Highly-motivated employee with desire to take on new challenges. Strong worth ethic, adaptability and exceptional interpersonal skills. Adept at working effectively unsupervised and quickly mastering new skills.
Overview
7
7
years of professional experience
Work History
Auditor
Mitchell & Titus
Philadelphia, PA
08.2022 - 02.2024
Interviewed business owners, explained audit scope and conducted exit interviews of audit findings
Identified and documented process, procedure, and system control flaws
Worked efficiently to evaluate operational and financial control systems during audits
Oversaw financial and operational audits, collaborating with internal and external managers to communicate audit recommendations and issues
Staff Accountant
Citco Fund Services (Malvern) Inc.
Malvern, PA
09.2021 - 05.2022
Filed and archived financial statements and accounting files
Worked with spreadsheets, cloud-based accounting software and bank account statements
Reviewed general ledger entries for accuracy and completeness
Reviewed accounting structures and procedures to identify areas that needed to be improved on a regular basis
Performed bank reconciliations for multiple accounts
Monitored accounts payable, receivable to ensure timely payments, collections
Processed payroll transactions in accordance with company policies and procedures
Tax Intern
Campaign for Working Families, Inc.
Philadelphia, PA
12.2019 - 06.2020
Calculated local, state, federal and international taxes
Prepared individual, trust, partnership and corporate tax returns
Interpreted and applied federal and state tax codes for personal, business and corporate taxes
Utilized proactive tax reduction strategies to support clients and reduce liability
Worked with audit teams to determine appropriateness of tax accounts for financial statements
Examined tax documentation submitted by individuals, companies, and organizations to assess accuracy and completeness of filings
Bank Teller
First National Bank
Reading, PA
03.2017 - 08.2017
Provided banking services support to local customers within a national banking institution
Updated customer accounts with new balance, payment, and transfer information
Employed excellent money handling abilities to operate and balance cash drawer daily
Handled diverse customer needs to develop and retain loyal relationships
Verified the integrity of deposit checks and money orders to protect customers and the bank from fraud.
Education
BBA - Accounting
Temple University
05-2021
Skills
Microsoft Office Suite
Customer relationship development
Transaction processing
Excellent time management skills
Compliance, banking laws and regulations, Accounting systems and software
Additional Information
Member, Fox Accounting Association at Temple University