Responsible for managing accounting close procedures and year-end workflows for assigned client engagements, ensuring accuracy and compliance with regulatory requirements. Conduct quarterly reviews of client financial information to maintain current year records. Maintain documentation and support periodic accounting services as outlined in client scope of work. Provide occasional income tax preparation support during busy periods. Facilitate communication and alignment between team and clients… Show more Responsible for managing accounting close procedures and year-end workflows for assigned client engagements, ensuring accuracy and compliance with regulatory requirements. Conduct quarterly reviews of client financial information to maintain current year records. Maintain documentation and support periodic accounting services as outlined in client scope of work. Provide occasional income tax preparation support during busy periods. Facilitate communication and alignment between team and clients on deliverables and firm SOPs. Additionally, provide advisory services including tax estimates, client meetings, and year-round communication. Lead staff and client training on technology tools, participate in departmental training, and design workflows to enhance efficiency. Monitor and improve processes to optimize workflow effectiveness and participate in ongoing firmwide training. Show less

Managed and updated databases; website design, maintenance; designed and scheduled batch emails; troubleshot website issuesCollaborated ideas and issues with team membersManaged multiple projects and deadlinesApplied and advanced skills in Microsoft Office including MS Project, Access (SQL), Publisher, as well as Adobe Photoshop, and Dreamweaver (HTML)

Managed budgets, funding, invoices, and receivables, as the club treasurer. $20,000 budgetOrganized and led practicesCollaborated with lacrosse co-captains, sports club office, and league managers to efficiently plan practices, fund raising activities and games

Promote and facilitate safe environment for athletesContribute to overall values of sportsmanship and teamwork