avatar

An - Annandale, Virginia

Masters, Data Analytics

Expertise

Paro logo

Service Lines

CPA/Accounting Advisory
Full Charge Bookkeeping

Certifications

Certified Public Accountant (CPA)

Availability

28.00 hrs / wk (this month)
40.00 hrs / wk (next month)

Top Industries

  • Accounting Firm

  • Financial Services

  • Management Consulting

  • Non-Profit Organization Management

  • Real Estate

Top Skills

  • Account Reconciliation

  • Accounting Processes

  • Auditing

  • Balance Sheets

  • Bank Reconciliations

Top Softwares

  • Adobe

  • ADP

  • MS Excel

  • QuickBooks (desktop)

  • Quickbooks (online)

Work Experience

Title: 

Independent Consultant

Dates Worked: 

June 2020 - current

Company: 

Stimulus Consulting Group LLC

Accomplishments:


●        Providing seamless assistance to multiple audit teams, MAS and tax teams during busy season by leading the audit/review engagements, drafting 1065s/1120s as well as 1040s for high net-worth individuals using CCH related software i.e., Document, Engagement, XCM, etc. 

●        Assisting client with several consulting projects for a Real Estate Fund, including preparing internal schedules to support audit and consolidated financial statements, converting cash to accrual basis, and writing technical memos on complex accounting treatments

●        Preparing individuals and tax returns for small business owners, high-income earners, and corporations up to $5M in annual revenue in data analytics, food, real estate, entertainment, and services industries

●        Successfully resolving tax issues with IRS and local governments as well as creating LLCs and conducting technical accounting research

●        Producing cash flow analysis, financial statements, and internal reports for external parties on behalf of business owners

●        Setting up QuickBooks including financial accounting/internal control structure, payrolls, and providing training to as well as performing account cleanup issues for small business owners and start-ups/pre-IPO clients.

Software Used: 

ADP, Netsuite, CCH Engagement, CCH Prosystem fx, CCH, TurboTax, TaxAct, Paychex, Adobe, Intacct, Quickbooks (online), QuickBooks (desktop), Bill.com

Skills Used: 

1040 Filing, 1065 Filing, 1120S Filing, Account Reconciliation, 990 Filing, Accounting Processes, Accounting Principles, Attention To Detail, Annual Reports, Audit Schedules, Audits, Big Data, Bookkeeping, Budget Variance Analysis, Business Analysis, Cash Flow Budgeting, Cash flow management, Compliance, Initial set up of books, Full Charge Bookkeeping, Tax Filing, Strategic Planning

Industries Covered: 

Accounting Firm, Commercial Real Estate, Retail, Management Consulting, Information Technology and Services, Real Estate, Non-Profit Organization Management

Title: 

Audit Manager & QuickBooks ProAdvisors

Dates Worked: 

September 2015 - current

Company: 

KPMG, BDO, SB&Company, Nico Seema

Accomplishments:

● Performed effectively on significant audit areas such as investments, derivatives, revenue, accounts receivable and payable, inventory, and cash for clients (Revenue up to $3.6B) from insurance, consulting, engineering, real estate investment, and education industries ● Successfully applied US GAAP, International Accounting Standards, AICPA, Uniform Grant Guidance and COSO internal control framework; ran data analytic and research tools such as IDEA, MUS in eAudit, and ALEX; and assisted with client relationship building events ● Managed multiple teams up to 3 people (including Global Delivery Center employees from India) and mentored first year associates on various engagements to ensure audit quality and meet the clients’ deadlines

Software Used: 

CCH, FinancialForce Accounting, Netsuite, Intacct, Oracle, PeopleSoft

Skills Used: 

Audit Schedules, Auditing, Account Reconciliation, Accounting Information Systems, Accounting Principles, Accounting Processes, Bank Reconciliations, Balance Sheets, Attention To Detail, Annual Reports, Aging Reports, Asset Management, Audits, Big Data, Comparative Analysis, Coprorate Strategy, Equity Valuation, Manufacturing, Financial Consulting

Industries Covered: 

Accounting Firm, Financial Services, Management Consulting, Higher Education, Insurance, Commercial Real Estate, Real Estate, Food & Beverages, Mechanical or Industrial Engineering

... see more

Schedule Time with Us