Open to opportunities

Lydia Boakye

@lydiaboakye

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Aspiring tax consultant with expertise in financial analysis.

United States

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What I'm looking for

I am looking for a role that offers growth opportunities and a collaborative environment.

I am a dedicated tax consultant with a strong foundation in finance, having recently completed my Master's in Finance from Bentley University. My experience at Deloitte Tax LLP has equipped me with the skills to prepare federal tax returns for high-profile financial services clients, analyze complex tax scenarios, and automate compliance processes, significantly enhancing data accuracy and efficiency.

Throughout my academic and professional journey, I have developed a keen analytical mindset and a passion for financial reporting. My internships have allowed me to work on diverse projects, from preparing Schedule K-1s to conducting in-depth analyses of partnership agreements. I thrive in collaborative environments, leveraging my organizational skills to manage multiple engagements while meeting strict deadlines.

As a CPA candidate, I am committed to continuous learning and professional growth. I am eager to contribute my expertise in tax technology and financial analysis to a dynamic team, where I can further develop my skills and support clients in navigating complex financial landscapes.

Experience

Work history, roles, and key accomplishments

Current

Tax Consultant

Current

Deloitte Tax LLP

Jun 2023 - Present (1 year 11 months)

Prepared federal tax returns for financial services clients with multi-billion-dollar portfolios, leveraging advanced formulas in Excel and Alteryx to organize and analyze large financial data volumes. Performed technical research on complex tax topics and collaborated cross-functionally with cross-border teams to address client tax scenarios. Utilized GoSystemTax RS and Alteryx to automate compli

Excel Alteryx Partnership Allocations ASC 740 Financial Reporting

Tax Intern

Deloitte Tax LLP

Jun 2022 - Present (2 years 11 months)

Reviewed and validated trial balances, investor data, and fund financial statements, preparing Federal K-1s for clients. Supported the preparation of Schedule K-1s and tax allocation workpapers for multi-tiered investment structures. Performed research on tax regulations related to financial instruments and investment portfolios, collaborating with associates and seniors to meet filing deadlines.

Trial Balance Review Federal K 1s Tax Regulations

Student Tutor

Bentley University Lab for Economics, Accounting and Finance

Sep 2021 - Present (3 years 8 months)

Provided one-on-one and group tutoring sessions in financial accounting, managerial accounting, corporate finance, and financial statement analysis. Broke down complex financial topics into digestible steps, fostering confidence in quantitative and analytical skills. Assisted students with coursework, problem sets, and exam preparation, conducting virtual sessions using platforms like Zoom and Goo

Financial Accounting Management Accounting Corporate Finance Financial Statement Analysis Analytical Skills Coursework Assistance Zoom Google Meet

Accounting Intern

Brookfield Properties

Aug 2021 - Present (3 years 9 months)

Reviewed new lease memos and generated accounting memos for each new tenant to ensure proper billing and revenue recognition. Performed monthly bank reconciliations and matched transaction data with supporting documents. Assisted with monthly and quarterly financial close processes by preparing schedules and reconciling general ledger accounts, utilizing Yardi for data management.

Revenue Recognition Bank Reconciliation Financial Close Process General Ledger Yardi Excel Pivot Tables

Financial Analyst Intern

Artemis Real Estate Partners

Jul 2021 - Present (3 years 10 months)

Collaborated in a team to review a potential investment opportunity and presented a formal capstone deliverable to the Artemis Investment Committee. Built and maintained Excel-based financial models for residential and commercial real estate projects, including acquisition, development, and disposition scenarios. Performed market research and competitive analysis using CoStar and Zillow to validat

Investment Analysis Financial Modeling Excel Real Estate Finance Development Scenarios Disposition Market Research Competitive Analysis CoStar

Records Assistant

Bentley University Advancement Services

Sep 2019 - Present (5 years 8 months)

Compiled and classified records on the alumni database system, creating new student records and collating data on university affiliates. Organized and addressed over 2,000 letters for mailing to alumni beneficiaries. Maintained data integrity and supported administrative tasks for the advancement services department.

Database Management Data Classification Data Collation Administrative Support Data Integrity Alumni Relations Microsoft Office Organizational Skills

Education

Degrees, certifications, and relevant coursework

Bentley University

Ms. In Finance, Finance

Completed a Master of Science in Finance. This program focused on advanced financial concepts and practices.

Bentley University

B.Sc. Corporate Finance and Accounting, Corporate Finance and Accounting

Earned a Bachelor of Science in Corporate Finance and Accounting. This degree provided a strong foundation in financial principles and accounting practices.