New York City Metropolitan Area
Senior Accountant with 3+ years of progressive experience in financial reporting, general ledger management, tax compliance, and month-end/year-end close. Based in New York City, I bring a unique combination of corporate accounting in luxury retail (Max Mara Fashion Group) and high-volume individual and business tax preparation (Intuit/TurboTax Live). Core Competencies: - General Ledger (GL) & Month-End Close | Journal Entries | Account Reconciliation - Financial Reporting & Analysis | Balance Sheet | Income Statement | P&L - Multi-State Tax Compliance (30+ U.S. jurisdictions) | Sales & Use Tax | Revenue Recognition - Individual & Business Tax Preparation | Federal & State Returns | 1099 | HNW Clients - Accounts Payable (AP) | Accounts Receivable (AR) | Full-Cycle Accounting - ERP Systems: SAP | PeopleSoft | QuickBooks | Microsoft Excel (Advanced) - GAAP | Internal Controls | Audit Support | Variance Analysis Currently pursuing CPA licensure. MS in Accounting — Zicklin School of Business, Baruch College (CUNY).
* Senior Accountant responsible for multi-state sales tax compliance across 30+ U.S. jurisdictions, ensuring 100% filing accuracy and full regulatory adherence with minimal oversight. * Primary finance liaison for 24+ national retail stores and E-Commerce operations; streamlined general ledger (GL) reconciliations and month-end close processes to reduce reporting cycle time. * Performed revenue recognition analysis under ASC 606, ensuring accurate financial reporting and compliance with GAAP standards. * Managed accounts payable (AP) and accounts receivable (AR) workflows; maintained accurate journal entries and supported balance sheet reconciliations. * Leveraged SAP ERP for transaction processing, financial data management, and variance analysis across retail and e-commerce channels. * Supported internal audit preparation and maintained internal controls documentation to ensure SOX-readiness. * Collaborated cross-functionally with operations, logistics, and executive leadership to drive financial accuracy and business decisions.
* Tax Accountant delivering high-volume individual and business tax advisory via TurboTax Live; prepared and reviewed complex federal and state returns for HNW individuals, 1099 contractors, and small business owners. * Navigated tax codes across 45+ U.S. states, ensuring precise compliance for multi-state residency, foreign income, and complex itemized deductions. * Performed thorough income analysis, deduction optimization, and tax liability calculations to maximize client refunds while maintaining full GAAP and IRS compliance. * Identified and resolved tax discrepancies through meticulous account reconciliation and documentation review. * Consistently maintained accuracy across high-volume caseloads, demonstrating strong attention to detail and proficiency in financial reporting and regulatory compliance.
* Full-Cycle Accounting: Managed full-cycle Accounts Payable and Receivable, optimizing cash flow and ensuring high accuracy in multi-entity transaction processing. * Financial Reporting: Prepared and analyzed key financial statements (Income Statements, Balance Sheets) to ensure GAAP compliance and support executive reporting. * Project Controllership: Orchestrated project logistics and financial tracking, collaborating with architects and project managers to streamline workflows from estimation to completion. * Treasury & Reconciliation: Executed daily and monthly bank reconciliations for multiple corporate accounts, maintaining meticulous records and resolving complex discrepancies. * Systems Expertise: Utilized QuickBooks to record complex transactions, generate real-time financial reports, and maintain general ledger integrity. * Compliance & Audit: Managed corporate insurance requirements and project-specific endorsements; successfully led annual insurance audits with zero major findings. * Operational Oversight: Strategic oversight of purchase order management and contract documentation, bridging the gap between finance and operations.
* Optimized financial record-keeping by migrating and managing client data within QuickBooks, ensuring 100% accuracy in ledger maintenance. * Executed comprehensive bank reconciliations for all corporate clients, identifying and resolving discrepancies to maintain financial integrity. * Streamlined bookkeeping processes and implemented efficient filing systems, resulting in a 20% increase in operational efficiency. * Provided critical support for annual audits and tax filings, ensuring all documentation was audit-ready and compliant with regulatory standards. * Acted as a key point of contact for client inquiries regarding policy coverage, claims, and billing, delivering high-level service and technical clarity. * Mastered Agency Pro Software (AP) to maintain precise client records and policy documentation, ensuring data security and confidentiality. * Managed high-volume invoicing and administrative workflows, bridging the gap between the accounting and operations departments.
* Financial Stewardship: Collaborated with grant managers and program directors to ensure accurate financial tracking and reconciliation of multi-million dollar grants and scholarship funds. * Program Development: Designed and managed end-to-end scholarship programs, establishing rigorous eligibility criteria and awarding procedures to ensure equitable distribution. * Cross-Functional Coordination: Served as a strategic liaison between the Financial Aid Office and academic departments to align scholarship awards with comprehensive student financial aid packages. * Committee Leadership: Orchestrated scholarship selection committees, facilitating data-driven discussions and preparing detailed candidate dossiers for review. * Systems Implementation: Led the deployment of a new scholarship management system, authoring comprehensive resource guides for administrators and review committees to ensure seamless adoption. * ERP Proficiency: Expertly utilized PeopleSoft (CUNYfirst) for high-volume data entry, fund management, and complex financial reporting. * Audit & Compliance: Prepared detailed financial reports for grants and contracts, ensuring strict adherence to funding agency requirements and internal audit standards.