Current Employment Status:
Hired Full Time on Dec 7, 2023
Are you looking for a tech-savvy bookkeeper and data analyst? Look no more! I can help you clean your books, catch up on monthly financials, find insights from your customer data, manage your inventory, and help with any administrative and finance-related tasks. Here is the breakdown of my skills and experiences:
- Payroll (ADP and Gusto)
- Streamline payables and receivables using Melio,
- Effectively track inventory valuation and monthly cost of goods sold (Advanced Excel functions)
- Efficiently reconcile banks in Quickbooks and Xero.
- Migrate transactions from one accounting software to another using Saasant.
- Assist with software integrations to Quickbooks such as ship station, Dext, Shopify and Amazon
- Prepare GAAP-compliant year-end Financial Statements for Annual Tax Returns.
- Manage the general ledger and chart of accounts to organize financial data systematically. Perform periodic reviews to spot and rectify errors promptly.
- Utilize data analysis tools to extract insights from financial data, helping clients make informed business decisions. Conduct variance analysis to identify trends and areas for improvement.
- Conduct month-end closing procedures, including journal entries, reconciliations, and financial statement preparation. Maintain accurate and up-to-date financial records for timely reporting.
Making sense of your data:
I have formal training in data analytics and have created projects to churn large amounts of data into actionable insights. My expertise lies in the e-commerce (Shopify and Amazon) and finance realm. Here is the breakdown of the tech stack I have experienced (non-formal) in:
Python (Scikit learn, pandas, numpy, cufflinks, etc)
PowerBI
Tableau Microsoft
Excel Advanced (PowerQuery, Macros)
Experience: 5 - 10 years
Experience: 1 - 2 years
Experience: 5 - 10 years
“I had this VA that I could turn things over to made it a lot easier”
Kyle Mckenna
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