Susan Marandi
Scarsdale
Summary
Accountant with over a decade of extensive expertise in financial management and strategic decision-making. Proficient in optimizing financial health through innovative tax planning and cost-saving strategies, ensuring compliance and accuracy. Skilled in QuickBooks and Pro-Fx, with a strong focus on precision in financial reporting and account reconciliation.
Overview
14
14
years of professional experience
Work History
Accountant
ACT Financial and Tax Services LLC
08.2022 - 10.2024
- Manage financial records, ensuring accuracy and compliance with regulations.
- Implemented new budgeting system, resulting in improved financial oversight.
- Analyzed financial data to assist in strategic decision-making processes.
- Collaborated with team to streamline tax preparation, reducing processing time.
- Resolved discrepancies in financial statements, enhancing reporting precision.
- Manage financial records, prepare tax returns, and conduct audits. Implement cost-saving strategies, resulting in substantial client savings.
- Streamline accounting processes, reducing report generation time. Develop innovative tax planning strategies, maximizing client deductions.
- Partner with clients to optimize financial health. Lead cross-functional teams in complex audits, ensuring compliance and accuracy.
- Meticulously review financial statements for discrepancies. Maintain up-to-date knowledge of tax laws, applying insights to client benefit.
- Develop and implement cutting-edge tax planning strategies, maximizing client deductions while ensuring full compliance with evolving tax regulations.
- Spearhead process improvements in tax preparation workflows, significantly reducing processing time and enhancing overall efficiency.
- Worked on Individual & Business tax returns
Staff Accountant
Peretz Resnick Mitgang & Marcus
07.2021 - 05.2022
- Payroll, Maintaining financial reports, records, and general ledger accounts
- Preparing journal entries, analyses, and account reconciliations and assisting with monthly close processes
- Contributing to the development and review of annual operating budgets and performance projections
- Performs general cost accounting and other related duties for the organization.
- Prepares monthly balance sheets, income statements, and profit and loss statements.
- Maintains the general ledger.
- Codes invoices, sets up new accounts, reconciles accounts, and closes the monthly books.
- Reconciles bank accounts at least monthly, verifies deposits, and addresses inquiries from banks.
- Reconciles cash disbursement accounts, payroll, customer accounts, and other financial accounts; manages accounts receivable collections.
- Verifies and/or completes payment of invoices associated with accounts payable and ensures payments are charged to the appropriate accounts.
- Files tax forms with federal, state, and local government agencies.
- Coordinates with software vendor to maintain accounting software systems; recommends updates to enhance the accounting software.
- Manages the purchasing and invoicing system.
- Maintains knowledge of acceptable accounting practices and procedures.
- Performs other related duties as assigned.
Junior Accountant
Filippone – Heller
01.2021 - 04.2021
- Assist with the preparation, analysis and verification of accounting records, financial statements and reports to ensure accuracy and adherence to reporting and procedural standards
- Maintain the general ledger operations
- Support the month end close process
- Audit, process and pay vendor invoices in an accurate and timely manner
- Reconcile invoices to purchase orders and bill customers
- Resolve AP and AR problems with vendors and customers
- Collect, categorize, calculate, verify and enter data to maintain accurate records
- Assist with budget development and financial forecasting
- Monitor and analyze budget variances
- Assist with tax filings
- Record and process employee expense reports and reconcile credit card statements
- Coordinate audits in accordance with internal and external procedures
- Assist with special projects related to process improvements
- Prepared journal entries and entered into system using QuickBooks
- Helped clients navigate interactions with tax authorities and legal concerns related to financial matters
- Reconciled month-end totals for timely and accurate reporting of financial information
- Prepared and filed tax returns for about 100 clients using tax software
- Worked on small businesses, individual clients, estates and trusts.
Bursar/Accountant
New York College of Podiatric Medicine, NYCPM
06.2018 - 01.2021
- Perform the billing, collection, deposit, disbursement and record maintenance of tuition and fees and other College and student related funds; participate in the establishment of policies/procedures regarding the above activities
- Check maintenance of accurate financial records so as to facilitate information flow between the Bursar’s Office and the Business, Accounting, Enrollment Services and other offices throughout the College, ensure coordination of functions with related offices
- Participate in the reconciliation of the Bursar’s Office records with those of the Accounting Office to ensure complete agreement of billing, receipts, disbursements and outstanding receivable records
- Prepare as needed weekly, monthly, quarterly and annual reports and analyses
- Build, test, and maintain Refund Table (and associated forms and tables) for use with Banner and Touchnet systems for all sessions each semester based on appropriate beginning and ending dates and current college refunding policies
- Reconciliation and daily execution of the refund process and ACH payments
- Manage the collections process, including but not limited to creating and monitoring A/R aging’s, sending collection letters, calling delinquent accounts, preparing accounts to be turned over to a collection’s agency, working directly with collections agency, updating student accounts weekly, and verifying agency fee for performance
- Process write-off’s as needed
- Process withdrawal calculations for all students who receive financial aid
- Manage receipt and posting of all student loan funds for the College
- Provide training to staff members related to 1098T forms (re: Taxpayer Relief Act) as well as enhancements to the Banner system as needed
- Prepare and constantly update the Bursar’s Office Procedures Manual
- Prepare and/or supervise the preparation of the daily journal entry forms, receipt transmittal vouchers, and the monthly statements concerning checking account reconciliation and coordinate these functions with the Bursar’s Office at Touro College
- Deal directly with students or others to resolve all problems and complaints concerning student accounts
- Prepare reports requested from CFO for Auditors.
Bookkeeper/Office Manager
NY Professional Services
01.2011 - 01.2017
- Managed Companies accounts
- Auditing Companies accounts
- Posting Cash/Receivables from clients
- Prepared monthly invoices
- Reconciled bank accounts
- Reconciled payments from previous invoices
- Generated balance due bills for clients using QuickBooks
- Generated statements of accounts as needed
- Determined which accounts go to collections
- Updated collections
- Informed CEO of any unusual or partial payment
- Maintained employee’s folders (benefits, Personal time off, vacation, sick days) and file paperwork.
Education
MBA -
Touro College
01.2022
Bachelors - Accounting
Lehman College
Bronx, NY01.2019
CPA-Actively Pursuing
Skills
- Journal Entry Preparation
- Attention to Detail
- Account Reconciliation
- Decision Making
- Problem Solving
- Audit Preparation
- Financial Statements
- Notary
- Ultra-Tax
- Pro-Fx
- Microsoft Office
- QuickBooks
- Pro-Fx Tax program (Expert)
- Bookkeeping
- Bank reconciliation
- Accounts payable and receivable
- Accounting and bookkeeping
LANGUAGES
English (Native)
Timeline
Accountant
ACT Financial and Tax Services LLC
08.2022 - 10.2024
Staff Accountant
Peretz Resnick Mitgang & Marcus
07.2021 - 05.2022
Junior Accountant
Filippone – Heller
01.2021 - 04.2021
Bursar/Accountant
New York College of Podiatric Medicine, NYCPM
06.2018 - 01.2021
Bookkeeper/Office Manager
NY Professional Services
01.2011 - 01.2017
Bachelors - Accounting
Lehman College
MBA -
Touro College
CPA-Actively Pursuing
Similar Profiles
STERVENSON ELOISTERVENSON ELOI
Tax Associate at Freedom Tax And Financial Services LLCTax Associate at Freedom Tax And Financial Services LLC
Brian ArmstrongBrian Armstrong
Tax Preparer at Thee Tax Man Financial Services, LLCTax Preparer at Thee Tax Man Financial Services, LLC
Maria GamboaMaria Gamboa
BUSINESS AND TAX MANAGER at AMIGOS TAX AND FINANCIAL SERVICES LLCBUSINESS AND TAX MANAGER at AMIGOS TAX AND FINANCIAL SERVICES LLC
Sam GalloSam Gallo
Cleaner for Public Pool at Village Of ScarsdaleCleaner for Public Pool at Village Of Scarsdale
Ramon VargasRamon Vargas
Professional Chauffeur at Uber Driver/Lyft DriverProfessional Chauffeur at Uber Driver/Lyft Driver