Melissa Dennie
Summary
Senior Accountant with extensive experience in federal and state tax returns and financial reporting. Proven ability to streamline processes and enhance accuracy, while effectively managing multiple projects and staff. Strong analytical skills combined with a commitment to confidentiality and client satisfaction.
Experienced with managing clients' financial processes through QuickBooks Desktop and QuickBooks Online. Diligent bookkeeper with solid background in financial analysis and reporting under both cash and accrual basis. Successfully managed various roles for small business clientele, including payroll processing through Paychex, property tax filings, sales and use tax, and monthly bookkeeping reconciliations.
Overview
9
9
years of professional experience
Work History
Senior Accountant
Caliber Accounting & Tax, LLP
08.2020 - 06.2025
- Prepared and reviewed federal and state income tax returns for individuals, businesses, trusts, estates and non-profits.
- Managed multiple tax projects simultaneously, ensuring deadlines were met and clients were satisfied.
- Performed tasks related to income tax compliance including returns, extensions, estimate projections and tax provisions for business and personal clients.
- Conducted thorough reviews of financial records to ensure accuracy in reporting income, deductions, and credits.
- Managed and trained new staff on tax preparation procedures.
- Reconciled accounts and created documents for monthly closure procedures.
- Performed basic bookkeeping tasks such as reconciling bank statements and preparing financial reports, enabling accurate tracking of company finances.
Office Administrative Assistant
Cal Poly Aerospace Department
01.2019 - 07.2020
- Ensured timely completion of projects with diligent task prioritization, delegation, and followup.
- Safeguarded company information by maintaining strict confidentiality in handling sensitive documents and records.
- Implemented advanced Excel functions for complex calculations, leading to more accurate data analyses.
Student Ambassador
Ventura College
09.2016 - 09.2018
- Answered questions from visitors and students at the Welcome Center of a community college.
- Coordinated counseling appointments and maintained counseling office and student files.
- Collaborated with other departments to promote student engagement.
Education
Business Administration
California Polytechnic State University, San Luis Obispo
San Luis Obispo, CA06-2020
Skills
- Federal and state tax return filings
- Property tax return preparation
- Financial reporting
- General ledger accounting
- Bank reconciliations
- Recordkeeping and bookkeeping
- Tax advisory services
- Staff Training
- Skilled in CCH ProSystem fx
- Payroll Processing through Paychex
- Proficient in MS Office: Word, Excel
Timeline
Senior Accountant
Caliber Accounting & Tax, LLP
08.2020 - 06.2025
Office Administrative Assistant
Cal Poly Aerospace Department
01.2019 - 07.2020
Student Ambassador
Ventura College
09.2016 - 09.2018
Business Administration
California Polytechnic State University, San Luis Obispo
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