Summary
Overview
Work History
Education
Skills
Accounting & Finance Experience
Timeline
Generic

Trinide Holt

Raleigh

Summary

I am a detail-oriented accounting graduate with strong skills in QuickBooks, Microsoft Excel, SQL, and Tableau. I have hands-on experience assisting individuals with tax preparation through VITA. Adept at payroll processing and business operations management. Seeking an accounting or finance position to apply analytical and technical skills in a professional setting.

Overview

3
3
years of professional experience

Work History

Leadership Team Member

Crumbl Cookies
08.2024 - Current
  • Supervised staff and managed daily business operations
  • Ensured quality control and compliance with health and safety regulations

Manager

Filipino American Cuisine
01.2024 - Current
  • Oversee financial aspects of the business, including payroll processing, budgeting, and inventory cost management
  • Maintain and reconcile financial records, ensuring accuracy in daily transactions

Assistant General Manager

Sonic
01.2024 - Current
  • Process daily sales reports and ensure cash register accuracy
  • Handle customer complaints and resolve issues related to service and product quality

Volunteer Tax Preparer

Utah Tech University VITA
01.2024 - 05.2024
  • Assisted individuals in preparing and filing tax returns, ensuring compliance with IRS regulations
  • Conducted client interviews to gather necessary financial information and determine tax eligibility
  • Utilized TaxSlayer to process returns efficiently and accurately
  • Developed strong customer service skills by explaining tax-related concepts to clients

General Manager

RocTaco
04.2022 - 01.2024
  • Managed cash handling, ensuring accurate financial records and bank deposits
  • Oversaw inventory management, reducing food waste and controlling costs
  • Created schedules and managed labor costs to optimize operational efficiency
  • Utilized Excel to track sales, expenses, and profitability trends

Education

Bachelor's - Accounting

Utah Tech University
St. George, UT
12.2024

Associate’s - Management

Utah Tech University
St. George, UT
05-2024

Skills

  • QuickBooks
  • Microsoft Excel
  • SQL
  • Tableau
  • Payroll Processing
  • Tax Preparation
  • Budgeting & Cost Control
  • Teamwork

Accounting & Finance Experience

VOLUNTEER TAX PREPARER Spring 2024

Utah Tech University VITA

• Assisted individuals in preparing and filing tax returns, ensuring compliance with IRS regulations.

• Conducted client interviews to gather necessary financial information and determine tax eligibility.

• Utilized TaxSlayer to process returns efficiently and accurately.

• Developed strong customer service skills by explaining tax-related concepts to clients.


QUICKBOOKS TRAINING Spring 2023

Utah Tech University

• Completed coursework in QuickBooks, learning to manage accounts payable/receivable, bank reconciliations, and financial reporting.

• Gained hands-on experience setting up company accounts, recording transactions, and generating financial statements.

Timeline

Leadership Team Member

Crumbl Cookies
08.2024 - Current

Manager

Filipino American Cuisine
01.2024 - Current

Assistant General Manager

Sonic
01.2024 - Current

Volunteer Tax Preparer

Utah Tech University VITA
01.2024 - 05.2024

General Manager

RocTaco
04.2022 - 01.2024

Bachelor's - Accounting

Utah Tech University

Associate’s - Management

Utah Tech University
Trinide Holt