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Click here or scroll down to respond to this candidateCandidate's Name
Senior Accountant and Sales ExecutiveVentnor City, NJ Street Address
EMAIL AVAILABLEPHONE NUMBER AVAILABLE 10 years of accomplished experience in the field of accounting. 15 years of QuickBooks experience and became a QuickBooks ProAdvisor. 10 years of insurance sales, specializing in life and health. Over 7 years of Restaurant experience as a server and bartender. Awarded Presidents Club and Leaders Conference every year because of phenomenal production and retention. Managed complex tasks efficiently and great ability to multitask. Changed inefficient work processes into productive ones and introduced automation through software. Exceptionally fast, efficient and organized. Knowledge of all accounting functions: GL, PL and BS - reconciliations, work papers, cost, cash control, AP, AR and PR. Excellent knowledge of tax accounting. Highly intelligent, very quick learner who does not need to be micromanaged. Authorized to work in the US for any employerWork ExperienceBrand AmbassadorVarious-Atlantic City, NJMay 2024 to Present Promoted to Team Lead on my second day due to having a great work ethic, being reliable and a go getter. Responsible for representing brands and products in community, retail, and marketing events. Became a brand expert, able to answer questions about product benefits and provide product knowledge. Build brand awareness and loyalty by creating memorable patient/customer experiences. Manage the distribution/inventory of marketing swag and collateral for events and giveaways. Establish and maintain relationships with local community partners. Manage and adhere to established schedules in a fast-paced, deadline-driven environment, while ensuring accuracy and follow through. Works productively with internal cross-functional teams as well as with external partners. Motivated to drive their business day to day and achieve daily, weekly, monthly sales goals. Proactively drives business through focusing on the customer at the core of all decisions Supports company initiatives Participates in team training to execute business results Represents the customer experience expectations in store and provide phenomenal customer service Supports a collaborative environment with the customer at its core. Engages in networking to start to build a clientele. Provides ongoing feedback to Management on successes and opportunities. Broaden customer accessibility to product discovery - QR codes, digital catalogs, virtual stores. Provides necessary feedback to Management on category opportunities or needs. Ensures sales floor and all store standards are met at all time. Ability to build and maintain positive working relationships with customers, management and co- workers.Senior AccountantRobert Polt CPA and Associates-Northfield, NJ2023 to 2024 Preparation of tax returns - 1040, 1065, 1120, 1120-S and 990's. Responsible for monthly and annual reconciliations including preparation of Balance Sheet, Income statement and Trial Balance. Implemented policies and procedures that increases efficiency, lowered company cost and increased revenue. Responsible for analysis of all accounts including making journal entries to reconcile all accounts. Trained Office Manager in QuickBooks and how to prepare payroll and sales tax preparation. Prepared budgets and forecasts for various clients and calculated quarterly estimated taxes. Insurance AgentPhiladelphia American-Remote2019 to 2023 Helped clients get affordable health insurance plans and always pivoted to supplemental products. Educated clients on all of their options, created proposals and comparison spreadsheets for business owners and offered reviews to clients when needed. Provided the best customer service offering extended hours until 10pm every day. Spent minimal money on leads or marketing - Over 80% of business came from referrals. Finished 10th in the country out of 5,000 agents and qualified for the President Club Contest every year. Extremely high retention ratio. Closed over 65% of presentations and increased my lead base by providing exceptional customer service and always asking for referrals Used independent marketing to increase my client base by aggressively reaching out to qualified clients. Nationally recognized as an exceptional closer within the first 30 days of employment. Consistently surpassed company quotas every month Identified sales opportunities by using social and acted on leads Handled all prospective client correspondence, including calls and emails Server/BartenderBuckalew's Restaurant & Tavern-Long Beach Island, NJ May 2019 to September 2022 WORKED SEASONAL ONLY Developed great rapport with customers and generated repeat business through a friendly, positive attitude and remembering customers preferred seating, food and beverage orders. Provided phenomenal customer service and answered questions, explained menu and recommended menu items. Always encouraged customers to order specials, wine and cocktails to increase restaurant profitability. Significantly increased guest check averages by always promoting appetizers, specialty items, and wine selections. Explained how various menu items were prepared, describing ingredients and cooking methods. Senior Accountant/Assistant ControllerJack J Pryzmont, CPA-Dix Hills, NYJanuary 2018 to May 2022 Prepared over 400 individual and corporate tax returns each tax season. Responsible for all monthly and annual reconciliations for various clients in QuickBooks Analyzed financial statements and prepared journal entries Bookkeeping assistance for clients in QuickBooks Helped implement and trained clients on the use of QuickBooks. Summarized and analyzed financial data with Pivot tables to summarize financial data, such as revenue, expenses, or inventory levels, by category or period. Helped identify trends or patterns in the data and to help facilitate decision-making. Increased profitability by bringing new clients and making sure current clients had a great experience and fully explained their financials and tax returns. Provided tax projections for clients so they were able to make accurate estimated tax payments. Implemented paperless accounting with the use of accounting software. Prepared financial statements for various clients in accordance with GAAP. Senior Sales AssociateUS Health Advisors-Columbia, MDApril 2017 to January 2019Senior Sales Associate specializing in Health Insurance US Health Advisors - Columbia, MD2016 - PresentExcelled in providing affordable health insurance to clients. Was number #1 in the division multiple times.Very knowledgeable about health insurance options. Go above and beyond for my clients by offering evening and weekend hours for appointments and to answer any questions for current clients.Networked with clients in many industries to gain referrals. Was able to excel at my position by being extremely accommodating and very outgoing. Have a very high close ratio.Life and Health Insurance AgentState Farm-Hughesville, MDJuly 2011 to April 2015 Excelled in life and health insurance sales helped Agency reach #1 in 2013 and 2014. Top closer in the division and trained new employees to become top agents. Made appointments with new and current clients to pivot to other insurance products. Provided outstanding customer service skills and went above and beyond for our clients. Handled bookkeeping, responsible for monthly reconciliations, prepared budget and forecasting reports, prepared financial statements and tax returns for the agency. Obtained Auto, Fire, Life, Health & Annuity licenses. Senior AccountantMurphy & Murphy, CPA, LLC-La Plata, MD2010 to 2011Prepared complicated corporate and partnership tax returns for various clients and oversaw the review of individual tax returns. Perform and lead audit engagements on various types of clients. Responsible for the preparing compilations, reviews and other attest services. Preparation of all financial reports, including Profit and Loss Statement, Balance Sheet and Statement of Cash Flows, as well as the year-end financial reports. Responsible for the monthly close as well as maintenance of all accounting ledgers including monthly review of all account reconciliations and journal entries. Assisted in the preparation of quarterly and annual payroll reports. Senior AccountantMurray, Wamsley & Schrader, CPA LLC-California, MD 2008 to 2010Oversaw and managed the timely and accurate preparation of tax returns for all types of clients. Responsible for the monthly close as well as maintenance of all accounting ledgers including monthly review of all account reconciliations and journal entries. Provided timely explanations of variances between actual results and forecasts/budgets; provide corrective action recommendations to management, where necessary. Researched tax questions; offered suggestions for tax planning and studied tax laws for potential tax savings for corporate and individual clients. Maintained and built strong relationships while assisting and advising in financial decisions and choices. AccountantBlum and Clark Accountancy Group-San Diego, CA2005 to 2007Prepared audits for various clients and ensured all General Ledger accounts were scheduled and reconciled. Recommended modifications or changes to clients while ensuring all policies and procedures are followed and analyzed business performance to maximize operations. Performed analytical procedures/analyses to detect unusual financial statement relationships. Prepared monthly financial statements and reports. Prepared individual, partnership, corporate and other types of tax returns. Performed other tasks such as bookkeeping support and inventory observation. Head Waitress/BartenderEJs Landing Seafood Restaurant-College Park, MDAugust 2000 to May 2004 Always provided phenomenal customer service in a busy restaurant and made sure customers had a wonderful dining experience which led to regular customers. Trained, managed and motivated new servers and made sure they were knowledgeable about all menu items. Educated customers on menu items and would always upsell to increase restaurant profitability. Able to handle multiple tables during busy times and made sure all customers were happy. Always made sure workstations were clean and tables were spotless. Knowledge of wine and cocktails and always made sure they were made to the restaurants standards. EducationB.S in AccountingUniversity of Maryland - College Park, MDSkills General Ledger Accounting Journal Entries Insurance Sales Financial Statement Preparation Account Reconciliation Bank Reconciliation QuickBooks Financial Report Writing Accounts Payable Office Management Forecasting Sales Outside sales B2B sales Accounts Receivable Payroll Business Analysis Financial Analysis Tax Experience Event Planning Tableau GAAP Sage Financial Modeling Accounting software Accounting Bookkeeping General ledger accounting Accounts payable Account reconciliation QuickBooks Accounts receivable Financial statement preparation GAAP Financial report writing Payroll Analysis skills Financial analysis Sage Tax experience Budgeting Balance sheet reconciliation Research Proposal writing Presentation skills Customer service Sales Account reconciliation QuickBooks ERP systems Accounts payable Accounts receivable Microsoft Dynamics GP Auditing Financial Report Interpretation Organizational skills Payroll Microsoft Word Conflict management Financial acumenLinkshttps://LINKEDIN LINK AVAILABLECertifications and LicensesCertified BookkeeperQuickBooks ProAdvisorNovember 2020 to PresentCertified Payroll ProfessionalFundamental Payroll CertificationAdditional InformationSKILLS Strong Verbal Communication Advanced computer skills Excellent accounting skills Great customer service skills Phenomenal closer and great negotiation skillsCOMPUTER SKILLSMac and Windows OS, Microsoft Word, Excel, Tableau, Access, PowerPoint, ProSystem fx Tax, ProSystem Fixed Asset, Lacerte Tax Program, UltraTax, Creative Solutions Accounting, GoSystem Audit, Engagement Manager, Lawson G/L, QuickBooks, Peachtree, Internet. |
