Maria Yakovleva

Completed following accounting courses at Upper Iowa University - online program approved by Texas State Board – to sit for the CPA exam: Auditing, Accounting for Not-For-Profit Organizations, Accounting Info Systems, Accounting Ethics, Cost Accounting, Business Communication, Federal Taxation, Tax Research, Intermediate Accounting. Attended FAR (Financial Accounting and Reporting) section on 10/7/2026. AUD (Auditing and Attestation) section is scheduled on 3/10/2027

CPA Candidate

(2025-03)

Completed following accounting courses at Upper Iowa University - online program approved by Texas State Board – to sit for the CPA exam: Auditing, Accounting for Not-For-Profit Organizations, Accounting Info Systems, Accounting Ethics, Cost Accounting, Business Communication, Federal Taxation, Tax Research, Intermediate Accounting. Attended FAR (Financial Accounting and Reporting) section on 10/7/2026. AUD (Auditing and Attestation) section is scheduled on 3/10/2027

Staff Accountant - Samson Controls, Inc. - Baytown, TX

(2024-01 - 2025-02)

• Daily and As Needed: Daily bank transactions downloading, main accounting email correspondence, ordering and maintenance of corporate credit cards, creating new supplier in accounting software, updating sales tax rates, resolving failed payment issues (e.g. portal/bank information change)
• Monthly: Foreign wires: creating monthly payment proposal based on past month invoices, scheduling USD and EUR payments, sending remittance info, matching payments with invoices in accounting software
• Foreign currency exchange rate update
• Accounting for right-of-use assets (rent, 3 locations) and capital leases (Enterprise Fleet)
• Prepare and update account analysis (balance sheet reconciliations), bank reconciliations
• Performing and entering journal entries for prepaid expenses
• Recording fixed asset acquisitions, depreciation expense (including ROU & capital leases)
• Responsible for corporate vehicle programs (WEX cards, Motus car allowance, registration for leased vehicles)
• Accounting for construction-in-progress
• Expense entry & reconciliation of credit card transactions, employees’ reimbursements
• Year-End: Fulfilling auditor requests and inquiries.
• Filing of 1099 forms for applicable vendors with IRS; distributing NEC and MICS 1099s to vendors
• AR-Support: Backup for daily order handling related work, such as tax status update, credit card transactions processing and posting of receipts from customers
• AP Support: Backup for daily order handling related work, such as posting of supplier invoices and payments to suppliers.
• Sales/Use/Franchise Tax: Filing sales & franchise tax for multiple states and localities – monthly, quarterly, annually as needed
• Research and filing in new jurisdictions when applicable, responsible for sale & use tax compliance

Accountant - A&B Environmental Services - Houston, TX

(2022-05 - 2023-11)

• Created bills, invoice-bill matching, processed and recorded vendor payments, employee reimbursement payments
• Submitted client invoices through portals, processed client credit card payments, recorded payments, created closeout letters per client request, processed and recorded renter payments, deposited checks to the bank
• Set up loan in QB, recorded repayment of loan principal and interest expense
• Filed quarterly sales tax to Texas Comptroller
• Responsible for monthly bank and books reconciliation, adjusting entries, check clearing, Journal and General Ledger posting and reviewing, recording of buildings and lab equipment depreciation
• Responsible for 401(K) enrollments, preparation and transferring biweekly 401 (K) contribution file to Transamerica along with payment, employment verification documentation
• Processed Payroll for 106 employees in ADP/EZLabor): new hire, termination, time-off request processing, payroll deductions, retroactive pay calculation for exempt/non-exempt employees
• 1099s, ACA forms processing and filing with IRS
• Performed monthly/annual financial statement analysis
• Payroll data analysis and reporting (e.g. deductions, turnover rate, salary by department)
• Prepared documents for external audit and general liability insurance audit
• Developed procedures, prepared instructions, trained project management team on invoicing clients through client portals, checking payment status.
• Achievements: Established client portal submission process that increased collections by 74%
• In preparation of external audit found off balance error in QuickBooks records originated in 2015
• Improved bookkeeping process, cleaned accounting books for three different businesses: software, rental property, and environmental testing lab

Medical Scribe (25 patients/ shift on average, 13 ED physicians) - Houston Methodist Baytown Hospital, Emergency Department - Baytown, TX

(2018 - 2020-03)

• Recorded patient’s history of present illness, review of systems, physical exam, radiology reading provided by physician, patient re-evaluation, discharge/admit/transfer instructions and follow-up care in Epic
• Monitored and retrieved data for physician review (labs, radiology reports and images, medical history), charts clinical findings
• Responsible for critical care documentation (e.g. sepsis, CVA, respiratory distress, CPR)
• Served as liaison between physician and patient, physician and medical/admin team
• Provided reports for Houston Methodist Hospital on physician’s performance (e.g. low acute/critical care patients, consultations with other hospital providers)

Analyst - Gulf Coast Regional Blood Center (Mobile Operations) - Houston, TX

(2014 - 2015)

• Compiled data and performed analysis on donor traffic with recommendations to management to cut cost
• Investigated school drives using surveys and donor collection databases with SAP Business Objects and SPSS, provided recommendations to management for safety improvement
• Created and modified Daily/Monthly/Quarterly/Annual production reports in operations department
• Created and modified weekly reports and PP presentations on documentation errors
• Trained and coordinated online learning for mobile operations staff, reported progress to management
• Conducted multiple-criteria analysis of teams and individuals for employee recognition and rewards.

Operations & Research Manager - ACME Management Services - San Leandro, CA

(2013 - 2014)

• Did payroll for different locations within the company, supervised bookkeeping (QuickBooks)
• Analyzed competition, identified market opportunities using datasets and surveys
• Developed management tools to analyze financial and operational information (e.g. sales forecast, product pricing)
• Managed online dashboard (TrackVia): built, tested and supported application (tables, forms, dashboard, user access).

Research Assistant - Stevens Institute of Technology, School of Business - Hoboken, NJ

(2005-10 - 2010-01)

• Applied the actor-partner interdependence model to statistically analyze trust in virtual vs collocated pairs of coworkers in a new product development team with SPSS (published in Journal of Applied Psychology)
• Developed idea and conducted (secured funds, recruited participants, developed webserver for online communication, analyzed with SPSS) a social psychology experimental project (published in the book “Psychology of Trust”)
• Developed research initiatives, investigated trends and conducted statistical analysis in various business fields (Medical Entrepreneurship, Retail Industry, Global Innovation Management, New Product Development, Business Models for Small Business Enterprise, Trust in the Workplace, Intellectual Capital, etc.), provided advanced reporting to academic staff
• Identified grant opportunities, drafted proposals including proposal budgets.

PhD - Technology Management (Emphasis on quantitative methods and statistical analysis) - Stevens Institute of Technology (2010-01)

MS - Finance; Relevant coursework: Corporate Finance, Quantitative Methods in Finance, Financial Analysis - University of Houston Clear Lake (9 credits) (2018-01 - 2019-05)

Accounting Courses to sit for the CPA Exam - Upper Iowa University (27 credits) (2025-03 - 2026-03)