LUCIA CHIAPPE
Brooklyn,NY
Summary
Results-driven Accounting and Financial Consulting Professional skilled in QuickBooks setup, workflow automation, and tailored financial reporting. Expertise in designing accounting processes and integrating third-party platforms ensures accurate financial records through effective reconciliations. Delivers streamlined financial operations and actionable insights by developing semi-automated reporting solutions.
Overview
7
7
years of professional experience
Work History
Independent Financial Consultant / Bookkeeper
Self-Employed
Brooklyn, NY
07.2023 - Current
- Perform QuickBooks Online setup, cleanup, and historical reconciliations to establish accurate financial records and develop ongoing accounting workflows that maintain data integrity
- Design and implement semi-automated financial reporting workflows to streamline monthly close processes, reduce manual data entry, and improve accuracy
- Partner with business owners, C-suite executives, and client CPAs to optimize financial processes, strengthen reporting, and support informed business decisions
- Reconcile third-party platform data with QuickBooks to ensure accurate, complete, and up-to-date financial records
- Prepare book-to-tax reconciliations and adjusting journal entries to identify discrepancies, capture overlooked deductions, and generate tax savings for clients
Associate Financial Consultant/Bookkeeper
Square and Triangle LLC
Brooklyn, NY
10.2021 - 07.2023
- Designed workflows to integrate third-party platforms with QuickBooks and establish ongoing reconciliation processes to maintain financial data accuracy and consistency
- Collaborated with studio managers, business owners, executive leadership, and client CPAs to develop accounting workflows, resolve financial discrepancies, and improve operational efficiency
- Conducted comprehensive bookkeeping reviews and cleanups, identifying and correcting discrepancies to improve financial record accuracy and reliability
- Trained and onboarded new team members on bookkeeping procedures, accounting systems, and internal workflows
- Managed client QuickBooks accounts, including AR/AP reporting, customer and vendor communications, and monthly bank, credit card, and loan reconciliations
Accountant (Non-Profit)
The Jericho Project
10.2020 - 10.2021
- Reviewed and processed financial assistance requests across multiple programs, verifying expense eligibility, accuracy, and compliance with grant requirements
- Collaborated with program managers to identify process inefficiencies and streamline request-to-payment workflows, reducing administrative workload
- Designed and implemented paperless, remote-friendly workflows for payment approvals, processing, tracking, and record retention
- Managed AP across multiple funds, including invoice processing, expense reimbursements, and check, ACH, and wire payments; prepared financial documentation and supporting schedules for audits
Junior Accountant
Ayzenberg Consulting LLC
01.2020 - 10.2020
- Managed QuickBooks accounts for multiple small and midsize businesses across diverse industries, including full-cycle AR/AP, transaction classification, and journal entry preparation
- Reconciled bank, credit card, line of credit, and loan accounts to identify discrepancies and maintain accurate financial records
- Coordinated business registrations and entity formations, including LLCs and corporations, across all 50 states, as well as state sales and use tax registrations
Education
Bachelor of Science - Accounting
CUNY Hunter College
New York, NY05-2018
Skills
- QuickBooks Online Setup, Cleanup & Optimization
- Accounting Workflow Design & Automation
- Third-Party Platform Integration & Reconciliation
- Custom Financial Reporting & Reporting Automation
- Financial Data Analysis, Reconciliation & Validation
- Microsoft Excel & Google Sheets
Timeline
Independent Financial Consultant / Bookkeeper
Self-Employed
07.2023 - Current
Associate Financial Consultant/Bookkeeper
Square and Triangle LLC
10.2021 - 07.2023
Accountant (Non-Profit)
The Jericho Project
10.2020 - 10.2021
Junior Accountant
Ayzenberg Consulting LLC
01.2020 - 10.2020
Bachelor of Science - Accounting
CUNY Hunter College