Candidate 2 (Sr Accountant / Auditor)

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Candidate 2 (Senior Accountant/Auditor)

Work Experience

Higher Education​​ Institute​​ (Business Services), May 2019 - Present

Finance Associate (2 Months Ongoing-Temp Assignment)

  • Reports directly to the Director of Business Services

  • Reviews contracts and budget variance

  • Compares department ledger to general accounting ledger

  • Reconciles​​ student funds accounts, which are loaded like debit cards and used as currency on campus

 

Public​​ Accounting Firm,​​ September 2018 - March 2019

Staff Auditor  ​​ ​​ ​​​​  ​​ ​​ ​​ ​​ ​​ ​​ ​​ ​​ ​​ ​​ ​​ ​​ ​​ ​​ ​​ ​​ ​​ ​​ ​​ ​​ ​​ ​​ ​​ ​​ ​​ ​​ ​​ ​​ ​​ ​​ ​​ ​​ ​​ ​​ ​​ ​​ ​​ ​​ ​​ ​​ ​​ ​​ ​​ ​​ ​​ ​​ ​​ ​​ ​​ ​​ ​​ ​​ ​​ ​​ ​​ ​​ ​​ ​​ ​​ ​​ ​​ ​​ ​​ ​​ ​​ ​​ ​​ ​​ ​​ ​​ ​​ ​​ ​​ ​​ ​​ ​​ ​​ ​​ ​​ ​​ ​​ ​​ ​​ ​​ ​​ ​​ ​​ ​​ ​​ ​​ ​​ ​​ ​​ ​​ ​​ ​​ ​​ ​​ ​​ ​​ ​​ ​​ ​​​​ 

  • Created financial statements with notes to be presented to Associations’ Board of Directors​​ 

  • Created income statements and balance sheets for clients

  • Reconciled loans for an 8-figure individual; calculated interest and estimated tax payments

  • Researched a variety of tax matters for individuals and C-Corps

  • Tested and analyzed accounts and controls for accuracy and compliance with GAAP guidelines

  • Created adjusting journal entries and reconciled financial accounts

  • Communicated with clients to facilitate timely and accurate financial information

  • Organized client files for ease of processing and review by supervisor

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Telecommunications​​ Company, May 2018 -​​ September 2018

Staff Accountant (Temporary Assignment)​​ 

  • Used Oracle; created journal entries for A/P, A/R, Allowance for Doubtful Accounts

  • Prepared balance sheets and variance analysis​​ 

  • Processed monthly cash reconciliations​​ 

 

Security Provider, May​​ 2015 -​​ October​​ 2017

Payroll​​ Supervisor (10/2016 –​​ 10/2017)

  • Managed​​ a​​ team​​ of​​ 7​​ payroll​​ specialists; prioritized​​ workload​​ and​​ allocated​​ resources​​ to​​ ensure​​ accuracy​​ and​​ timeliness

  • Ensured the processing of payroll for 130,000 employees

  • Designed​​ and​​ implemented​​ payroll​​ processes​​ to​​ integrate​​ and​​ transition​​ employees​​ coming​​ from​​ mergers​​ and​​ acquisitions

  • Subject matter expert for management on payroll compliance laws in US, Canada, and Puerto​​ Rico

  • Produced weekly financial report for upper​​ management

  • Owned the process for generating, reviewing, and correcting checks for 130,000 employees weekly

  • Contract​​ Accounting Lead (7/2016 – 10/2016)

  • Trained and advised team members on complicated billing and payroll​​ issues

  • Contract​​ Accounting​​ Specialist​​ (5/2015 – 7/2016)

  • Reviewed contracts; updated client wage and billing information; saved documentation for​​ audits

 

Volunteer Experience:

Volunteer Income Tax Assistance Program (Local University),​​ 2011 -​​ 2017

Tax Supervisor (2016 – 2017)

  • Prepared taxes for individuals in Delaware, New Jersey and Pennsylvania; prepared taxes for individuals with tax burdens in both New Jersey and Pennsylvania.

  • Taught student volunteers how to complete tax returns using IRS​​ software

  • Performed quality control​​ checks on finished tax returns to ensure a high level of completeness and​​ quality

Tax Preparer (2011 – 2016)

 

Education:

Becker Professional Education,​​ CPA review courses,​​ March 2018

CPA Certification pending State Board of Accountancy Review​​ 

 

Temple University, Fox School of Business,​​ December 2014​​ 

Bachelor’s Degree of Business Administration, Accounting (150 Credit Hours Received)​​