Results-driven Accounting Manager with expertise in financial operations, budgeting, reporting, and tax compliance. Skilled in managing financial records, analyzing revenue and expenses, and reconciling accounts to facilitate informed business decisions. Strong command of Microsoft Excel, QuickBooks, Xero, and UltraTax, complemented by experience in client management and process optimization.
Work History
Staff Accountant
4 Years 7 Months
Zoller, Swanson & Co. | 02.2022 - Current
Managed bookkeeping and financial records for nine client companies, facilitating timely monthly, quarterly, and annual reporting cycles.
Reconciled financial accounts and analyzed financial data using Microsoft Excel to identify discrepancies, enhancing reporting accuracy.
Maintain accounting records and tax documentation using QuickBooks, Xero, and UltraTax.
Conducted independent client meetings to review financial performance and resolve accounting inquiries.
Conduct client meetings independently to review financial performance and address accounting inquiries.
Process payroll tax payments and maintain detailed financial documentation.
Accounting Manager
7 Years 8 Months
The Factory | 01.2019 - Current
Managed accounting operations and financial records for event organization hosting eight music and community events annually.
Manage event budgets, reconcile financial accounts, and analyze revenue and expenses to determine event profitability.
Prepared quarterly and annual financial statements for financial reporting and organizational planning.
Process payments to vendors, venues, and other business partners while maintaining accurate financial documentation.
Prepare and file organizational tax returns and maintain records to support tax compliance.
Utilized QuickBooks and Microsoft Excel to maintain accounting records, analyze financial data, and support budgeting and reporting.
Customer Service Representative
4 Months
Primerica | 01.2021 - 05.2021
Resolved customer concerns while maintaining high levels of client satisfaction.
Organized client data in spreadsheets to enhance internal tracking and reporting.
Resolved customer concerns, ensuring consistent high client satisfaction.
Guest Service Specialist – Emerging Disease Response
5 Months
Parkland Hospital | 11.2020 - 04.2021
Provided frontline service support to patients, visitors, and hospital staff.
Coordinated visitor flow to enhance operational efficiency and support staff.
Delivered frontline service support to patients and visitors, ensuring a positive experience and seamless interaction with hospital staff.
First-Year Tax Pro
4 Months
H&R Block | 07.2020 - 11.2020
Conducted client tax interviews and prepared accurate individual tax returns, ensuring compliance with tax regulations.
Utilized tax training to enhance compliance and improve filing accuracy for clients.
Guided clients in understanding tax filing requirements and preparation processes, facilitating smoother filing experiences.
Film Coordinator
3 Years 2 Months
Southwestern College Athletic Department | 01.2017 - 03.2020
Led media team in filming athletic practices and games to enhance visibility and documentation.
Organized and cataloged video footage with structured tagging and filtering for efficient retrieval.
Maintained digital archives for coaching staff to facilitate analysis and improve review processes.
Education
Bachelor of Arts - Accounting, Minor in Art
Southwestern College | Winfield, KS
Skills
Accounting & Financial Management
Financial Reporting & Analysis
Account Reconciliation
Budget Management
Profitability Analysis
Tax Preparation & Compliance
Financial Record Management
Accounts Payable & Vendor Payments
Microsoft Excel
QuickBooks
Xero
UltraTax
Data analysis
Process & Workflow Organization
Regulatory Compliance
Client & Account Management
Timeline
Staff Accountant
Zoller, Swanson & Co.
02.2022 - CurrentRead More
Customer Service Representative
Primerica
01.2021 - 05.2021Read More
Guest Service Specialist – Emerging Disease Response