Professional Summary
Strategic CPA with over 10 years of experience in full-cycle accounting, financial analysis, project costing, tax compliance, and process optimization. Expert in Excel-based automation (Power Query, VBA, Pivot Tables, XLOOKUP,IF), QuickBooks Online/Desktop, Xero, and AppFolio.
Successfully streamlined financial workflows across multiple platforms improving accuracy and reducing reconciliation time by up to 75%. Managed general ledger, tax compliance, owner payouts, payroll, and month-end reporting for property management and utility companies. Recognized for excellence in financial reporting and awarded as Most Outstanding Performer for three consecutive years (2020–2022).
Professional Skills I Bring to the Table:
Bookkeeping / Accounting: 10+ years
QuickBooks / Xero: 2+ years
Financial Reporting (Accrual Accounting): 10+ years
Forecasting / Budgeting: 10+ years
Process Improvements & Automation: 5+ years
Management / Leadership: 8 years
Clients / Industries I Worked With:
Real Estate / Property Management
Utilities / Energy Distribution
Retail / Aviation Simulation
Software I’m Proficient With:
QuickBooks Online / Desktop, Xero
AppFolio, Metabase, SaasAnt
Microsoft Office / Google Workspace
Power Query / VBA / Pivot Tables / XLOOKUP / IF / Excel Macros
Zoom / Teams / OpenPhone
