𝘐𝘯𝘧𝘰𝘳𝘮, 𝘦𝘹𝘦𝘤𝘶𝘵𝘦, 𝘢𝘯𝘥 𝘨𝘶𝘪𝘥𝘦 𝘵𝘩𝘦 𝘢𝘴𝘴𝘶𝘳𝘢𝘯𝘤𝘦 𝘧𝘶𝘯𝘤𝘵𝘪𝘰𝘯, 𝘴𝘦𝘳𝘷𝘪𝘯𝘨 𝘢𝘴 𝘵𝘦𝘢𝘮 𝘭𝘦𝘢𝘥 𝘧𝘰𝘳 𝘢 𝘧𝘰𝘶𝘳 𝘮𝘦𝘮𝘣𝘦𝘳 𝘨𝘳𝘰𝘶𝘱 𝘧𝘰𝘤𝘶𝘴𝘦𝘥 𝘰𝘯 𝘱𝘢𝘳𝘵𝘯𝘦𝘳𝘪𝘯𝘨 𝘸𝘪𝘵𝘩 𝘪𝘯𝘵𝘦𝘳𝘯𝘢𝘭/𝘦𝘹𝘵𝘦𝘳𝘯𝘢𝘭 𝘢𝘶𝘥𝘪𝘵𝘰𝘳𝘴 𝘢𝘯𝘥 𝘤𝘰𝘮𝘱𝘭𝘦𝘵𝘪𝘯𝘨 𝘵𝘩𝘦 𝘮𝘰𝘯𝘵𝘩𝘭𝘺 𝘢𝘶𝘥𝘪𝘵 𝘳𝘦𝘱𝘰𝘳𝘵𝘪𝘯𝘨 𝘢𝘯𝘥 𝘱𝘳𝘰𝘫𝘦𝘤𝘵 𝘮𝘰𝘯𝘪𝘵𝘰𝘳𝘪𝘯𝘨.✅Investigate and reconcile discrepancies and prepare all financial statements and related footnote disclosures in accordance with GAAP and other regulatory requirements.✅Conduct transactional tests on revenue, payroll, fixed assets, account payables and other miscellaneous accounts to ensure established internal controls are effective ✅Document audit procedures performed and results of findings in audit work papers to support opinion rendered on the financial statements.✅Leverage advanced Excel skill set (pivot tables, vlookups, filters) to perform analytics on large data sets; validate and analyze high-risk client models based in Excel to determine if balances are accurate.✅Perform audit revenue recognition issues to ensure proper accounting treatment and cutoff.

✅Produced financial statements and NAIC Annual/Quarterly financial statements and footnotes in compliance with GAAP & Statutory Basis of Accounting. ✅Conducted over 50 full-cycle audits for the accounting department portfolio in the areas of cash, accounts payable/receivable, investments, fixed assets, inventory, and income statements.✅Prepared corporate tax returns (Form 1120, Form 1120s) as well as Property & Casualty Insurance Companies (Form 1120PC) and U.S. Return of Partnership Income (Form 1065) tax returns.✅Partnered with clients, serving as their accounting resource, and completed over 40 personal tax returns for individuals (1040s); hosted client presentations and secured new clients.✅Analyzed, prepared and verified annual reports, financial statements and other records using accepted accounting and statistical procedures to assess financial condition and facilitate financial planning.

✅Helped in the preparation and organization of all tax documents, reports and statements. Reviewed financial reports and records for accuracy, reliability and verified assets and liabilities by comparing items to supporting documentation.

✅Completed monthly bank reconciliations for the firm’s clients and assisted in the preparation of their financial statements and other related reports. ✅Prepared individual, corporate and partnership tax returns to meet government requirements; organized client documents and files in preparation for IRS audits.