
Timeline
About me
Small Business Bookkeeper/Account Manager
Education

Strayer university
2014 -Master of business administration (m.b.a.) finance, general 4.0
Mercer university
2001 - 2003
Middle georgia state university
2006 - 2010Bachelor's degree accounting and business management
Experience

Southeastern financial llc
Feb 2006 - Oct 2011Property accountantMaintained positive communication with tenants.Strived for quick resolution of complaints or concerns in a service-oriented mannerProvided attentive support to prepare budgets for property ownerReviewed and approved payables, leases, billing adjustments, and depositsPrepared bank and balance sheet reconciliations and financial statements monthly

E*trade financial
Oct 2011 - May 2012Financial services representativeProvided the highest level of service by accurately identifying customer needs and articulating the appropriate solution to their questions and account related issuesDemonstrated a passion for driving sales, following through on commitments, process efficiency, and time managementStrengthened customer relationships by utilizing the competitive advantage of E*Trades Financial product offering and its value proposition by anticipating needs, and proposing cross selling solutionsSuccessfully communicated with various support groups and make use of all internal systems and resources available to obtain the necessary information Proactively developed proposals, and positive solutionsPlaced securities trades and assisted with business developmentSpecialized on tax and retirement team to assist customers with preparation for tax season and understanding bank and investment statements Show less

Allstate
May 2012 - Jul 2015Subrogation claims analystSupported claims adjusters by completing and managing various claims taskResponsible for inputting data into a variety of Claim Related computer systemsOpened, and closed coverage’sProcessed non-complex losses, non-technical subrogation collection files, and non-complex auto, and property payment claimsContacted insured, claimants, vendors, and other insurance companies to secure information in order to properly investigate, settle and process assigned claims Followed up on various control lists in a timely and accurate manner, while using them to monitor trends and results to determine effective work prioritization Analyzed evidence within claims to determine the at-fault party and a valid recovery amount for settlement purposesNegotiated effectively with third-party carriers to secure settlementsProcessed payments to third-party carriers and insured policy holders Show less

Norfolk southern corporation
Jul 2015 - Feb 2017Revenue accounting analystEvaluate customer accounts and take appropriate action to minimize the outstanding accounts receivable balanceAnalyze various management control reports used to evaluate customer accounts and determine quarterly and annual trend of the general ledgerPerform account reconciliation weekly to verify proper application of ACH and wire paymentsPrepare financial and statistical reports as required

Mosaic-advisors, llc
Nov 2016 - Nov 2017Account manager/ bookkeeperI complete the following tasks for multiple clients in various industries (ie. Music, Real Estate, etc.):-Prepare high volume bank account reconciliations and account reviews.-Perform accounting across multiple business units, legal entities, and multiple systems. -Assists with audit requests-Record daily bank deposits -Month-end close, financial statement review and preparation-Monthly journal entries and accruals-Vendor Invoicing-Payroll-Tour Budget Preparation Show less

Virtuous bookkeeping solutions, llc
Dec 2016 - nowOwnerAnastasia Saleem and the VBS team are passionate about financial literacy and helping business owners get comfortable with addressing their financial health. Anastasia understands the importance of good work ethic, integrity, and sharing knowledge that she has gained over time. We are here to take on the burden of organizing your business finances and the transactions that keep your business growing. While we work to simplify your business finances, you can spend your time and energy on other important business decisions. You Close the Deals.............We'll Close the Books Show less

Lovely financials group
Nov 2017 - Nov 2022Accounting managerSome of my key tasks in this position include the following:- Manage the accounting team in completing all monthly tasks- Manage payroll processing for various clients - Month-end close, financial statement review and preparation- Monthly journal entries and accruals- Personal bookkeeping for multiple families
Licenses & Certifications

Certificate of appointment of notary public
Superior court of fulton countyJan 2018
Xero certified advisor
XeroJan 2017
Volunteer Experience
Budget Advisor
Issued by Atlanta Habitat for Humanity on Jan 2015
Associated with Anastasia Saleem
Languages
- enEnglish
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