Adept at managing budgets, payroll, invoicing and all other general accounting functions. Instrumental in keeping business operations fully compliant and working within budgetary guidelines.
Overview
8
8
years of professional experience
Work History
Staff Accountant
Community Action Council of Howard County
2021.11 - Current
Documentation: Maintain accurate and organized records of all financial transactions related to grants. This includes invoices, receipts, and correspondence with funders.
Tracking and Reporting: Monitor and manage grant funds to ensure they are used according to the grant agreements. Prepare financial reports for internal use and for funders, detailing how grant funds are spent.
Adherence to Regulations: Ensure that all grant-related activities comply with donor requirements, federal regulations, and organizational policies. This includes keeping up-to-date with any changes in grant laws and guidelines.
Preparation of Reports: Prepare periodic financial reports for grantors, demonstrating how funds have been utilized. These reports may be required monthly, quarterly, or annually.
Audit Support: Assist in preparing for audits or reviews related to grants. Provide documentation and explanations as needed to auditors or grant reviewers
Closeout Procedures: Manage the closeout process for completed grants, ensuring that all financial reporting and documentation requirements are met and that any remaining funds are handled appropriately.
Staff Accountant
Thread Inc.
2018.12 - Current
Performed testing of audit areas for fixed assets and accounts payable.
Reduced audit risk through analysis and preparation of deliverables for CPA audit firm.
Evaluated and improved accuracy and completeness of financial records.
Ensured operations ran in a smooth and timely manner for reimbursements processes for both staff and volunteers
Account analysis, account reconciliations, and assisting with monthly close processes.
Reconciled Staff Credit Cards Monthly
Assisted Comptroller in Payroll.
Applied proper codes to invoices, files and receipts to keep records organized and easily searchable.
Prepared vendor invoices and processed incoming payments.
Reported financial data and updated financial records in ledgers and journals.
Sales Expert
Dyson
2017.09 - 2019.07
Expanded customer base by identifying needs, developing solutions and delivering client-centered products.
Communicated regularly with territory, regional and strategic managers for daily support and strategic planning for accounts.
Introduced higher standards for customer service and increased efficiency by streamlining operations.
Income Tax Preparer
Moore's Income Tax Service
2017.08 - 2018.04
Prepared tax returns according to government guidelines.
Maintained complete records of client tax returns and supporting documentation.
Interviewed clients to collect information and gather necessary paperwork.
Consulted with clients to assess and mitigate future liabilities.
Sold cashier's checks, traveler's checks and money orders.
Energy Assistance Programs Coordinator at Chelan-Douglas Community Action CouncilEnergy Assistance Programs Coordinator at Chelan-Douglas Community Action Council