Richard B.

ABOUT ME

I have 4+ years of experience in organizing financial data, in generating detailed financial reports, and in business systems analysis.

I am proficient in using the following accounting software systems and tools:

1.) Microsoft Excel (including Google Sheets) - Expert Level
*Prepared the following reports and performed the following tasks using MS Excel and Google Sheets:
- monthly expense and revenue pie charts
- monthly and weekly cash flow forecasts
- monthly profit and loss reports
- monthly and weekly staff profitability reports
- accounts receivable and accounts payable management
- inventory management
- payroll processing
- invoice and payment monitoring

2.) Xero Accounting Software
*Able to perform the following tasks using Xero:
- Accounting system setup
- Chart of accounts import and setup
- Bank transactions import and reconciliation
- Bookkeeping and financial statement preparation
- Importing of manual CSV files

3.) Intuit QuickBooks
*Able to perform the following tasks using Intuit Quickbooks:
- AR and AP management
- Invoicing and expense bookkeeping
- Bank reconciliation

4.) SAGE 50 (Peachtree)
*Able to perform the following tasks using SAGE 50:
- Financial statement preparation
- AR and AP management
- Inventory management
- Invoicing and sales process setup

Other accounting tools used: Connectwise, Gusto, Zenefits, Harvest
Documentation tools used: Hubdoc, Sharepoint, Dropbox, Google Drive
Communication tools used: Asana, Zoom, Slack, Skype, Google Hangouts, Gmail, Protonmail

SKILLS