Accounting professional with progressive experience in multi-entity accounting and client account management. Currently manage 8 client accounts comprising approximately 25 entities, with strengths in reconciliations, financial reporting, account analysis, issue resolution, deadline management, and responsive client service.
Overview
4
4
years of post-secondary education
5
5
years of professional experience
Work History
Senior Accountant
Citrin Cooperman Advisors LLC
Nashville, TN
09.2023 - Current
Managed accounting for 8 client accounts across 25 entities, ensuring timely delivery of recurring tasks and responsiveness to client needs.
Oversee bookkeeping and accounting activity, including transaction review, account reconciliations, account analysis, and maintenance of accurate financial records.
Prepared and reviewed financial reports and supporting schedules, resolving discrepancies to maintain accurate financial representation.
Coordinated priorities and deadlines for multiple client entities, ensuring organized documentation and high-quality client service.
Bookkeeper
Citrin Cooperman Advisors LLC
Nashville, TN
08.2021 - 08.2023
Maintained accurate client books and records through transaction coding, reconciliations, and thorough documentation.
Assisted with financial reporting, account analysis, and period-end processes across multiple client entities to ensure timely insights.
Supported senior team members with client accounting requests, ensuring timely completion of deliverables and enhancing client satisfaction.