Certified Public Accountant with 13+ years of progressive experience in full-cycle accounting,
financial reporting, audit, and treasury operations. Proven ability to own client deliverables end-to-
end, ensuring accurate and timely financial reporting at or above expected quality standards.
Highly experienced in stakeholder-facing roles, delivering financial statements, reconciliations,
and analysis while maintaining clear and professional communication with stakeholders.
Demonstrates strong leadership in managing teams, prioritizing workloads, and meeting strict
deadlines in high-volume environments.
Recognized for a proactive, solutions-oriented mindset, strong attention to detail, and commitment
to supporting client financial objectives through reliable, high-quality accounting services.
• Managed full-cycle bookkeeping functions using QuickBooks Online, ensuring accurate recording and maintenance of financial transactions.
• Performed bookkeeping cleanup and catch-up projects, improving the accuracy and completeness of historical financial records by 35%.
• Generated monthly financial reports, including Profit and Loss Statements, Balance Sheets, and Cash Flow Reports, providing management with timely financial information.
• Recorded, categorized, and reviewed daily financial transactions, improving transaction processing efficiency by 25% through proper automation and bank feed utilization.
• Processed accounts payable, including vendor bill entry, payment scheduling, and vendor reconciliation, reducing payment processing time by 30%.
• Managed accounts receivable by preparing invoices, recording collections, and monitoring aging reports, improving collection turnaround by 20%.
• Performed monthly bank and credit card reconciliations with 100% transaction accuracy, reducing reconciliation discrepancies by 35%.
• Processed and recorded payroll transactions while maintaining accurate payroll records and reconciling payroll liabilities.
• Monitored and analyzed accounts receivable and accounts payable aging reports, helping reduce outstanding balances by 15%.
• Managed expense categorization and supporting documentation, reducing misclassified transactions by 30%.
• Conducted month-end and year-end closing activities, shortening the financial close process by 20%.
• Maintained organized electronic documentation and attached supporting records within QuickBooks to strengthen audit readiness and tax compliance.
• Assisted accountants, auditors, and tax professionals by providing accurate financial records and supporting schedules.
• Recommend for possible system improvements.