Adam Morris
Atlanta,GA
Summary
Professional with deep understanding of accounting principles and financial management. Brings strong focus on team collaboration and delivering measurable results. Highly reliable and adaptable to changing needs, skilled in financial analysis, reconciliations, and regulatory compliance. Known for excellent problem-solving abilities and effective communication skills, ensuring efficient and accurate financial operations.
Overview
3
3
years of professional experience
Work History
Staff Accountant
Bridge Specialty Insurance Brokerage
01.2025 - Current
- Maintained general ledger accuracy through regular account reconciliations, journal entry adjustments, and transaction reviews.
- Monitored accounts receivable, accounts payable and other account balances to track transactions, avoid discrepancies and maintain accuracy.
- Prepared and processed journal entries to record in general ledger and maintain consistent documentation.
- Monitored cash flow closely to ensure sufficient funds were available for operational needs.
- Collected and arranged financial information and entered details into Workday financial management system.
- Reduced month-end closing time by optimizing reconciliation procedures and improving communication among team members.
Accounting Specialist
Bridge Specialty Insurance Brokerage
07.2023 - 01.2025
- Produce monthly analytical reports that drive decision making
- Responsible for carrier payables for 9 profit centers based on an item basis schedule
- Work with underwriting teams to address day-to-day accounting concerns
- Answer questions from carriers and agents regarding balances and resolving discrepancies
- Cross-trained in most accounting functions including Accounts Receivables, Accounts Payables, Surplus Line Tax Reporting, and Bank Reconciliation
- Prepare weekly revenue reports and disperse to company executives for all profit centers
- Supported month-end closing process by preparing journal entries, account reconciliations, and variance analysis reports.
Accounts Receivables/Credit Associate
Boehringer-Ingelheim Pharmaceutical Company
08.2022 - 02.2023
- Maintain bookkeeping databases and spreadsheets through Oracle and SAP, updating information as needed
- Communicate with previous clients and customers to request payment and arrange payment plans
- Collect payment from customers and accurately record it into the system
- Update client accounts based on payment or contact information
- Perform account and payment reconciliations for up to 75 accounts daily
- Identify delinquent accounts requiring external collection efforts
Intern
Trinity Accounting Group
01.2022 - 05.2022
- Assist with research, filing, data entry, recording and maintaining accurate and complete financial records
- Handle sensitive and confidential information with honesty and integrity
- Work with bookkeeping software
- Assist in preparing financial reports, such as balance sheets, income statements, invoices, and other documents crucial for accurate representation of clients
Education
Bachelor of Business Administration - Finance
University of Georgia
Athens, GA05.2022
Associate of Arts - General Studies
Brewton-Parker College
Mount Vernon, GA05.2019
Skills
- Microsoft Office Suite
- SAP system
- Oracle system
- Leadership development
- Business management
- Decision-making
- Team building
- Customer service
Activities
- Bridge Specialty – Above and Beyond Award Winner 2024
- UGA 2022 Cum Laude graduate
- 2019 Valedictorian of High School Class
- National Honor's Society member
- Future Business Leaders of America member
Timeline
Staff Accountant
Bridge Specialty Insurance Brokerage
01.2025 - Current
Accounting Specialist
Bridge Specialty Insurance Brokerage
07.2023 - 01.2025
Accounts Receivables/Credit Associate
Boehringer-Ingelheim Pharmaceutical Company
08.2022 - 02.2023
Intern
Trinity Accounting Group
01.2022 - 05.2022
Bachelor of Business Administration - Finance
University of Georgia
Associate of Arts - General Studies
Brewton-Parker College
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