Detail-oriented Senior Accountant focused on improving company financial operations and streamlining processes using effective leadership, planning and decision-making abilities.
Overview
10
10
years of professional experience
Work History
Senior Accountant
Penn Entertainment
08.2020 - Current
Analyze, review, and post standard recurring journal entries that are prepared by a staff accountant. Communicate, coach, and recommend changes as needed for entries that are not prepared correctly.
Review and approve account reconciliations that are prepared by staff accountants. Analyze the accounts, makes decisions on resolutions for reconciling items, and recommend appropriate resolution for reconciling items when needed.
Provide training and supervision to staff accountants that include giving input on team member reviews.
Prepares complete accurate and timely financial statements and reports for management staff, auditors, regulatory agencies, and financial institutions.
Assist managers in interpreting departmental financial statements; ensuring adequate and accurate information is provided to promote an understanding of the financial statements.
Assist internal, contracted and regulatory Auditors in their examination of accounting records to ensure that Auditors receive adequate information for effective inspections for assigned locations.
Identify inconsistencies in accounting treatment or procedures across properties and recommends and implements changes to ensure cross property analysis can be completed correctly.
Communicate and coordinate with property accounting departments to ensure intercompany accounts are balanced and reconciled.
Preparation, review and submission of tax filings.
Premier Banker
Wells Fargo Bank, N.A.
10.2013 - 08.2020
Partnered with the affluent segment and clients with liquid assets in excess of $250,000
Managed a book of business in excess of $30MM
Evaluated customer financial situations and objectives in order to recommend the most applicable products for protection, debt clearance, savings, wealth, or general financial independence
Mentored fellow team members to assist with personal and career development
Developed cohesive team dynamic with peers to achieve better results as an overall branch
Exceeded sales goals in investment referrals on a consistent basis
Contacted potential clients to pursue sales and gather funds
Continued education on current banking products and services
Pursued leads, set appointments and brought in new customers to increase revenue
Developed strong relations with company associates
Maintained strict confidentiality of bank records and client information
Trained and mentored junior banking staff to maximize performance, efficiency and compliance
Complied with regulatory requirements, including the Bank Secrecy Act, Anti Money Laundering, OFAC, USA Patriot Act, Privacy Act and Community Reinvestment Act.