Summary
Overview
Work History
Education
Skills
Timeline
Generic

Ruba Lone

Richmond

Summary

Highly skilled Staff Accountant with a solid background in financial reporting, auditing, and tax preparation. Demonstrated strengths include strong analytical thinking, efficient problem-solving skills and comprehensive knowledge of accounting principles. Committed to improving efficiency and accuracy by streamlining financial procedures and implementing strategic changes in previous roles.

Overview

8
8
years of professional experience

Work History

Staff Accountant

YMU
CA
09.2023 - Current
  • Recording daily financial transactions, such as income and expenses, in the company's accounting software, "Exchequer."
  • Expert in doing bank reconciliation for all divisions: Music, Entertainment and Social, Sports, and Central.
  • Expert in managing invoices, payments, and collections, ensuring timely and accurate billing, and payment processing.
  • Manage general ledger entries and reconciliations for accurate financial reporting.
  • Performed month-end close activities such as accruals, amortization, allocations.
  • Assisting with the preparation of monthly, quarterly, and annual financial statements, including balance sheets, income statements, and cash flow reports.
  • Developed staff expense and reimbursement tracker to reduce user errors and increase reporting accuracy.
  • Support internal and external audits by gathering and reviewing financial documentation.
  • Assist in the preparation of budgets and financial forecasts to support strategic planning.
  • Process accounts payable and receivable transactions, ensuring timely and accurate payments.
  • Coordinate annual audits, ensuring timely access to necessary documentation and information.

Junior Accountant

Edward Charles Foundation
CA
03.2022 - 09.2023
  • Experienced in making monthly reports of the Balance Sheet, Statement of Activities, and Statement of Income and Expense for different clients.
  • Provided support for accounts payable and receivable functions, including invoice processing and payment posting.
  • Process bank reconciliations, invoices, and bills to pay for clients using software XERO.
  • Process weekly disbursements for clients, book journal entries, and paycheck transactions.
  • Communicated effectively with vendors regarding billing inquiries and payment issues.
  • Maintained and reconciled general ledger accounts.
  • Assisted with year-end audit processes, including preparing schedules as requested by auditors.
  • Presented audit results to management teams, delivering information in non-technical terms for easy understanding.

Associate Banker

JP Morgan Chase Bank
03.2018 - 03.2022
  • Assisted clients with account inquiries and transaction processing.
  • Facilitated loan applications and guided customers through requirements.
  • Managed daily cash transactions and ensured compliance with policies.
  • Conducted financial transactions such as deposits, withdrawals, transfers, loan payments and cashier checks.
  • Expertise in developing and maintaining customer accounts and helping them resolve disputes.
  • Established strong relationships with customers to increase customer loyalty.
  • Fulfilled diverse duties to provide customer service, operate money counters, balance and replenish ATMs, maintain accounts and open new accounts.

Sales Representative

Kohl's
Torrance
10.2017 - 02.2021
  • Communicating effectively with customers.
  • Engaged casual shoppers to provide information about featured products and recommend merchandise, driving sales opportunities.
  • Excellent knowledge in handling cash and performing cash audits.
  • Assisted customers with product selection and inquiries.
  • Processed transactions accurately using point-of-sale systems.
  • Used excellent verbal skills to engage customers in conversation and effectively determine needs and requirements.

Education

Masters - Accounting

Lamar University
TX
10.2025

Bachelors - Accounting

Cal State LA
US
05.2022

Associate Degree - Accounting

El Camino College
Torrance, US
08.2020

Skills

  • MS Excel
  • Financial reporting
  • Exchequer
  • Xero
  • Monthly journal entries
  • Month-end closing

Timeline

Staff Accountant

YMU
09.2023 - Current

Junior Accountant

Edward Charles Foundation
03.2022 - 09.2023

Associate Banker

JP Morgan Chase Bank
03.2018 - 03.2022

Sales Representative

Kohl's
10.2017 - 02.2021

Masters - Accounting

Lamar University

Bachelors - Accounting

Cal State LA

Associate Degree - Accounting

El Camino College
Ruba Lone