Accounting professional with more than four years of experience providing exceptional customer service, building strong client relationships, managing financial processes, and communicating complex information in a clear and professional manner. I am currently in a role that has strengthened my analytical, problem solving, and communication skills while allowing me to collaborate with clients and internal teams in a fast paced environment.
Work History
Staff Auditor
1 Year
Novak Francella | 08.2025 - Current
Built strong relationships with clients by directly requesting documentation, answering questions, and providing timely updates throughout audit engagements.
Prepare detailed audit workpapers and documentation supporting audit conclusions.
Collaborate with audit teams to plan and execute engagements while managing multiple deadlines.
Collaborated with audit teams to plan and execute engagements, effectively managing multiple deadlines.
Engaged with clients to understand operations and address questions throughout the audit process.
Accounting Clerk
3 Years 1 Month
American Heritage Federal Credit Union | 07.2022 - 08.2025
Resolved account and payment inquiries for internal departments, providing professional and accurate support.
Reconciled general ledger accounts for assets, liabilities, and equity, maintaining accurate financial records.
Reviewed and processed employee expense reimbursements while ensuring compliance with company policies.
Maintained financial records by reconciling general ledger accounts for assets, liabilities, and equity.
Coordinated currency orders for branch locations and PAT machines, ensuring timely availability of funds.
Coordinated currency orders for branch locations and PAT machines.
Member Advisor
8 Months
American Heritage Federal Credit Union | 11.2021 - 07.2022
Facilitated member interactions by answering phone inquiries and providing guidance on account questions and financial products.
Informed members about account options, IRAs, certificates, loans, and other financial services clearly and effectively.
Built lasting relationships by identifying member needs and recommending appropriate products and services.
Delivered exceptional customer service while handling confidential financial information.
Researched accounts using banking systems to resolve member concerns promptly.
Server
6 Years 3 Months
Austrian Village | 02.2015 - 05.2021
Provided customer support while efficiently managing multiple tasks.
Maintained organized records of orders, transactions, and payments to enhance accountability.
Supported team members in streamlining processes and reducing errors during high-demand periods.
Interacted with elderly clients to gather valuable insights and feedback.
Education
Bachelor of Business Administration - Accounting
Temple University – Fox School of Business | Philadelphia | 05-2025
Skills
Accounting principles
Accounts payable
Journal entries
Account reconciliation
Bank reconciliation
Microsoft Excel
Word
Outlook
Teams
PowerPoint
Access
Critical thinking
Time management
Clear communication
Client relationship management
Teamwork and collaboration
Timeline
Staff Auditor
Novak Francella
08.2025 - CurrentRead More
Accounting Clerk
American Heritage Federal Credit Union
07.2022 - 08.2025Read More
Member Advisor
American Heritage Federal Credit Union
11.2021 - 07.2022Read More
Server
Austrian Village
02.2015 - 05.2021Read More
Temple University – Fox School of Business
Bachelor of Business Administration from Accounting