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Candidate's Name
Matthews, North Carolina, United StatesEMAIL AVAILABLE PHONE NUMBER AVAILABLELinkedInSummaryDedicated and detail-oriented professional with a robust background in nancial analysis, accounting, and strategic business management. Demonstrated ability in preparing nancial reports, analyzing data to inform business decisions, and ensuring compliance with tax regulations. Bilingual in Spanish and English, enhancing communication and support for a diverse client base.ExperienceTax Assistant (CONTRACT FREELANCE)EZ Financial Solutions LLCJan 2024 Present Organized and analyzed nancial documents, including income statements and expense records. Calculated taxable income, deductions, and credits using tax preparation software. Assisted in preparing individual, corporate, and partnership tax returns. Conducted research on tax laws to ensure accuracy and compliance. Communicated with clients to gather necessary information and resolve tax-related inquiries.Senior Resolution Coordinator IIWalmartSep 2023 Present Managed complex nancial cases, identifying root causes and developing effective solutions. Provided detailed reports to stakeholders and implemented process improvements. Ensured regulatory compliance and adherence to organizational standards. Guided and supported junior staff, enhancing overall team performance. Accounting Bookkeeper (CONTRACT FREELANCE)HJV ConstructionJan 2018 Present Maintained comprehensive nancial records and managed accounts payable and receivable. Assisted in preparing nancial reports, balance sheets, and income statements. Processed invoices, managed payroll, and ensured tax compliance. Coordinated with departments and clients to streamline nancial operations. Accounting Bookkeeper (CONTRACT FREELANCE)All Floor SolutionsApr 2023 Sep 2023 Performed daily bookkeeping tasks, reconciled bank statements, and resolved discrepancies. Assisted with budgeting, nancial forecasting, and annual audits. Prepared and processed invoices, bill payments, and payroll. Business Manager & Accounting Bookkeeper (CONTRACT FREELANCE) Ritz MarketingAug 2022 Sep 2023 Recorded transactions, managed accounts, and ensured payroll compliance. Monitored expenses, assisted with audits, and supported tax preparation activities. Coordinated executives calendar and special projects. Business ManagerDelacruzmultiserviceDec 2016 May 2023 Managed company nances using QuickBooks, developed budgets, and prepared nancial reports. Oversaw employee activities and trained new hires. Ensured compliance with nancial regulations and maintained accurate nancial records.Education & Certications Notary Public - National Notary Association Certied Bookkeeper (CB) - Intuit QuickBooks Certied ProAdvisor - Intuit Insurance Agent - Prevue Electronic Notary Public - North Carolina Department of the Secretary of State Financial Statement Analysis - Coursera Liabilities and Equity in Accounting - Coursera Foundations of Project Management - Coursera Preparing to Manage Human Resources - Coursera Organizational Design - Coursera Bookkeeping Basics - Coursera Project Initiation: Starting a Successful Project - Coursera Assets in Accounting - Coursera Reporting Knowledge Badge - IntuitSkills Financial Analysis Tax Preparation Financial Reporting Data Analysis Microsoft Power BI Oracle Database Accounts Payable & Receivable Asset Management Budgeting & Forecasting Project Management Bilingual: Spanish and English |
