Accountant and Financial Analyst

• Sep 2020 - Present

Certified Public Accountant

• Apr 2017 - Jan 2020

• Team Leader on preparing client financial statements with bank and account reconciliations.• Provided instruction and guidance to team members on bookkeeping and statement prep.• Assisted in preparing income tax returns including Forms 1120, 1120S, 1065, 1040 and 990.• Communicated with clients and improved client relationships• Developed training processes to improve statement preparation• Solved multiple state sales tax problems for clients • Team Leader on preparing client financial statements with bank and account reconciliations.• Provided instruction and guidance to team members on bookkeeping and statement prep.• Assisted in preparing income tax returns including Forms 1120, 1120S, 1065, 1040 and 990.• Communicated with clients and improved client relationships• Developed training processes to improve statement preparation• Solved multiple state sales tax problems for clients

Accounting Manager

• Aug 2016 - Jan 2018

• Overseeing company payments/expenses to vendors and receipts of commissions from insurance carriers.• Redesigned company financial filing system• Investigated gaps and errors in financial records. • Executed primary payroll process for company staff.• Coordinated major tax functions with Office Manager (1099-Misc, W-2 preparation, etc.) • Overseeing company payments/expenses to vendors and receipts of commissions from insurance carriers.• Redesigned company financial filing system• Investigated gaps and errors in financial records. • Executed primary payroll process for company staff.• Coordinated major tax functions with Office Manager (1099-Misc, W-2 preparation, etc.)

Member Share Accountant

• Aug 2015 - Feb 2016

Organizing and updating client accounts and billing informationReviewing monthly client billing amounts and new enrollments and disenrollmentsCreating and processing invoices for clients at month-end and for automatic paymentsSpeaking with clients to address problems and questions related to billing Organizing and updating client accounts and billing informationReviewing monthly client billing amounts and new enrollments and disenrollmentsCreating and processing invoices for clients at month-end and for automatic paymentsSpeaking with clients to address problems and questions related to billing