Accountant

Senior Accountant — Lumina Finance Group

Charlotte, NC | January 2024 – Present

• Managed the full-cycle month-end close process for 3 business entities, reducing close cycle times by 3 days (30%) through the automation of recurring journal entries.
• Reconciled 15 high-volume bank accounts and 8 balance sheets monthly, identifying and resolving a $42,000 legacy ledger discrepancy within the first 60 days.
• Partnered with external auditors to facilitate the annual financial audit, delivering 100% of required PBC schedules on time and ensuring zero material weaknesses.
• Designed and implemented automated Excel pivot tables and VLOOKUP reconciliation templates, cutting manual spreadsheet processing time by 12 hours weekly.

Staff Accountant — Apex Distribution Partners

Atlanta, GA | July 2021 – December 2023

• Processed and reviewed accounts payable and accounts receivable transactions totaling $2.4M monthly, achieving a 99.8% invoice posting accuracy rate.
• Conducted weekly variance analyses of actual vs. budgeted expenses for 5 departments, helping operations managers reduce discretionary spending by 11%.
• Prepared and filed quarterly state sales and use tax returns in 8 jurisdictions, mitigating compliance risks and preventing potential penalty assessments.
• Analyzed fixed asset ledger entries and calculated monthly depreciation schedules for 140+ capitalized capital items, improving fixed asset reporting accuracy by 15%.

General ledger reconciliation, GAAP compliance, Month-end close optimization, Variance analysis, Accounts payable, Accounts receivable, Fixed asset accounting, Sales and use tax filing, Financial audit support, NetSuite, QuickBooks Enterprise, Sage Intacct, Sage Fixed Assets, Advanced Excel (PivotTables, VLOOKUP, INDEX/MATCH)

Month-End Close Acceleration

Role: Lead Accountant

Tools: NetSuite ERP, Microsoft Excel, Slack

Re-engineered month-end close procedures and automated recurring journal entries, reducing close times from 8 days to 5 days and saving 24 analyst hours monthly.

Accounts Receivable Clean-Up

Role: Staff Accountant

Tools: QuickBooks Enterprise, Microsoft Excel

Audited outstanding accounts receivable ledger, identifying and correcting a $45,000 multi-month ledger discrepancy and improving collections turnaround by 18 days.

• Certified Public Accountant (CPA) (2023)
• Certified Management Accountant (CMA) (2025)

• Languages: English (Native), Spanish (Conversational)
• Volunteer Work: Provided pro bono tax preparation services for low-income families via VITA (2022-present)
• Availability: 3 weeks notice