Client Finance Analyst - 72 and Sunny - Manhattan, NY
(2026-01)
- Generated weekly financial reports and maintained accurate client-facing financial dashboards and internal reporting tools
- Ensure compliance with SOX, client contracts, and internal processes, while maintaining accurate language, signatures, and approvals in all estimates and financial schedules.
- Coordinate estimate approvals, job lifecycle processes, and financial system integration, while maintaining version control of proposals and staffing plans, and managing non-billable budgets in alignment with client and agency policies
Staff Accountant - Forsman and Bodenfors - Manhattan, NY
(2024-05 - 2026-01)
- Assisted with global month-end close activates, including P&L preparations and Balance sheet reconciliations
- Assisted managing AP/AR, processed invoices, expense reports and vendor payments – ensuring timely payments and collections
- Monitor accuracy and consistency of forecasted vs. actual financial data; resolve discrepancies as needed
Accounting Assistant - Angela K. Bachan
(2023-02 - 2023-12)
- Maintained organized records of client documents and client information
- Assisted in preparing tax returns and ensuring timely fillings.
- Monitored client payments to ensure payment was received in a timely fashion
