Staff Accountant Resume

Objective

Obtain a Staff Auditor position in a firm that will utilize my Audit, Accounting skills and knowledge, towards achieving their goals in maximizing profitability and long term growth.

Summary Qualifications

  • 4+ years of strong financial accounting and audit experience
  • Performed Erisa audit engagements for 30+ clients over 3 years, earning $360k+ for Younger & Company CPAs.
  • Knowledge of Internal Control( COSO Integrated Framework)
  • Knowledge of Enterprise Risk Management(COSO Integrated Framework)
  • Knowledge of Sarbanes Oxley Act(SOX)
  • Handled and processed check and cash deposits of over $2.5 million+ on a monthly basis, for Olive Crest
  • Knowledge of accounting functions: GL, PL, BS reconciliations, work papers, cost, cash control, AP and AR.
  • Experience in GAAP accounting and monthly closing processes.
  • Current CPA candidate and actively pursuing remaining three sections of the CPA Examination.
  • Strong technical and accounting skills, very analytical with attention to detail.
  • Works extremely well under supervision, but independently driven to accomplish immediate assigned goals and long term company objectives.

Professional Experience

Younger & Company, CPAs Riverside, CA 01/2008 – Present
Staff Auditor

  • Perform an entire audit engagement from planning, execution to completion.
  • Reconcile employer records (payroll journals, GL and Vendor accounts) to Trust and Record keeper (TPA).
  • Liaise with 3rd party custodians for audit requests.
  • Review detailed audit programs, request client documents and other checklists to perform the audits.
  • Interprets plan terms and provisions per the prototype plan, adoption agreement, and summary plan description as well as plan amendments.
  • Utilize the Department of Labor lost earnings calculator to determine lost earnings on late contributions.
  • Preparation of Form 5330 Return of Excise Tax for Employee Benefit Plans.
  • Analyze potential deviations from GAAP, within a clients’ financial statement.
  • Enforce Internal Control processes and communicate weaknesses on a clients’ financial statement.
  • Assist in the preparation of full disclosure financial statements from client records.
  • Develop and maintain a productive working relationship with client personnel and firm staff.
  • Analyze clients’ financial statement variances and effectively communicate those variances to management and the client.
  • Work on accounting projects where familiarity with pertinent IRC sections and regulations is required.


Olive Crest Treatment Centers Santa Ana, CA 06/2002 – 08/2006

Junior Staff Accountant

  • Responsible for various general accounting duties including accounts payable, banking, check requests and special projects as needed.
  • Processed accounts payable; including purchase order entry, invoice approval and entry, follow up with vendors, aging reporting.
  • Posted necessary monthly and ad-hoc journal entries to the general ledger (MAS200).
  • Processed daily checks and various credits.
  • Assisted with month-end close and financial reporting.
  • Performed monthly reconciliation of all bank accounts, including reconciliation of deposits with accounts receivable.
  • Liaised with external accounting firm during audits.
  • Worked with satellite offices managing clothing allowances and client savings accounts.
  • Performed other ad-hoc analyses and accounting projects as needed.

Education

Masters of Accounting and Financial Management 2007
Devry University – Keller Graduate School of Management Long Beach, CA

Bachelors Degree- Liberal Arts 2000
Cypress College Cypress, CA