• Develop and maintain relationships with clients by onboarding them from the beginning and consulting with them on their financial/HR needs.• Update and maintain client financial books by using QuickBooks, like monthly bank updates and reconciles.• Manage AR and AP for clients by using software like QuickBooks, Bill.com, or Melio.• Review expenses and create financial reports as requested.• Understand and work with non-profits and for-profit financials.• Provide strategies… Show more • Develop and maintain relationships with clients by onboarding them from the beginning and consulting with them on their financial/HR needs.• Update and maintain client financial books by using QuickBooks, like monthly bank updates and reconciles.• Manage AR and AP for clients by using software like QuickBooks, Bill.com, or Melio.• Review expenses and create financial reports as requested.• Understand and work with non-profits and for-profit financials.• Provide strategies to clients to improve financials and/or business operations.• Assist clients with audits with accounting and advisory organizations like Marcum and Grant Thornton.• Review client’s vendor payments/financials to properly prepare 1099 filings.• File monthly, quarterly, or annual sales tax for specific clients in the necessary states. This requires an accurate amount of sales and sales tax rate, in accordance with specified state. File in states like GA, WA, MD, OH, MI, etc. • Run payroll for clients as well other HR tasks.• Assisted a client with acquiring a company by developing internal charts and processes.• Create org charts for businesses and clients to improve and define operations.• Create training modules to properly onboard new employees.• Presentation skills used to present different accounting concepts to the internal team and new employees.• Use Asana to manage workflows, projects, and assignments.• Professional self-starter who can take on different and multiple tasks. Show less

• Communicated effectively with clients and agents to ensure financial progress.• Used Salesforce to analyze commission data for agents and manage their account.• Managed project guidelines and timelines.• Developed professional relationships with agents and policyholders to ensure customer comfortability.• Managed month end close.• Submitted written coding sheets to the Accounting Department to ensure proper compensation to agents were being accounted for properly.•… Show more • Communicated effectively with clients and agents to ensure financial progress.• Used Salesforce to analyze commission data for agents and manage their account.• Managed project guidelines and timelines.• Developed professional relationships with agents and policyholders to ensure customer comfortability.• Managed month end close.• Submitted written coding sheets to the Accounting Department to ensure proper compensation to agents were being accounted for properly.• Provided correct debits, credits and account numbers pertaining to taxable or non-taxable income for the agents.• Distributed daily, weekly, and monthly system generated reports.• Performed weekly and monthly commission statement for audits.• Researched commissions paid, reversed, and adjusted for the agents. Show less

• Monitored and managed orders for major clientele.• Developed strong Excel skills by using pivot tables and VLOOKUP to ensure vendors were receiving the correct products at accurate pricing.• Actively participated in all meetings with new CRM provider to produce efficiency and accuracy.• Created reports and data to assist the sales and the financial team using Excel and a CRM.• Developed strong communication skills with vendors, sales, and fulfillment to ensure… Show more • Monitored and managed orders for major clientele.• Developed strong Excel skills by using pivot tables and VLOOKUP to ensure vendors were receiving the correct products at accurate pricing.• Actively participated in all meetings with new CRM provider to produce efficiency and accuracy.• Created reports and data to assist the sales and the financial team using Excel and a CRM.• Developed strong communication skills with vendors, sales, and fulfillment to ensure productivity.• Made recommendations based on analyzed data and reporting.• Completed claims regarding disputes with clientele.• Operated as the lead and/or escalation point of contact for all matters specific to the vendors.• Oversaw business relationships with clients to promote customer satisfaction and company growth.• Ensured clients receive high-quality service from the internal teams. Show less