Experience

Milestone Retirement Communities

• United States
• Hospitals and Health Care
• 100 - 200 Employee

• Staff Accountant

  • Aug 2017 - Present

  • Responsible for general ledger accounting for seven managed communities. This includes financial reporting, analysis and maintaining compliance with all regulatory standards• Communicate activity with managers and executives• Prepare monthly financials including balance sheet reconciliations, post payroll reports, review financial statements, bank reconciliations and accrual maintenance



GMG Consultants

• China
• Business Consulting and Services
• 1 - 100 Employee

• Staff Auditor

  • Feb 2017 - Jul 2017

  • Analyze data & interpret results for business metrics, program analysis, and report to management at several different levels• Multitask high priority projects; demand intellectual curiosity, in a fast-changing environment while leading and coordinating tasks• Support achievement of business goals working on more complex activities or projects with others within the unit and with partners • Develops company elaboration of OIG’s mission, value, and vision while adhering to standard operation policies and procedures of OIG• Formulates clear and concise reports for reviews that are well supported and comply with office policies on report formats as well as training new interns and conducting entrance, exit, conferences and interviews



Rager Leham & Houck CPA

• Accounting Intern

  • Dec 2015 - Apr 2016

  Prepared ~ 20 federal and state income tax returns for both individual and business clients.Recorded customers’ expenses and revenues in Quickbooks and reconciled bank and credit card statements.Provided administrative support scanning client documents, organizing files, and maintaining spreadsheets.Examined client invoices to determine sales and use tax refund opportunities.



GLOBAL VIRTUAL PAYMENT SOLUTIONS, INC.

• Outsourcing and Offshoring Consulting

• Risk Analysis

  • Apr 2012 - Nov 2015

  Reviewed a variety of financial transactions such Electronic Funds Transfers and credit card reversals.Reviewed merchant accounts in order to ensure compliance with credit card processing guidelines.Identify fraudulent and high risk activity while monitoring 700 alerts daily in order to meet individual and team goals. Mitigated Risk exposure by putting merchants accounts on reserve and capturing the funds.Provided superior customer service and met the departmental goals while utilizing internal and external resources.Communicated and identified risk issues daily with merchants regarding contractual concerns, parameter assessments and risky business transactions.Conduct risk related training to increase the department’s awareness of fraud trends in addition to assisting with new employee training. Managed various projects simultaneously while delegating assigned tasks as needed.



Visa

• United States
• IT Services and IT Consulting
• 700 & Above Employee

• Customer Service

  • Jan 2009 - Oct 2010

  • Researched customer inquiries regarding their personal and business credit card information.• Educated clients on the various products and services provided by Visa, Inc. • Analyzed customer concerns and resolved complaints in order to reduce escalations to management. • Alerted and notified the bank of suspicious activity that required immediate attention in a timely fashion.



Bank of America

• United States
• Banking
• 700 & Above Employee

• Bank Teller

  • Apr 2007 - Dec 2007

  Processed loan payments and the exchange of foreign currency. Reconciled accounts payables and receivables.Ensured that financial transactions were accurately deposited and recorded into the system.Paid close attention to detail while maintaining a good rapport with customers. Researched client’s payment issues with prompt resolutions.