Senior Accountant Resume: Sample and Free Template [2020]
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Prepared monthly, semi-month and year end closing reports for management
Prepared all necessary documents for the SEC and other internal departments
Prepared month end and year-to -year consolidated balance sheet accounts, including cash flow analysis and financial statement reconciliation
Prepared reports for the Senior Vice Presidents of Sales and Operations
Prepared cash flows and balance sheets for the following Accounts Payable and Receivables, Payable & Receivable
Prepared detailed financial statements, cash flows and forecasts for the company
Prepared, reviewed and processed client financials for the company
Prepared quarterly and yearly reports for the Internal Audits
Prepared daily cash reports for accounting and audited financial statement
Prepared various financial and accounting statements for the purpose of maintaining accurate financial statements
Prepared corporate tax filings and financial reports for the corporate headquarters
Prepared and submitted quarterly, annual financial reports to the Board of Trustees and other governmental entities
Prepared monthly financial reports for senior management, including monthly and annual tax returns for over 100,000 clients
Prepared annual audit reports for the Board of Trusters
Performed a wide range of financial and operational analysis to determine the financial viability of a company's products and services
Performed data analysis and prepared monthly reports for senior level executives
Performed general accounting activities including journal entry and balance
Performed financial and business risk assessment
Performed various financial analyses and analysis for the management
Performed account analysis for the purpose of determining financial position and profitability
Performed risk analysis and provided guidance to the business
Performed a variety of accounting duties including preparation and posting of monthly, quarterly financial reports and other related accounting documents
Performed quarterly and year to-date financial reporting for the entire organization
Performed complex analysis of client financials and provided guidance to clients on financial and business matters
Performed extensive research and drafted tax returns for individuals, partnerships and small businesses
Managed the daily accounting functions for a large, international company
Managed a team of 10 accountant and financial analyst responsible for the development and execution of financial statements for the company
Managed multiple accounts and provided administrative assistance to the Vice Presidents of Sales and Marketing
Managed risk upon numerous occasions to mitigate losses and minimize risk
Managed account payable and receivable
Managed account reconciliation and reconcilative analysis
Managed the day -to-. Responsive to customer needs and expectations, while maintaining a positive work atmosphere
Managed a team of five financial advisors and a portfolio of $1 billion in revenue
Managed over 100,00+ transactions daily in a timely manner
Managed over 100 clients' portfolios of commercial, real property and industrial accounts
Managed complex and highly confidential internal controls
Managed and maintained a high-volume of client financial statements, prepared and processed all client invoicing
Managed the day to days accounting functions for a large-volume retail store
Managed daily operations of a small business with $100 million in revenue
Managed day-to -today operations of a multi-state insurance company
Managed portfolio of over 200 clients, providing analysis and recommendations to clients on the adequacy of financial information and compliance with regulatory guidelines
Assisted in the development of a comprehensive accounting plan for the company
Assisted accounting with monthly and annual financial reporting, including preparation of journal entry entries and reconciliating statements
Assisted account executives with various projects and inquiries, as needed
Assisted clients with their accounts payable and account reconciliation, prepared monthly financial reports and maintained client files
Assisted General Counsel with all legal and accounting functions for the firm
Assisted Sales and Operations with the development of a comprehensive, integrated sales and marketing strategy
Assisted all customers with their account inquiries
Assisted Accountants with monthly financial reporting, prepared journal vouchers and expense spreadsheets for the accounting office and assisted with month end accretaion
Assisted customers with the selection of their financial plans and products
Assisted taxpayers with filing and preparation of federal, corporate tax returns
Assisted attorneys with preparing and submitting annual reports for the Internal Revenue Service, and performed tax preparation for the IRS
Assisted management with monthly and year end closing procedures; Prepared monthly and yearend financial statements
Assisted and supported the Director of Operations with all accounting duties
Assisted and advised the President of a major insurance business with the development of a strategic plan to improve the financial position of a $3B business
Assisted management with the creation of a tax preparation and analysis manual
Assisted with the development of new accounting policies and procedure
Assisted the Accounting Department with preparation of monthly and year- end reports
Assisted accounting department with monthly journal entries, reconciles bank accounts and prepare month-end accrual
Assisted management with the creation of new accounts and maintained existing account records
Assisted Accounting Manager with monthly and quarterly reports
Assisted and advised the accounting manager with month end closings, journal entries for the month and year-to -end closing
Assisted accounting department with filing of tax return, and prepared monthly reports
Assisted CEO with preparation of financial statements and reports for the company's largest account
Provided analysis and guidance to the tax department on a wide range of complex tax matters
Provided accounting services to clients in the financial industry, primarily for small business owners
Provided account analysis and financial planning for a portfolio of over $1 billion in revenue
Provided account analysis and reporting to the Board of Director and Senior Accountancy
Provided general accounting services to the firm
Provided detailed financial and administrative reporting to the CEO
Provided management with weekly and bi monthly reports on all account activity
Provided a broad base of business and administrative functions for a small business specializing in the construction and renovation of homes
Provided account analysis and reporting to senior leadership, as well
Provided strategic direction and leadership to the Accounting, Financial Services and Finance departments
Provided timely and complete accounting for all business units and accounts
Provided customer support for a variety of clients, primarily in the healthcare industry
Provided guidance and assistance to the Accountants in their daily tasks and responsibilities
Provided superior customer support to the President and CEO of a major healthcare company
Assist all Accountant with preparation of journal entry and financial statements
Assist to the Accountant in preparing and analyzing monthly, quarterly & year- end financial statements
Assist with the creation of financial reports for clients and the preparation of quarterly financials
Assist the Internal Auditor with preparation of audit documentation and reports
Assist customers with their banking accounts
Assist accounting with monthly financial reporting
Assist management with monthly and annual financial statements
Assist management with the creation of new business and manage existing account relationships
Assist client with preparation of monthly financial reports
Developed and implemented a new P&ID for the entire company
Developed, maintained and updated accounting procedures for the firm
Developed new account structure and managed the accounting functions for a $1B, multi-millionyear company
Developed the first accounting system for a large, international corporation
Developed an Excel spread sheet to calculate the total cost of all accounts payable invocations
Developed an annual operating budget and financial analysis for the organization
Developed & implemented a new journal entries process for the accounting department
Developed various Excel functions to calculate and track the daily sales of various accounts
Developed and implemented a financial analysis for the business, which included a budget and forecasts, financial analysis for the year and forecast of future growth
Developed a new accounting procedure for the firm's financial statement
Developed a new account structure and led the creation of a new account management system
Developed annual budgets for multiple projects, and maintained all project budgets
Developed an accounting procedure for the company to be auditable
Developed processes and controls to reduce the number of noncompliance issues and increase the efficiency of internal audit reporting
Developed strategic business relationships with small and medium- sized companies
Developed and maintained a comprehensive accounting system for the entire company, which included a comprehensive financial analysis, and an extensive accounting procedure
Developed financial models and prepared monthly, year end financial statements for the company
Developed, implemented and maintained a comprehensive audit plan for the entire firm
Developed procedures for the creation of new accounting procedures and processes, developed a process for the preparation of financial statement and other related reports for the Controller and Senior Management
Developed an Excel spreadsheet to track and reconcile accounts payable invasions
Developed the accounting policies and controls for a multiyear, $100M portfolio of fixed assets
Developed spreadsheets to monitor and track the daily activity of accounts receivable
Developed accounting policies and procedure for the company's largest account, including all aspects of accounting and financial management
Developed internal controls and policies for the company's internal accounting and financial reporting
Maintained and updated all accounting files for the firm, prepared and submitted all monthly financial statements, maintained and updated client accounts
Maintained general ledger, prepared monthly financial reports and balance sheet reconcilations
Maintained relationships with key accounts and vendors, as needed;
Maintained daily contact with clients to provide information on their financial status, and to respond or take appropriate actions
Maintained accounting files for all of the companies' subsidiaries, including Accounts Receivables, Payroll and General Accounting
Maintained 100+ client accounts and provided excellent service to all clients
Maintained all financial data for the business including cash receipts
Maintained all financial reporting for the business
Maintained accounts recevacate and account reconciliation for the company
Maintained balance sheets for multiple clients, including accounts payouts and receipts
Maintained an active portfolio of over 100 accounts with a high degree of professionalism and accuracy
Maintained an open and honest line of communications with the accounting department
Maintained account balances for multiple entities, reconciles and accounts receivable for multiple clients
Maintained balance sheets for multiple companies, reconciles bank account statements and reconcile monthly financial reports
Maintained general ledgessheet and financial reporting
Maintained 100+ client relationships
Maintained detailed records of client account information, processed and posted payments
Maintained 100+ clients and achieved a 95%. (1 year). - Provided excellent customer services to customers and vendors
Maintained and reconciles general ledgers for multiple companies
Maintained all accounts recevivable, payable and general ledger
Maintained the accounting and audited financial records for the company's subsidiaries
Maintained the accounting and finance department's general ledgings
Maintained balance sheet account and prepared journal entry for all accounts payable and receiving
Maintained current and updated the company's internal accounting records
Maintained full responsibility for accounting and financial management of a $2 billion dollar company
Maintained daily cash and bank reconciliator entries for the entire portfolio
Provide accurate and appropriate information in support of the financial statement preparation and reporting process
Provide information to customers regarding the financial condition of accounts
Provide technical support to clients and internal departments regarding the use of their accounts
Reviewed and analyzed all internal controls, policies & practices
Reviewed and updated P & C reports for all Accounts Receivable and Payroll
Perform data analysis for all business transactions
Perform periodic reviews of all accounting reports and records to determine accuracy, conformance with established accounting procedures
Processed and reconciles all vendor statements
Processed credit applications and maintained accurate account information for the entire company
Processed various types of transactions for the company
Processed all incoming and received payments for the bank's business
Processed credit applications for clients and maintained accurate financial data in QuickBooks and Excel
Processed vendor invoice payment transactions and reconciling accounts payable statements
Processed all accounts recevingsales invosesservice requests
Processed journal entries and financial reports
Reviewed and analyzed monthly financial reports, including income statement and balance sheet, to determine the financial condition of a company
Reviewed journal entry and prepared financial statement for the year end closing
Reviewed monthly and year- end closing reports for compliance with GAAP and SEC guidelines
Reviewed daily and weekly reports to identify trends, opportunities and potential risks to the company
Reviewed vendor statements and prepared monthly journal entry
Reviewed current and future financials to ensure that the current and future needs are being met
Reviewed monthly and year to month account balances for the entire company
Reviewed the financials of all clients and provided guidance to the client's business partners
Reviewed monthly and yearly audit schedules, performed due dates for all accounts
Reviewed vendor invoice and purchase order information to determine accuracy of invocational and financial data
Reviewed expense and credit memos to determine the accuracy of entries
Reviewed all financial reports for compliance with Saratogra and SEC regulations
Reviewed financial statements and related documents to ensure compliance with GAAS and SEC requirements
Reviewed monthly financials for compliance with federal and local laws, policies & guidelines
Reviewed accounts payable and account reconciliation entries for the company
Reviewed the monthly and annual balance sheet accounts for compliance with the Sarbania and International Monetary Fund
Reviewed account information and processed adjustments
Reviewed data, analyzed and summarized results
Reviewed various financial reports and analyzed varities to identify areas of potential varity
Reviewed expense reports and financial data to identify areas of opportunity and recommend appropriate solutions
Conducted quarterly and year-to -date reconcilative analysis of accounts payable and receivable
Conducted analysis of various tax return returns for individuals and businesses
Conducted quarterly and yearly SEC audits of the company
Conducted in depth research and prepared a variety of financial statements
Conducted internal and vendor reviews of the business to determine if they were in compliance with the Saranha guidelines
Conducted comprehensive research and analyzed data to prepare financial analysis for clients
Conducted market analysis for clients
Conducted and maintained all aspects of the financial statements
Conducted research and analyzed business data to determine the impact of changes in business requirements and the effectiveness of changes in policies and practices
Conducted weekly, quarterly and yearly financial reviews of accounts
Conducted market research and analyzed data to identify trends in financials and prepared monthly reports
Conducted periodic reviews of all accounts to identify and reconcile various items
Maintain a strong track record of meeting and surpass customer service expectations
Maintain a balanced balance sheet and cash management
Maintain balance sheets and cash flows
Maintain records of accounts payable and disbursable
Maintain the integrity of all accounting data and records
Maintain accounting and budget controls
Maintain financial records for multiple entities
Maintain accounting records of sales and use taxes
Completed and maintained accurate, up to- date accounting and financial reports for the entire company
Completed a variety of complex and confidential reports
Completed financial statement analysis, including preparation of monthly and annual financial statements
Completed over 200 transactions each month, and consistently exceeded sales goals
Completed daily and quarterly audits of accounts receving approximately 1 million dollars annually
Completed various reports for the Accountants and other account executives
Completed 10-day audit of accounts receving and reconciling
Completed all necessary documentation for the annual financial reporting package
Completed data entry and prepared reports for managers, board members and clients
Created an automated accounting system for the entire firm, including all accounting and financial reports
Created new processes and standards for accounting
Created an Excel Spread Sheet to calculate the amount of cash in each accounts
Created an accounting spreadsheet to calculate the actual and forecast costs for each of the companies
Created and maintained a database of all accounts recevables, including the collection of payments and payment arrangements
Created spreadsheets to analyze and reconcile monthly financial reports
Created all accounting and budgeting reports for the business
Ensured the timely and accurate reporting of financial data to the Board and other internal stakeholders
Ensured compliance with company's accounting procedures and internal policies
Ensured accuracy of financial data
Ensured proper documentation of transactions
Ensured financial reporting compliance with all accounting and auditors' requirements
Ensured all accounts payable and expense reports are completed on time and accurate
Ensured the accuracy of financial information and compliance with regulatory requirements, policies
Ensured timely and complete completion of all required tax documents
Ensured proper documentation of accounts receivable and account reporting
Ensured proper billing and account management
Ensured high level of compliance with all regulatory and audit requirements, ensuring compliance with internal controls and regulatory agencies
Coordinated new and renewal of business
Coordinated daily activities of the Accounts Receivings and Financial Reporting Depreciation departments
Coordinated daily and quarterly account analysis for the largest US-based financial service provider
Coordinated with the Internal Auditor to prepare and file a tax returns for the company
Coordinated the preparation of financial reports for senior managers, including the analysis of monthly and quarterly tax returns
Coordinated monthly and annual audit of all financial reporting and prepared quarterly tax returns
Coordinated preparation of quarterly and year- end reports for the Controller and Senior Accounting Officer
Coordinated multiple projects and activities for the firm
Led the development of a comprehensive variance report for the Board of Directors and Senior Management
Led a $2M+ portfolio of financial products and services
Led implementation of a new accounting software for the firm's financial reporting system
Led GL accountants in the analysis of financial data and prepared monthly journal entries
Led project to implement new process for the company
Led the team in developing and executing a strategic business development plan for the company
Led an effort to improve the accounting processes and controls, including analyzing the variance of financial data; identifying and correcting errors
Led annual audit of the financial statement and led annual budgeting for the company
Led annual audit of the firm, prepared and reviewed all financial statements
Led the preparation of financial reports, journal entry entries and balance sheets
Led a team of four accountants in the review and preparation of monthly, year- end financials and balance sheet statements
Led by example and ensured compliance with company's accounting policies and practices
Handled general accounting duties including preparation of financial reports and balance sheet reconcilations
Handled the daily processing of all invosives for the entire organization
Handled complex and sensitive issues with respect to the implementation of SOx controls and procedures
Handled large amounts of currency and checks, including foreign exchange transactions; Prepares and maintains accurate records of client accounts
Researched and analyzed various types of income, including personal and business
Researched, developed and implemented a comprehensive financial analysis for the company's business unit
Researched & prepared financial statements for the Board of Trustee
Researched financial data and prepared monthly journal entry reports for the Controller
Researched various business and industry reports to provide analysis of business performance and to provide guidance on financial planning
Researched complex and confidential information to identify potential fraud and tax avoidance
Researched potential fraud and abuse of the company
Researched business and industry trends to develop financial models and forecasts
Researched market and industry trends to identify potential clients and prospects
Researched all financial and accounting information for the firm
Researched tax liabilities and prepared monthly journal entry entries for the company
Researched complex and confidential information to provide timely, complete and accurate financial reports
Researched accounts and resolved any varities in the general balance sheet
Researched & analyzed data for accuracy and compliance, created reports to track the status of accounts, and assisted in the development of a comprehensive accounting system
Researched issues and recommended corrective measures to improve business performance, including Risk Management and Compliance, Financial Analysis & Risk Assessment
Researched all financial statements for various companies, and created a spreadsheet to help track and reconcile all accounts
Researched the status of all journal entry and accredited entries
Researched financial data and developed a budget for the year and forecasted expenses
Researched the status of all assigned projects and provided analysis to senior management for approval
Researched new and old clients to identify opportunities for revenue
Researched business and market information to identify opportunities for revenue generation and profitability;
Researched new and old client relationships to determine the impact of new business on current and future sales
Researched various tax liabilities and reconciling the differences between accounts
Researched monthly and annual income, expense reports
Researched and resolved SEC filings for the company, prepared and submitted quarterly SEC reporting
Researched financial information and trends to identify areas of improvement
Researched & prepared 10Ks for the IRS and other state taxing authorities
Researched new business and established a strong client relationship with the bank's largest customer
Researched business processes and implemented process improvements to streamlining processes and improving accuracy
Researched account information and analyzed financial data to identify trends and recommend appropriate action
Researched business trends and analyzed variances to ensure compliance with company and federal guidelines
Researched client's business and personal financial situations to identify opportunities for improvement
Researched tax issues and drafted responses to IRS audits, prepared and submitted tax reports to the Internal Revenue Services (IRC) and other governmental agencies
Researched account information and analyzed trends to determine the appropriate action
Researched tax issues and developed strategies to improve the tax return process and reduce costs
Researched issues and resolved problems to ensure accuracy of account information and to ensure customer retention
Conducting research on new products and processes to identify areas of opportunity for improvement
Conducts research and analyses of tax return data to determine the accuracy of returns and to determine the appropriate filing method
Conducts monthly and yearly reviews of accounts receveable
Conducts monthly and yearly reconciliatory reviews of all financial transactions
Supervised daily operations of the Accounts Payables and receiving departments
Supervised five employees and provided tax advice to senior account executives
Supervised all accounting activities for a $2 billion business
Served as the liaison between clients and various internal accounting firms
Served a key responsibility for the financial statement and general ledgers
Served various accounting duties including AP and GL, reconciling bank statements
Served an integral part of the business unit in developing and implementing a comprehensive financial management system
Served monthly closing of accounts
Served on the Executive Team and was a Senior Analyst for the Financial Planning and Accounting Department
Served in the management of a portfolio consisting primarily in the areas of general ledger accounts, fixed asset accounting (DAS) and financial reporting
Served the General Accounting and Business Development departments as the liaison between clients and accounting department
Served clients with a wide array of accounting and tax matters
Served clients with a high-level of professionalism and integrity
Served to maintain a high standard of service and accuracy, while maintaining a high standard of customer service
Served to manage the general ledger and accounts payability
Served as the liaison between clients and accounting department; prepared monthly financial statements and balance sheet accounts; reconciles monthly bank statement and accounts payable statements
Served in the capacity of a Senior Accounting Manager and was the subject matter authority for all internal andor client audit engagements
Served in the capacity of a Senior Accounts Payables Clerk, and was also a Senior Accounts Payables Specialist
Served an average of 50 calls per week by solving customer issues
Analyzed the monthly and quarterly reports for accuracy
Analyzed the financial status of accounts and prepared journal entry
Analyzed internal and client financial information to determine compliance with SOX requirements and provided guidance to the company
Analyzed credit reports and prepared monthly, year end financial reports
Analyzed company and client accounts to identify potential fraud and abuse
Analyzed the impact of new andor revised business rules, policies and practices on the business
Analyzed account information and trends to determine the best strategy for achieving financial targets
Analyzed bank accounts and reconciles monthly statements, including month-end accruing
Analyzed sales and marketing trends to identify potential new revenue sources
Analyzed current and projected sales, profitloss statements
Analyzed account balances and balance sheets
Analyzed data and developed strategies to improve the efficiency of tax returns and prepare for audit
Analyzed bank statements and other supporting documentation to ensure compliance with bank policy and procedure
Analyzed data and identified areas of opportunity for growth, and created a strategic marketing strategy to drive revenue
Implemented and managed the accounting department's financial statement and budget
Implemented monthly, weekly and annual reporting for the entire organization
Implemented process to reduce the number of outstanding accounts by 50%.
Implemented process to ensure accurate and compliant accounting of accounts receivable
Implemented a system to reconcile the monthly and yearly accounts payable
Implemented the first ever Financial Management Information Systems for the entire company
Implemented an internal audit system to track and manage accounts
Implemented strategic business development initiatives to improve the company
Implemented process to reduce the risk of loss and to improve the quality of audit
Implemented process to reduce the monthly journal entry costs by 10%.
Implemented Quickbooks and Oracle reporting system for the entire accounting department
Implemented Oracle accounting procedures and processes to ensure compliance with company policies and regulations
Implemented new accounting software for the company, including a new system for the billing and invoice processing
Implemented the use of a QuickBooks Pro software to track and reconcile all the financial statements
Implemented Salesforce CRUD and Business Intelligence to create a more user friendly and efficient reporting process
Implemented process to ensure timely and accurate reporting of financial information to the general public
Implemented Oracle accounting software to manage accounts receivings, payouts and reconcilations
Implemented various accounting procedures and policies
Lead the team in developing and executing a new accounting software package for the company
Lead multiple projects and led the team to achieve a $2M annual revenue growth
Oversaw and performed monthly financial analysis of the business unit's balance sheet and cash management
Answered customer inquiries, resolved issues and assisted with account inquiries
Answered a high-volume of incoming phone inquiries and directed calls to appropriate staff member
Answered incoming phone inquiries from members and vendors, processed credit card payments
Answered an incoming call from a customer
Answered telephones and provided customer service to customers in a courterial and efficient manner
Answered inbound phone call from customers who had been charged with a credit or auto loan
Answered customer questions and provided assistance with account information, billing and service
Answered customers' inquiries, and provided account status updates
Preparing client's income and assets for preparation of quarterly tax returns
Preparing for and reviewing the audit results
Researched and developed business plan for the new division, which included a $10 million budget
Researched and resolved complex account discrepancies, reconciles bank accounts and reconcile journal entry
Research new business and analyze financial data to identify areas of potential risk
Participated in the development of a comprehensive risk assessment and remediation plan for the business
Participated as a team member in the development of a comprehensive financial reporting system for the company
Participated at the Senior Accountants meeting to review and approve the monthly income statement
Participated weekly in the annual financial review of all business entities
Participated weekly in the annual review of all accounts
Participated regularly in the development of new accounts and assisted in the development of new business
Participated in the implementation of a tax software that reduced the time it would take to process a new customer by 20% and the cost of a new account by 10%.
Participated as a team player in the development of a financial statement for the company
Participated with the Internal Audits Team to prepare and review the Internal Audit Report
Participated at the Senior Management Team meeting to provide information on the tax implications of a new business
Participated for the development of a comprehensive variance and cost accounting plan
Participated directly in the implementation of a $10MM revenue cycle
Participated as a team leader in the development of a new financial statement
Participated on the audit teams to ensure that all accounting and audited documents met the requirements of GAAS and other regulatory bodies
Participated, and led the implementation of a comprehensive audit program for the company
Participated weekly in the review of all financial reports and prepared monthly journal entries
Participated extensively in the implementation of a comprehensive, integrated financial management program for the firm
Participated monthly in the review of journal entry and accrual reports
Participated directly in the creation of a monthly, semi-month and annual journal entries
Participated weekly in the review of all accounts and provided recommendations for the improvement of their financial status
Filed all documents with the Federal Reserve
Filed documents and reports for the company
Filed tax forms for individuals and businesses
Filed legal pleadements with the courts and other court personnel
Filed general ledginess and other financial statements; Prepared monthly, quarterly and annual financial reports for senior executives
Filed various reports for the bank
Filed all required reports and maintained accurate financial information in the accounting software
Filed various tax forms for the company
Filed client tax return for the State of Florida and prepared quarterly financial statements
Supported the President and Vice-Presidency with daily administrative tasks
Supported a large number of accounts
Supported and assisted in the creation of a comprehensive, strategic plan to achieve revenue targets
Supported corporate and regional management in the preparation of annual budgets, financial reports and other related documents
Supported and assisted in the creation of a monthly Financial Statements for the firm
Supported management with month to year analysis of monthly revenue and expenses
Supported multiple business entities with various projects and tasks, which included preparing financial statements, analyzing and reporting on various business units
Supported account managers with preparation of financial reports and other administrative duties
Supported a portfolio of approximately 200 accounts with a $5 million annual operating budget
Supported internal and third parties with the development of a financial reporting system and the preparation of financial reports
Supported corporate and division managers with new business, including accounts payable and account receving, payroll processing
Supported multiple projects and business processes
Supported all accounting and reporting activities for the firm, including APAR; GL, Payroll and Fixed Asset Accounting
Supported accountants with month-end closing and reconciliating of accounts
Supported and assisted in the development of financial plans and budgets, prepared monthly reports for management and clients
Supported corporate accounting and budget management functions, prepared journal entries and financial statements for the company
Supported management with month and quarter end closing, prepared journal entry and financial statement preparation, prepared journal entry and balance sheet preparation
Analyze daily and weekly financial reports to determine the impact of changes in accounting policies and procedures
Analyze the business processes and create a detailed project management manual
Directed financial planning and analysis for a portfolio of over 1,000 accounts
Directed accounting operations for a small business with approximately 300+ employees
Directed accounting operations for a small business with over 100 clients
Directed, coordinated with accounting and financial departments to reconcile all accounts payable and receival
Directed daily accounting activities for a multi million client portfolio, including preparation of financials and reconcilings
Directed all aspects of the business including, sales management and accounting
Directed a team of accounting and financial professionals to provide accurate, on-line reporting and financial analysis to the President, Vice-president and senior leadership
Directed business development and marketing efforts for a leading global provider of mortgage and credit card services
Established and managed a new accounting system for the firm's largest client, which included a new filing and record management process
Established a strong working relationship with the company and its clients
Established an independent business in the area of financial planning and analysis
Established business relationship with clients and managed the tax return process
Established long term business relationships with key decision- makers, including senior executives and key decision makers in the financial industry
Established a strong foundation of relationships with key clients and partners
Established relationships with vendors to obtain and maintain required information for financial reporting and analysis
Established strong working knowledge of all accounting and business practices to provide accurate financial reporting and analysis
Established the company in a highly profitable and stable environment with a focus on customer retention and growth
Established strong working knowledge of all accounting and reporting procedures, including the development of standard operating procedures and the management of all accounts
Established internal control processes and policies to improve the quality of service provided to customers
Established procedures for the reconciliation of accounts and financial reports
Established effective relationships with all internal and outside clients to ensure accurate reporting and analysis of financial information
Established internal controls and processes to ensure that the business was in line with company standards
Develop accounting procedures and policies
Develop a comprehensive business strategy for the firm
Develops and maintains a comprehensive taxonomy of client's financial and business relationships
Create reports for the accounting manager and assist with monthly financial statements
Create Excel spreadsheet to analyze and track monthly expenses for the company
Create new accounts and negotiate with customers to ensure a smooth and efficient process
Create spreadsheets and tables to track financial performance