Summary
Overview
Work History
Education
Skills
Accomplishments
Certification
Timeline
Generic

Lori Caputo-Hartford

Manlius,NY

Summary

Organized and dependable candidate successful at managing multiple priorities with a positive attitude. Willingness to take on added responsibilities to meet team goals.

Overview

13
13
years of professional experience
1
1
Certification

Work History

Agile CSM

Freelance
02.2022 - Current
  • Skilled at working independently and collaboratively in a team environment.
  • Self-motivated, with a strong sense of personal responsibility.
  • Proven ability to learn quickly and adapt to new situations.
  • Worked well in a team setting, providing support and guidance.
  • Worked effectively in fast-paced environments.
  • Managed time efficiently in order to complete all tasks within deadlines.

Accountant/Accounting Bookkeeper

R-C-H Handyman Services
03.2020 - Current
  • Handled day-to-day accounting processes to drive financial accuracy.
  • Completed daily cash functions like account tracking, payroll and wage allocations, budgeting, donating, and cash, and banking reconciliations.
  • Documented cash, credit, fixed assets, accrued expenses, and line of credit transactions.
  • Gathered financial information, prepared documents, and closed books.
  • Reconciled accounts and reviewed expense data, net worth, and assets.
  • Maintained up-to-date knowledge on professional accounting standards to manage financial recordkeeping.
  • Used advanced software to prepare documents, reports, and presentations.
  • Detected and corrected mistakes early on and implemented systems to avoid recurring issues.

Researcher/Data Anaysist

Chrystal Clear Financial Group
Dewitt, New York
10.2018 - Current
  • Gathered and organized information for research purposes.
  • Interpreted data analysis results to draw inferences and conclusions.
  • Developed research proposals, identified research objectives and created research plans.
  • Synthesized data and wrote detailed reports to present research findings to stakeholders.
  • Performed research into study topics to increase knowledge and to provide valuable contributions.
  • Sorted data into well-organized formats and transformed into figures.
  • Determined areas of research to increase knowledge in a particular field.
  • Developed data collection strategies and monitored data quality for optimal research results.
  • Skilled at working independently and collaboratively in a team environment.
  • Compiled, cleaned and manipulated data for proper handling.
  • Developed polished visualizations to share results of data analyses.
  • Analyzed large datasets to identify trends and patterns in customer behaviors.

Researcher

Freelance
Manlius, New York
08.2010 - Current
  • Detailed study findings and updated research upon new discoveries.
  • Wrote research papers, reports, reviews, and summaries regarding [Area of expertise].
  • Performed research into study topics to increase knowledge and to provide valuable contributions.
  • Developed new methods for studying behavior of aquatic species in changing ocean conditions.
  • Proposed innovative methods for capturing and analyzing customer data.
  • Utilized statistical packages to analyze data and create visualizations.
  • Determined areas of research to increase knowledge in particular field.
  • Conducted document review, organization and quality control of data acquisition to draw relevant conclusions and direct research activities.
  • Performed accurate quantitative analysis of targeted data research, collection and report preparation.
  • Interpreted data analysis results to draw inferences and conclusions.
  • Synthesized data and wrote detailed reports to present research findings to stakeholders.

Education

Masters in Accounting - Accounting And Finance

University of Illinois At Urbana-Champaign
Champaign, IL
05.2025

Bachelor of Arts - American History

University At Buffalo
Amherst, NY
05.2014

Skills

  • Recordkeeping
  • Clerical Support
  • Team building
  • Critical Thinking

Accomplishments

  • Used Microsoft Excel to develop inventory tracking spreadsheets.
  • Achieved closed books by completing [Task] with accuracy and efficiency.
  • Reviewed financial statements, documents, and other reports to ensure they were accurate

Certification

  • Google Project Management Certification - 2022
  • Scrum Master Certification 2022
  • Financial Accountant Certification 2023
  • Intuit Academy Bookkeeping Certification 2023

Timeline

Agile CSM

Freelance
02.2022 - Current

Accountant/Accounting Bookkeeper

R-C-H Handyman Services
03.2020 - Current

Researcher/Data Anaysist

Chrystal Clear Financial Group
10.2018 - Current

Researcher

Freelance
08.2010 - Current

Masters in Accounting - Accounting And Finance

University of Illinois At Urbana-Champaign

Bachelor of Arts - American History

University At Buffalo
Lori Caputo-Hartford