Greater Hartford
Accounting and audit professional with 7+ years of experience across public accounting and corporate accounting environments, combined with advanced accounting education in the United States. Successfully completed all four sections of the Uniform CPA Examination (Pennsylvania jurisdiction) and currently completing CPA licensure requirements. Strong technical foundation in U.S. GAAP, financial accounting, audit support, tax compliance, and financial reporting. Professional experience includes general ledger accounting, account reconciliations, journal entries, month-end close support, audit documentation, internal controls, and tax-related reporting. Proficient in SAP, ERP systems, and advanced Microsoft Excel (Pivot Tables, VLOOKUP). Actively seeking Accounting Associate, Audit Associate, Staff Accountant, or Tax Associate roles where strong analytical skills, compliance focus, and CPA-level knowledge can add value.
- Independently prepared and filed individual income tax returns (Form 1040) for clients, ensuring full compliance with Internal Revenue Service (IRS) regulations and applicable state tax laws. - Analyzed W-2s, 1099s, and investment documentation to accurately report income and identify $5,000+ average deductions per return, ensuring compliance with federal and state tax requirements. - Applied current federal and multi-state tax regulations to determine eligibility for credits and deductions, reducing clients’ average tax liability. - Supported tax compliance processes by reviewing income classifications, deductions, and supporting documentation in alignment with regulatory requirements. - Performed detailed analysis of financial data, strengthening understanding of tax reporting, reconciliations, and compliance documentation. - Resolved complex tax situations monthly in alignment with IRS guidelines, including Schedule C income, capital gains reporting and itemized deductions.
- Prepared account reconciliations and month-end schedules supporting GAAP-aligned financial reporting processes. - Processed 100+ vendor invoices monthly, maintaining 100% compliance with internal controls and improving processing efficiency. - Managed Accounts Payable workflows and coordinated vendor payments to maintain strong supplier relationships. - Delivered monthly budget vs. actual variance analysis, identifying $150K+ in cost overruns and enabling informed financial decisions. - Collaborated with finance teams to ensure accuracy of financial data used in reporting, compliance, and audit processes. - Handled month-end close processes by preparing schedules and reconciliation report for Auditors. - Assisted in preparation and review of financial data supporting regulatory and audit requirements, strengthening compliance frameworks. - Conducted fixed asset verification ($2M+), reconciling discrepancies and improving balance sheet accuracy.
- Executed statutory and tax audits for clients, ensuring compliance with applicable accounting and regulatory standards. - Evaluated financial statements and supporting schedules, strengthening financial reporting accuracy and compliance. - Prepared audit working papers, reconciliations, and schedules supporting engagements. - Performed ledger reviews and reconciliations identifying discrepancies that improved reporting accuracy. - Collaborated with senior auditors to support audit completion and regulatory reporting requirements
- Performed statutory audits for clients, ensuring adherence to financial reporting and regulatory standards. - Filed individual and small-business tax returns annually, maintaining full compliance with filing deadlines. - Conducted bank and ledger reconciliations, identifying discrepancies and improving financial accuracy. - Prepared structured audit reports and documentation supporting compliance and regulatory submissions.