Shana W
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Business & Finance Consultant - 12Yrs of Finance
New York, New York
Active over a week ago
12 years exp.
From 50.00/hour
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Accountant in New York, New York
I'm an
Individual
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
Experience
Financial
Management
Personal accounting
Project accounting
Services
Accounting system setup
Bookkeeping
Business consulting
Financial planning
Financial reporting
HR management
Modelling and business planning
Payroll
Training
I have been trained as:
Certified financial manager
Certified management accountant
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