Open to opportunities

Rachel Giambra

@rachelgiambra

Message

I'm an experienced bookkeeper and financial analyst specializing in tax preparation and accounting systems.

United States

Message

What I'm looking for

I'm seeking bookkeeping or accounting roles to apply tax preparation, reconciliation, and financial analysis skills, pursue Enrolled Agent certification, and support a client-focused team that values accuracy and problem-solving.

I'm a hands-on bookkeeper and staff accountant with strong experience in bookkeeping, account reconciliation, payroll, and financial statement preparation. I thrive on accuracy and client-focused service.

In my current role I perform monthly bookkeeping, account reconciliation, financial analysis, review workpapers, prepare personal tax returns, e-file, and handle payroll and administrative duties. I have completed multiple CPEs while working in public accounting and am proficient with Word, Excel, Outlook, QuickBooks, Engagement, CLS, and UltraTax.

I am a quick learner who enjoys solving client issues and "putting out fires." I am pursuing continued professional growth, aiming to become an Enrolled Agent and exploring interests in real estate while contributing reliably to a busy accounting team.

Experience

Work history, roles, and key accomplishments

Current

Staff Accountant/Bookkeeper

Current

Peters & Associates, CPAs P.C.

Jan 2021 - Present (4 years 11 months)

Manage monthly bookkeeping and account reconciliations, prepare personal tax returns and financial statements, and support payroll and e-filing to maintain accurate month-end close and documentation.

Quickbooks Engagement Excel Account Reconciliation Financial Analysis Payroll Bookkeeping

Accounts Manager / Reception

Navsav Holdings LLC

May 2021 - Dec 2021 (7 months)

Managed daily commercial-lines insurance office operations, handled claims, billing, renewals and customer retention, and produced ID cards and insurance certificates to support client service.

Commercial Insurance Claims Processing Billing Renewals Customer Retention Office Management Data Entry Negotiation Microsoft Office

Customer Service / Cashier

Franco's Pizza Whitesboro

Jul 2019 - Nov 2020 (1 year 4 months)

Provided customer service, cash handling and order processing, performed delivery driving and food preparation, and executed closing duties while attending college.

Customer Service Point of Sale Order Entry Delivery Driving Food Preparation Time Management

Education

Degrees, certifications, and relevant coursework

Mohawk Valley Community College

Psychology

Completed three semesters of Psychology coursework at Mohawk Valley Community College in Utica. Paused studies due to COVID-19 and intends to return to finish the degree.