Desired Job Title
Senior AccountantBusiness OwnerWork Type
Full TimeLocation Preference
On-SiteRemoteHybridLocation: Oak Ridge, TN, US
Open to relocation: No
Alise Balthrop
Accounting
Oak Ridge,TN
Work Preference
Summary
Dynamic individual with hands-on experience in Accounting and talent for navigating challenges. Brings strong problem-solving skills and proactive approach to new tasks. Known for adaptability, creativity, and results-oriented mindset. Committed to making meaningful contributions and advancing organizational goals.
Overview
14
14
years of professional experience
Work History
Senior Accountant
Nautilus Financials
VA/ NM
01.2025 - Current
- Managed monthly financial close processes ensuring accuracy and compliance with accounting standards.
- Prepared detailed financial statements and reports for internal stakeholders to facilitate informed decision-making.
- Conducted variance analysis to identify discrepancies and recommend corrective actions for budget adherence.
- Supported audits by preparing necessary documentation and addressing inquiries from external auditors efficiently.
- Trained junior staff on best practices in accounting procedures, promoting knowledge sharing within the team.
- Reconciled accounts and created documents for monthly closure procedures.
- Reviewed documents and accounts for discrepancies and resolved variances.
- Reconciled balance sheets and streamlined best practices for balance sheet processes.
- Handled month-end and year-end end finances by managing and reporting fixed assets and other data.
- Assisted in internal and external audits by preparing necessary documentation and responding to auditor inquiries.
- Analyzed financial statement discrepancies, identifying issues, and recommending corrective actions to prevent future occurrences.
- Maintained accurate depreciation schedules for fixed assets, coordinating with asset managers for timely recording of acquisitions or disposals.
- Managed quarterly and annual tax filings for the company, ensuring timely submissions and compliance with regulations.
- Ensured regulatory compliance with GAAP standards by staying current on updates and integrating changes into accounting practices as needed.
Business Owner
Associated Tax and Accounting, LLC
Albuquerque, NM
01.2012 - 01.2025
- Developed comprehensive tax strategies to optimize client financial outcomes.
- Managed client relationships, ensuring timely and accurate service delivery.
- Oversaw tax preparation processes, enhancing operational efficiency and accuracy.
- Implemented accounting software solutions to streamline financial reporting.
- Mentored junior staff, fostering professional growth and expertise in tax regulations.
- Analyzed complex financial data to identify opportunities for cost savings and risk management.
- Strengthened company reputation by consistently meeting or exceeding customer expectations in terms of quality products/services offered.
- Consulted with customers to assess needs and propose optimal solutions.
- Managed financial operations to ensure fiscal responsibility, including budgeting, forecasting, and financial reporting.
- Maintained a safe work environment by enforcing strict safety protocols and regularly updating staff on industry best practices.
- Delivered exceptional results under tight deadlines by prioritizing tasks effectively and delegating responsibilities appropriately throughout the team.
- Trained and motivated employees to perform daily business functions.
- Increased client satisfaction by implementing innovative business strategies and streamlining processes.
Education
Associate of Science - Business Management
University of Phoenix
Tempe, AZ01-2011
Skills
- Financial reporting
- Audit support
- Financial statement review
- Bank reconciliation
- Tax preparation
- Audit preparation
- Payroll oversight
- Payroll processing
- GAAP proficiency
- Sales tax compliance
- Year-end closing
- GAAP compliance
- Critical thinking and analysis
- Financial records review
- Cash flow analysis
Timeline
Senior Accountant
Nautilus Financials
01.2025 - Current
Business Owner
Associated Tax and Accounting, LLC
01.2012 - 01.2025
Associate of Science - Business Management
University of Phoenix