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Katarina
Financial Analyst
Contato
Competências
Demonstrated experience with QuickBooks.
Demonstrated experience with Quicken.
Demonstrated experience with Microsoft Dynamics.
Demonstrated experience with MS Office 365.
Demonstrated experience with Excel.
Formação acadêmica
Resumo
Financial Analyst open to new opportunities
Experiência
Financial Analyst
Audited charges on incoming bills to ensure alignment between contracted and billed rates, reducing billing discrepancies. Performed data exports and reconciliations for revenue tracking and client invoicing. Prepared and issued stateside client invoices. Managed and maintained master spreadsheets to ensure data accuracy, including routine audits and process improvements. Partnered with directors and IT to perform regression testing in the staging database, supporting smooth AR/AP system updates
Accounts Payable and Receivable
Coded and processed vendor invoices for data entry in QuickBooks. Produced monthly financial reports and presented account status updates to department heads. Verified order pricing, matched vendors to completed work, and generated and issued client invoices. Prepared and approved vendor checks in accordance with payment terms
Shipping and Receiving Clerk
Prepared and organized purchase order documentation to support inventory reconciliation. Tracked and recorded incoming shipments, assisting with receiving logistics. Generated daily Deposit, Cash Reconciliation, and Inventory & Order Activity reports. Coordinated with site superintendents and vendors to adjust shipment schedules, supporting efficient material and warehouse management
Treasurer
Reconcile accounts, oversee dues collection, and track expenses for club operations. Manage project budgets and monitor spending, reporting on any variances to the board semiannually. Coordinate the annual financial review and tax filing
Operations and Accounting Lead
Oversaw 20 team leaders, ensuring project milestones were met on time and within budget. Maintained the general ledger and financial records, including donations, expense tracking, and variance reporting. Developed a system for collecting supporting documentation from volunteers to reconcile project-related purchases, resulting in more complete and accurate expense tracking