The University of North Carolina at Greensboro - Greensboro, NC ● Studying in the Bryan School of Business
Bachelors in Accounting: 2021
The University of North Carolina at Greensboro - Greensboro, NC ● Studying in the Bryan School of Business ● Dean’s List: Spring 2020 ● Chancellor’s List: Fall 2018, Spring 2019, Fall 2020
Associates in Applied Science: Accounting: 2018
Central Carolina Community College - Sanford, NC ● President's List: Fall 2016-Spring 2018 ● Received SECU People Helping People Scholarship ● Achieved Highest Academic Award for Associates in Applied Science ● Received Academic Excellence Award in Accounting
Work History
Accounting Associate, 11/2018 to Present
Daniel Forlano Tax Preparation Co./Educating America Inc. – Greensboro, NC ● Facilitates PPP Second Draw loans and Forgiveness for various clients on as ad-needed basis, resulting in clients receiving loan money for the ongoing of their business and forgiveness of said loan money ● Maintains bookkeeping accounts for #+ clients on a monthly, quarterly, and yearly basis ● Calculates, completes, and appropriately files sales tax forms for North Carolina and Virginia for #+ clients on a monthly, quarterly, and yearly basis ● Conducts analysis on client’s depreciation reports, fills out and files yearly Business Personal Property Tax forms to client’s corresponding county for # clients ● Adjusts and files client’s yearly Secretary of State forms for # clients ● Reviews and edits applicable employee and contractor information in # of client’s bookkeeping records, reviews, and prints necessary 1099/1096 and W2/W3 forms yearly ● year end adj entries ● Aids in the preparation of tax documents for both corporate and personal formats ● Completes audit investigations and reports as needed ● Works with all company staff to aid in various tasks such as filing, organizing documents, researching, contacting clients, and any other tasks needed ● Attends weekly meetings with company managers to discuss what I’ve learned and acknowledge skills that need to be worked on
Tutor, 01/2019 to 05/2020
University of North Carolina at Greensboro – Greensboro, NC ● Tutored ACC 201, 202, and 218 ● Worked with students in both individual and group settings ● Reviewed class material with students by discussing text, working solutions to problems, or reviewing worksheets or other assignments ● Provided feedback to students using positive reinforcement techniques to encourage, motivate, or build confidence in students ● Participated in training and development sessions to improve tutoring practices or learn new tutoring techniques
Support Worker, 04/2016 to 08/2018
Stevens Center – Sanford , NC ● Promoted community integration by providing extensive emotional and social support ● Documented daily activities, behaviors, and incidents for permanent record ● Discussed with supervisor any goal updates and concerns ● Identified and addressed clients' barriers to self-sufficiency such as social and educational deficiencies ● Supported development of personal care; i.e. personal grooming, brushing teeth, dressing ● Encouraged in home skill building; e.g. completing chores, pursuing personal goals ● Aided in community networking; i.e. participating in community activities, exploring possible job and education goals, volunteering
Paraprofessional, 10/2014 to 07/2018
Victor & Associates Inc – Sanford, NC ● Worked with an individual client to provide personalized educational, behavioral, and emotional support ● Documented daily activities, behaviors, and incidents for permanent record ● Identified warning signs of emotional or developmental problems and reported to parents ● Planned and led activities to develop client's physical, emotional, and social growth ● Promoted community integration by providing physical, emotional, and social support ● Attended yearly meetings where family, supervisor, client, and other team members discuss annual goals and needs ● Supported development of personal care i.e. bathing, brushing teeth, dressing ● Encouraged in home skill building i.e. completing chores, following prescribed therapies Skills
● Proficient in Sage 50 ● Certified in Payroll Accounting
● Proficient in Proseries 2018-2020 ● Certified in Income Tax Preparation ● Proficient in Microsoft Office: Word, Excel, ● Exceptional problem solving Publisher, PowerPoint ● Strong organizational habits ● Efficient time management skills
Affiliations
Phi Theta Kappa - Member, 2017-Present
● Chapter President, 2017-2018 ● Recipient of Carolinas Region Hall of Honor Award ● Recipient of Distinguished Chapter Officer, Honorable Mention Award ● Led chapter to regional awards: Paragon Award for New Advisors; Carolina Superstars; Carolinas Region Honors in Action Project Awards, Theme 1: Myth and Reality; Carolinas Region Service Project Awards, Carolinas Read to Succeed; Distinguished Honors in Action Project Award, Themes for Theme 1: Myth and Reality; Distinguished Honors in Action Project Award; Distinguished College Project Award, Honorable Mention; Distinguished Chapter; Most Distinguished Chapter, 4th Finalist; Five Star Level Chapter Plan Award; Horizon Awards ● Let chapter to national awards: Top 100 Chapter
Phi Beta Lambda – Member, 2017-Present
● Chapter Treasurer, 2017-2018 ● Placed 1st in state-wide Forensic Accounting competition ● Placed 2nd in state-wide Accounting Analysis & Decision-Making competition ● Placed 4th in national Forensic Accounting competition
● Sorted various donated items into store categories ● Tested products such as games and electronics to make sure they were still usable ● Cleaned the storefront by sweeping and organizing items ● Stocked the storefront by putting out merchandise to be sold
Walnut Creek Amphitheater, Raleigh NC – Volunteer, 2017-2019
● Helped with opening the concession stand (organized and put out food items, ensured surfaces were clean, counted money, opened registers) ● Worked the concession stand during various concerts (sold food and drink items as a cashier, replenished food and drink items as needed) ● Helped with closing the concession stand (closed cash registers and counted money to be deposited, cleaned surfaces, machines, and floors used, discarded unused food and drink items)
NC Folk Fest, Greensboro NC – Volunteer, 2019-2020
● Helped various street vendors with unloading and setting up their booths ● Completed personal tasks for vendors such as moving items and fetching supplies as needed ● Headed the information desk locating in the performer’s hotel to facilitate check-ins and provide directions and advice as needed ● Provided festival guests with directions as needed
Out of the Garden Food Bank, Greensboro NC – Volunteer, 2020
● Sorted various perishable food items to be distributed to families in need ● Cleaned volunteer areas
Second Harvest Food Bank, Charlotte NC – Volunteer, 2020
● Sorted various perishable and non-perishable food and household items to be distributed to families in need ● Cleaned volunteer areas