Work History
Contact
Coral L. Rapè
2013-02 – Senior Accountant/Full-Charge Bookkeeper/Tax Prep
2020-06 WilliamH.Cleavelin,Jr.,CPA,CFP,PC,CorpusChristi,Texas
·Responsibleforfinancialandaccountingprocessesfor a diverse and largeclientele (e.g. franchises, retail, energy, agriculture, real estate, etc.)
·Produce financialstatementsandprovideanalysisforbudgeting,forecasting, risk assessment, and provide recommendations
·Prepare individual and business income tax returns (1040, 1120(S),1065, etc)
·Processpayroll(1,000+employees), W-2s,1099s,insurance, payroll, and IRSaudits, and payroll tax returns (federal, localand state)
·Hiring, training, and supervising of all staff
·Assist in financial planning for individual clients, primarily utilizing theBucket Plan process
Education
Address:
3310Rodd FieldRd
Corpus Christi, TX, 78414
Phone:
(361)876-6709
E-mail:
CoralLiRape@outlook.com
LinkedIn:
www.linkedin.com/in/coralli21
Skills
Organization & Multi-Tasking
Detail & Result Oriented
2019-06
2016-05
Masters ofBusinessAdministration: FinanceConcentration
Texas A&M University Corpus Christi – Corpus Christi, TX
Honor Society of Phi Kappa Phi
NationalSocietyofLeadershipandSuccessSigmaAlphaPi Dean’s List 4 semesters (rapid track)
Bachelor’s: Business Administration: Finance Concentration
Texas A&M University Corpus Christi – Corpus Christi, TX
Cum Laude
Honor Society of Phi Kappa Phi
NationalSocietyofLeadership & SuccessSigmaAlphaPi Dean’s List 8 semesters
Forecasting & Budgeting
Problem Solving & Analytical Financial Planning & Analysis Team & Time Management Innovative & Tech-Savvy
Research & Self-Learning
Software
Certifications & Training
2015-11 Certified Bookkeeper (CB)
2020-02 Financial Forecasting Foundations Certificate
2018-06 Microsoft Office Specialist (MOS)
Thomson Reuters (UltraTax, Practice, AccountingCS, Planner, ToolBox, Fixed Assets, etc)
QuickBooks
2014-08
2020-05
In Progress
In Progress
PASBA – Manager/Supervisor Training
C2P – The Bucket Plan Financial Planning Courses
Securities Industry Essentials (SIE) Exam
Series 7 (upon completion of SIEExam; sponsored by Advantax)
ReferencesAvailableUponRequest
Adobe Acrobat
Microsoft Excel
Zoom & Other Communication Tools