PERLA L. ALIX FRANCO
CPA Candidate with progressive accounting experience at Vanguard spanning Corporate Financial Reporting, Fund Accounting, Internal Audit (SOX), Corporate Tax, and Senior Accounting. Proven success delivering accurate month-end close, financial reporting, account reconciliations, intercompany accounting, and process automation. Advanced user of Power BI, Oracle Analytics Cloud, SmartView, and Excel to improve reporting quality, reduce manual effort, and provide actionable financial insights.
Adaptable and analytical with strong foundation in accounting principles and financial reporting. Deep understanding of financial statements and tax regulations combined with proficiency in Excel and accounting software. Capable of driving efficient financial operations and contributing to organizational success.
Work History
Senior Accountant
1 Year 11 Months- Prepare and review monthly accruals, journal entries, and financial reporting packages supporting domestic and international entities.
- Perform complex reconciliations and variance analysis to ensure financial statement accuracy.
- Support intercompany settlement processes and provide audit-ready documentation.
- Deliver management reporting and commentary to leadership.
- Develop automated reporting solutions that significantly reduce manual effort and improve reporting accuracy up to 95%.
- Managed monthly financial closing processes to ensure timely and accurate reporting.
AFP Accounting Rotational Program
2 Years- Completed rotations in Corporate Financial Reporting, Fund Accounting, Internal Audit (SOX), and Corporate Tax.
- Prepared GAAP-compliant financial statements and schedules.
- Supported SOX walkthrough, controls documentation, and testing for 30 different controls.
- Assisted with federal, state, and international tax compliance. For 4 states, and 4 different entities.
- Participated in mentoring, recruiting, and employee engagement initiatives.
Education
Bachelor of Science - Accounting
Associate in Business Administration
Skills
Certification
Languages
Selected Career Impact
- Reduced monthly revenue reporting preparation time by approximately 90% through automation and reporting enhancements.
- Designed executive dashboards that reduced reporting preparation time by approximately 40% and improved leadership visibility.
- Supported financial reporting and close activities across multiple domestic and international entities.
- Improved reporting accuracy and efficiency through automated reporting solutions.
Core Competencies
- Financial Reporting
- Month-End Close
- General Ledger
- Account Reconciliations
- Intercompany Accounting
- Variance Analysis
- GAAP
- SOX
- Audit Support
- Process Improvement
- Financial Analytics
- Power BI
- Oracle Analytics Cloud
- SmartView
- Advanced Excel