Summary
Overview
Work History
Education
Skills
Certification
Timeline
Generic

Sophia Wilber

Acton,MA

Summary

Detail-oriented professional transitioning from staff accounting into event planning and general corporate roles, bringing a strong foundation in deadline management, financial precision, and cross-functional coordination. Skilled at building and maintaining relationships with vendors, multiple clients, and stakeholders to ensure seamless execution of complex processes. Proven ability to manage multiple priorities simultaneously, track budgets, and problem-solve under pressure—skills honed through years of managing multiple software implementations and reconciling competing deadlines. Adept at project management from initial planning through on-site execution, with a keen eye for detail that ensures nothing falls through the cracks. Eager to leverage analytical rigor and organizational discipline to deliver memorable, well-run events and experiences.

Overview

1
1
Certification
6
6
years of professional experience

Work History

Staff Accountant

Your Part-Time Controller
04.2025 - 05.2026
  • Streamlined month-end close process for 3 non-profit clients simultaneously, enhancing accuracy and timeliness of financial reporting.
  • Performed cleanup work for a year’s worth of cash and lease transactions for a client undergoing an audit.
  • Improved cash flow management, closely monitoring and analyzing cash disbursements and receipts.
  • Boosted team productivity with implementation of new accounting software, managing up to 3 software implementations at once across different clients.

Staff Accountant

Stax Payments
01.2024 - 04.2025
  • Prepared approximately 30 different journal entries and 30 account reconciliations as a part of month-end close, including but not limited to: fixed assets, lease accounting, and revenue recognition.
  • Worked closely with the financial department to ensure budgeted figures were comparable to actual expenses, and helped explain deviations from the budget.
  • Used prior audit experience and critical thinking to solve accounting problems and improve internal processes.
  • Liaised with multiple departments within the organization to accurately recognize expenses.

Assurance Intern and Associate

CLA (Clifton Larson Allen), Audit and Assurance
01.2022 - 11.2023
  • Aided and assisted on approximately 20 different audits, reviews, and compilations in the Construction and Non-Profit industries.
  • Completed multiple detailed steps and assigned workpapers as a part of the audit engagement in a timely matter.
  • Used accounting acumen and pattern recognition to efficiently analyze audit information and complete any substantive testing necessary.
  • Prepared up to 30 work papers per audit documenting the results of testing and evaluated audit conclusions.
  • Developed and improved software skills in Pfx Engagement, and Microsoft Office Suite (Excel, Word).

Rinker Student Assistant

Stetson University, Accounting Department
01.2020 - 12.2021
  • Assisted approximately 50 students per semester of all skill levels with understanding and excelling in accounting studies.
  • Held twice weekly office hours in which one-on-one support was provided to up to 30 students at a time
  • Liaised with other education professionals to tailor tutoring sessions around exam preparation.
  • Assisted teachers with instruction and provided clerical support for diverse needs.
  • Gave early intervention support to students just beginning to struggle with materials.

Education

Bachelor of Business Administration - Accounting

Stetson University
DeLand, FL
05.2022

Skills

  • Certified public accountant (CPA)
  • Microsoft Office Suite
  • Advanced Excel Capabilities
  • Customer Service via telephone
  • Public Speaking
  • Clear communication
  • Administrative support

Certification

  • CPA - Certified Public Accountant

Timeline

Staff Accountant

Your Part-Time Controller
04.2025 - 05.2026

Staff Accountant

Stax Payments
01.2024 - 04.2025

Assurance Intern and Associate

CLA (Clifton Larson Allen), Audit and Assurance
01.2022 - 11.2023

Rinker Student Assistant

Stetson University, Accounting Department
01.2020 - 12.2021

Bachelor of Business Administration - Accounting

Stetson University
Sophia Wilber