SUMMARY:

Experienced and highly qualified Accountant & Financial Analyst and a solid background working in compliance with Generally Accepted Accounting Principles (GAAP).Solid communication, interpersonal, time management, analytical, organizational, and leadership skills. Currently seeking a position which will effectively utilize all acquired skills, abilities

AREAS OF EXPERTISE:

• Accounting/Finance
• Bank Statement Reconciliation
• Corporate Finance
• 401K Plan Administration
• Bookkeeping
• Cost Accounting
• Tax Consulting
• Variance Analysis
• Transaction Processing
• Accounts Payable/Receivable
• Regulatory Compliance
• Journal Entry/General Ledger
• Audit Support
• Information Systems

CORE COMPETENCIES:

• Highly skilled in all aspects of recording transactions, posting debits/credits, reconciling accounts, and ensuring accuracy and completeness of data.
• Proven ability to identify and implement improvements to streamline processes and increase efficiency and productivity.
• Proficient in detecting discrepancies in financial records, as well as posting to General Ledger and preparing trial balance on spreadsheet.
• Expertise in developing and delivering monthly, quarterly, and annual financial statements, as well as audit reports for management and within stringent deadlines.

TECHNICAL PROFICIENCIES:

Great Plains, SAP, QuickBooks, Peachtree, Financial reporting with Oracle 11i database, Microsoft Access, Lecerte, Tax Pro, ADP, Microsoft Office(Word, Excel, PowerPoint, Outlook),HTML, C and C++

PROFESSIONAL EXPERIENCE:

Confidential, NYC

Consultant

Responsibilities:

• Responsible for tax compliance, tax consulting, project/task management and engagement management .
• Advised as to how the Tax software application should be implemented using current industry approaches.
• Acted as a resource for tax preparers/specialists and Accounting staff on all tax issues.

Confidential, NYC

Tax Accountant

Responsibilities:

• Responsible for preparing individual and Business Returns and assisted clients in finding the right deductions, credits and adjustments based on their financial situation.
• Assisted new business owners with planning and entity selection consultations to help determine the best business structure and minimize tax liabilities.
• Advised and assisted in the establishment and maintenance of business and financial records and reporting requirements in compliance with all relevant business, accounting and taxation laws, regulations, guidelines and standards.

Confidential, NYC

Accounting Consultant

Responsibilities:

• Processed and verified invoices to ensure compliance to policies and procedures for such elements as: proper authorization, applicable matching purchase order or contract, accuracy and reasonableness of the charge code, applicable income tax reporting obligations and presence of accurate banking information where wire payments are involved.
• Prepared journal entries to record cost allocation or adjustments in the financial system.
• Prepared invoice batches and inputs in the accounts payable/receivable module of the financial information system on a daily basis to ensure payments and receipts are processed in time for deadlines.
• Assisted in the Oracle Enterprise Software implementation.

Confidential, NYC

Accounting Consultant

Responsibilities:

• Assisted in joint venture reporting with partner firms and analyzed royalty income and expenses to produce accurate reports using spreadsheets.
• Prepared quarterly employment and business property tax returns for subsidiaries.
• Resolved outstanding issues due to mergers and acquisitions with tax and collection agencies saving the company more than $100K in liabilities.

Confidential, Brooklyn, NY

Finance Analyst

Responsibilities:

• Performed variance analysis; comparing fiscal year budgets for actuals from prior years to current.
• Assisted in data migration to SAP system.
• Examined operation and accounting issues through interaction with associates at various levels of the organization in a wide array of functional areas.
• Contributed to the reporting of detailed financial results for the overall business, assisting with preparation of legal entity financial results and the quarterly legal entity forecasts.

Confidential, San Francisco, CA

Lead Accountant

Responsibilities:

• Responsible for recording financial transactions, managing accounts payable, accounts receivable, handling payroll, updating the trial balance, income statement and balance sheet.
• Administered 401K Plan, Prepared monthly bank reconciliation and posting of journal entries on a timely basis.
• Reviewed HUD - 1 settlement statements to ensure compliance with all applicable regulations, completed checklists and reconciliations, preformed database maintenance and verifications while working closely with escrow officers.

Confidential, NAPA, CA

Accountant

Responsibilities:

• Responsible for managing accounts payable, accounts receivable, general ledger postings, payroll and reconciliations for the company.
• Compiled and drafted financial statements for clients in accordance with GAAP to ensure that disclosures were clear and concise.
• Assisted in the preparation of income, payroll, sales, and excise tax returns for the clients.

Confidential, San Francisco, CA

Tax Preparer

Responsibilities:

• Responsible for preparing individual tax returns and related disclosures while acting as an advisor and developing professional relationships with clients.
• Conducted thorough computerized tax interviews, allowing clients to pay the lowest tax liability permitted by Confidential .
• Generated revenues of over $50K during the tax season through successful research of tax questions ensuring compliance with tax regulations, effective customer service, and quality assurance.

Confidential, San Jose, CA

Accountant

Responsibilities:

• Held accountable for preparing/posting monthly journal entries, preparing/analyzing account reconciliations, inventory management, expense reporting, fixed asset reporting, etc.
• Streamlined business processes to improve efficiency by implementing customized inventory software to track inventories.
• Assisted in the preparation of consolidated financial statements, served as backup to operations manager and adhered to the internal control system.