Client Delivery Specialist at Jitasa Group (2025-05 – 2026-08)
- Managed operations of monthly and annual bookkeeping for 16 non-profit clients with $477,000 total revenue under management.
- Maintained client relationships and met their financial needs while obtaining financial information for the team to complete the monthly routine.
- Facilitated year-end audits by constructing the Net Asset schedule for restricted grants, fiscal sponsorship reports, fiscal year statement of financial position/activity reports, and worked with the client's auditors to meet the proper accounting standards.
Accounting Supervisor at Jitasa Group (2023-11 – 2025-05)
- Managed operations of monthly and annual bookkeeping for 15 non-profit clients with $430,000 total revenue under management.
- Maintained client relationships and met their financial needs while obtaining financial information for the team to complete the monthly routine.
- Facilitated year-end audits by constructing the Net Asset schedule for restricted grants, fiscal sponsorship reports, fiscal year statement of financial position/activity reports, and worked with the client's auditors to meet the proper accounting standards.
Accounting Associate at Jitasa Group (2022-04 – 2023-11)
- Managed operations of monthly and annual bookkeeping for 12 non-profit clients with $350,000 total revenue under management.
- Maintained client relationships and met their financial needs while obtaining financial information for the team to complete the monthly routine.
- Facilitated year-end audits by constructing the Net Asset schedule for restricted grants, fiscal sponsorship reports, fiscal year statement of financial position/activity reports, and worked with the client's auditors to meet the proper accounting standards.
Accounting Services Advisor at Abacus Hive (2021-11 – 2022-03)
- Managed operations of monthly and annual bookkeeping for 5 non-profit clients
- Implemented accounting policies and procedures to ensure all financial transactions are accounted for in accordance with GAAP Principals
- Worked closely with non-profit clients to ensure that restricted and non-restricted grants are categorized accordingly to meet compliance