
Detail-oriented professional transitioning from pharmacy operations to accounting, bringing strong analytical ability, precise documentation skills, and experience working in highly regulated environments. Proven track record as a Pharmacy Technician managing controlled substance inventory, resolving discrepancies, and maintaining accurate patient and financial records. Strengthened accounting foundation as a Financial Analyst Intern by developing Excel-based dashboards, performing variance analysis, and supporting data-driven decisions. Proficient in Excel and QuickBooks, with a growing knowledge of tax preparation and corporate accounting principles. Seeking to leverage accuracy, problem-solving, and communication skills in a tax or corporate accounting role.
• Analyzed sales, cost, and margin data and supported weekly financial reporting.
• Prepared Excel-based KPI dashboards tracking store revenue, customer trends, and inventory performance.
• Built Excel-based financial models and forecasting schedules.
• Evaluated inventory costs, turnover rates, and reorder timing for vial and supply products.
• Supported the month-end financial review by verifying sales, expenses, and inventory figures.
• Assisted in preparing individual income tax returns (Form 1040 and supporting schedules).
• Entered tax data into professional tax software and performed basic error checks.
• Researched tax questions and applied IRS rules to support return accuracy.
• Helped clients understand filing requirements, deductions, and tax documents.
• Gathered and reviewed client tax documents, including W-2s, 1099s, and 1098s, for accuracy and completeness.