Levi

Staff Accountant

PwC • Fulltime

Jul 2021 - Jun 2026 • 4 yrs 11 mos

I am an ACCA-in-progress Staff Accountant with 4 years of accounting, bookkeeping, and financial reporting experience, supporting 50+ clients across real estate, property management, law firms, healthcare, e-commerce, IT, private equity, HVAC, and construction. In my Staff Accountant role, I manage financial records, journal entries, general ledger reconciliations, month-end close, financial statements, accounts payable, accounts receivable, payroll, audit support, budget variance monitoring, forecasting, cost allocation, and ad-hoc finance tasks. I also improve reporting through spreadsheet automation, process improvement, and better financial data management. In my Accountant role for a business consultancy environment, I handled payroll processing for attorneys and staff, billing through Cosmolex, client trust fund monitoring, budgeted vs. actual revenue reporting, bank and credit card reconciliations, QuickBooks Online transactions, vendor and client payment coordination, financial data cleanup, and accounting system improvements. I also worked with management and cross-functional teams to correct errors, streamline workflows, and improve reporting accuracy. In my Accounts Executive – Finance role, I managed a portfolio of 40+ clients and delivered timely bookkeeping services based on each client’s needs. My work included daily transaction processing, AP/AR, payroll, monthly financial statements, bank and credit card reconciliations, account monitoring, overdue payment follow-ups, budgeting, financial planning, and forecasting. I am skilled in QuickBooks Online, Xero, Zoho Books, Wave, NetSuite, Sage Intacct, Yooz, Hubdoc, Bill.com, Ramp, Cosmolex, Clockify, Asana, Microsoft Office, VAT/sales tax, trust accounting, lease accounting, fixed assets, inventory management, reconciliations, cleanup, and manual adjustments.