Talent Profile

I’m a graduate of Brown University with a dual concentration in Economics and Political Science. I’m also a graduate of Intuit’s Client Advisory Services Foundations Program and hold certifications as a Bookkeeper and as a QuickBooks Online ProAdvisor. I have extensive full-charge bookkeeping, staff accounting, financial accounting, and managerial accounting experience. I've established, managed, and developed double-entry, cash-basis, modified cash-basis, and accrual-basis accounting systems on behalf of multi-sector, micro, small, mid, and large-cap businesses. I've serviced sole proprietorships, partnerships, LLCs, s-corps, c-corps, professional service corporations, and high impact non profits. I have a strong affinity for the payment resolution space and enjoy leveraging the applied data analytics skills that I've developed in accountancy to find actionable insights, solve real-world business challenges, and drive better business decisions. I'd love an opportunity to help guide your strategy. To discuss the specific contributions that I'd make as your hire, please do not hesitate to contact me directly at 646-302-0664. I'd love an opportunity to discuss the value that I’d add and help your business retain. Thank you in advance for giving me the opportunity to earn your business.

Key Responsibilities: - Kept client records current, accurate, retrievable, and verifiable. - Made journal entries consistent with generally accepted accounting principles (GAAP) and posted entries to cash basis and accrual basis general ledgers (G/L). - Managed accounts receivable (A/R), accounts payable (A/P), and payroll administration divisions of accounting departments. - Establish internal controls for the process of managing A/R, A/P, and payroll cycles. - Prepared and delivered wage and tax statements (W2s) and non-employee compensation statements (NEC-1099s) to company employees and company contractors, respectively. - Prepared and submitted corresponding transmittal forms (W3s and 1096s) to pertinent government agencies (SSA and IRS) when applicable. - Assisted companies in the preparation of replies to audit inquiries and account adjustment notices. - Produced fully reconciled tax ready trial balance worksheets, transaction detail by account reports, general ledgers, profit & loss statements, balance sheets, and cash flow statements for both analysis and compliance purposes. - Ran liquidity, solvency, efficiency, and profitability ratios to help business owners interpret financial reports. - Performed vertical and horizontal percentage analysis to reveal compositions and trends that reduced profits. - Created budget vs. actual reports, identified variances, and communicated adjustment proposals to owners.

Brown University