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Click here or scroll down to respond to this candidateCandidate's Name
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SummaryAccountant: Engaging and detail-oriented accounting professional over thirteen years of progressive responsibility and the capacity to energize a team of professionals by creating a dynamic and innovative team culture.Education and TrainingWestern Governors University Salt Lake City, UT Expected in 12/2023Master of Science: EducationWestern Governors University Online Duluth, GA 12/2021Bachelor of Science: Business ManagementUniversity of Technology Kingston, Jamaica 06/1990Diploma in Business Administration: Accounting majorCertificationsWindows C+ Network+ Microsoft Certified Professional (2010)Licenses: Life (2023) Securities Industry Essentials (SIE) Series 6 Series 63 (2023)ExperienceFinancial Advisor (40 Hour/Week) Primerica - Duluth, GA 01/2023 - CurrentConsult with clients to assess and meet short- and long-term financial goal.Answer clients' questions regarding details of financial plans and strategies and explained data in easy-to-understand terms.Interview clients to determine income, expenses, financial objectives, and risk tolerance to develop successful financial plans.Advise customers on advantages and disadvantages of different product decisions in alignment with individual needs.Explain advantages and disadvantages of available financial products to customers to maximize satisfaction.Develop and deepen relationships with new and existing clients to advance progress and improve business.Offer diversified set of solutions and full scope of investment products and services to meet clients' best interests.Develop and expand financial planning relationships with customers through loyal and dedicated service.Provide ethical, objective, and holistic financial planning advice to clients.Promote business to increase customer base and grow revenue.Facilitate client meetings with comprehensive investment strategy planning.Advise customers on financial investment options and capital expenditures.Assist clients with planning for and funding retirements using mutual funds and other strategies.Analyze wills, insurance policies and corporate contracts for potential financial risks and opportunities for improvement.Provide recommendations for education funding, estate planning and insurance gap analysis.Grow assets under management through referrals and new business opportunities.Advise on investment portfolios with 401k, pension, and tax-sheltered annuity products.Healthcare Worker (40 Hour Week) A & J Homecare - Mt Kisco, NY 10/2021 - 12/2022Helped clients stay happy and healthy by providing mental, physical, and emotional support and personal care, documenting and reporting any changes. and followed HIPAA regulations to maintain confidentiality of sensitive patient information.Home Health Aid (40 Hour Week) Family Home Health Care - Tarrytown, NY 10/2017 - 10/2020Establish strong foundation for success by maintaining records of patient care, condition, progress, and patient issues; report and discuss observations with supervisor or case manager.Deliver key contributions toward success by providing patients and families with emotional support and instruction in vital areas.Accountant (40 Hr/week) Arend Industries St. Catherine, Jamaica 01/2010 08/2017Demonstrated insightful leadership and enhanced clarity of mission by coordinating activities of businesses and departments concerned with production, pricing, sales, and product distribution.Captured substantial gains in efficiency and productivity by managing staff.Prepared work schedules and assigned essential responsibilities.Determined areas requiring cost reduction and program improvement by measuring productivity and goal achievement.Reviewed financial statements.Review sales report.Review activity reports, and other performance data.Maximized productivity and provided vital structure by establishing and implementing departmental policies, goals, objectives, and procedures.Created environment for sustained success by conferring organization officials, and staff members to ensure organizational integrity.Provide assistance regarding the operational accounting functions and the application of generally accepted accounting principles, policies, and procedures.Assists in establishing and monitoring internal controls to identify problem areas, determination required to improve operating program effectiveness.Identify discrepancies and their sources, prescribe corrective action, and develop training to prevent reoccurrence.Ensure and maintain the integrity of financial and accounting information.Create and Maintain client Relations.Relationship Building and Management.Perform special audits, reports, and analysis to evaluate he financial health of accounting operations based on a balanced scorecard measurements or indicators.Accounting Director (40 Hour Week) Xennol Incorporated Ltd - Kingston, Jamaica 06/1993 - 07/2009Supervised accounting tasks, which included accounts payable and receivable, general ledger management and expense reporting oversight.Handled accounting operations such as updating journal entries, pursuing collections, and reconciling accounts.Prepared month-end closing entries for detailed reporting and recordkeeping.Oversaw cash flow, controlled costs, and financial matters.Verified and posted account transactions to prepare checks and maintain accounting ledgers.Produced accurate and compliant financial statements, reports, documentation, and budget frameworks.Developed and implemented departmental accounting policies, procedures, and processes to establish and standardize accounting best practices.Developed budgets, prepared forecasts, and monitored financial deadlines.Evaluated and approved billing invoices and expense reports to monitor and ensure cash flow and cost containment.Reconciled and reviewed operations databases and accounting system records to calculate and determine accurate monthly revenues.Delivered actionable recommendations to enhance strategic direction and day-to-day accounting operations.Evaluated and approved contracts, proposals, and purchase orders.Planned, directed, and monitored regulatory operations, tax reporting and audit compliance.Directed over 10 accounting and payroll employees while preparing and reconciling tax returns and accounts.Increased revenues by 300% over three years by developing codes for accounting tasks including cost estimation and revenue generation.Analyzed balance sheets for mistakes and inaccuracies.Posted financial data in Excel spreadsheets and managed inventory.Gathered banking transactions via statements, recorded activity in Excel format and reconciled balances.Collaborated with external partners to complete audits.Delivered superior level of customer service to small business clients.Coordinated project materials and schedules, facilitated communication and prepared reports.Investigated and resolved billing issues to maximize cash flow and minimize liabilities. |
