Accounting Specialist

• Jan 2023 - Present

Volumetric Accountant

• Jul 2022 - Jan 2023

➤ Reconcile movements and invoices as part of the monthly revenue close process.➤ Review and approve invoices prior to transmission to counterparties, including validating price calculations and attaching supporting documentation.➤ Review contracts to ensure proper invoicing and revenue recognition.➤ Resolve issues related to material terms that impact actualization, pricing, and invoices for bulk and rail transactions.➤ Work closely with the Logistic team and Traders to ensure accuracy in all volume and pricing estimates.➤ Actualize bulk and rail movements in the ETRM and Right-Angle system.

Tax Intern

• Feb 2022 - Jul 2022

➤ Completing QuickBooks entries such as invoices, payments, and reconciliations along with collating client 1040 returns. ➤ Extracting all information provided on documents such as W-2's, brokerage statements, 1099's, K-1's, and worksheets. ➤ Inputting tax information for federal/state tax returns using ProSeries software and advising clients on tax deductions. ➤ Reviewing financial records such as income statements and documentation of expenditures to determine forms needed. ➤ Consulting various tax law handbooks or bulletins to determine specific procedures for preparation of atypical returns. ➤ Checking data input and verifying totals on forms prepared by others to detect errors in arithmetic, data, or procedures. ➤ Interviewing various clients to obtain additional information on taxable income and deductible expenses/allowances.

Financial Representative

• Jul 2021 - Jan 2022

➤ Collaborated with various management teams to create check balancing formulas by utilizing Excel software program. ➤ Ensured customer satisfaction by implementing strong interpersonal communication skills as well as attention to detail. ➤ Connected members with First Financials services including loans, credit, and insurance policies to increase revenue. ➤ Strategically cleaned, manipulated, and analyzed data as well as participated in shadow activities with other associates. ➤ Interacted with clients daily, answered financial questions, and directed client inquiries to the correct department team. ➤ Reviewed financial records such as income statements, expenditure documents, prior tax returns, and various receipts. ➤ Conducted income projections for individual clients and hedge funds in order to estimate tax payments and extensions.

Sales & Marketing Associate

• Jun 2020 - Aug 2020

➤ Participated in achieving department’s weekly sales goals along with assisting with client account activities. ➤ Successfully followed up on meeting action items to ensure activities were completed within their designated timeline. ➤ Continuously maintained a high level of understanding in relation to industry standards and specific business trends. ➤ Analyzed various data from previous sales campaigns to improve future results and identify marketing opportunities. ➤ Strategically performed market analysis, assessed all opportunities, and efficiently collected competitor intelligence. ➤ Pro-actively participated in weekly planning meetings as well as actively contributed to brainstorming/idea generation.

Assistant Manager, Site Leader

• 2018 - 2019

➤ Collaborated with management team members, tracked project performance, and presented budget to senior teams. ➤ Delivered assigned work on time and worked with various internal team members to negotiate new deadlines if needed. ➤ Achieved many operational objectives by contributing information and recommendations to project plans. ➤ Worked with multiple teams to identify and assign project resources as well as assess needs on time-sensitive issues. ➤ Maintained the necessary documentation for project approvals, stayed on budget, and ensured compliance with policies. ➤ Consistently tracked project timelines, materials, and deliverables, as well as assessed project risks to resolve issues.