AGUILAR ACCOUNTING SERIVICES
WILSON F. AGUILAR
17-34 Summerfield Street
Ridgewood, NY 11385
(917) 362-1365 firstname.lastname@example.org
Technically proficient in Microsoft Office: Excel, Word, QuickBooks Pro, Solomon, Saber Max, Pro Systems, Tax Wise. Excellent communicator who is fluent in English and Spanish. Strong team-working and multi-tasking skills, successfully completes projects within time and budget constraints.
●Seek clients using several approaches such as calling to former colleagues, family members. ●Make presentation according to company’s guidelines. ●Fill out a find sheet to recognize financial planning deficiencies. ●Make recommendations and presenting solutions to achieve client’s financial goals.
Gelmart Industries Inc, New York.
Account Analyst/Import /Purchasing Agent ●Prepare daily check register Report. ●Perform bank reconciliation. ●Analyze different accounts on monthly basis. ●Participate and contribute to monthly close process. ●Supervise Accounts Payable transactions. ●Perform import duties. ●Prepare purchase orders for purchasing items for the company. Search for the best price. F&M Multiservice, Brooklyn, New York.
●Run day to day operation of cash transactions sent to South and Central America countries. ●Reconcile cash on hand to supporting documents at the end of each day. ●Communicate clients of different service offered by the business. ●Prepare tax returns for clients during tax season
Regen Benz & Mcckenzie, New York
●Prepared individual, partnership, tax returns. ●Prepared payroll reports and quarterly payroll taxes. ●Handle entry of cash receipts, and disbursements in Quickbooks. ●Performed bank reconciliation.
Armstrong Associates, Inc. New York
●Assisted with the audit procedures for real estate and non-for profit organizations including preparation of work papers, confirmations, schedules, analysis of accounts in the planning phase of the audit. ●Assisted with fieldwork following audit programs in assigned areas of the financial statements at client sites. ●Post adjustments to client’s trial balances in a lead worksheet, and preparation of financial statements using Microsoft Excel software. ●Prepared individual, partnership, and non-for profit organization tax returns. ●Prepared payroll reports and quarterly payroll taxes. ●Prepared sales tax returns for clients. ●Handle entry of cash receipts, and disbursements in Quickbooks Pro software.
Performed bank reconciliation, worked with trial balance, general ledger, journal entries, financial statements.
●Prepared schedules for depreciation and amortization.
Hunter College, New York.New York University Bachelor of Science in Accounting In the process of obtaining certificate in Financial Planning