Functional Skills

Accounting
Accounts Receivable
Finance Transformation
Sales and Operations Planning (S&OP)
Accounting Software Implementation
Operations Management
Marketing Analytics

Software Skills

Quickbooks
Quickbooks Enterprise
Xero
ADP Workforce Now
Asana
Basecamp
Canva
Cloud computing
Database migration
DocuSign
Dropbox
G Suite
Google Sheets
Microsoft Excel
OpenAI

Sector Experience

Business Services
Chemicals
Industrials
Real Estate
Transportation & Logistics

Languages

English
Spanish

Experience

KAREN HERNANDEZ BOOKKEEPING Accounting
FREELANCE BOOKKEEPER
10/2021 - Present
Delivered tailored freelance bookkeeping solutions to diverse small businesses, integrating QuickBooks for comprehensive financial management. Consulting services and training for individuals and businesses to reach their full potential and goals Executed short and long-term projects, optimizing bookkeeping procedures and earning recognition as a Top Rated Plus 3% best freelance bookkeeper on Upwork in 2022.
SHIFFLETT & PHILIPS, LLP. Accounting
STAFF ACCOUNTANT
5/2024 - 12/2024
Provide expert bookkeeping services for clients in various industries, specializing in QuickBooks Online, ensuring consistent and reliable financial records. Perform regular account reconciliations, post payroll journal entries, and manage depreciation adjustments to maintain accurate and up-to-date financial data. Complete quarterly payroll reconciliations and prepare 1099 forms to ensure tax compliance and accurate reporting.
Empire Tax Advisors Accounting
ACCOUNTING MANAGER
5/2023 - 4/2024
Orchestrated meticulous sales tax compliance, squarterly tax planning meetings, and executed quarterly estimated taxes. Managed a spectrum of monthly bookkeeping duties, including payroll processing, ensuring stringent adherence to sales tax regulations. Provided invaluable financial counsel, guiding clients toward optimal fiscal strategies and compliance.
AUTO SMART INSURANCE Finance
FINANCE MANAGER
1/2021 - 12/2021
Demonstrated adeptness in QuickBooks for bank reconciliation and AgencyMatrix for commission reconciliation. Managed deposits, financial metrics, invoicing, and accounts payables, ensuring seamless financial operations. Oversaw marketing initiatives and adeptly handled insurance collections, contributing to sustained financial success.
Mount Franklin Foods Accounting
ACCOUNTS RECEIVABLE CLERK
2/2020 - 1/2021
Strategically managed collections while reducing bad debt expenses. Conducted meticulous clearings and reconciliations, credit reports, deduction claims, and aging balances, ensuring timely payments and resolving discrepancies. Leveraged the BANN system proficiently for streamlined invoicing and journal entry recording, enhancing financial operations and documentation.