Shana W

Business & Finance Consultant - 12Yrs of Finance

New York City, New York
Last seen over a week ago

12 years experience

Pay negotiable

Want to connect with Shana?

Accountant in New York City, New York

Experience
Manager Finance
Maxus Group
January 2015 – Present (1 year 5 months)Greater New York City Area
Financial & Expense Analysis
•Minor Bookkeeping - Account Payables and Receivables duties
*Increase Net Profit 35% in less than 1 yr.
*Payroll and Hr Functions
*Establish and Created Accounting System
•Budget Planning
•Financial Reconciliation
•Financial Planning & Recording
•Manage Minor Operational Functions
•Manage & Regulate Accounting Functions according to GAAP


Small Business Consultant
Various Companies- Independent
January 2006 – Present (10 years 5 months)Greater New York City Area
Advise and implemented Proper bookkeeping and branding solutions to increase profit. Some of the companies included. In additional to Mentoring business owners

*Yellow Rat Bastard (Magazine)
*PT Photography
*AW Enterprise (Construction and Architecture)
*BAG Pest Control
*Direct Marketing
*Chada Shot Publication
*Various Retail Shops (Sunglasses Hut, Frat and Shop)
*SFBKLYN (restaurants and food industry)
*Pank Elephant Catering
*Greenstone Construction
* MIA Events

Accounting and Operations Assistant
Perlman & Perlman, LLP
June 2012 – January 2015 (2 years 8 months)Greater New York City Area
•Legal bookkeeping
*Established and Published Accounting Procedures and Policies.
•Financial & Expense Analysis
•Account Payables and Receivables duties
•Budget Planning
•Financial Reconciliation
•Financial Planning
•Manage Minor Operational Functions
•Manage & Regulate Accounting Functions according to GAAP

Senior Accounting Clerk
New York Cruise Lines, Inc.
May 2008 – June 2012 (4 years 2 months)Greater New York City Area
•Generate accounting statements and reports.
*Implemented and Customized New F&B sales procedure and system.
•Research cash receipts, coding and posting of receipts.
•Prepare daily bank deposit.
•Research and apply un-allocated cash.
•Reconcile hard cash
•Oversee client trust accounts, accounts receivable write-offs and payment reversals.
•Develop automated spreadsheets utilizing advanced Excel functions.
•Provide monthly financial and management reports.
•Organize and maintains up to date financial records.
•Maintain telephone and personal contact with staff and vendors on receivable matters as directed by manager.
•Assist in financial management and analysis, as requested.
•Organize and maintain retention files for required period of time.
•Bank, EPS, and Daily Reconciliation


Accounting Clerk
MTA Bus
January 2008 – June 2008 (6 months)College Point, NY
•Updated the accounts payable payments, purchase orders and packing slips on a daily basis.
•Opened, sorted, and dated all incoming mail and assist in the filing of accounting records during month/year end.
•Compiled and examined documents necessary for the preparation of a payment voucher including calculating amounts, compiling documents, and completing a voucher using proper general ledger distribution codes.
•Verified all internal controls have been met including authorized approval, account numbers, dollar limitations, and prepared formal notification to vendors when variances were encountered between invoice and contract.
•Specialized in resolving discrepancies.


Vision Board of Directors (Consultant)
United Way Of Metro Atlanta
January 2001 – May 2001 (5 months)Greater Atlanta Area
Vision was a board that executed and planned community services in the greater Atlanta area. Task includes community awareness planning and fundraising to fix smaller solutions in problematic communities.

Education

St. Joseph's College

Accounting and Finance
--...
BA/MBA Student
Concentration in Finance
CFA Candidate

CUNY Medgar Evers College
Business Administration and Management, General
--...
Business Administration Student
Intern in Early Childhood Education

Barry University

Barry University
Associate's degree, Biochemistry and Molecular Biology
--...
Pre Med Student studying Biochemistry and Organic Chemistry
Active member of Community Services (1st Yr Student)
Events and Promotions


Experience

Personal accounting

Personal accounting


Financial

Financial


Management

Management


Project accounting

Project accounting


Want to connect with Shana?


Services

Financial planning

Financial planning


Bookkeeping

Bookkeeping


Business consulting

Business consulting


HR management

HR management


Payroll

Payroll


Accounting system setup

Accounting system setup


Financial reporting

Financial reporting


Modelling and business planning

Modelling and business planning



Training

I have been trained as:

Certified management accountant

Certified financial manager


Recommendations

Simone Moher

I recommend Shana W as a accountant

Kiira Bullen

I recommend Shana W as a accountant

Ken Becker

I recommend Shana W as a accountant

Juan Lewis

I recommend Shana W as a accountant


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