Summary
Overview
Work History
Education
Skills
Affiliations
Timeline
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Alexander Rose

Wilmington

Summary

Senior Accountant with over 4 years of experience in public accounting, specializing in financial management and reporting. Proven track record of delivering accurate financial analysis and supporting diverse organizational goals. Recognized for reliability, focus, and self-motivation in high-pressure environments. Aiming to leverage expertise in commercial, education, and non-profit sectors to drive impactful financial strategies.

Overview

13
13
years of professional experience

Work History

Senior Accountant

AAFCPAs
Boston
08.2023 - Current
  • Working independently in the audit department while training staff and reporting to the manager, supervisor, or partner on the job.
  • Take the lead on client interaction as evidenced by the client is comfortable seeking out the Senior first in most areas.
  • Command of all high-risk areas including planning, revenue, receivables, financial statement drafting, memo writing, and correspondence., and understanding their impact on the particular job and ability to articulate and train staff.
  • Ability to apply concepts and take the next steps to offer solutions.
  • Successfully training staff in all areas with the ability to consistently tie technical knowledge to the training.

Experienced Staff Accountant

AAFCPAs
Boston
07.2022 - 08.2023
  • Working in the audit department under a senior/supervisor from time to time but mostly working independently with limited supervision.
  • Completing work within budgeted time constraints and track open items lists and job tracking.
  • Effectively works with all team members from staff to partner and is actively looking to help superiors in all stages, including wrap-up.
  • Mastery of audit low risk areas including cash, fixed assets, accounts payable, accrued expenses, prepaid expenses, legal and payroll expense.
  • Basic understanding of at least of the five audit high risk areas including planning, revenue, receivables, financial statement drafting, memo writing, correspondence.

Staff Accountant

AAFCPAs
Boston
06.2021 - 07.2022
  • Working in the Audit department under a senior/supervisor within the Education niche.
  • Analyze operational and financial processes of a company.
  • Complete compliance testing, most commonly for payroll and cash disbursements.
  • Review financial statements and relevant documents provided by the client in order to look for errors and discrepancies to make sure bookkeeping is accurate.
  • Evaluate the measures the organization has put in place to manage financial risk and assess their effectiveness.

Boston Ice - Ice Effects
Rockland
01.2013 - 01.2021
  • Assisted in all aspects of operating a successful family owned small business. Responsibilities include:
  • Bookkeeping: record monthly sales and expenses using Quickbooks.
  • Production Assistant: CAD design and operation of multiple CNC machines and various other equipment and tools
  • Delivery Manager: planning and execution of time sensitive installations to high-end venues throughout New England, sometimes alone, sometimes leading multiple employees.
  • Customer Relations: communication with clients to assess and fulfill their needs. Preparing job proposals using excel, auto-cad, word, power point and other programs.
  • Sales & Marketing: design & upkeep of monthly blog using Constant Contact and various social media postings

Education

Bachelor of Science - Business Administration

Salem State University
MA
05.2021

Skills

  • QuickBooks and accounting software
  • CAD design
  • Microsoft Office suite
  • Data analysis and reporting
  • Client relationship management
  • Financial statement analysis
  • Budgeting and forecasting
  • Auditing and compliance

Affiliations

  • AICPA member
  • Golf and Club Hockey
  • Actively studying for the CPA exam (passed 3 of 4 exams).

Timeline

Senior Accountant

AAFCPAs
08.2023 - Current

Experienced Staff Accountant

AAFCPAs
07.2022 - 08.2023

Staff Accountant

AAFCPAs
06.2021 - 07.2022

Boston Ice - Ice Effects
01.2013 - 01.2021

Bachelor of Science - Business Administration

Salem State University

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Alexander Rose