• Utilized Microsoft Excel to prepare and review consolidated financial statements with detailed footnotes, maintaining adherence to GAAP• Led GoFS software implementation, improving financial reporting efficiency by over 20% and enhancing data accuracy for decision-making • Coordinated the preparation and review of SEC filings (Form 10-Q and 10-K), ensuring compliance and timely submission• Facilitated external audits through effective communication, providing documentation and clarifications promptly• Create, implement, and maintain comprehensive accounting policy documents to improve clarity and consistency

• Executed comprehensive financial reporting (monthly, quarterly, annual) for assigned funds using QuickBooks and Yardi• Led the development and submission of SEC filings (Form 1-K), enhancing reporting accuracy and regulatory compliance• Orchestrated monthly investor distributions across multiple funds, utilizing advanced Excel techniques for accuracy and efficiency• Conducted in-depth financial analysis, producing monthly variance reports for assigned funds • Elevated client understanding of financial statements through detailed discussions and transparent process explanations

• Prepared journal entries to support the month-end close process as well as reconciliations of assigned balance sheet accounts• Leveraged Workiva’s advanced functionalities to streamline the preparation and accuracy of SEC filings, including Forms 10-Q and 10-K, enhancing reporting efficiency and compliance • Exported large data sets from SAP into Excel and manipulated data to present monthly fluctuation variance analysis• Collaborated with multiples accounting and finance teams within Spirit Airlines to provide support to external auditors• Assisted in developing accounting processes to make the overall month-end close process more efficient

• Utilized QuickBooks to input checks, deposits, journal entries, credit card reconciliations, and bank reconciliations• Generated monthly journal entries, yearly adjusting journal entries, balance sheet and profit & loss account reconciliations, and financial statements for businesses using QuickBooks• Worked with a team of 10 individuals to prepare various state and federal income tax returns for over 100 clients • Investigated and resolved discrepancies in monthly account reconciliation while under tight deadlines • Researched tax regulations and analyzed financial statements to ensure documentation correctness