Results-driven finance professional adept at transforming financial operations through effective analysis and reconciliation of general ledger accounts. Notable achievements include enhancing financial reporting accuracy and spearheading the creation of efficient journal entry schedules. Core competencies include problem-solving, organizational skills, and proficiency in PeopleSoft, Workday, Tableau, and Microsoft Office. Committed to driving operational excellence and delivering impactful financial insights.
Overview
8
8
years of professional experience
Work History
Accountant
The Ohio State University
01.2021 - Current
Developed monthly, quarterly, and annual financial reports for senior leadership in the Office of Academic Affairs and the Office of International Affairs.
Prepared and analyzed financial statements, budgets, and reports for the Office of Academic Affairs (OAA) and Global Education to ensure accuracy and compliance with relevant laws and regulations.
Managed the annual budget process for the organization, allocating a general operating budget of $31 million to academic units and support functions, including Finance, Human Resources, and IT operations. Utilized enterprise solutions such as PeopleSoft and Workday, as well as tools like eReports and BuckIQ, to conduct data mining for historical spending analysis; created forecasting and planning reports; collaborated with the central budget office to inform the Board of Trustees on organizational health.
Analyzed financial data to identify discrepancies and trends, facilitating recommendations for improvement.
Conducted ad hoc financial analysis using data sourced from Workday and Tableau.
Assisted in the annual budget process by generating reports to identify trends and develop projection scenarios; collaborated with unit leaders to support budget planning recommendations.
Supported HR functions for over 90 staff members by processing requests for new positions, announcing job openings, advising on the hiring process, participating on interview panels, and managing HR tasks related to new hires, terminations, funding changes, and HR data updates; reconciled pre- and post-payroll distribution reports.
Proficient in Excel, PowerPoint, PeopleSoft, Tableau, and Workday.
Financial Consultant
PNC Bank
01.2019 - 01.2021
Provided clients with budget management and financial guidance
Counseled clients on financial matters and provided recommendations, investment opportunities, products, and services based on client needs and asset availability
Reviewed client's accounts and plans regularly to determine life changes, economic changes, or financial performance which may trigger a need for reassessment
Staff Accountant
Road Pro LLC
01.2017 - 01.2019
Managed ledger and payroll for the business consisting of ten employees to ensure accurate account balances and establish an accurate transaction history
Prepared journal entries for multiple accounts, compartmentalizing information and recalling relevant details to improve client satisfaction and uphold consistent bookkeeping practices
Tacked and recorded expenses and reconciled accounts to maintain accurate, current, and compliant financial records
Tax Preparer
Liberty Tax Service
01.2017 - 12.2017
Prepared a variety of forms including 1040s, 1099s, W-2s, Schedules C and E as well as other state-specific forms
Utilized tax preparation software to accurately prepare tax returns
Utilized advanced knowledge of taxation laws, regulations, and filing procedures to maximize deductions and ensure compliance with all applicable rules
Education
BSBA - Accounting
The Ohio State University
01.2017
Skills
Attention to Detail
Team Building
Compliance Reporting
Microsoft Office
Budget Analysis
Internal Controls
Financial Analysis
Timeline
Accountant
The Ohio State University
01.2021 - Current
Financial Consultant
PNC Bank
01.2019 - 01.2021
Staff Accountant
Road Pro LLC
01.2017 - 01.2019
Tax Preparer
Liberty Tax Service
01.2017 - 12.2017
BSBA - Accounting
The Ohio State University
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