LANA PHABMISAY
Albuquerque,NM
Summary
Financial Accountant leveraging 5+ years of proven experience in general accounting, tax preparation, financial planning, resource management, and professional development. Adept at analyzing problems, drawing conclusions from quantitative and qualitative data, and recommending appropriate solutions. Skilled and talented in directing financial management for small organizations, managing and implementing policies and procedures, while handling annual corporate budget and equipment accountability in a complex, fast - paced environment. Possesses a comprehensive background in financial documentation, organizational change, compliance control, and continuous process improvement. Career supported a Project Management Professional Certification and Bachelor of Science in Accounting with a minor in Cybersecurity. Certified IRS Tax Preparer Personnel Development Resource Management Fiscal Budget Management Financial Planning Training & Development Cybersecurity Logistics Management Microsoft Office Suite
Overview
4
4
years of professional experience
1
1
Certification
Work History
Staff Accountant
Daniel W Anderson CPA, All Business CPA
Albuquerque, United States
01.2023 - Current
- Collected and arranged financial information and entered details into Quickbooks Accounting Software financial management system.
- Monitored accounts receivable, accounts payable and other account balances to track transactions, avoid discrepancies and maintain accuracy.
- Executed financial reporting, managing prepaid accounts, schedules, reconciliations, event settlements, and month-end accruals.
- Created journal entry schedules to improve efficiency, support, and documentation of accounting processes.
- Prepared and filed tax returns to summarize transactions of calendar year and comply with laws and regulations.
- Prepared working papers, reports and supporting documentation for audit findings.
- Used accounting software to issue tax returns and prepare consolidated reports.
- Identified legal tax savings and recommended ways to improve profits.
Bookkeeping Assistant
Okinawa Gift Corner
Okinawa, Japan
06.2022 - 12.2022
- Processed employee and contractor expense reimbursements quickly.
- Input data into the accounting system and maintain the integrity of system information to alleviate potential breaches.
- Input financial data and produce reports using QuickBooks Online and QuickBooks Desktop.
- Streamlined daily reporting information entry for efficient record-keeping purposes.
- Inspected account books and recorded transactions.
- Reconciled company bank, credit card, and line of credit accounts, investigating and resolving discrepancies to keep accounts audit-ready.
- Handled five employee payrolls and other day-to-day financial transactions while maintaining long-term goals
- Validated and recorded invoices and resolved discrepancies with vendors
Accounting Technician
Resource Management, Kadena Air Base
Okinawa, Japan
01.2021 - 10.2022
- Classified and verified a wide variety of accounting documents to ensure the mathematics correctness and completeness of the information and prepared control sheets with appropriate accounting codes
- Maintained double-entry bookkeeping journals and subsidiary ledgers, posting entries to establish accounts
- Traced discrepancies, if necessary, to posting documents, computed operational expenses incurred by individual activities for accounting services provided, and assigned charges appropriately.
- Prepared profit and loss statements, financial statements, and miscellaneous financial reporting data
- Assisted in daily processing tickets to accounting agencies through MyFSS and communications to resolve accounting issues and concerns
- Reconciled all invoices, ensuring products and services were received
- Processing and preparing weekly check payments, obtaining authorizing signatures, and filing
- Scanning, filing, and organizing all Accounts Payable check payments and invoices
- Automated double-entry, accrual-based accounting environment and demonstrated proficiency in designing and implementing business processes
- Acknowledge accounts payable and accounts receivable processes, general ledger, variance analysis, account reconciliation, and full-cycle month-end close process
- Using computer application programs such as Microsoft Word, Excel, and PowerPoint to prepare documents and develop formatted reports from row data
- Accurately processed all invoices and check requests and worked closely with the vendors and supplies
- Matched invoices to checks, reviewed all appropriate documentation before payment, obtained all signatures for checks, and distributed the checks accordingly.
- Verified deposits, rectified discrepancies, and processed end-of-day paperwork using excel with 100% accuracy.
General Treasurer
Okinawa Enlisted Spouse Club
Okinawa, Japan
06.2021 - 06.2022
- Executed financial due diligence tasks on daily basis to maintain optimal company finances.
- Drafted treasury reports to support management decision-making needs.
- Planned and manage more than $200K annual budgets, tracking expenses and investigating discrepancies to maintain optimal controls.
- Implemented Excel to enhance and streamline processes for maximum efficiency.
- Analyzed financial data to mitigate risk and increase financial liquidity.
- Reconciled monthly statements, invoices and expense accounts, keeping records accurate and current.
- Streamlined month-end closing process to reduce labor costs.
- Provided treasury and cash management by overseeing reconciliation of banking activity, credit card processing and sales tax returns.
- Directed corporate decision-making and planning by monitoring and setting policies and procedures to optimize fiscal performance.
Tax Preparer (Seasonal)
LANA PHABMISAY, PG, Kadena Tax Center
Okinawa, Japan
01.2021 - 08.2021
- Prepared work to be processed by gathering, sorting, and organizing data and documents; establishing priorities
- Prepared federal tax documents by assembling and analyzing financial information and completing forms using software
- Recorded tax information by entering information into a database
- Maintained compliance with tax regulations by researching current regulations
- Protected operations by keeping information confidential
- Contributed to tax team results by welcoming new and different work requirements, exploring new opportunities to add value to the organization, and helping others accomplish related job results as and where needed
- Managed client’s files, including but not limited to completing intake forms, keeping clients updated, and preparing the documentation required by the IRS while attempting to resolve the client's issues
- Specialized Certifications:
- Tax Preparer Certification approved by IRS | Introduction to MS Office, social media, and typing certification
- Force Protection Training – Sep 2021 | Cyber Awareness Challenge- Sep 2021 | Religious Freedom
- Training – Sep 2021
- Marketing and Customer Service Training – Oct 2021 | Internal Control- Oct 2021
Education
Master of Science - Accounting and Financial Management
University of Maryland Global Campus
Maryland 01.2023 -
Bachelor of Science - Accounting, Cybersecurity
University of Maryland Global Campus
AsiaAssociate of Science - Accounting
University of Maryland Global Campus
AsiaSkills
Microsoft Office Suite 365 Operating Systems: Mac / Microsoft Windowsundefined
Certification
Intuit Quickbooks Bookkeeping Basics Certification
Timeline
Staff Accountant
Daniel W Anderson CPA, All Business CPA
01.2023 - Current
Master of Science - Accounting and Financial Management
University of Maryland Global Campus
01.2023 -
Bookkeeping Assistant
Okinawa Gift Corner
06.2022 - 12.2022
General Treasurer
Okinawa Enlisted Spouse Club
06.2021 - 06.2022
Tax Preparer (Seasonal)
LANA PHABMISAY, PG, Kadena Tax Center
01.2021 - 08.2021
Accounting Technician
Resource Management, Kadena Air Base
01.2021 - 10.2022
Bachelor of Science - Accounting, Cybersecurity
University of Maryland Global Campus
Associate of Science - Accounting
University of Maryland Global Campus
Intuit Quickbooks Bookkeeping Basics Certification
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