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Credentials

  • Note-Taking for Business Professionals
    LinkedIn
    Jul, 2021
    - Sep, 2024
  • Strategic Thinking
    LinkedIn
    Jul, 2020
    - Sep, 2024
  • Disrupting Yourself
    LinkedIn
    Jan, 2020
    - Sep, 2024
  • Giving and Receiving Feedback
    LinkedIn
    Jan, 2020
    - Sep, 2024
  • Being an Effective Team Member
    LinkedIn
    Aug, 2019
    - Sep, 2024
  • Leading and Working in Teams
    LinkedIn
    Aug, 2019
    - Sep, 2024
  • Becoming Indistractable
    LinkedIn
    Mar, 2019
    - Sep, 2024

Experience

    • United States
    • Machinery Manufacturing
    • 1 - 100 Employee
    • Sr Cost Accountant
      • Mar 2023 - Present
    • Business Owner
      • Oct 2021 - Feb 2023

      ● Purchased a local quilt shop, greeted customers, provided high-quality service, and administered budgeting, accounting, forecasting, and purchasing operations while capitalizing on opportunities to increase profits ● Devised and implemented strategic business plans to increase long-term business growth ● Optimized inventory levels, reconciling bank statements, and recorded journal entries in QuickBooks ● Purchased a local quilt shop, greeted customers, provided high-quality service, and administered budgeting, accounting, forecasting, and purchasing operations while capitalizing on opportunities to increase profits ● Devised and implemented strategic business plans to increase long-term business growth ● Optimized inventory levels, reconciling bank statements, and recorded journal entries in QuickBooks

    • United States
    • Investment Management
    • 1 - 100 Employee
    • Senior Accountant
      • Apr 2021 - Jul 2021

      ● Performed bank reconciliations for a major retailer and prepared journal entries to ensure the accuracy of all financial transactions ● Evaluated financial performance metrics and presented results to senior management to ensure organizational profit goals were achieved ● Reconciled e-commerce credit card accounts for 9 brands in Microsoft Excel and leveraged analytical skills to identify and resolve discrepancies ● Performed bank reconciliations for a major retailer and prepared journal entries to ensure the accuracy of all financial transactions ● Evaluated financial performance metrics and presented results to senior management to ensure organizational profit goals were achieved ● Reconciled e-commerce credit card accounts for 9 brands in Microsoft Excel and leveraged analytical skills to identify and resolve discrepancies

    • United States
    • Real Estate
    • 200 - 300 Employee
    • Senior Property Accountant
      • Dec 2020 - Apr 2021

      ● Prepared journal entries, maintained the general ledger, and reconciled accounts for 17 properties in two accounting systems, Yardi and RealPage ● Produced timely financial reports to facilitate decision-making and assisted in crafting property budgets by providing strategic advice and cost-saving recommendations ● Aided with the implementation and continuous improvement of existing internal controls to ensure accuracy and prevent errors or irregularities and answered accounting-related questions Show less

    • Italy
    • Real Estate
    • LEAD Real Estate Accountant/Senior Transition Analyst
      • Jul 2016 - Dec 2020

      ● Applied knowledge and experience to onboard 5 new clients and implemented/tested new systems including 3 major accounts ● Streamlined the onboarding process by writing business requirement documents to define project objectives ● Supported lead analysts by completing tasks on time and updating toolkits and procedure manuals to eliminate mistakes and increase efficiency ● Managed major client account and prepared journal entries, performed client/corporate ledger reconciliations, and reviewed monthly reports submitted by accounts to verify compliance ● Mitigated risks by implementing continuous process improvements ● Created lesson plans and shared knowledge of Microsoft Excel with 18 team members during quarterly training sessions and answered accounting questions to improve service levels ● Composed a Microsoft Excel formula to maximize the number of characters in a cell (9,000) that saved a department over 15 hours monthly Show less

    • Accounting
    • 1 - 100 Employee
    • Staff Accountant
      • Aug 2013 - Jul 2016

      ● Prepared financial statements and performed audits for 7 governmental entities to ensure compliance with generally accepted accounting principles (GAAP) ● Researched and implemented automated accounting processes to reduce manual tasks ● Identified the need and played a key role in transitioning the organization to a paperless office ● Prepared financial statements and performed audits for 7 governmental entities to ensure compliance with generally accepted accounting principles (GAAP) ● Researched and implemented automated accounting processes to reduce manual tasks ● Identified the need and played a key role in transitioning the organization to a paperless office

    • Salaried Professional
      • Apr 2013 - Aug 2013

      ● Performed accounting tasks for companies on an as-need basis in a time-sensitive environment ● Managed the month-end closing process, recorded journal entries in SAP, and reconciled balance sheets to ensure business decision-makers had a clear view of the company's financial position ● Saved time by using Vlookups to create journal entries and open item management within SAP to accurately reconcile zero balance accounts ● Performed accounting tasks for companies on an as-need basis in a time-sensitive environment ● Managed the month-end closing process, recorded journal entries in SAP, and reconciled balance sheets to ensure business decision-makers had a clear view of the company's financial position ● Saved time by using Vlookups to create journal entries and open item management within SAP to accurately reconcile zero balance accounts

    • United States
    • 1 - 100 Employee
    • Staff Accountant
      • Aug 2012 - Apr 2013

      ● Leveraged knowledge of MAS 90 software to accurately process 150 accounts payable invoices monthly ● Calculated wages and processed payroll for 37 employees twice monthly and handled all inquiries ● Prepared general ledger account reconciliations and analysis as per established guidelines ● Leveraged knowledge of MAS 90 software to accurately process 150 accounts payable invoices monthly ● Calculated wages and processed payroll for 37 employees twice monthly and handled all inquiries ● Prepared general ledger account reconciliations and analysis as per established guidelines

    • Staff Accountant
      • Dec 2006 - Jul 2012

      ● Prepared daily cash forecasts using Microsoft Office to facilitate short-term liquidity planning and reduce the risk of payment issues ● Utilized pivot tables and Vlookups to generate fast and actionable insights from large data sets ● Prepared annual budgets for 214 restaurants and updated cost and menu items in the e-Restaurant system ● Prepared daily cash forecasts using Microsoft Office to facilitate short-term liquidity planning and reduce the risk of payment issues ● Utilized pivot tables and Vlookups to generate fast and actionable insights from large data sets ● Prepared annual budgets for 214 restaurants and updated cost and menu items in the e-Restaurant system

    • Inventory Control Coordinator
      • Apr 2002 - Jul 2006

      • Prepared Daily Performance Reports for Operations, • Maintained Perpetual Inventory in two ERP Systems (SAP and JD Edwards) • Provided Technical Support for both systems to Distribution Personnel, Responsible for the accuracy of all Inventory Accounts within the G/L, Maintained BOMs for an extensive product line • Created detailed and complex spreadsheets to assist in all areas • Responsible for “Cleaning Up” all processes related to inventory entry and reporting • Prepared Daily Performance Reports for Operations, • Maintained Perpetual Inventory in two ERP Systems (SAP and JD Edwards) • Provided Technical Support for both systems to Distribution Personnel, Responsible for the accuracy of all Inventory Accounts within the G/L, Maintained BOMs for an extensive product line • Created detailed and complex spreadsheets to assist in all areas • Responsible for “Cleaning Up” all processes related to inventory entry and reporting

Education

  • Strayer University
    B.S, Accounting
    2006 - 2011
  • State Technical Institute
    A.A.S, Information Technology
    1998 - 2000

Community

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