LumaBridge LLC

Apr, 2025  –  Jan, 2026  •  10 mos  -  Full time

Maintained full cycle accounts payable and receivable, including passthrough invoices and payments, and closed month, quarter, and year end. Processed expense reports and reconciled employee credit cards. Created cash flow forecasts and journal entries, and processed payroll, including project booking. Successfully reconciled the bank accounts and balance sheet accounts.
• Created Power BI dashboards to show and interpret real-time financial and project data, increasing the accuracy of forecasting by 40%.
• Developed Power BI reports to ensure accurate journal entry creation, reducing errors by up to 60%.
• Formulated a system in QuickBooks that successfully maintained a P&L for each of the 25 customers of the company.
• Supported C-Level employees by creating ad-hoc reports allowing them to quickly identify trends.
• Updated balance sheet schedules to make the journal entry process easier to track and maintain, leading to a reduction 30% reduction in journal entry errors, particularly in prepaid expenses and accrued taxes.
• Reduced month end close from 20 days to 5 days using the listed accomplishments and employing an accrual method for revenue and payroll.