Summary
Experienced and detail-oriented accounting professional holding a Bachelor of Science in Business Administration with a focus in Accounting. Holds thirty-four accounting certifications, including Intuit Bookkeeping and SAP ERP Essential Training. Possesses strong skills in accounting, accounts receivable, accounts payable, bookkeeping, payroll, and financial transactions. Focuses on self-improvement with certifications like Google Project Management and Toastmasters Competent Communicator Certificate.
EDUCATION
B.S. Business Administration (Accounting), University of West Florida, 2013
B.A. Psychology, University of West Florida, 2009
RELEVANT WORK ACTIVITIES
Administrative Specialist I at North Carolina Human Trafficking Commission May 2024-Present
● Assisted in reviewing financial reports for compliance with federal and state requirements
● Reviewed grant-related invoices and provided recommendations for accuracy and adherence to policies
● Audited grant documentation such as receipts, timesheets, pay stubs and rent agreements
● Created standard operating procedures for training new employees
● Utilized Excel and Smartsheet to track grant review processes
Sponsored Projects Accountant at Johns Hopkins University, April 2022-June 2022
● Reviewed the notice of award that is received from Research Administration in the document management system (Oculus) for terms and conditions in order to establish the award in the SAP accounting system.
● Established master data in SAP by interpreting the terms and conditions from notice of award in order to comply with laws, regulations, policies, and procedures.
● Established budget data in SAP based on information from the notice of award in order to provide a level of control for revenues and expenditures charged to the award.
Accounts Receivable Clerk at Robert Half, October 2021-January 2022
● Tracked unpaid invoices including amount and invoice number in excel spreadsheets
● Updated client accounts based on payment or contact information
● Prepared, posted, verified, and recorded customer payments and transactions related to accounts receivable
● Performed day to day financial transactions, including verifying, classifying, computing accounts receivables’ data
● Verified discrepancies by and resolve clients’ billing issues
● Processed Truck Trips in AS400 Database
● Scanned checks into the bank
Payroll Clerk at Robert Half, August 2021-September 2021
● Updated paper and electronic payroll records by entering adjustments on pay rates, employee status changes etc.
● Maintained payroll information by collating, calculating and entering data
● Calculated payroll liabilities by determining employee taxes, including federal and state income and social security tax, and calculated employer’s payments for social security, unemployment and worker’s compensation
● Resolved payroll discrepancies and answering any employee payroll queries
● Prepared and executed accurate and timely payroll processing / tax reporting
● Processed MW507 and W4s
Staff Accountant at Thomas J. Palm, P.A., October 2016 – January 2017
● Performed basic monthly reconciliations
● Processed accounts payable transactions: handling payroll and tax deposits
● Processed routine financial transactions: sales tax, invoices, credit memos, recurring entries
● Made journal entries: cash receipts, cash purchases, amortization schedules
● Created new vendors in Quickbooks Desktop and Quickbooks Online
● Secretarial support: operated office equipment, sorted and distributed mail, answer phones, take messages and greet customers
Accounting Assistant at Accounting for Jewelers, LLC, February 2016 – September 2016
● Performed basic monthly reconciliations
● Processed accounts payable transactions
● Processed routine financial transactions using the bank feed in the Xero cloud software system
● Edited Excel files for import into Xero cloud software system, such as client inventory data
● Processed invoices, credit memos, recurring entries and wire transfers
● Created new vendors as needed in Xero cloud software system
Accountant/Owner at Wilson Accounting Services, January 2015 – February 2016
● Performed basic monthly reconciliations
● Processed accounts payable transactions
● Ensured completeness and accuracy of documentation of client data needed for Xero cloud software system setup
● Processed invoices, credit memos, recurring entries and wire transfers
● Created new vendors as needed in Xero cloud software system
● Organized and scheduled meetings with prospective clients
● Answered telephones when prospective clients called
AFFILIATIONS
Toastmasters International - Toastmasters Competent Communicator Certificate