planning, healthcare, accounting, technology, satisfaction, real estate, audit, non profit
Senior Accounting Analyst
Streamlined month-end closing process by creating a more efficient and accurate reporting package for all financial statement analysis, including the preparation of the monthly sales tax report, and the creation of a new warehouse.
Developed and implemented a new financial planning process for the corporate office, which included the creation of a budget template for the entire company, including the preparation of the monthly journal entries and the consolidation of the general
Provided accounting and clerical support to the executive team. Managed the financial statement preparation and analysis. Assisted in the development of the annual budget.
Customer Service Associate
Northshore High School
Managed a variety of industries including real estate, healthcare, technology, and non-profit organizations. Developed and implemented accounting procedures and policies to ensure adherence to GAAP.
Developed and implemented a new client satisfaction program to ensure the planning and execution of the client’s business objectives.
Audit and review of financial statements for multiple companies. Also, performed analytical reviews of financial statements and prepared management reports.
Develop and maintain relationships with clients, including the CEO, CFO, and the Board of Directors. Responsible for the development of the investment thesis.
I was responsible for the creation of a new client base and the development of a new business. The firm had a strong emphasis on the financial health of the company.
Conduct industry research and analysis to identify potential investment opportunities. Utilize quantitative and qualitative analysis to determine the best value of the client.