Andrew, Fairfax , VA
Bachelors, Professional Management
4.4
7
Reviews
Expertise
Service Line
Certifications
Availability
Top Industries
Accounting Firm
Construction
Consumer Services
Retail
Logistics and Supply Chain
Top Skills
Account Reconciliation
Bank Reconciliations
Bookkeeping
Full Charge Bookkeeping
Payroll
Top Softwares
ADP
Quickbooks (online)
Xero
Work Experience
Title:
Chief Executive Officer
Dates Worked:
December 2010 - current
Accomplishments:
●Analyse cashflow and budgets
●Supervising support staff
●Acquire funding for operational expenses
●Prepare and execute business plans
●Recruit new staff members and form partnerships with key individuals and organizations.
ATS Financial
●Prepare loan proposals for clients to submit to our lending partners
●Supervise loan brokers
●Manage marketing team to ensure KPIs are met
●Acquire new ISOs on behalf of the company
●Assist clients in finding the right type of funding for their projects.
ATS Bookkeeping Services
●Prepare quarterly and annual financial reports.
●Prepare and analyze cashflow budgets
●Manage accounts receivables and payables
●Prepare bank and credit card reconciliation
●Capture and properly code all bank and credit card transactions.
Software Used:
ADP, Quickbooks (online), Wave, Xero, FreshBooks
Skills Used:
Account Reconciliation, Accounting Software, Accounts Payable, Accounts Receivable, Bank Reconciliations, Bank Deposits, Bookkeeping, Invoicing, Fast Track, Tax Filing, Tax Returns, State Tax Filing, Corporate Tax, Income Tax, Tax Compliance, Tax Planning, Tax Consulting/Planning
Industries Covered:
Management Consulting, Accounting Firm, Banking, Insurance, Logistics and Supply Chain