Accounting Manager

• Apr 2023 - Present

Senior Accountant

• Feb 2021 - Aug 2022

● Booked monthly entries and reconciled accounts across two entities with $18.3 billion in loan originations ● Created or automated processes to increase accounting efficiency and effectiveness by 50-80% ● Supervised, mentored, and trained staff ● Complimented by the Vice President Group Controller during the annual evaluation that I was operating at a third-year level despite being a first-year staff due to my ability to learn quickly, understand the business, deliver results, and improve processes Show less

Senior Accountant

• Mar 2019 - Feb 2021

● Booked monthly entries and reconciled accounts across multiple entities ● Created or automated processes to increase accounting efficiency and effectiveness. For example, automated the daily cash receipt templates, saving the company an annual average of 325 hours ● Saved the company approx. $165,000 through attention to detail in identifying various overpayment and inappropriate charges to the company's credit cards ● Supervised, mentored, and trained staff members ● Led the accounting system migration process (from QuickBooks to Sage Intacct) for fixed assets and order entries Show less

• Oct 2017 - Sep 2018

● Executed financial statement audits, reviews, and other attestation services for a diverse group of companies operating in the technology, life sciences, e-commerce and software industries● Audited qualified employee benefit plans (EBP) during the summer. During my evaluation, the manager and partner were highly impressed by the quality of my work, inquisitive nature, and a mastery beyond my level. Consequently, I was promoted to a senior with the EBP group in one summer rather than than the typical norm of having two summers worth of experience.● Supervised, mentored, and trained junior staff members● Awarded for going above and beyond the normal scope of responsibilities Show less

• Sep 2015 - Sep 2017

Accounting Intern

• Jan 2014 - Mar 2015

• Prepared financial statements for year-end audit to ensure relevant financial information are presented to investors • Recorded journal entries for expenses incurred during the year to reflect accuracy and accountability • Analyzed cash receipts for accuracy, recorded accounts payable for prompt payments, and reconciled bank statements • Saved the company $5,000 through research on direct tenant bill backs • Prepared financial statements for year-end audit to ensure relevant financial information are presented to investors • Recorded journal entries for expenses incurred during the year to reflect accuracy and accountability • Analyzed cash receipts for accuracy, recorded accounts payable for prompt payments, and reconciled bank statements • Saved the company $5,000 through research on direct tenant bill backs

Audit Intern

• Jun 2014 - Aug 2014

• Analyzed 275 reports to identify key issues, quantified the data, and effectively communicated findings to the team • Listed as a major contributor in the published “Congressional Response Report: Administrative Law Judges with Both High Dispositions and High Allowance Rates" • Analyzed 275 reports to identify key issues, quantified the data, and effectively communicated findings to the team • Listed as a major contributor in the published “Congressional Response Report: Administrative Law Judges with Both High Dispositions and High Allowance Rates"

Academic Tutor

• Sep 2012 - Dec 2013

• Tutored nearly 100 hours of one-on-one sessions with undergraduates to build understanding of finite mathematics, finance, financial accounting, and managerial accounting • Tutored nearly 100 hours of one-on-one sessions with undergraduates to build understanding of finite mathematics, finance, financial accounting, and managerial accounting

Treasurer

• Oct 2011 - Dec 2013

• Prepared detailed budget applications that helped secure $3,800 in club funding • Planned and hosted 20 events promoting cultural interaction, leadership building, and awareness • Prepared detailed budget applications that helped secure $3,800 in club funding • Planned and hosted 20 events promoting cultural interaction, leadership building, and awareness

Programs and Constituent Development Intern

• Jan 2013 - Apr 2013

• Analyzed cash receipts and prepared budget expense reports for spending accountability and cost reductions • Managed membership database and prepared membership reports to facilitate communication with constituents • Directed a new marketing plan by researching and recommending promotional products to further brand awareness • Handled general administrative tasks: designed forms and surveys using Formsite and Survey Monkey, maintained websites, compiled 128 document packets for program events, made courtesy calls, and entered data Show less