Senior Accountant

Senior Accountant — Apex Financial Solutions

Chicago, IL | January 2022 – Present

• Led month-end closing processes for 4 multi-entity corporate clients with $45M in combined annual revenues, reducing average closing time by 28% from 9 business days to 6.5 business days.
• Reconciled 150+ complex balance sheet and intercompany ledger accounts monthly, resolving $95,000 in historical ledger discrepancies and reducing open items by 38% using BlackLine automation.
• Coordinated annual external audit preparations by designing 12 new schedule templates under GAAP, resulting in 0 audit adjustment findings and reducing external testing cycles by 18 business days.
• Supervised and trained 3 junior staff accountants on general ledger procedures and corporate tax calculations, improving team processing accuracy by 22% and reducing review cycle times by 40%.

Staff Accountant — Summit Capital Group

Chicago, IL | June 2016 – December 2021

• Managed accounts payable and receivable operations processing over 1,200 invoices monthly, achieving a 99.7% billing accuracy rate and securing $18,000 in early-payment discounts annually.
• Reconciled 16 bank accounts across multiple global currencies daily, identifying transaction variances averaging $32,000 monthly and correcting discrepancies within 24 hours of posting.
• Calculated and prepared monthly depreciation schedules for a fixed asset portfolio of 500+ items valued at $3.5M, maintaining 100% compliance with corporate capitalization policies.
• Assisted in drafting monthly financial statements, including balance sheets and income statements, reducing corporate report distribution latency by 35% using Sage Intacct spreadsheet links.

General ledger, Month-end close, Balance sheet reconciliation, GAAP, Multi-entity consolidation, Corporate tax preparation, Audit coordination, SOX compliance, Fixed assets, NetSuite, BlackLine, Sage Intacct, QuickBooks Online, Advanced Excel, Power Query

ERP System Migration & Integration

Role: Lead Implementation Accountant

Tools: NetSuite, Sage Intacct, MS Excel

Directed the migration of historical financial data for 5 subsidiaries to NetSuite, completing the project 3 weeks early and reducing closing cycles by 25%.

Reconciliation Automation Initiative

Role: Project Lead

Tools: BlackLine, NetSuite, MS Excel

Designed automated bank reconciliation schedules for 14 operational accounts, cutting manual reconciliation overhead by 40% and eliminating carryover variances.

• Certified Public Accountant (CPA) (2018)
• Certified Management Accountant (CMA) (2020)

• Languages: English (Native), Spanish (Conversational)
• Volunteer Work: Volunteer financial counselor for local community business development center (2019-present)
• Availability: 2 weeks notice