Requests
0
Keep in touch with meI'm using Intch to connect with new people. Use this link to open chat with me via Intch app
Work Background
Goldin Group CPAsOnboarding Manager
Apr. 2023
Goldin Group CPAsSenior Accountant II
Sep. 2021Bethesda, Maryland, United States
Goldin Group CPAsSenior Accountant
Apr. 2021 - Sep. 2021Bethesda, Maryland, United States
Goldin Group CPAsJunior Accountant - Experienced
Dec. 2020 - Apr. 2021Bethesda, Maryland, United States• Record journal entries based on various source documentation.
• Respond to ad-hoc requests from clients.
• Handle various client engagements.
• Support senior accountants in preparing necessary financial information.
• Assist the tax team in obtaining the necessary financial information.
• Handle client communications and information requests.
• Assist with client audit process and technology components integration.
PeerForwardStaff Accountant
May. 2017 - Dec. 2020Washington, District Of Columbia• Process semi-monthly payroll through ADP Workforce Now for 30 employees, including ADP timesheets review and SAP Concur expense reimbursement.
• Prepare accounts receivable and payable transactions, monthly close statements, and Form 1099s via Abila MIP.
• Assist with fiscal year-end audits by preparing around 40 required documents on the PBC list and Form 990s.
• Participate in weekly fee-for-service meetings and maintain school and district contract and invoice records on Salesforce.
• Participate in monthly leadership team meetings and present budget to actual reports to the leadership group.
College SummitFinance Intern
Dec. 2016 - Apr. 2017Washington, District Of Columbia• Recorded daily cash receipts (checks/wire transfers) in Abila MIP Fund Accounting System and filed them after Controller’s review.
• Scanned and filed accounts payable documents and mailed payment checks to corresponding vendors.
• Prepared monthly reconciliation statements, Form 1099 (the calendar year of 2016), and Federal Grant draws.
Citic groupSummer Internship at Department of International Business
Jun. 2016 - Aug. 2016Jiaxing, Zhejiang, China• Recorded and processed transactions of settlement, collection, and purchase of foreign exchanges.
• Printed and collected vouchers daily before stamping the corporate seal.
• Sent and received confirmation faxes, made copies of documents, and handled other administrative tasks to assist with office operations and communications.
Intch is a Professional Networking App for the Future of WorkSee more people like Lucy on Intch
300k+ people
130+ countries
AI matching
Get Intch if you'd like to
739566 people
16
Senior Pricing Analyst @ Saia Inc.
19
Teacher @ CFISD
15
Owner @ West Volusia Bookkeeping and Tax
53320 people
15
Owner @ West Volusia Bookkeeping and Tax
22
Founder & Managing Partner @ Hansa Advisors
17
CFO