1. Profiles
  2. USA
  3. New York

Shana W

No reviews yet
Business & Finance Consultant - 12Yrs of Finance
New York, New York
Active over a week ago
12 years exp.
From 50.00/hour

Rather have people reach out to you?

Creating a profile allows others to reach out to you, or letting you reach out to them

Accountant in New York, New York

I'm an
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 2008 – 2... BA/MBA Student Concentration in Finance CFA Candidate CUNY Medgar Evers College Business Administration and Management, General 2004 – 2... Business Administration Student Intern in Early Childhood Education Barry University Barry University Associate's degree, Biochemistry and Molecular Biology 2002 – 2... Pre Med Student studying Biochemistry and Organic Chemistry Active member of Community Services (1st Yr Student) Events and Promotions


Personal accounting
Project accounting


Accounting system setup
Business consulting
Financial planning
Financial reporting
HR management
Modelling and business planning


I have been trained as:
Certified financial manager
Certified management accountant

Share This Profile