Summary
Overview
Work History
Education
Skills
COURSES
Timeline
Generic

OCTAVIA HOLMES

Parma

Summary


Detail-oriented individual with exceptional communication and project management skills. Proven ability to handle multiple tasks effectively and efficiently in fast-paced environments. Recognized for taking proactive approach to identifying and addressing issues, with focus on optimizing processes and supporting team objectives.

Overview

7
7
years of professional experience

Work History

Grant Accountant

Accel Schools
03.2025 - Current
  • Ensured timely submission of grant applications by collaborating closely with program teams and senior management.
  • Supported long-term planning efforts with comprehensive analyses of past grant performance data, highlighting areas for improvement or increased investment.
  • Strengthened organizational capacity for grant reporting by developing templates and guidelines that ensured consistency in the presentation of financial data across multiple projects.
  • Collaborated cross-functionally with colleagues from various departments to ensure seamless integration of new funding streams into existing programs or initiatives.

Accounting Specialist

Palmer Holland
03.2021 - 01.2025
  • Manage pricing data in Excel, resolving discrepancies to ensure accuracy.
  • Track credits and ensure timely accounts payable, improving payment efficiency.
  • Approve invoices, matching with purchase orders for smooth transactions.
  • Facilitate payments via ACH, wire transfers, and checks, optimizing cash flow.
  • Maintain vendor accounts in CRM, enhancing supplier relationships.
  • Process invoices meticulously, matching them to purchase orders and facilitating timely payments through various financial channels, enhancing operational efficiency.
  • Leverage Excel formulas and Sage x3 for streamlined data entry and research, continuously improving processes for enhanced productivity and accuracy.
  • Manage supplier accounts and vendor setups in CRM, fostering strong relationships and ensuring smooth communication across the supply chain.
  • Track and recover credits owed to the company, contributing to improved cash flow and financial health of the organization.
  • Streamline financial processes using Excel and Sage x3, enhancing data accuracy and operational efficiency in accounts payable and vendor management.
  • Optimize cash flow through meticulous invoice processing, credit tracking, and diverse payment facilitation, contributing to improved financial health.

Tax Associate

H&R Block
01.2019 - 01.2024
  • Conduct face-to-face tax interviews with clients.
  • Prepare complete and accurate tax returns.
  • Generate business growth, increase client retention, and offer additional products and services.
  • Provide IRS audit support.
  • Support office priorities through teamwork and collaborationAnalyze complex tax situations, prepare accurate returns, and provide strategic advice to optimize clients' financial positions.
  • Drive business growth through client retention strategies and cross-selling additional services, consistently meeting revenue targets.

Education

Bachelor of Business Administration - Accounting

Bryant & Stratton College
Parma, Ohio
05.2020

Associate of Applied Science Degree - Accounting

Bryant & Stratton College
Parma, Ohio
08.2018

Skills

  • Tax Preparation, Accounting, Data Integrity, Excel, Accounts Payable, Invoice Processing, Payment Processing, Sage x3, CRM, Vendor Management
  • Journal entries
  • Accounts receivable
  • Accounts payable
  • Invoice processing

COURSES

  • TAX PREPARATION
  • Tax Associate Certification Nov 2019

Timeline

Grant Accountant

Accel Schools
03.2025 - Current

Accounting Specialist

Palmer Holland
03.2021 - 01.2025

Tax Associate

H&R Block
01.2019 - 01.2024

Associate of Applied Science Degree - Accounting

Bryant & Stratton College

Bachelor of Business Administration - Accounting

Bryant & Stratton College

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