Patricia Lugo
Minneapolis,MN
Summary
Detail-oriented team player with strong organizational skills. Ability to handle multiple projects simultaneously with a high degree of accuracy.
Overview
10
10
years of professional experience
Work History
Senior Accountant
TDHCD CPAs & Advisors
06.2022 - Current
- Coordinate the full year-end accounting procedures, including preparation of balance sheets, income statements, and cash flow statements
- Perform bookkeeping and general ledger accounting services including adjusting journal entries, account analysis, and reconciliations
- Manage 15+ projects per week by taking initiative for tasks to be completed in a timely manner
- Trained 2 new staff and provided feedback in the form of teachable moments on a weekly basis
- Review business and individual tax returns prepared by SurePrep automation software and staff accountants.
Staff Accountant
TDHCD CPAs & Advisors
09.2019 - 06.2022
- Preparation of individual and business tax returns including 1120S, 1065, and 1120
- Assist audit team members with compilation, review, and audit procedures
- Prepare quarterly payroll tax returns, along with annual W-2s and 1099s
- Gather necessary client information and resolve problems to complete assigned tasks.
Head Cashier/Sales Associate
Menards
11.2014 - 01.2020
- Maintained a clean and organized work area, contributing to a pleasant shopping environment for customers.
- Mentored new cashiers, providing comprehensive training that resulted in increased productivity.
- Helped customers complete purchases, locate items, and join reward programs.
- Handled escalated customer concerns with professionalism and empathy, working diligently toward satisfactory resolutions.
Temporary Contract Bookkeeper
Imanis Life Sciences
09.2018 - 03.2019
- Prepare monthly bank account reconciliations and deposit customer checks
- Record daily financial transactions by data entry into Quickbooks desktop
- Examine vendor invoices to ensure accuracy and on-time payments
- Organize and maintain financial records via paper filing folder system.
Education
Bachelor of Science - Accounting
Bemidji State University
Bemidji, MN05.2017
Skills
- Customer Service
- Problem-solving abilities
- Positive Attitude
- Time management strength
- Employee Training
- Adaptability and Dependability
- Verbal/written communication
Timeline
Senior Accountant
TDHCD CPAs & Advisors
06.2022 - Current
Staff Accountant
TDHCD CPAs & Advisors
09.2019 - 06.2022
Temporary Contract Bookkeeper
Imanis Life Sciences
09.2018 - 03.2019
Head Cashier/Sales Associate
Menards
11.2014 - 01.2020
Bachelor of Science - Accounting
Bemidji State University
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