Experience

Karen Rand Associates (KRA, LLC)

• United States
• Accounting
• 1 - 100 Employee

• Staff Accountant

  • Oct 2019 - Present

  Provide financial concierge and bookkeeping services to high net-worth individuals and businesses located around the New York City Metropolitan area. Manage Accounts Payable within accounting softwares and process bill payments. Generate customer invoices for Accounts Receivable and record payments once received. Communicate with client vendors to resolve invoice and payment discrepancies. Create income reports on a weekly and monthly basis for various non-profit clientele. Conduct bank account and credit card reconciliations to ensure accurate bookkeeping records. File loan applications on behalf of clients for Paycheck Protection Program (PPP) stimulus. Show less



Ridgewell Fitness

• Stone Ridge, New York, United States

• Personal Trainer

  • Mar 2019 - Oct 2019

  Designed training programs tailored to client’s personal goals to support heathier lifestyles. Assisted and liaised with membership to ensure suitable plans and pricing. Bolstered membership development through promotions to prospective new members. Designed training programs tailored to client’s personal goals to support heathier lifestyles. Assisted and liaised with membership to ensure suitable plans and pricing. Bolstered membership development through promotions to prospective new members.



Tradeview Markets

• Cayman Islands
• Financial Services
• 1 - 100 Employee

• Financial Analyst/Account Management Intern

  • Jun 2017 - Aug 2017

  Conducted independent projects for the CEO of a Forex brokerage specializing in trading solutions. Generated weekly sales reports to calculate broker commissions/bonuses and monitor performance. Reconstructed the company accounting system to facilitate upcoming audits. Monitored client trade patterns and transactions to ensure compliance with regulatory responsibilities. Conducted independent projects for the CEO of a Forex brokerage specializing in trading solutions. Generated weekly sales reports to calculate broker commissions/bonuses and monitor performance. Reconstructed the company accounting system to facilitate upcoming audits. Monitored client trade patterns and transactions to ensure compliance with regulatory responsibilities.