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Work Background
WestPac Wealth PartnersFinancial Services Representative
Jan. 2025
Capstone Partners Financial and Insurance ServicesFinancial Advisor
Oct. 2024 - Jan. 2025Las Vegas, Nevada, United States
Silver Fox AccountancyController & Fractional CFO
Jan. 2023
Mondo/CloudflareRevenue Accountant
Dec. 2022 - Jun. 2023United States
Ultimate Staffing/BMMAccountant
Jul. 2022 - Nov. 2022
Remote Accounting OnlineStaff Accountant
Apr. 2021 - Jun. 2022Assisted controller with year-end financial audits. Projected future costs and revenues by closely analyzing ongoing costs, business operations and incoming revenue in balance sheets. Updated financial management systems to reduce financial discrepancies and increased cost savings through implementation of internal controls. Monitored indirect expenses and overal revenues to create documentation and alocation tables. Supported human resources by preparing payrol checks and employee liability balances. Prepared monthly and quarterly payrol taxes for high net worth clients. Created journal entry schedules to improve efficiency, support and documentation of accounting processes. Analyzed business operations, costs and revenue in balance sheet to project future revenue and expenses.
CVS PharmacyPharmacy Technician
Sep. 2015 - Nov. 2019Greater Seattle AreaCommunicated with patients to colect information about prescriptions and medical conditions or arrange consultations with pharmacists. Consulted with insurance company representatives to complete claims processing, resolve concerns and reconcile payments. Performed wide range of pharmacy operations with strong commitment to accuracy, efficiency and service quality. Calculated dosage, filed prescriptions and prepared prescription labels with absolute accuracy. Restocked pharmacy shelves with current merchandise to drive consistent peripheral sales. Counted and labeled prescriptions with correct item and quantity. Entered and processed patients' prescriptions into internal system.
Accountant In Your PocketTax Accountant
Jan. 2013 - May. 2021Prepared federal and state income tax returns for individuals, businesses, trusts, estates and non-profits. Conducted tax reviews and compilations to identify potential exposure areas and provided suggestions. Leveraged ProSeries, Excel spreadsheets and databases to provide supporting documentation for schedules and journal entries. Assisted with implementation of timely, cost-effective state tax planning strategies designed to create value and enhance company's worldwide tax position. Performed tasks under limited supervision related to income tax compliance such as returns, extensions, forecasts and tax provisions for business sectors and corporate heritage business units. Prepared and documented accurate tax work papers for straightforward to moderately complicated income and franchise tax returns. Audited client financial records to determine tax liability.
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