Daniel Kwan
Senior Accountant, CPA
Charlotte, NC | daniel.kwan@example.com
Professional summary
CPA-certified senior accountant with 5+ years of experience in financial reporting, month-end close, and GAAP compliance for mid-market companies. Known for improving close timelines, maintaining audit-ready records, and automating reconciliation workflows.
Experience
Senior Accountant
Manufacturing company (40 million dollars in revenue) · Charlotte, NC · 2022 to Present
- Led month-end close process for a $40M revenue business, consistently completing within 5 business days with zero material adjustments.
- Automated 15 recurring reconciliation tasks using Excel macros and ERP scripting, saving 20+ hours per month.
- Prepared and reviewed quarterly financial statements, ensuring full GAAP compliance and clean audit opinions for 3 consecutive years.
- Partnered with FP&A to build rolling forecast models that improved budget accuracy by 18% year-over-year.
Staff Accountant
Regional public accounting firm · Charlotte, NC · 2019 to 2022
- Prepared and reviewed more than 60 compilations and reviews a year for clients between 2 and 25 million dollars in revenue.
- Completed 1,200 chargeable hours in one busy season while keeping review notes per engagement in single digits.
- Documented a fixed asset rollforward template later adopted across the firm's manufacturing clients.
- Prepared more than 90 corporate and partnership returns and tracked filing deadlines to zero late filings.
Accounting Intern
Consumer products distributor · Charlotte, NC · 2018 to 2019
- Reconciled 14 bank and credit card accounts monthly and cleared a nine-month backlog of unmatched items.
- Rebuilt the accounts payable aging report in the ERP so the controller could see disputed invoices separately.
- Pulled more than 200 supporting documents for the year-end audit on the schedule the auditors set.
- Wrote the step-by-step close checklist the department kept using after the internship ended.
Education
- B.S. Accounting | State university | 2019, 150-hour track
Certifications
- Certified Public Accountant (CPA), licensed 2021
Skills
Financial reporting · GAAP compliance · Month-end close · Reconciliations · ERP systems (SAP, NetSuite) · Excel/Advanced formulas · Audit preparation · Tax filing