Danielle B. Email & Phone Number

Charlotte, Nc, Us

Charlotte, North Carolina, United States

Columbia, South Carolina Metropolitan Area

• Manage and report on financial activities for multiple funds and trusts.• Ensure compliance with accounting standards and organizational policies.• Collaborate effectively with auditors and actuaries to enhance accounting systems.• Enter journal entries into the general ledger system, maintaining accurate and up-to-date financial records.• Oversee administration of RMS grant programs and provide exceptional customer service to members.• Facilitate annual audits and financial statement preparations.• Process accounts receivable transactions, including invoicing, posting payments, and following up onoutstanding balances.• Assist in month-end closing procedures by preparing supporting schedules and reconciling accounts.

• Prepared 1040, 1041, 1065 & 1020-S income tax returns for individuals and corporations.• Completed data entry and bank reconciliations using Intuit QuickBooks software.• Entered client information from IRS forms into Drake Tax software.• Assisted with bookkeeping for various clients.• Established and maintained effective working relationships with clients.• Managed client files to keep mailing addresses and phone lists up to date.

Bachelor'S Degree, Accounting

Associate Of Arts - Aa