Detail-Oriented Staff Accountant | GL Reconciliation & Tax Support Specialist

Lucas Ferreira

Professional Summary

Detail-oriented Staff Accountant with 2+ years of experience in GL reconciliation, AP/AR, and tax support. Currently pursuing CPA certification with strong skills in QuickBooks, SAP Concur, and Excel. Known for accuracy, efficiency, and building strong internal controls in fast-paced environments.

Work Experience

Staff Accountant I at Midwest Financial Services

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Reconciled monthly balance sheets and five corporate bank accounts with 100% accuracy. Posted journal entries and reduced month-end close time by 20%. Managed accounts receivable operations, decreasing overdue balances by 15% in Q3 2023. Audited general ledger accounts and corrected $15K in misclassified expenses. Processed 120+ vendor invoices monthly using SAP Concur and Bill.com with zero late payments. Collaborated with finance team on cost-tracking project that saved $8K annually.

Professional Tax Intern at Toledo Tax Group LLP

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Prepared tax filings for 50+ clients, including individuals and sole proprietors. Calculated and filed personal property tax for small businesses across Ohio and Michigan. Reviewed tax documents (W-2s, 1099s) and assisted with e-filing submissions. Streamlined client intake process by digitizing forms, reducing preparation time by 10%.

Accounting Tutor at University of Toledo

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Tutored 30+ students in Accounting I and II, raising average exam scores by 18%. Created review packets and personalized study plans based on curriculum gaps. Received 'Peer Mentor Award' for student feedback and academic support.

Volunteer Tax Preparer at Volunteer Income Tax Assistance (VITA)

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Prepared and e-filed 40+ federal and state tax returns for low-income individuals. Ensured compliance with IRS guidelines while maintaining data privacy. Assisted with outreach and scheduling, increasing local participation by 12%.

Education

Bachelor of Science in Accounting

University of Toledo

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Skills

Technical Skills

  • General ledger reconciliation
  • Accounts payable and receivable
  • Tax filing and compliance
  • Financial reporting
  • Month-end close processes

Soft Skills

  • Attention to detail
  • Analytical thinking
  • Effective communication
  • Team collaboration
  • Problem-solving

Certifications

QuickBooks Certified User

Microsoft Excel Specialist

CPA Candidate

CPA Board

Score
85/100
Work Experience
83/100
Profile
88/100
Projects
0/100
Certifications
70/100
Education
75/100
Header
90/100
Skills
87/100
Add a dedicated Projects section with examples of relevant accounting or process improvement projects.
Include certification details such as issuing authority and dates to increase ATS recognition and recruiter trust.
Enhance education section with GPA, relevant coursework, or academic honors to provide more depth.
Standardize date formats and tense usage in work experience for improved readability and professionalism.
Integrate key skills and certifications more deeply into work experience descriptions for better keyword synergy.
Strong quantitative achievements in work experience demonstrating measurable impact.
Clear and relevant use of accounting-specific keywords and software tools.
Well-structured skills section separating hard, soft, and tool skills.
Professional and focused summary with relevant keywords and career objectives.

Work Experience

83%
Work experience includes quantified accomplishments (e.g., 'reduced month-end close time by 20%', 'decreasing overdue balances by 15%'), which demonstrate impact effectively.
Descriptions use relevant accounting terminology and software names, improving ATS keyword detection.
Consider standardizing date formats and ensuring consistent tense usage for clarity and professionalism.
Including more details on scope or team size could provide better context to recruiters.

Profile

88%
Summary is concise, keyword-rich with relevant accounting terms like 'GL reconciliation', 'tax support', and software tools, enhancing ATS keyword matching.
Profile highlights clearly list key skills and strengths, aiding quick recruiter assessment.
Adding measurable achievements or certifications status in the summary could further strengthen impact.

Projects

0%
Section missing

Certifications

70%
Certifications listed include relevant QuickBooks and Excel credentials, supporting technical proficiency claims.
CPA Candidate status is noted but could be enhanced by specifying passed exams and expected completion date.
Adding issuing authorities and dates awarded will improve credibility and ATS recognition.
Consider highlighting certifications in the summary or skills section for better visibility.

Education

75%
Education section lists degree, field of study, and dates, providing essential academic background.
Including GPA (if strong) or relevant coursework/projects could add value.
Adding any academic honors or leadership roles would strengthen this section.

Header

90%
Header includes full name, professional headline, email, phone, location, and LinkedIn URL which supports ATS parsing and recruiter contact.
Consider adding a professional email domain to increase credibility.

Skills

87%
Skills are well categorized into hard skills, soft skills, and tools, which helps both ATS and human readers.
Including more industry-specific software or regulatory knowledge could enhance keyword reach.
Consider integrating skills naturally into work experience descriptions for stronger keyword synergy.