Susana Perez
Nottingham,Pennsylvania
Summary
Goal-oriented Senior Accountant highly effective at developing positive and productive working rapport. With a current goal of taking the CPA exam. Eight years of experience in maintaining financial records and reviewing account activity with excellent written and verbal communication skills, in both English and Spanish. Diligent, hardworking and adaptable to flexible work environments. Accomplished in taking on tasks within strict deadlines while prioritizing urgent needs, being highly trustworthy, discreet and ethical.
Overview
16
16
years of professional experience
Work History
Senior Accountant
Gunnip & Company LLP
06.2022 - Current
- Perform audits, reviews, and compilation engagements in several industries including government, not-for-profit, privately held companies and employee benefit plans.
- File extensions and tax returns for individuals and corporations.
- Manage approximately 20-30 emails per day from clients.
- Spearheaded staff accountants and interns, providing mentorship and guidance to improve efficiency and accuracy in their work.
Office Bookkeeper
Perez Mushrooms LLC
11.2019 - Current
- Analyze finances to create detailed forecasting reports using FACCTS software by recording deposits and tracking all expenses.
- Process payroll for 20 employees each week.
- Strengthen financial operations by performing monthly bank reconciliations and financial reporting.
- Enter financial information and payments to guarantee accurate and on-time payments for employees and vendors.
- Eliminate discrepancies in finances by proficiently documenting expenses, monitoring income, handling bank deposits and managing statements.
- Organized and carried out proactive month-end, quarterly and year-end processes.
Clerk II
County Of Chester
05.2012 - 01.2022
- Provide quality clerical support through data entry, document management, email correspondence.
- Complete numerous projects and work assignments ahead of tight deadlines by using time management and being efficient.
- Evaluate completeness, accuracy and integrity of criminal, traffic, non-traffic and civil/landlord tenant records and preparing weekly reports.
- Handle high-volume paperwork and collaborated with all departments to resolve any issues.
- Interact with numerous professional agencies and with public by phone, email, fax or in-person to provide information and directed to desired staff members.
Office Bookkeeper
PM Mushrooms LLC
09.2015 - 03.2017
- Manually recorded all deposits and tracked all expenses.
- Assessed data and information to verify entry, calculation and billing accuracy.
- Manually calculated and processed payroll for 15 employees each week.
- Managed and responded to all correspondence and inquiries from customers and vendors.
- Handled day-to-day financial transactions while maintaining long-term budgeting to meet financial goals.
Back-up Senior Bank Teller
National Penn Bank
04.2008 - 05.2012
- Assisted Senior Teller to coordinate daily cash reconciliation in high-volume location.
- Resolved cash problems, improved operations and provided exceptional customer support.
- Devoted to punctuality and worked to maintain outstanding attendance record, consistently arriving to work ready to start immediately.
- Exceeded monthly goals set for tellers by identifying sales opportunities, using communication skills and knowing customers needs in all professional interactions.
- Cross-trained in customer service to assist customers with setting up or closing accounts, completing loan applications and signing up for new bank services.
Education
Bachelor of Science - Accounting
West Chester University
West Chester, PA05.2022
Associate of Science -
Delaware County Community College
Media, PA05.2019
Skills
- Accounting systems and software
- Proficient in Microsoft Office
- Proficient in financial statements
- Account reconciliation
- Effective time management
- Exceptional organization
- Superior attention to detail
- Relationship building
- Communication skills
- Bilingual fluency in both English and Spanish
Timeline
Senior Accountant
Gunnip & Company LLP
06.2022 - Current
Office Bookkeeper
Perez Mushrooms LLC
11.2019 - Current
Office Bookkeeper
PM Mushrooms LLC
09.2015 - 03.2017
Clerk II
County Of Chester
05.2012 - 01.2022
Back-up Senior Bank Teller
National Penn Bank
04.2008 - 05.2012
Bachelor of Science - Accounting
West Chester University
Associate of Science -
Delaware County Community College
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