Accounting (ERP) Consultant

• Jan 2019 - Present

Staff Accountant

• Oct 2016 - Dec 2018

Prepared and posted journal entries to general ledgerDeveloped and maintained relationships with specific ability to translate complex financial information into an organized and presentable manner to help clients’ business run successfullyPerformed financial analysis of balance sheet and P & L accountsProvided general accounting and bookkeeping services to clientsSet financial goals and offered investment advisory services to our clientsDeveloped deep knowledge of clients’ business and provide an informed perspective on complex accounting challengesPrepared tax returns for individuals and small businessesProvided objective advice and guidance to clients, help them grow their business, improve performance and manage risk more effectively

Certified Tax Preparer (VITA program)

• Feb 2016 - Apr 2016

Prepared and processed tax returns for non-business clients using TaxWise software.Assisted clients with tax related documents required for filing.Explained the tax process to the clients, which included qualified deductibles. Prepared and processed tax returns for non-business clients using TaxWise software.Assisted clients with tax related documents required for filing.Explained the tax process to the clients, which included qualified deductibles.

Accounting Assistant

• Jan 2012 - Dec 2015

Performed assigned tasks and achieved results with a high degree of accuracy and precision.Processed payments and documents including invoices, journal vouchers and statements.Recorded business transactions and journal entries to the general ledger system.Controlled credit and ensured all accounts receivables were promptly collected.Assisted in preparation of financial statements and bank reconciliation.Performed calculations and ensured payments, amounts and records are correct.Assisted in month end reporting procedures.

Personal Banker / Credit Analyst

• Jan 2007 - Apr 2011

Guided customers through a variety of financial areas, including selecting appropriate financial products and services, retirement planning, loans or investing, opening savings or checking accounts.Performed banking duties and supervised the financial activities for personal accounts.Liaised with customers both in person and over the phone, troubleshooting customer issues, explaining products and services and assisting with various banking needs.Built and managed lifelong customer relationships, ensuring excellence in customer satisfaction.Identified customers’ financial needs and ensured they get the greatest possible value from products and services.Analyzed current financial trends and proactively contact customers with recommendations to help them achieve financial success.Surpassed sales goals by 25% consistently and increased the branch’s profitability by creating quality risk assets.Coordinated and successfully guided unit operations, by determining priorities, scheduling, assigning, and overseeing the completion of the work.Maintained the best record for retention of existing customers by close monitoring and follow- up on their requests.Assisted in strategic planning and eagerly took on challenging assignments, contributing in successful business development of the Bank. AccomplishmentsReceived letter of recommendation for demonstrating ongoing commitment and a tireless work ethic complemented by expert knowledge of credit situations.Achieved the highest performance rating every year, combined with exceeding goals.Received promotion for consistently identifying and monitoring overdrawn accounts, non-performing loans and initiating the loan review and recovery process.Recognized for excellent team leadership and management.