About
Focused professional with over 15 years of experience and proven knowledge of Accounting, Finance, Management, Customer Relationship Management, Customer Service, Scheduling, Payroll, Analysis, and more. I am aiming to leverage my skills to successfully transition into Accounting & Finance specific roles. My work history includes, but in not limited to: Department Accounting, Restaurant Accounting, Property Accounting, Captive Accounting, Real Estate Accounting, Small Business Accounting, Financial Analysis, and AR/AP.
Experience
- Accountant / Bookkeeper · ACCOUNTINGX - YOUR NUMBERS ARE OUR BUSINESS05-01-2024
Full Cycle Accounting for Multiple Clients. Public Accounting. Analytics & Research Skills, P&L review, BS Review, Reconciliations, Problem Solving, Music Royalties, Cash Flow Management.
- Client Accounting Specialist · Gallagher03-01-2023 – 04-01-2024
Captive Accounting, Month End Close, EOM Financial Report Preparation, YE Financial Report Preparation, Audit Review and preparation, AR/AP, Invoice Creation, Bookkeeping, Reconciliations, Sales Tax, Property Tax, Financial Analysis. Specifically, working with Captive Accounting, Aggregate Insurance, MGA/MGU, Dealt w/Commissions, Reinsurance, IBNR, Direct Policies, Problem Solving, Income Statements or Profit & Loss, Balance Sheets, Cash Flow, Year End Close and more.
- Accountant · D1 Training - 45 Sports Division12-01-2023 – 03-01-2024
Short term contract position providing Full Cycle Accounting for Sports Training Facilities. Assisted with Payroll, Cleaning up Books, specifically Financial Statements including but not limited to Income Statement or Profit & Loss, Balance Sheet, Cash Flow, Trial Balance, etc., Garnishments, Audit Support, Clean Up, Mindbody, Sage, QBO, Research Skills, Analysis, and more.
- Staff Accountant · CBRE04-01-2022 – 12-01-2023
Responsible for all Commercial Property Accounting procedures, Month-End Close, Income Statement or Profit & Loss, Balance Sheet, cash management, Accounts Payable, Accounts Receivable, Variance Analysis, General Ledger reconciliations, Bank, SOX Audits, CAM, RET oversight & management, Maintain Monthly Cash Logs, Interact with Owners & Building Management, preparing monthly Management Fee Billing/Reimbursement, Reconciliations, payments, preparing budgets, Budgeting, Teamwork, highly efficient in excel, client communications, collections, expense report, billing, Working w/ Rebates, General Accounts, CAM, Rent Control, Commercial Management, Critical Thinking, Research Skills, quality analysis, and data & financial analytics.
- Account Executive and Analyst · HomeServe USA03-01-2018 – 03-01-2023
Financial and Data Analytics, Line Adherence Support, Customer Relationship Management, Usability, User Requirements, Calibrations, and Quality Management. Critical Thinking, English, Problem Solving, SQL work, Excel, Google Suites.
Education
- Southern New Hampshire UniversityBachelor of Science - BS, Accounting and Finance
- DuolingoSpanish Language and Literature
- Arizona School of Business and Real EstateReal Estate
- CourseraData Analytics, Certificate of IEP Completion Program
- Khan AcademySQL
- West Jefferson High SchoolHigh School Diploma, General Studies, Mathematics, Science
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