Conduct in-depth financial data analysis through 20 different reports to support accurate 1099 cost basis reporting for clients, ensuring compliance with IRS regulations.
Investigate and resolve complex data breaks and discrepancies across multiple reporting platforms, reconciling cost basis information with trading records.
Apply a strong understanding of both financial markets and tax regulations to analyze complex events such as mergers, spinoffs, and other corporate actions that impact cost basis.
Junior Accountant
Al Fardan Jewelry
03.2024 - 07.2024
Performed monthly bank statement reconciliation and create reports to highlight any discrepancies between vendor and company statements.
Posted journal entries for transactions relating to employee and company expenses.
Processed over 100 bank payment vouchers monthly.
Finance Intern
IEEE
05.2023 - 08.2023
Completed Income-Expense, Account Compliance, Audit Status, and Current Operating Income reports for ten geographical regions.
Met with financial analysts to discuss ten geographical regions’ financial status and budgeting requirements.
Created multiple PowerPoint walk-throughs for volunteers to assist them in submitting financial documents.
Reservations Assistant
Rutgers University
08.2021 - 05.2023
Helped plan and execute small and large-scale events for over 50 university groups.
Interacted with event coordinators to understand guidelines for different event types.
Communicated with customers over the phone to assist them with questions regarding booking events.