Enterprise software implementation specialist

Developed strategies for clients to streamline operations and optimize their internal procurement and tax organizations

IT SourcingSoftware Asset ManagementState and Local Tax

• Visited client sites to assist in auditing payroll, time entry, and monthly bank statements• Gained expertise in operation of CSA software enough to educate and demonstrate the utilization of the program to associates, senior CPAs, and partners• Performed general bookkeeping duties for clients using QuickBooks such as entering debits and credits, and reconciling bank statements• Assisted tax preparers by filing tax returns using Lacerte tax preparation software• Performed various administrative tasks to assist in the smooth operation of the firm

• Prepared the agenda and ran weekly meetings by facilitating discussions about upcoming events• Fundraised $350 by organizing a bake sale getting donations from local bakeries and selling them around campus• Coordinated site visits to local businesses by contacting management, organizing Q&A sessions with students, and facilitating tours of sites, which resulted in the expansion in student knowledge of how businesses operate• Developed a system of logistics to arrange a tour of the New York Stock Exchange by setting an agenda for the day, communicating with appropriate contacts, which resulted in a first hand demonstration of the stock exchange in action and an increase of knowledge about investment firms• Delegated the tasks of raising funds from budget and finance committee, booking a hall, and getting a keynote speaker for the club’s annual dinner and initiation ceremony• Received “Outstanding Student Service Award” as a reflection of services rendered

• Managed a $40,000 budget as a member of the Student Activities Board responsible for sponsoring campus wide events for the student population including Spring Fest Carnival, Green Energy Awareness Day, and a Music Festival• Planned the logistics of events by hiring performers, food vendors, and security, as well as reserving the location of the event, marketing the event and budgeting accordingly• Controlled a $10,000 budget as a member of the Campus Improvements Committee by finding creative and relatively inexpensive ideas to improve the campus• Executed brainstormed ideas by approaching the appropriate departments, pitching the idea, and then upon approval following through until idea was complete• Fundraised $500 for child daycare center on campus by organizing and hosting a school wide volleyball tournament