Rebecca Hoffman

Work History

Tax Preparer

Frey & Co. CPA's

01.2023 - Current

Analyzed financial documents to accurately reflect client information on tax returns.
Prepared tax returns, extensions, tax planning calculations, and write-ups for organizations and entities.
Researched tax implications for various deductions and credits.
Utilized tax software to prepare returns and meet deadlines.

Senior Financial Accountant

Talon Management LLC

Allentown, PA

07.2022 - 12.2022

Collaborated with other finance functions to produce monthly and quarterly financial reports to CFO.
Reconciled account information and reported figures in general ledger by comparing to bank account statement each month.
Prepared monthly account reconciliations.
Prepared adjusting journal entries and accruals during month-end closure.
Used double-entry accounting methods and check backs to manage daily entries to general ledgers.
Created accounting solutions for the 3 new stores that the company opened in a 2 month period.
Investigated daily variances and corrected errors to resolve discrepancies.
Collaborated with other finance departments to prepare for yearly budget process.

Input financial data and produced reports using Sage software.

Controller

American Millwork & Cabinetry

03.2022 - 07.2022

Enhanced quality and currency of financial information by overseeing revenue collection systems.
Created sales tax reports to CEO and filed sales tax returns with the state.
Completed journal entries, reconciliations, and account analysis to prepare quarterly financial documents and general ledger account management.
Prepared balance sheets, cash flow reports and income statements.
Reviewed processes and procedures to guide program implementation and optimize auditing

Staff Accountant

Cedar Fair Entertainment

Allentown, PA

09.2021 - 03.2022

Collected and reported monthly expense variances and explanations.
Prepared adjusting journal entries and accruals during week-end closings.
Assisted finance manager with year-end financial audits.
Created and recorded general ledger entries for intercompany transactions weekly.
Collected and arranged financial information and entered details into JDE financial management system.
Executed financial reporting, managing prepaid accounts, schedules, reconciliations, and month-end accruals.
Supported management in preparing schedules for external auditors.

Staff Accountant

Endless Mountains Health Systems

Montrose, PA

09.2009 - 03.2013

Collected and reported monthly expense variances and explanations.
Created journal entry schedules to improve efficiency, support, and documentation of accounting processes.
Tracked funds, prepared deposits and reconciled accounts.
Developed financial models to assess and analyze financial performance of clients.
Assisted comptroller with year-end financial audits.
Provided journal entries and performed accounting on accrual basis.
Reviewed accounts, resolved coding errors, and tracked recurring expenses for accrual entry.
Worked with other departments to resolve coding errors and implement standard operating procedures to ensure improved coding in the future.
Maintained integrity of general ledger and chart of accounts.

Tax Preparer/Accountant

H & R Block

01.2008 - 04.2011

Reviewed clients tax filing papers thoroughly to determine eligibility for additional tax credits or deductions.
Reviewed available data and compared against tax code to determine exemptions, deductions, and potential liabilities.
Collaborated with clients to answer questions and provide advice on tax matters.
Consulted with clients to assess and mitigate future tax liabilities and determine eligibility for tax abatement.

Controller

Cornerstone Forest Products

07.1994 - 05.2009

Enhanced quality and currency of financial information by overseeing revenue collection systems.
Completed journal entries, reconciliations, and account analysis to prepare quarterly financial documents and general account management.
Prepared balance sheets, cash flow reports and income statements.
Directed corporate decision-making and planning by monitoring and setting policies and procedures to optimize fiscal performance. Worked with CEO to reduce expenses by 27%.
Provided treasury and cash management by overseeing reconciliation of banking activity, credit card processing, and sales tax returns.
Prepared and filed tax returns and generated monthly reports in compliance with regulatory and organizational standards.
Led organizational cash flow and cash flow forecasting initiatives.
Provided journal entries and performed accounting on accrual basis.

Summary

Overview

Work History

Tax Preparer

Senior Financial Accountant

Controller

Staff Accountant

Staff Accountant

Tax Preparer/Accountant

Controller

Education

Bachelor of Science - Accounting

Skills

Websites

Work Availability

Software

Timeline

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