Accountant II

Executed weekly reconciliations for payments to the state department of revenue and IRS totaling over $700k
Compiled monthly sales tax figures payable to the state commissioner surpassing $2M total and avoiding penalties
Collaborated with team to create and deliver over 10,000 1099 forms to recipients and the IRS
Coordinated organization and payment of property tax bills across 6+ cities totaling over $10M

Spearheaded process liaising with Yale Faculty for approvals on over 2,500 invoices each valued over $100K
Developed an operational guide to train future Financial Assistant’s on successfully performing their fiduciary duties
Coordinated successful delivery of over 500 checks for student clubs, state government entities, and academic authors

Assisted in development of an effective return to office proposal from the pandemic for ~200 employees
Analyzed 15+ past CFO reports to advise the CFO on potential methods to integrate into future financial decisions
Proposed multiple incentives to increase team morale and buy-in for the return to office process

Created monthly bulletin boards and newsletters for distribution to 30 residents
Marketed 6 annual events via official collegiate channels; garnered $300 student budget from administration
Advised on the hiring of 4 new Resident Assistants; devised a 20-session scenario-based onboarding program

Engaged in a 5-week program to understand wealth management strategies for $MM portfolios
Participated in private sessions with 5 key industry professionals to gain detailed insights into the landscape