Said AbouMerhi
Sr. Financial Analyst, Tax Preparer, Account
Katy,Texas
Summary
To seek and maintain Remote full-time/Part time position that offers professional challenges utilizing interpersonal skills, excellent time management and problem-solving skills.
Organized and dependable candidate successful at managing multiple priorities with a positive attitude. Willingness to take on added responsibilities to meet team goals.
Detail-oriented team player with strong organizational skills. Ability to handle multiple projects simultaneously with a high degree of accuracy.
Tidy Senior Bookkeeper with a reputation for integrity and confidentiality. Adept at presenting financial statements, analyzing financial data and processing employee payroll.
Over twenty years of experience in field. Accurate Senior Bookkeeper with effective time management and organizational skills.
Experienced in both private and public accounting.
Talented at general ledger accounting and completing periodic financial reports. Thorough Senior Bookkeeper manages financial staff across multiple corporate operational departments.
Expertise in information gathering and strategic planning. Excellent analytical and problem-solving skills. Well-qualified financial systems leader offering demonstrated skill and success in managing internal accounting processes, improving controls and strengthening systems for optimal performance. Proficient in all aspects of accounting, including accounts payable and receivable, budget administration and payroll. Gifted in building and leading solid teams to handle high-volume operations with consistency, accuracy and full compliance with regulatory requirements. Meticulous accounting professional bringing over twenty years of experience in strategic planning, customer relationship management and account reconciliation. Strong QuickBooks and Proseries proficiency with precise and accurate nature. Expertise in financial data entry and record-keeping.
Overview
26
26
years of professional experience
3
3
years of post-secondary education
4
4
Certifications
2
2
Languages
Work History
Sr. Bookkeeper
A&W Business Solutions, Inc.
Katy, Texas
04.2003 - 05.2023
- Contributed to development of office operations manual and improved accounting procedures by implementing accounting databases and software.
- Provided comprehensive accounting support to company by managing functions like payroll, accounts payable, accounts receivable and business expense processing.
- Developed effective systems for charting financial transactions for various businesses.
- Developed effective systems for charting financial transactions for various businesses.
- Reviewed account discrepancies and proposed courses of action to minimize losses.
- Complied with local, state and federal laws and requirements.
- Maintained accurate historical records.
- Maintained general ledger by transferring subsidiary account summaries.
- Developed monthly, quarterly and annual profit and loss statements and balance sheets.
- Compiled budget figures by reviewing past budgets, evaluating estimated income, and assessing expenses.
- Created detailed expense reports to facilitate reimbursement for business expenses incurred.
- Reconciled accounts, managed audits and updated financial records with remarkable accuracy.
- Inspected account books and recorded transactions.
- Maintained excellent financial standings by working closely with other bookkeepers to process business transactions.
- Managed complex problem-solving for upper management in order to complete projects on-time and within budget.
- Effectively communicated with clients about payment needs and kept updated, detailed and accurate ledgers.
- Managed and responded to correspondence and inquiries from customers and vendors.
- Maintained account accuracy by reviewing and reconciling checks monthly.
- Reduced financial discrepancies, effectively reconciling bank accounts and organizing information into accounting software.
- Streamlined daily reporting information entry for efficient record keeping purposes.
- Implemented new accounting processes to decrease spending and work flow downtime.
- Reconciled account information and reported figures in general ledger by comparing to bank account statement each month.
- Handled day-to-day accounting processes to drive financial accuracy.
- Recorded deposits, reconciled monthly bank accounts and tracked expenses.
- Gathered, evaluated and summarized account data in detailed financial reports.
- Reconciled company bank, credit card and line of credit accounts, investigating and resolving discrepancies to keep accounts audit-ready.
- Streamlined bookkeeping procedures to increase efficiency and productivity.
- Input financial data and produced reports using Quickbooks..
- Tracked financial progress by creating quarterly and yearly balance sheets.
- Strengthened financial operations by conducting bank reconciliations and financial reporting.
Sr. Tax Preparer
A&W Business Solutions
Katy, Texas
04.2003 - 05.2023
- Prepared tax returns, extensions, tax planning calculations, and write-ups for organizations and entities.
- Reviewed clients tax filing papers thoroughly to determine eligibility for additional tax credits or deductions.
- Completed and filed returns with tax departments at local, state, and federal levels.
- Maintained complete records of client tax returns and supporting documentation in secured areas.
- Offered clients recommendations to reduce tax liabilities.
- Researched complex tax issues utilizing online resources and professional tax software.
- Identified potential audit red flags to minimize risk of IRS audits.
- Maintained compliance by adhering to current tax laws and regulations.
- Assessed client tax situations to determine best filing options.
- Developed tax plans and projections to help clients meet objectives.
- Communicated with clients regarding tax situations, providing guidance on financial decisions.
- Prepared tax returns for clients in various industries according to government regulations and requirements.
- Liaised with accountants to confirm accuracy of client tax returns.
- Analyzed financial records to verify accuracy of tax returns.
- Consulted with clients to assess and mitigate future tax liabilities and determine eligibility for tax abatement.
- Contacted IRS or other relevant government organizations on behalf of client to address issues related to tax self-preparation.
Sr. Financial Analyst
Memorial Hermann Health Care System
Katy, Texas
10.1997 - 03.2003
- Provided strategic planning advice and financial oversight for corporate stakeholders.
- Reviewed statistical information to determine financial trends for use in investment planning.
- Trained new analysts on corporate policies and procedures and implemented mentoring program, reducing onboarding time.
- Budgeted and allocated funds for budget project, which increased revenues.
- Tackled both annual and quarterly budget management tasks and developed financial models from benchmarking.
- Developed corporate investment strategies to drive growth and security.
- Bolstered annual revenue through identification of undeveloped and untapped revenue streams.
- Developed presentations and reports to inform and educate stakeholders and financial teams on growth possibilities.
- Collected data and developed detailed spreadsheets to identify trends and create revenue, profitability, and expense forecasts.
- Reviewed financial reports and streamlined operations to increase productivity and company profits.
- Prepares complex financial analyses for various projects, including business plans that support new and expanded services and facility and equipment acquisitions.
- Participates in preparation and submission of documentation for long term financing requests.
- Spearheaded the development of the annual budget.
- Develops profitability analysis for clinical service lines and payor classes. Meets with and provides guidance to managers, assisting them in budget preparation or analysis projects. Trains Corporate and hospital finance staff on budget software system.
- Develops trend analysis reports that monitor hospital, Home Health, Medical Equipment (DME) or corporate key performance indicators and compares them to internal and external benchmarks.
- Trains and provides guidance to new Financial Analysts.
- Ensures safe care to patients, staff and visitors; adheres to all Memorial Hermann policies, procedures, and standards within budgetary specifications including time management, supply management, productivity and quality of service.
- Promotes individual professional growth and development by meeting requirements for mandatory/continuing education, skills competency, supports department-based goals which contribute to the success of the organization; serves as preceptor, mentor, and resource to less experienced staff.
- Tackled both annual and quarterly budget management tasks and developed financial models from benchmarking.
- Developed presentations and reports to inform and educate stakeholders and financial teams on growth possibilities.
- Bolstered annual revenue through identification of undeveloped and untapped revenue streams.
- Developed forecasting tools to analyze revenue variances and capitalize on industry trends.
- Used relevant financial technology to generate reports and recommended courses of action to upper management.
- Performed complex financial and budget analyses to determine requirements and justify requested funding
- Other duties as assigned.
Education
Master of Science - Accounting And Tax
University of Phoenix
Katy 01.2001 - 12.2003
Skills
Financial report production
Certification
CB - Certified Bookkeeper
Timeline
Sr. Bookkeeper
A&W Business Solutions, Inc.
04.2003 - 05.2023
Sr. Tax Preparer
A&W Business Solutions
04.2003 - 05.2023
Master of Science - Accounting And Tax
University of Phoenix
01.2001 - 12.2003
Sr. Financial Analyst
Memorial Hermann Health Care System
10.1997 - 03.2003
CB - Certified Bookkeeper
Certified Payroll Specialist
Certified Tax Preparer
Certified QuickBooks Advisor
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