Experience

ELITE Transit Solutions

• United States
• Transportation, Logistics, Supply Chain and Storage
• 100 - 200 Employee

• Senior Accountant

  • Oct 2019 - Present



D'Angelo & Associates, Inc. CPA

• Pittsburgh, PA

• Staff Accountant

  • Jan 2014 - Oct 2019

  · Daily accounts receivable work including preparation of customer invoices, reconciling A/R balances and analyzing aged A/R schedule to ensure correct and timely customer payments · Daily accounts payable work including paying company bills, reconciling multiple credit card balances, tying in loan balances, and analyzing aged A/P schedule to ensure timely payments of company bills. · Preparation of quarterly and yearly payroll reports including 941, local service tax, W-2, W-3 and 1099 + 1096 forms · Collaborating with clients to analyze client account balances, make adjusting entries to prepare monthly, quarterly and annual financial statements in accordance with both cash and accrual basis accounting. · Working in a team to file individual, corporation and partnerships federal and state tax returns in a timely fashion and free from error in accordance to tax law for over 120 clients. · Administration duties including answering phone, updating and filing client information and scheduling client meetings Show less



Aileron

• United States
• Professional Training and Coaching
• 1 - 100 Employee

• Client Development Associate

  • Jun 2012 - Dec 2013

  • Improve overall client satisfaction by effectively gathering and analyzing departmental specific data to find trends on month to month and year to year basis • Collaborating with client development team to set department and strategic goals and objectives and the process on how to reach them • Track and Measure Client Development, Client Relations and Strategic data on a monthly basis including utilization rates, social media analytics, revenue by classes and client specific data. • Assists in the delivery of an effective and satisfactory workshops and service offerings including preparing course material, facilitating any special requests, day of event logistics. Show less



UAI Accounting and Tax Services

• Tax intern

  • Jan 2012 - Apr 2012

  Met with clients to improve individual financial situations Prepared and filled client’s federal, state and local tax returns with 100% accuracy Successfully answered phone calls and scheduled appointments without overlapping clients Effectively managed client’s personal information in Lacerate software, and QuickBooks software Met with clients to improve individual financial situations Prepared and filled client’s federal, state and local tax returns with 100% accuracy Successfully answered phone calls and scheduled appointments without overlapping clients Effectively managed client’s personal information in Lacerate software, and QuickBooks software