Accountant
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Driven Accountant professional with a knack for turning complex financial data into clear actionable insights.
I'm all about precision, compliance, and streamlining processes to help business thrive. Let's connect to talk number, strategy, or the future of finance!
𝐆𝐎𝐀𝐋:
◆ CPA
◆ Production Accountant✅
◆ Auditor ✅
◆ Public Firm ✅
C𝘰𝘯𝘯𝘦𝘤𝘵 𝘸𝘪𝘵𝘩 𝘮𝘦, 𝘤𝘭𝘪𝘤𝘬 𝘮𝘺 𝘮𝘦𝘴𝘴𝘢𝘨𝘦 𝘣𝘶𝘵𝘵𝘰𝘯 💬
ACCOUNTANT Staten Island, NY College of Staten Island Association, Inc May 2022 – Sep 2022: July 2024 - Present ● Conducted in-depth financial analysis using Excel, leveraging pivot tables and VLOOKUP functions to detect and resolve discrepancies in financial statements. ● Managed vendor invoicing processes in Excel, establishing a detailed tracking system to monitor due dates, payment amounts, and status updates. ● Created comprehensive aging reports to track outstanding receivables, utilizing pivot tables and charts in Excel for clear visual presentation. ● Reconciled general ledger and subsidiary accounts using the CUNYFirst Accounting Platform. ● Monitored and prepared financial and statistical reports, including fixed assets and unclaimed journal entries, in response to specific requests. ● Compiled documentation to fulfill CUNY reporting requirements, such as Non-Tax Levy reporting, variation analysis, and double counting assessments. ● Monitored and reported on cash flow and liquidity trends to senior management ● Conducted periodic reviews of cash management procedures to ensure compliance with internal policies and external regulations ● Handle the departments and officer’s day-to-day operational issues for business clients’ which includes exercising discretion and judgment in resolving customer service and operational issues ASSURANCE STAFF Saddle Brook, NJ MARCUM LLP Oct 2022 – May 2024 ● Executed and documented audit procedures across financial statement areas to determine the accuracy and completeness of year-end financial statements of a clientele comprised of Investments and Public/Non-Public clients to ensure compliance with relevant accounting ● Assisted in the development of audit programs and procedures relative to associated risk, and the incorporation of additional audit procedures as deemed necessary, to measure the suitability of controls and significant accounting estimates. ● Performed testing analytics within Microsoft Excel across significant financial statement criteria, such as cash, investments, accrued liabilities, equity, realized and unrealized gain/loss, and investment expenses, to ensure final audit opinion issuance. ● Proficient in using audit management software like Engagement to organize and document audit procedures, ensuring compliance with audit standards. ● Communicated with client personnel continuously, facilitating and maintaining correspondence and an ongoing open item list to effectively perform timely audits, while adhering to an appropriate timeline. ● Analyzed year-end financial statements and related disclosures to identify any material misstatements, as well as executed final financial statement calculation review, including calculations of footnote support. ● Complied with federal, state, and local security legal requirements by studying existing and new security legislation, enforcing adherence to requirements, and advising management on needed actions. ● Led internal workshops on best practices in auditing, contributing to a department-wide enhancement of skill sets
EDUCATION CHAZANOFF SCHOOL OF BUSINESS - CUNY COLLEGE OF STATEN ISLAND, Staten Island, NY Bachelor of Science in Business Management & Accounting, Finance Minor May 2022 ● Accomplishments: Dean’s List 2019 (Spring & Fall), Dean’s List 2020 (Spring & Fall), CSI Scholarship recipient ● GPA: 3.6
Grade: 3.7Grade: 3.7
Activities and societies: Campus Activities Board, College of Staten Island
CAB Chair (08/2019 – Present)
Student Government, College of Staten Island
Junior Senator, Deputy of Finance Commissioner (08/2020 – Present)
