishman And Associates
07.2019 - 03.2020
- Bookkeeping
- Office Coordination and Scheduling
- Managed executive calendars, scheduling meetings and appointments and coordinating travel arrangements to optimize time
- Screened calls and emails and responded accordingly to support executive correspondence
- Provided comprehensive accounting support to company by managing functions like payroll, accounts payable, accounts receivable and business expense processing
- Performed data entry, paper filing, electronic archiving and used 10‐key and other machines and equipment to support office efficiency
- Filed invoices with processed checks to maintain orderly accounting filing system
Education
Junior Accounting - Accounting And Finance
Cope Institute
Brooklyn, NY11-2024
Professional Advancement Training -
Inc. PCPT
Monsey, NY2018
Skills
- Trained and Proficient in QuickBooks Desktop and QuickBooks Online
- Proficient in Microsoft Word, Excel, and Email
- Efficient and highly organized, with strong Attention to detail
- Responsible and dedicated
- Bank reconciliation
- Invoice preparation
- Journal entries
- Accounting
- Cash flow management
- Quickbooks
- GAAP
- Financial statement preparation
- Accounts payable management
- Financial reporting
- Generally accepted accounting principles
- Ability to multitask
- Great verbal and written communication Skills
- Excellent phone and negotiation skills
- Friendly personality and team player
Reference
Available upon request
Timeline
Senior Financial Associate
Signature Roofing
02.2024 - Current
Office Manager
B&F Associates - Bookkeeping Office
06.2022 - 01.2023
Office Manager – Bookkeeper
Soho Masons
03.2020 - 06.2022
Executive Assistant
Fishman And Associates
07.2019 - 03.2020
Junior Accounting - Accounting And Finance
Cope Institute
Professional Advancement Training -
Inc. PCPT
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