Claudia Torres, Cpa, Mba Email & Phone Number

Boston, MA, US

北京市, CN

New York, New York, US

• Debugging issues with standardized workpapers and Excel formulas in various reports
• Assists in the preparation and upkeep of standardized workpapers
• Collaborating with coworkers overseas regarding the preparation of individual, s-corporations, 1099s, corporate, and partnership returns
• Coordinates with staff overseas to ensure associates have access to workflows in the queue I assist in monitoring and resolving rights issues
• Developing staff by providing training to new hires and interns as well as providing assistance during the preparation of returns they were assigned
• Assembling reports utilizing formulas to ensure client data was consistent in all firm systems and taking historical staff data to create reports for schedule projections

New York, New York, US

• Prepared non-profit organizations, individuals, partnerships, s-corps, 1099s, and corporate tax returns
• Prepared work papers, tax journal entries, and adjusting journal entries to complete returns
• Compiled client general ledger data to create reports to identify metrics applicable to the return being prepared
• Composed a knowledge document of key actions in QuickBooks for the outsourced accounting team and created a Gantt chart highlighting steps of tasks with instructions on how to complete the tasks

Minneapolis, Minnesota, US

I held the Crew Captain position on my Love Your Melon Campus Crew. During my tenure as Crew Captain I was in charge of the Campus Crew at my university. My responsibilities included reviewing and managing the conduct of Crew Members appropriately representing Love Your Melon, overseeing and carrying out all on-campus nonprofit events, leading bi-weekly.

Braintree, MA, US

• Prepared non-profit organizations, individuals, partnerships, s-corps, 1099s, and corporate tax returns
• Assisted with onboarding our Fall River office by creating engagement binders, trial balances from historical data, and setting up clients within our systems
• Prepared work papers, tax journal entries, and adjusting journal entries to complete returns
• Compiled client general ledger data to create reports to identify metrics applicable to the return being prepared

US

• Instituted the first year of final's review sessions where Beta Alpha Psi members tutor underclassmen in their accounting, finance, and management information system classes.
• Collaborated with five executive board members on completing chapter requirements and developed objectives for the proceeding semester to exceed chapter requirements.

US

• Redesigned chapter events throughout the semester by increasing the amount offered as well as diversifying the days and times this has resulted in the chapter exceeding their current status.
• Corresponded with firms and organizations to host events such as a firm panel where members can receive information about the career field.

US

• Communicated with headquarters to confirm the chapter was meeting expectations through emails in addition to submitting the required documents.
• Facilitated monthly meetings for upwards of forty members to meet business objectives including maintaining confidentiality during voting decisions.

Taunton, MA, US

• Taught children from 2nd to 9th grade about budgeting, investing and saving.
• Programmed lesson material to fit needs of each classroom following the FDIC money smart guidelines.

• Trained upwards of twenty employees, managed breaks, inventory, calculating drawer balances to assist with the flow of daily operations.
• Provided exceptional customer service by ensuring each order was correct and completed quickly.

• Composed fundraisers with local businesses as well as on campus throughout the academic year to offset recruitment costs.
• Collaborated with national sorority Panhellenic delegates in order to arrange fall recruitment.
• Assisted with the collegiate's recruitment process of upwards of twenty active members.

• Served as the main line of communication between the Theta Sigma chapter and greek council about mandatory events as well as any greek life updates.
• Facilitated weekly meetings of eight greek life chapter's representatives.
• Coordinated greek week with the chairperson and committee.
• Oversaw five eCouncil positions.

Master Of Business Administration - Mba, Business Analytics Concentration

Bachelor'S Degree, Accounting