Cait Johnson
Newnan,GA
Summary
Dedicated and organized financial professional with outstanding relationship-building and problem-solving skills. Driven to exceed expectations and operate effectively in fast-paced, high-pressure environments. Self-motivated team player adept at cultivating partnerships and building lasting relationships across all demographics and management levels. Dynamic and reliable with exceptional customer service and communication skills.
Overview
14
14
years of professional experience
1
1
Certification
Work History
Financial Consultant
Self-employeed
Newnan, GA
01.2024 - Current
- Conducted detailed financial analysis and research to identify potential areas of improvement for clients.
- Developed and implemented strategies to help clients reach their financial goals.
- Advised clients on risk management, asset allocation, portfolio diversification, and tax planning strategies.
- Supported client with financial analysis, budget management and operational cost control.
- Developed and deepened relationships with new and existing clients to advance progress and improve business.
- Developed detailed Standard Operating Procedures to ensure consistent and efficient execution of processes.
- Identified opportunities for process improvements and recommended solutions based on best practices.
- Drafted clear, concise instructions and explanations of complex processes using technical writing standards.
- Reviewed existing SOPs to ensure compliance with applicable laws and regulations.
- Performed reconciliations of accounts payable and receivable and bank statements.
- Ensured compliance with established internal control procedures by examining records, reports, operating practices and documentation.
- Coordinated audit activities by providing necessary information and preparing requested documentations.
- Provided support during external audits conducted by auditors from head office or other locations.
- Researched technical accounting issues for compliance with generally accepted accounting principles.
- Reconciled intercompany transactions between entities within the group and ensured timely resolution of differences identified in reconciliation process.
- Identified and resolved outstanding financial issues, resulting in increase in customer satisfaction ratings.
- Reduced process gaps by successfully training employees on best practices and protocols.
- Wrote reports, authored papers and organized supporting documentation.
Accounting Manager
DCM Services LLC
Bloomington, MN
11.2021 - 01.2024
- Prepared month-end closing entries for detailed reporting and recordkeeping.
- Tracked expenses and revenues against budgets and forecasts and reported variances.
- Reviewed general ledger accounts for accuracy and compliance with GAAP.
- Identified areas of improvement in the existing accounting system and recommended changes accordingly.
- Prepared monthly, quarterly, and annual financial statements in accordance with generally accepted accounting principles.
- Developed invoicing systems and internal controls to boost billing efficiencies.
- Checked payroll, vendor payments and other accounting disbursements for accuracy and compliance.
- Supervised accounting tasks, which included accounts payable and receivable, general ledger management and expense reporting oversight.
- Monitored cash flow, prepared bank reconciliations, and managed accounts payable and receivable functions.
- Improved billing and month-end reporting processes.
- Managed AP and AR operations, coordinating staff workflows and reviewing completed work to reduce errors.
- Oversaw daily activities of staff members including hiring, training and evaluating personnel performance.
- Provided support during audits conducted by outside agencies or internal audit teams.
- Maintained general ledger and chart of accounts, performed complex accounting functions such as journal entry preparation, account analysis, balance sheet reconciliation and preparation of quarterly financial statements.
- Assisted with customer requests and answered questions to improve satisfaction.
Senior Accounting Specialist
DCM Services LLC
Bloomington, MN
07.2019 - 11.2021
- Communicated with vendors and clients to facilitate timely payments and reduce outstanding accounts receivable.
- Collaborated with external partners to complete audits.
- Researched, documented, and resolved complex accounting inquiries from internal departments.
- Participated in special projects or initiatives as needed in order to meet business objectives.
- Managed intercompany transactions and reconciled all intercompany accounts each month.
- Managed accounts payable, accounts receivable, bank reconciliations and payroll function.
- Gathered banking transactions via statements, recorded activity in Excel format and reconciled balances.
- Received payments from customers via cash, check and credit cards to pay company invoices.
- Diminished financial discrepancies and accurately reconciled accounts using detailed data analysis results.
- Researched and implemented best practices to improve audit results.
- Developed reports to support month-end close process including account reconciliations.
- Identified discrepancies between actual results and budget and forecast estimates.
- Coded invoices and other records to maintain organized and accurate records.
- Prepared month-end closing entries for detailed reporting and recordkeeping.
- Complied with GAAP principles to maintain complete transparency.
- Performed general ledger account reconciliations and generated updated financial documents.
Accounting Consultant
Robert Half
Richfield, MN
08.2018 - 07.2019
- Reviewed and processed invoices, payments, receipts and other financial documents to ensure accuracy.
- Prepared monthly bank reconciliations and cash flow statements.
- Assisted with the preparation of annual budgets and forecasts.
- Generated reports for management review using accounting software programs such as QuickBooks.
- Monitored company expenses to ensure compliance with budget guidelines.
- Conducted month-end closing activities, including journal entries and account reconciliation.
- Analyzed discrepancies in financial documents and made corrections accordingly.
- Provided support for internal and external audits by preparing requested documentation.
- Interpreted complex financial information to provide accurate advice to management team members regarding cost savings opportunities.
- Developed procedures for maintaining accurate records of transactions in accordance with GAAP principles.
- Assisted in the development of new accounting processes that improved efficiency across departments.
- Compiled financial reports in an organized manner for senior management review.
- Implemented internal controls designed to protect company assets from unauthorized use or misuse.
Senior Account Specialist
Arctic Glacier Ice
Saint Paul, MN
10.2014 - 08.2017
- Posted financial data in Excel spreadsheets and managed inventory.
- Maintained detailed records of accounting transactions and documentation.
- Gathered banking transactions via statements, recorded activity in Excel format and reconciled balances.
- Researched past due accounts and initiated collection efforts in a timely manner.
- Reviewed and verified accuracy of invoices and account balances.
- Processed payments, refunds and adjustments to customer accounts.
- Performed daily cash application functions accurately and efficiently.
- Created reports on Accounts Receivable performance for management review.
- Provided excellent customer service while resolving disputes with customers concerning their accounts receivable balance.
- Investigated discrepancies between purchase orders, receiving documents, and vendor invoices.
- Researched and resolved invoice discrepancies and issues with vendors and suppliers.
- Compiled, coded and submitted weekly invoices to accounting for payment.
- Worked collaboratively with other departments to resolve billing disputes.
- Managed bookkeeping and accounting systems and completed data entry with accuracy and efficiency.
Assistant Manager
Holiday Gas Station
Bloomington, MN
03.2010 - 10.2014
- Supervised receiving and stockroom activities to identify opportunities with inventory and prevent shrinkage.
- Enforced company policies and procedures to strengthen operational standards across departments.
- Organized schedules, workflows and shift coverage to meet expected business demands.
- Evaluated individual and team business performance and identified opportunities for improvement.
- Directed and led employees, supervising activities to drive productivity and efficiency.
- Maintained up-to-date knowledge of company products and services.
- Initiated inventory control measures to manage and replenish stock, maintain cost levels and meet customer demand.
- Delegated daily tasks to team members to optimize group productivity.
- Completed inventory audits to identify losses and project demand.
- Collaborated with management on developing strategic plans for achieving business goals.
- Created reports on sales trends, inventory levels, and financial data.
- Communicated regularly with customers to gain insights into their needs.
- Remained calm and professional in stressful circumstances and effectively diffused tense situations.
Education
Master of Science - Accounting and Finance
University of West Georgia
Carrollton, GA07-2025
Bachelor of Science - Accounting and Finance
University of West Georgia
Carrollton, GA07-2024
Associate of Applied Science - Financial Accounting
Rasmussen College
Lake Elmo, MN07-2022
Skills
- Closing Procedures
- Bank Account Reconciliations
- Tax Law Knowledge
- Invoicing
- Management Accounting
- Month-End and Year-End Closings
- Corporate Finance
- Internal Controls Development
- US GAAP Proficiency
- General Ledger Accounting
- Account Reconciliation
- Staff Management
- Payroll Processing
- Financial Reporting
- Quickbooks
- Journal Entries
- Meticulous Attention to Detail
- Recruitment and Hiring
- AP and AR Management
- Navision
- Excel
- Great Plains
- Peachtree
- Kofax
- AS400
- Microsoft Office
Affiliations
- Avid drawer/painter
- Adventurous-Travels to sight see all kinds of waterfalls.
Accomplishments
- 2022- Awarded top trainer in my department
- 2022-Graduated with high honors with my AS Degree
- 2022-2024- Remaining on the Deans List throughout my college.
Certification
- Certified in Accounting.
- Certified in Navision.
References
References available upon request.
Timeline
Financial Consultant
Self-employeed
01.2024 - Current
Accounting Manager
DCM Services LLC
11.2021 - 01.2024
Senior Accounting Specialist
DCM Services LLC
07.2019 - 11.2021
Accounting Consultant
Robert Half
08.2018 - 07.2019
Senior Account Specialist
Arctic Glacier Ice
10.2014 - 08.2017
Assistant Manager
Holiday Gas Station
03.2010 - 10.2014
Master of Science - Accounting and Finance
University of West Georgia
Bachelor of Science - Accounting and Finance
University of West Georgia
Associate of Applied Science - Financial Accounting
Rasmussen College
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