Microsoft Office Suite

CPA with extensive experience in
financial reporting, tax preparation,
and payroll management at Phillips
Paving LLC. Expertise in accounting
and payroll software, delivering
accurate financial statements and
enhancing operational efficiency.
Recognized for problem-solving
abilities, streamlining processes, and
ensuring compliance across diverse
business entities.
Maintain general ledger integrity through detailed review of
account balances and transactions.
•
Perform complex accounting functions including journal entry
preparation and balance sheet reconciliation.
•
Create financial reports for senior management, board of
directors, and external auditors per GAAP standards.
•
Review and submit weekly payroll for 100+ employees.
Monitor accounts receivable and payable activities to ensure
accurate reconciliations.
•
Oversee month-end closing processes, preparing financial
statements and managing reconciliations.
•
Identify operational improvement areas within finance
department processes.
•
Serve as primary contact for external auditors throughout
year-end audits, providing necessary documentation.
Processed payroll for over 2,000 employees across bi-weekly
and semi-monthly cycles.
•
Managed payroll tax reporting and submission, including W-2
forms.
•
Oversaw retirement account reporting and submissions for
PERS, STRS, and ARP.
•
Contributed to the university-wide ERP implementation
team for enhanced operational efficiency.
Oversaw monitoring of Federal and State fund receipts and
disbursements within the agency.
•
Created monthly financial statements reflecting fund
allocations.
•
Developed various reports for special projects for the
director's assessment.
•
Participated as a member of Contract Preparation &
Oversight Team.
Serviced diverse businesses, including small sole
proprietorships and large multi-company entities.
•
Prepared individual and business tax returns for
corporations, partnerships, and not-for-profits across all
jurisdictions.
•
Managed payroll and payroll tax preparation for over 60
clients.
•
Conducted compilations, reviews, and tax planning
consultations on various tax issues.
•
Established accounting procedures and reporting through onsite
setups for clients.
•
Prepared monthly financial statements with year-end
adjustments for over 60 businesses.
Microsoft Office Suite
ComputerEase
Citrix
Quickbooks
Intuit Tax Softwares
Banner
H&R Block
Peachtree