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KNAAK
1234 Anywhere St
Anywhere, USA 12345
davidmknaak@gmail.com | +1 (123) 456-7890
PROFESSIONAL SUMMARY
A professional with over 8 years of experience in accounting and client service. Specialized in
working collaboratively and flourishing in new, demanding, and challenging environments.
AREAS OF EXPERTISE
Microsoft Word, Excel, Outlook Deadline Management
Verbal & Written Communication Analytics & Problem Solving
Report Preparation Resourcefulness
Organization Professionalism & Loyalty
WORK EXPERIENCE
May Consulting Group, Inc, Pasadena, CA
Staff Accountant November 2018 through present
- Prepared and reviewed monthly, quarterly, and annual financial statements for clients
of diverse professions and of varying size and complexity.
- Met with clients to discuss tax planning and bookkeeping strategies, participated in
telephone and face-to-face conferences with clients and their lawyers, financial
planners, and bookkeepers.
- Coordinated federal, state, and worker’s compensation insurance audits, acted as an
intermediary between clients and auditors in order to facilitate the audit process and
produce favorable results.
- Managed A/P and A/R for 10-15 restaurant clients of varying size through Bill.com,
PlateIQ, and Quickbooks.
- Prepared weekly cash forecasts for restaurant managers, assisted managers with
budgeting and determining payment priorities.
- Reviewed and commented on assignments prepared by coworkers, collaborated with
managers and other departments to produce statements and reports within strict
deadlines.
- Frequently onboarded new clients, successfully implemented new software for clients
with diverse configurations.
- Frequently corresponded with clients via email and telephone, interacted with current
and potential clients as they entered the office.
- Organized and updated employee assessments, managed the company’s time clock
software, updated vacation and sick schedules for each employee.
- Facilitated smooth presentation of financial reports, prepared worksheets for owner to
track the status of tasks and internal A/R and A/P.
Accounting Clerk
- Prepared and analyzed A/P and A/R Aging Reports on weekly and monthly bases.
- Prepared bi-monthly invoices through Sage Timeslips, communicated with clients
regarding billing issues, single-handedly controlled the distribution of collection notices
and made collection calls.
- Reconciled bank statements for over 15 clients per month, created adjusting journal
entries, prepared draft financial statements.
- Processed payroll on weekly and semi-weekly bases for 6 clients of varying size and
difficulty, knowledgeable of payroll laws and methodologies.
- Known for being extremely organized, consistent, and efficient with data entry.
EDUCATION
Arizona State University, Tempe, AZ
Bachelor of the Arts in English, 2020
Cumulative GPA: 4.0