Organized and dependable candidate successful at managing multiple priorities with a positive attitude. Willingness to take on added responsibilities to meet team goals.
Overview
2
2
years of professional experience
Work History
Accountant
CBRE
11.2022 - Current
Cooperated with senior leaders to create operating budgets and initiate financial planning.
Gathered financial information, prepared documents, and closed books.
Reconciled accounts and reviewed expense data, net worth, and assets.
Handled day-to-day accounting processes to drive financial accuracy.
Provided journal entries and performed accounting on accrual basis.
Tracked funds, prepared deposits and reconciled accounts.
Trained new employees on accounting principles and company procedures.
Documented cash, credit, fixed assets, accrued expenses, and line of credit transactions.
Accountant
BOH Electronics
07.2022 - 11.2022
Posted daily receipts and payments in accordance with corporate protocols.
Inspected account books and recorded transactions.
Managed and responded to correspondence and inquiries from customers and vendors.
Input financial data and produced reports using JobBoss.
Tracked expenses and income for businesses while organizing and maintaining bank statements for checking accounts.
Reconciled account information and reported figures in general ledger by comparing to bank account statement each month.
Loan Processor
LCO Financial
07.2021 - 07.2022
Approved loan applications based on customer creditworthiness and provided detailed financial advice.
Utilized loan origination software to process and track loan applications.
Analyzed potential risks and evaluated loan products to identify suitable options for customers.
Prepared documents for underwriting by verifying client income, credit reports, and other information.
Evaluated loan requests and documents to verify accuracy and completeness.
Processed loans within various departments to achieve timely, accurate, and fair proceedings.
Education
Diploma - Accounting
Chippewa Valley Technical College, Eau Claire, WI
05.2022
Skills
Finance
Financial Litigation Support
Collect Data
Partnership Accounting
Typing and 10-Key Entry
GAAP Compliance
A/P and A/R
Financial Statements
Accounting and Bookkeeping
General Ledger Accounting
Reporting
Intuit QuickBooks
Timeline
Accountant - CBRE
11.2022 - Current
Accountant - BOH Electronics
07.2022 - 11.2022
Loan Processor - LCO Financial
07.2021 - 07.2022
Chippewa Valley Technical College - Diploma , Accounting