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Click here or scroll down to respond to this candidateCandidate's Name
Bronx, NYEMAIL AVAILABLEPHONE NUMBER AVAILABLEWork ExperienceAccountant/Financial AnalystPrimerica - New York, NYAugust 2023 to Present Present and sell insurance policies to new and existing clients Develop and calculate suitable plans based on clients' needs Resolve client inquiries and complaints Expand business reach through networking techniques Comply with insurance standards and regulations Track and identify areas of improvement Generate daily and monthly reports. Collected money from outstanding accounts Generate daily cash and billing total reports. Manage all accounting transactions.Leadership Activities & Volunteer ExperienceThe Braven Accelerator - New York, NYJanuary 2023 to May 2023 Developed workforce skills such as leadership, operating and managing, communicating & networking, working in teams, and problem solving by completing a 15-week leadership and professional development course. Designed a career plan by outlining 7 specific, short-term goals using the SMART goals method and identifying possible obstacles, strengths and support systems to help achieve each goal. Accountant/BookkeeperIntuit Academy - New York, NYDecember 2022 to January 2023 Managed the company's financial records and transactions by reconciling X number of accounts per month, ensuring accuracy and compliance with regulations, resulting in a 99% error-free record. Prepared monthly financial reports and statements, including income statements and balance sheets, using advanced software and analytical skills, resulting in a 20% reduction in reporting time. Assisted with budget planning and forecasting by analyzing X years of financial data, identifying trends and areas for improvement, and implementing cost-saving strategies that resulted in a 15% reduction in expenses. Collaborated with cross-functional teams, including sales and marketing, by providing financial insights and recommendations that supported decision-making and improved profitability, resulting in a 10% increase in revenue. Managed accounts payable and receivable processes by ensuring timely payments and collections, negotiating with vendors and clients, and maintaining positive relationships, resulting in a 95% on-time payment rate and a 20% reduction in outstanding balances. Maintained and updated the general ledger by recording and classifying transactions, verifying the accuracy of data, and reconciling discrepancies, resulting in a streamlined and efficient system that saved X hours per week. Provided exceptional customer service by responding to inquiries and resolving issues related to financial transactions, resulting in a 98% satisfaction rate among clients and stakeholders. Stayed up-to-date with industry trends and regulations by attending seminars and training sessions, obtaining a professional certification in bookkeeping, and implementing best practices that improved efficiency and compliance. Generate daily and monthly reports. Collected money from outstanding accounts Generate daily cash and billing total reports. Manage all accounting transactions. Prepare journal entries & account analysis for month end closing. Provide support to the accounting and legal staff. Reconciled monthly and daily reports and deposits. Handle monthly, quarterly and annual closings. Ensure timely bank payments.EducationBachelor's degree in accountingCUNY Lehman College - Bronx, NYJanuary 2022 to May 2023Bachelor's degree in accountingCUNY Bernard M Baruch College - New York, NY, USJanuary 2021 to December 2021Associate Degree in AccountingBronx Community College - Bronx, NY, USJanuary 2019 to December 2020Skills Written Project Management Debits and Credits Invoicing Salesforce PowerPoint Tax forms Data Analysis Regulatory filings Time Management Excel Critical thinking Data Entry Microsoft Office Financial reporting Budgeting Bookkeeping Error Detection Certified Bookkeeper Problem Solving Proficiency in Accounting Software Billing Communication QuickBooks Accounts payable and receivable Customer Service Teamwork Tax Calculations Multitasking Financial Statements Word GAAP Sales General Ledger Attention to detail Verbal Communication Skills Leadership Financial modeling ERP Software Payroll Financial Statement Preparation Business Analysis Office Management Tableau Microsoft Dynamics GP Profit & Loss Tax Experience General Ledger Reconciliation Journal Entries Account Reconciliation Bank Reconciliation Financial Analysis Balance Sheet Reconciliation Accounting Financial report writing Investment BankingLinkshttps://LINKEDIN LINK AVAILABLECertifications and LicensesCertified BookkeeperJanuary 2023 to PresentName:Intuit Academy Bookkeeping SpecializationIssuing Organization:CourseraIssue Date:January 2023Expiration Date:This certification does not expireCredential ID:QHA4S3RK75LYCredential URL:https://www.coursera.org/account/accomplishments/specialization/certificate/QHA4S3RK75LY Creating a Budget with Microsoft ExcelJune 2023 to PresentName:Creating a Budget with Microsoft ExcelIssuing Organization:CourseraIssue Date:June 2023Expiration Date:This certification does not expireCredential ID:AM7PQJAXERLRCredential URL:https://www.coursera.org/account/accomplishments/certificate/AM7PQJAXERLR Forensic Accounting and Fraud ExaminationJanuary 2023 to PresentName:Forensic Accounting and Fraud ExaminationIssuing Organization:CourseraIssue Date:January 2023Expiration Date:This certification does not expireCredential ID:R38PSRNEWUE3Credential URL:https://www.coursera.org/account/accomplishments/certificate/R38PSRNEWUE3 Analyze Apple's Stock and Financials with Bloomberg Terminal January 2023 to PresentName:Analyze Apple's Stock and Financials with Bloomberg Terminal Issuing Organization:CourseraIssue Date:January 2023Expiration Date:This certification does not expireCredential ID:G95SP5HU9P6VCredential URL:https://www.coursera.org/account/accomplishments/certificate/G95SP5HU9P6V Fundamentals of FinanceMay 2023 to PresentName:Fundamentals of FinanceIssuing Organization:CourseraIssue Date:May 2023Expiration Date:This certification does not expireCredential ID:JH6DC3XYGEQ4Credential URL:https://www.coursera.org/account/accomplishments/certificate/JH6DC3XYGEQ4 Financial AccountingMay 2023 to PresentName:Introduction to Financial AccountingIssuing Organization:CourseraIssue Date:May 2023Expiration Date:This certification does not expireCredential ID:FEBUELASCFSPCredential URL:https://www.coursera.org/account/accomplishments/certificate/FEBUELASCFSP Investment Banking and Financial Analysis and Valuation January 2023 to PresentName:Investment Banking: Financial Analysis and Valuation Issuing Organization:CourseraIssue Date:January 2023Expiration Date:This certification does not expireCredential ID:G2AAHX9ZVY52Credential URL:https://www.coursera.org/account/accomplishments/certificate/G2AAHX9ZVY52 Financial Statement AnalysisJanuary 2023 to PresentName:Financial Statement AnalysisIssuing Organization:CourseraIssue Date:January 2023Expiration Date:This certification does not expireCredential ID:EJKWY4WWJHYZCredential URL:https://www.coursera.org/account/accomplishments/certificate/EJKWY4WWJHYZ Cost AccountingJune 2023 to PresentName:Cost Accounting SpecializationIssuing Organization:CourseraIssue Date:June 2023Expiration Date:This certification does not expireCredential ID:VR6PZEVE7V53Credential URL:https://www.coursera.org/account/accomplishments/specialization/certificate/VR6PZEVE7V53 U.S. Federal TaxationJune 2023 to PresentName:U.S. Federal Taxation CapstoneIssuing Organization:CourseraIssue Date:June 2023Expiration Date:This certification does not expireCredential ID:DJ4AL5WDNNEVCredential URL:https://www.coursera.org/account/accomplishments/certificate/DJ4AL5WDNNEV Private Equity and Venture CapitalJune 2023 to PresentName:Private Equity and Venture CapitalIssuing Organization:CourseraIssue Date:June 2023Expiration Date:This certification does not expireCredential ID:AD3QF6QZ8K7WCredential URL:https://www.coursera.org/account/accomplishments/certificate/AD3QF6QZ8K7W U.S. Federal TaxationJune 2023 to PresentName:U.S. Federal Taxation SpecializationIssuing Organization:CourseraIssue Date:June 2023Expiration Date:This certification does not expireCredential ID:8PRRAJ8ZSRRNCredential URL:https://www.coursera.org/account/accomplishments/specialization/certificate/8PRRAJ8ZSRRN Introduction to Finance and AccountingJune 2023 to PresentName:Introduction to Finance and Accounting Specialization Issuing Organization:CourseraIssue Date:June 2023Expiration Date:This certification does not expireCredential ID:VHPDBWHLWGATCredential URL:https://www.coursera.org/account/accomplishments/specialization/certificate/VHPDBWHLWGAT Introduction to Corporate FinanceJune 2023 to PresentName:Introduction to Corporate FinanceIssuing Organization:CourseraIssue Date:June 2023Expiration Date:This certification does not expireCredential ID:T67JUPEFQVVJCredential URL:https://www.coursera.org/account/accomplishments/certificate/T67JUPEFQVVJ |
