Budget Manager

• Sep 2022 - Present

Staff Accountant

• May 2022 - Sep 2022

Staff Accountant

• Jul 2020 - May 2022

o Analyzed and corrected prior-period financial discrepancies, maintained the books going forward, and revamped the financial statements for a $6.6 million, multi-state corporation to provide timely and accurate information to the stakeholders. o Streamlined the monthly closing process for a $5.5 million corporation by creating spreadsheets, checklists, and templates for recurring journal entries for its 8 locations. o Audited and reviewed corporate financials per AICPA standards, including a $12 million construction contractor and a $46 million dollar franchisee with over 30 locations. o Researched new tax laws and investigated unusual tax situations to quickly and accurately prepare approximately 140 individual and corporate tax returns each year. o Trained new employees to use Microsoft Excel, QuickBooks, and Ultra Tax to process client data and serve clients efficiently. o Maintained high productivity levels after transitioning from an on-site to a fully remote work environme Show less

Adjunct Professor

• Aug 2012 - May 2020

o Prepared and presented lectures on music theory, music history, and piano instruction. o Created and graded assignments to assess students’ progress. o Complied with accreditation standards regarding course structure, syllabus creation, and course requirements. ​ o Collaborated with other professors to revamp proficiency evaluations and course content. o Prepared and presented lectures on music theory, music history, and piano instruction. o Created and graded assignments to assess students’ progress. o Complied with accreditation standards regarding course structure, syllabus creation, and course requirements. ​ o Collaborated with other professors to revamp proficiency evaluations and course content.

Financial Assistant

• Apr 2009 - May 2011

o Processed applications for life insurance, disability, annuities, and securities investments. o Recorded checks received and applied them to client investment accounts. o Complied with SEC regulations concerning all securities transactions. o Processed applications for life insurance, disability, annuities, and securities investments. o Recorded checks received and applied them to client investment accounts. o Complied with SEC regulations concerning all securities transactions.

Credit Analyst

• May 2007 - Jul 2008

o Mastered a new Excel-based budgeting software, imported the prior information and ensured it was uploaded correctly o Trained upper-management and department chairs on how to enter information and create budget reports in the new budgeting system. o Created weekly cash reports for management to analyze and act upon. o Mastered a new Excel-based budgeting software, imported the prior information and ensured it was uploaded correctly o Trained upper-management and department chairs on how to enter information and create budget reports in the new budgeting system. o Created weekly cash reports for management to analyze and act upon.