Duties include:•Accounting systems maintenance•Accounts payable and disbursements•Adjusting and closing journal entries•Administration of employee benefits and 403(b) plan•Audit workpapers and preparation•Bank and credit card reconciliations•Billing, accounts receivables, and cash receipts•Budgeting and budget management•Cash management and flow analysis•End-of-month closing•Fund and grant allocations•Grant management and accounting•Grant… Show more Duties include:•Accounting systems maintenance•Accounts payable and disbursements•Adjusting and closing journal entries•Administration of employee benefits and 403(b) plan•Audit workpapers and preparation•Bank and credit card reconciliations•Billing, accounts receivables, and cash receipts•Budgeting and budget management•Cash management and flow analysis•End-of-month closing•Fund and grant allocations•Grant management and accounting•Grant reporting and compliance•Monthly and comparative financial statement preparation, analysis, and presentation•Multi-grant accounting•Payroll•Quarterly and annual tax filings and compliance•Variance analysis, research, and modifications•Year-end closing Accomplishments and key contributions:•Remediated 18+ months of backlogged accounting, clearing unreconciled discrepancies in cash and the general ledger•Uncovered a pre-existing accounting miscalculation, enabling the organization to recoup over $20,000 in benefit underpayments•Detected a standing payroll inaccuracy, resulting in savings of $15,000 annually•Developed a process to facilitate improved administrative activities for new hires Show less

Duties included:•Adjusting, closing, and recurring journal entries•Audit workpapers and preparation•Cash management•Balance sheet reconciliations •Bank and investment reconciliations•Cash reserves management and flow analysis•Cash to GAAP financial statement conversion•Electronic document management•Employee reimbursement expense review and approval•End-of-month close•Financial statement preparation, analysis, and reporting•Fixed assets and… Show more Duties included:•Adjusting, closing, and recurring journal entries•Audit workpapers and preparation•Cash management•Balance sheet reconciliations •Bank and investment reconciliations•Cash reserves management and flow analysis•Cash to GAAP financial statement conversion•Electronic document management•Employee reimbursement expense review and approval•End-of-month close•Financial statement preparation, analysis, and reporting•Fixed assets and depreciation•General ledger maintenance and reconciliation•Grant accounting•International financial statement conversion and foreign exchange translation•Multi-fund accounting, including fund allocations and intercompany/interfund transactions•PAC reporting•Payroll review and entry•Personnel training•Prepaid and accrued expense allocation, recognition, and reporting•Quality control•Software integration and testing•Variance analysis, research, and reporting•Year-end close  Additional accomplishments and key contributions:•Accounting SME for the selection, discovery, and development of new AR and union membership software and customizations•Composed the only accounting policies and procedures manual complete with screenshots and complete step-by-step task walkthrough guides•Organizational SME for the selection, discovery, and development of a new organizational electronic document management system Show less

Engaged in the supervision and operation of an independent franchise tax office. During tax season, I provided quality customer service and highly regarded tax advice to members of an underserved community. I completed individual and small business tax returns from the initial intake interview through signature and submission.Off season, I represented the franchise at public events, open houses, and national conventions.As well, I was the sole instructor for the… Show more Engaged in the supervision and operation of an independent franchise tax office. During tax season, I provided quality customer service and highly regarded tax advice to members of an underserved community. I completed individual and small business tax returns from the initial intake interview through signature and submission.Off season, I represented the franchise at public events, open houses, and national conventions.As well, I was the sole instructor for the Saturday Tax Preparation Certification Course and advised in the hiring process for new tax preparers. Show less

Team leader of the Medical Claims Accounts Payable department.Regular duties included:* Verification and payment of claims valued up to $100K* Guiding an average of 7,500 medical claim payments daily* Training, work delegation, and quality control for the Medical Accounts Payable team

As an accounting clerk, I had an array of "jobs" and filled in wherever needed, whenever needed.Regular duties included:* Fixed Assets - identification and valuation of fixed assets as well as determination and posting of depreciation;* Cash banking reconciliations and general ledger adjustments;* Credit card accounts reconciliation and ledger adjustments;* Accounts Payable on a standby basis - able to jump in and fulfill the AP Clerk's duties seamlessly;* Notes… Show more As an accounting clerk, I had an array of "jobs" and filled in wherever needed, whenever needed.Regular duties included:* Fixed Assets - identification and valuation of fixed assets as well as determination and posting of depreciation;* Cash banking reconciliations and general ledger adjustments;* Credit card accounts reconciliation and ledger adjustments;* Accounts Payable on a standby basis - able to jump in and fulfill the AP Clerk's duties seamlessly;* Notes Payables - Overseeing the amortization, interest payments, and payoff of over $1.5M;* Revenue Recognition for sales and leases of Heavy Equipment;* Identify, interpret, and cognize the Sales & Use Tax laws of at least 15 states to support the correct determination of all sales and use tax liabilities to enable timely filing and payment of all required Sales & Use Tax Returns and obligations;* General ledger maintenance including reconciliation of balance sheet accounts and appropriate adjusting journal entries;* Full charge accountant for the organization's subsidiary Sub-S Corporation* Provided support and assistance to the external audit team during the annual audit Show less

As a Senior Accounting Assistant at UHG, I ensured that some of our largest customers received quality account services, dealt with any billing issues or concerns, and reconciled and collected outstanding premiums.Daily duties consisted of:* Reconciliation of business accounts receivable for approximately 100 large group policies per month* Collection and posting of policy premium payments* Researching and resolving billing discrepancies* Providing direct customer… Show more As a Senior Accounting Assistant at UHG, I ensured that some of our largest customers received quality account services, dealt with any billing issues or concerns, and reconciled and collected outstanding premiums.Daily duties consisted of:* Reconciliation of business accounts receivable for approximately 100 large group policies per month* Collection and posting of policy premium payments* Researching and resolving billing discrepancies* Providing direct customer service to the large group policyholder representatives* Engaging large group representatives in joint investigation and analysis of their aged receivables; by including the representative, the balance due was perceived as a collaborative outcome rather than a collection. This different view facilitated the collection of more than $100K that had previously been foreseen to be bad debt. Show less

While serving in the US Navy, I primarily worked as a military pay specialist individually responsible for regular pay, special duty pay, and other entitlements for over 800 service members on a semimonthly basis.In addition to semimonthly payroll and ongoing adjustments, some of my accomplishments include: * Developed a standard system for disbursement and management of over $1.8M in special pay bonuses;* Established a departmental guidebook for the aforementioned policies and… Show more While serving in the US Navy, I primarily worked as a military pay specialist individually responsible for regular pay, special duty pay, and other entitlements for over 800 service members on a semimonthly basis.In addition to semimonthly payroll and ongoing adjustments, some of my accomplishments include: * Developed a standard system for disbursement and management of over $1.8M in special pay bonuses;* Established a departmental guidebook for the aforementioned policies and best practices;* Managed quality control and validated documentation for manual payroll adjustments made by six crew members;* Exposed an ongoing fraud scheme and piloted a full forensic audit of departmental supplemental pay entitlement claims resulting in the recovery of over $20K of embezzled funds;* Took charge of divisional training, policy and procedural changes, and the implementation and execution of those changes as the Assistant Divisional Training Petty OfficerDuring my enlistment, I received multiple Letters of Commendation, as well as, 3 promotions in grade and the National Defense Service Medal for serving during Operation Enduring Freedom. Show less