Zami Harvey
San Diego,CA
Summary
Detail-oriented accounting graduate aspiring to become a CPA with experience in accounts payable, accounts receivable, and financial reconciliations. Experienced in high-volume invoice processing and daily transaction support. Proficient with Microsoft Excel and Sage 300 CRE, applying strong analytical and organizational skills. Baker Tilly GPS internship added exposure to business tax preparation, consulting and assurance procedures.
Overview
3
3
years of professional experience
Work History
(GPS) Intern | Public Accounting
Baker Tilly LLP
La Jolla, California
06.2023 - 08.2023
- Gained exposure to public accounting through structured learning experiences in assurance, tax, and consulting services, while enhancing overall industry understanding.
- Conducted a mock audit review to learn about audit procedures, financial documentation, and the review process.
- Completed a mock business tax return to develop practical skills in tax preparation procedures and documentation.
- Participated in professional development activities and networking opportunities with accounting professionals to develop industry knowledge and communication skills.
Accounting Clerk
Erickson-Hall Construction Co.
Escondido, California
01.2026 - 07.2026
- Processed and maintained accounts payable and accounts receivable transactions in a high-volume construction accounting environment, ensuring accurate financial records.
- Reconciled and entered over 800 invoices, lien releases, purchase orders, vendor records, and payroll timesheets monthly, ensuring accuracy and completeness of financial data.
- Organized and maintained financial documentation, facilitating internal reviews, audit preparation, and precise recordkeeping.
- Supported accounting department with daily financial reporting and data reconciliation, contributing to timely and accurate financial insights.
President
Accounting Society
San Marcos, California
08.2023 - 12.2023
- Led a student organization focused on professional development, career readiness, and networking opportunities in the accounting industry.
- Coordinated workshops, mentorship opportunities, and networking events connecting accounting students with industry professionals to enhance career readiness.
- Led Accounting Society meetings and coordinated agenda planning
- Organized member events and supported society communication efforts
- Managed officer responsibilities and assigned tasks across student committees
Finance Intern
Northwestern Mutual
Carlsbad, California
06.2024 - 08.2024
- Conducted client needs assessments and collaborated with advisors to recommend customized insurance and investment strategies
- Developed personalized financial plans to align with client goals and objectives
- Analyzed cash flow data for retirement and insurance planning discussions.
- Supported Northwestern Mutual financial planning team with client account reviews.
- Prepared spreadsheets for budget tracking and investment plan comparisons.
Volunteer
Girl Scouts
North Park, CA
08.2026 - Current
- Analyze and collaborate financial challenges to identify opportunities for increased membership, improved cost management and enhanced revenue generation.
Education
Bachelor of Science - Accounting
California State University San Marcos
San Marcos, CA12-2026
Timeline
Volunteer
Girl Scouts
08.2026 - Current
Accounting Clerk
Erickson-Hall Construction Co.
01.2026 - 07.2026
Finance Intern
Northwestern Mutual
06.2024 - 08.2024
President
Accounting Society
08.2023 - 12.2023
(GPS) Intern | Public Accounting
Baker Tilly LLP
06.2023 - 08.2023
Bachelor of Science - Accounting
California State University San Marcos