Achievements: Promoted to Senior Accountant within three years of serviceMaximized efficiency by creating and implementing numerous process improvements in the finance and ops departments Perform monthly reconciliations of Balance Sheet and P&L accounts, correcting inaccuracies and certifying figuresPrepare monthly variance reports highlighting outliers and providing explanations Analyze our fixed revenue projects and calculate monthly revenue recognition based on hours worked Accrue revenue for our set pricing projects to accurately reflect current and deferred revenue In charge of reviewing our books as a whole, correcting any errors or noting any tasks that need to be completed by our accounting team Manually calculate our monthly international payroll and manage pay for over 90 non-US staff membersReconcile worldwide contractor hours with time reports and ensure accurate payments are processedManage company wide accounts payable, receiving proper approvals and processing timely payments Part of the trusted accounting team to make hiring decisions and training new staff members Handle over 70 employee credit cards, allocating expenses and performing monthly reconciliations

Achievements: Received an increase in responsibilities and independence after only one year of serviceTrusted member of the contract committee where I present financial data to the CEO, CFO and senior vice presidents to make high level business decisionsPrepared monthly financial reports for my clients, summarizing their financial activity including reconciliations of cash, accounts receivable, inter-company accounts and inventoryOversaw all activities PBD preformed for my clients in regard to their financial aspects including conferences, new promotions, new customer types, etc to ensure financial data was handled in accordance with GAAP Assisted clients with their annual audits including providing annual sales, inventory, and accounts receivable reportsPerformed profit margin analyses of all PBD contract renewals and made recommendations to increase marginCreated financial reports for PBD including a client analysis of actual, previous year, budget and forecasted incomeCalculated and formulated monthly commission reportsPut together PBD’s monthly billings and performed monthly audits to ensure accuracy

Achievements: Was promoted to tax accountant after only one year of employment Achieved the certification of enrolled agent within six months of promotionDeveloped new procedures for client financial reporting to achieve a high level of efficiencyWas responsible for over 35 business clients and over 20 personal clientsPerformed tax planning procedures and prepared corporate and individual tax returns including S corp, C corp, partnership and personal with foreign income reportingOversaw preparation of monthly compiled financial statements, reviewed and adjusted for accuracy and completenessPerformed month-end closing procedures and reconciliations for required accounts including bank and credit card accountsIdentified and tracked client’s fixed assets and reported for personal property taxComposed and filed multi-state sales tax and payroll reportsWas in charge of accounts receivable and payable for clientsCommunicated extensively with clients and government reporting agencies

Achievement: Created accurate financial reporting standards to effectively communicate company’s position to the board of directorsPrepared and filed Form 990Recorded business transactions including deposits, payroll and vendor paymentsCompleted monthly reconciliations and required adjustments Reviewed financial reports guaranteeing correctnessMade decisions on financial statement format and presentationCommunicated with the president and board of directors on the company's financial position

Achievement: Formed and implemented procedures for employees to follow to ensure precise and timely reporting of financial dataReconciled accounts and composed month-end adjusting entriesCommunicated with vendors, entered invoices and paid bills in a timely manorProcessed payroll for all employees and reported federal and state income, unemployment and contingency taxesCalculated and prepared state sales and use tax returnsHandled daily deposits of cash and credit cards verifying accuracy of systems and employees

Achievements: Completed all 7(a) credit analyses and applications with SBA for all Wisconsin Business Development (WBD) offices in WisconsinReceived a permanent job offer but was in the process of moving to South CarolinaSpread and analyzed financial statements from company tax returns and prepared statementsInterpreted and communicated financial standing of companies through credit analysesCreated financial ratios and forecasts for loan evaluationIndependently completed and reviewed SBA 7(a) and 504 applicationsKept up to date on SBA regulations and standards to minimize customer loan approval wait times