Summary
Overview
Work History
Education
Skills
Timeline
Generic

David O'Brien

Chadds Ford

Summary

Accountant with expertise in QuickBooks and tax preparation, honed at Barsz, Gowie, Amon & Fultz, CPA's. Barsz, Gowie, Amon & Fultz merged with my previous employer William E. Howe & Company and I assisted them with the transition and work there currently. I have a proven track record in streamlining financial processes and enhancing accuracy, while effectively resolving client disputes. Strong attention to detail and exceptional organizational skills drive successful outcomes in accounts management and payroll processing.

Overview

7
7
years of professional experience

Work History

Accountant

Barsz, Gowie, Amon & Fultz, CPA's
01.2020 - Current
  • Documented cash, credit, fixed assets, accrued expenses, and line of credit transactions.
  • Reconciled accounts and reviewed expense data, net worth, and assets.
  • Completed daily cash functions like account tracking, payroll and wage allocations, budgeting, donating, and cash, and banking reconciliations.
  • Detected and corrected mistakes early on and implemented systems to avoid recurring issues.
  • Gathered financial information, prepared documents, and closed books.
  • Prepared and filed tax forms to meet needs of customers.

Accounts Assistant

Sepax Technologies
03.2018 - 01.2020
  • Processed payments and documents such as invoices, journal vouchers, employee reimbursements, and statements.
  • Organized data into multiple spreadsheets to streamline data.
  • Communicated and resolved disputes with clients regarding outstanding invoices, payments and adjustments.
  • Performed administrative and clerical duties such as word processing, data entry, faxing and copying.

Education

Bachelor of Science - Accounting

University of Delaware
Newark, DE
05-2020

Skills

  • Bookkeeping
  • Bank reconciliation
  • Accounts payable and receivable
  • Quickbooks expertise
  • Payroll management
  • Partnership accounting
  • General ledger entries
  • Tax preparation
  • Payroll processing

Timeline

Accountant

Barsz, Gowie, Amon & Fultz, CPA's
01.2020 - Current

Accounts Assistant

Sepax Technologies
03.2018 - 01.2020

Bachelor of Science - Accounting

University of Delaware
David O'Brien