Detail-oriented Accountant focused on improving company financial operations and streamlining processes using effective leadership, planning and decision-making abilities.
Overview
15
15
years of professional experience
Work History
Lead Accountant
Tufts Medical Center
05.2019 - Current
Managed two of the staff accountants.
Performed as the lead accountant for multiple companies within the Physicians Organization.
Prepared journal entries and lead the month-end close processes.
Lead the team with preparing schedules for annual tax filing for IRS Form 990 and MA Form PC.
Coordinated with external tax advisors to ensure proper tax planning and compliance efforts were in place.
Contributed to successful audits by preparing schedules, maintaining organized records and providing timely support to external auditors.
Participated in strategic planning initiatives that involved input from multiple departments across the organization.
Review company financial statements and balance sheet reconciliations on a monthly basis to identify unusual items, variances or trends, which impact the consolidated results.
Enhanced accuracy of financial statements through thorough review and analysis, identifying discrepancies and resolving issues promptly.
Collaborated closely with Tufts Medical Center and all Wellforce members’ accounting and finance teams on monthly reconciliations, intercompany charges, intercompany eliminations, etc.
Collaborated with administrative and physician leaders within our departments to support their work.
Assisted in research on technical accounting issues with staff and external auditors as required to comply with US GAAP.
Assisted with budget preparation by analyzing historical trends and providing input on future projections.
Mentored junior accounting staff members by providing guidance, feedback, and training on best practices in accounting principles.
Senior Accountant
Robert Half Finance and Accounting
11.2018 - 04.2019
Review and process expense reports.
Prepare Journal entries related to payroll, benefits, and expense reclasses.
Draft and process Bi-weekly check run, Process account payables.
Prepare reconciliations of assigned balance sheet accounts.
Assist Accounting manager with special projects and reports as needed.
Staff Accountant II
Fresenius Medical Care
07.2015 - 11.2017
Maintained general ledger accuracy through regular account reconciliations, journal entry adjustments, and transaction reviews.
Monitored accounts receivable, accounts payable and other account balances to track transactions, avoid discrepancies and maintain accuracy.
Identify and investigates account variances.
Maintain operating lease accounting module preparing lease payments and expense allocations to the field.
Work with corporate leaders as a business partner to budget/forecast and analyze their departmental costs.
Review and provide relevant implementation proposals to the Accounting Manager and Assistant Controller.
Payroll Tax Accountant II
Public Partnership LLC
10.2012 - 06.2015
Prepare federal, state, and local tax returns for household employers.
Processed, reconciled, and submitted daily/monthly/quarterly tax payments for federal, state, and local entities.
Ensured compliance with all federal and state income, social security and unemployment tax requirements.
Synchronized and administered multi-state payroll compliance records accordance with policies and procedures.
Analyzed and proposed solutions to complex tax issues.
Assisted the financial Operations Center Manager to develop and enhance technical and operational capacity to deliver financial services processing in multiple states.
Accounting and Reporting Senior Specialist
BNY Mellon
10.2009 - 09.2012
Prepared periodical completion of valuation and financial statements of valued clientele.
Resolved tribulations that arise during the normal daily, weekly, or monthly valuation processes, and acted as a staff liaison to all interested parties.
Answered all client processing, accounting, and reporting questions, either directly or through research with other functional areas, which required a solid understanding of all functional groups that support CARS (Client Accounting and Reporting Services).
Supported an array of large complex institutional client relationships, which required the comprehension of the historical accounting and reporting trends.
Education
Bachelor of Science - Accounting
Suffolk University
Boston, MA
05.2009
Skills
Software Expertise in Great Plains, FRX, Lawson, SAP, Microsoft Office, Navision, Citrix, Oracle Financials, and Quickbooks