To seek and maintain full-time position that offers professional challenges utilizing interpersonal skills, excellent time management and problem-solving skills.
Overview
10
10
years of professional experience
Work History
Tax Analyst
Baker Tilly
San Francisco, CA
01.2024 - Current
Provided tax advice and guidance to clients regarding investments, deductions, credits, and other relevant matters.
Researched current legislation related to taxation changes or new laws that could affect clients' taxes.
Reviewed previous year's returns for errors or missed opportunities which may result in refunds or additional savings.
Checked data input or verified totals on forms prepared by others to detect mathematical or procedural errors.
Staff Accountant
Ascendhire
New York, NY
06.2023 - 10.2023
Reconciled company bank statements and employee expense accounts, investigated and resolved discrepancies to keep accounts audit-ready.
Streamlined daily reporting information entry for efficient record keeping purposes.
Reduced financial discrepancies, effectively reconciling bank accounts and organizing information into accounting software.
Created journal entry schedules to improve efficiency, support, and documentation of accounting processes.
Collaborated with external auditors to provide information for audit process.
Junior Accountant
The Kabbalah Centre
New York, NY
12.2021 - 07.2022
Reconciled 10+ bank accounts monthly in NetSuite and Excel.
Managed all A/P for Kabbalah U.S subsidiary.
Processed 15+ invoices daily from vendors, issued payments in form of ACH, checks, and Wires.
Maintained 50+ utility accounts monthly and its accounting processes to maintain financial accuracy.
Generated 5+ monthly and quarterly membership credit reports for Domestic and Foreign entities.
Recorded inter-company and other journal entries as needed.
Record Keeping Specialist
Rose International
Enfield, MA
07.2019 - 10.2019
Prepped and Maintained Contracts for Pension Fund Department.
Utilized Pivot tables and v-lookup in Excel to perform variety of data entry and verification functions for 500+ contracts.
Exceeded goals of prepping 50+ contracts weekly through effective task prioritization and great work ethic.
Tracked quality issues with team members and supervisors.
Registrar's Assistant
American International College, AIC
Springfield, MA
04.2018 - 04.2019
Filed and Maintained Records, Located 10+ Archived files and/or Transcripts weekly in storage facility as needed
Supported staff with projects during commencement season, preparation of degrees and transcripts
Assisted other Registration Clerks with front desk duties and answering questions
Drove daily production activities with effective communication and teamwork
Delivered clerical support by handling range of routine and special requests
Volunteered to help with special projects of varying degrees of complexity.
Bookkeeper
New Era Accounting And Tax Services, N.E.A.T.S
Springfield, MA
03.2015 - 08.2017
Prepared IRS 1040 Individual Tax returns, entered w-2's, 1099's, 1098, and bank accounts.
Paid State and local business taxes for clients in timely manner.
Collected and gathered bi-weekly payroll time, such as clock cards, time sheets, working hours for 50+ employees and reported in Excel.
Generated Revenue & Expense Report for clients using Excel.
Entered 50+ invoices weekly into Quickbooks, Billed and processed Bill Payments accordingly.
Supported CPA with year end audit of clients.
Assistant Manager
Little Caesars
Springfield, MA
01.2014 - 01.2016
Monitored cash intake and deposit records, increasing accuracy, and reducing discrepancies
Completed regular inventory counts to verify stock levels, address discrepancies, and forecast future needs
Helped with planning schedules and delegating assignments to meet coverage and service demands
Generated repeat business through exceptional customer service and responded to customer concerns with friendly and knowledgeable service.
Education
Master of Science - Accounting And Tax
Southern New Hampshire University
Manchester, NH
03.2025
Bachelor of Science - Business Administration, Accounting And Finance
American International College
Springfield, MA
05.2020
Associate of Science - Business Administration
Springfield Technical Community College
Springfield, MA
06.2016
Skills
Customer Service
Research
Attention to Detail
Team player and ability to work independently
Excellent communication skills
Cultural and Social Intelligence
Month-End Reports
Tax Preparation
Audit Support
Accounts Payable and Receivable
Payroll Processing
Bank Reconciliations
Proficient in Quickbooks, Intuit, NetSuite and Excel