Casey Pitcher-Jackson
Baton Rouge,LA
Summary
Well-qualified Accounting Manager offering demonstrated skill and success in managing internal accounting processes, improving controls and strengthening systems for optimal performance. Proficient in all aspects of accounting, including accounts payable and receivable, and payroll. Gifted in building and leading solid teams to handle high-volume operations with consistency, accuracy and full compliance with regulatory requirements.
Overview
22
22
years of professional experience
Work History
Accounting Manager
LA State Employees Retirement System
01.2011 - Current
- Oversee and ensure the accuracy of interim and monthly payrolls for 60,000 retirees.
- Oversee and ensure the accuracy of all vendor set ups/payments/reconciliations.
- Review and ensure the accuracy and timeliness of submission of electronic fund transfers (EFTs), wire
transfers and paper checks for all benefit/refund payments issued. - Supervise and ensure the accuracy of all cancels (reclamations and stop pays), invoicing and reissues of
benefit/refund payments, including verification of excess earnings calculations. - Serves as primary liaison for coordination of efforts between Member Services, Legal and Fiscal Divisions as related to all Federal Tax Laws and requirements related to Pension Benefit Payments. Research Federal
and State laws related to pension payments and taxation and request software coding changes as needed to ensure adherence to Internal Revenue Code. - Reviews the monthly Administrative Report for the Board of Trustees and internal management prepared by subordinates, to show month-to-month and year-to-year comparisons, explaining significant variances.
- Supervises annual balancing, system testing, compliance and issuance of thousands of 1099Rs annually, promptly reporting system errors to the applicable parties.
- Consults on adjustments required to correct retiree record for 1099R purposes and to set up correct
receivable amount owed to LASERS. This includes consulting with retirees, their CPA, tax attorneys, IRS and internal management. - Supervise and ensure the accuracy & timeliness of Federal income tax withholding deposits, reconciliation & subsequent creation & submission of IRS Form 945.
- Oversees the Agency Contribution Reporting section by validating the accuracy of contributions and reports received from reporting agencies monthly.
- Oversee the communication with agencies regarding discrepancies between reports and contributions remitted for any reporting period.
- Oversees and validates the transmission of Optional Retirement Plan and Self-Directed Plan member data and funds to third party vendor.
- Oversees the collection of Accounts Receivable from hundreds of state agencies, including issuance of debit/credit memos.
- Oversees the processing of the rehired retiree and disability excess earnings
- Assists with the external audit and preparation of year-end financial reports which include LASERS actuarial valuation, Comprehensive Annual Financial Report (CAFR), Summary Annual Report (PAFR), and
Retirement Systems Building Partnership financial statements. - Prepares required analytics, investigates questionable data, and recommends corrective action
- Reviews and approves subordinate journal entries
- Approves monthly reconciliations of assigned general ledger accounts.
- Reviews, approves and posts entries to General Ledger and subsidiary ledgers as needed.
- Oversight of the DROP process that includes DROP withdrawals, DROP Interest calculations, and Required Minimum Distributions.
- Manages directly 2 Accountant Supervisors and indirectly 4 Accountant 3's.
- Writes and review annual performance appraisal and goals for subordinates.
- Reviews and updates job descriptions and oversees maintenance of section procedures to ensure proper
segregation of duties and proper work flow. - Interviews and hires for vacant/new positions, assigns, reviews and approves work of subordinates.
Accountant Supervisor
LA State Employees Retirement System
04.2008 - 01.2011
- Oversaw 3 Accountants in preparing monthly journal entries and reconciliations
- Oversaw the cash receipts and collections processes
- Prepared monthly journal entries and reconciliations.
- Handled month-end and year-end end finances by managing and reporting fixed assets and other data.
- Completed year-end closing processes with controllers and external auditors.
- Updated general ledger with latest entries.
Accountant III
LA State Employees Retirement System
12.2005 - 04.2008
- Processed Internal Payroll for 150 employees
- Completed daily cash functions like account tracking, payroll and wage allocations, budgeting, donating and cash and banking reconciliations.
- Reconciled general ledger accounts and reviewed expense data, net worth and assets.
- Evaluated and improved accuracy and completeness of financial records.
- Gathered financial information, prepared documents, and closed books.
- Documented cash, credit, fixed assets, accrued expenses and line of credit transactions.
- Computed and created purchase orders in JD Edwards
- Checked items received against items ordered by verifying receipts.
- Researched suppliers based on availability, quality, selection, and price.
Account Manager
SDI Partnership Development
04.2000 - 09.2004
- Oversaw the Accounting for 24 Sonic Drive Ins
- Generated and Reviewed Monthly Profit and Loss Statements
- Processed Payroll
- Reconciled Bank Statements
- Processed Accounts Payable
- Handled the Operations of new stores
Education
Bachelor of Science - Accounting
Southern University
Baton Rouge, LA05.2006
Skills
- Tax Preparation
- GAAP Understanding
- General Ledger Accounting
- Financial Statement Presentations
- Payroll Processing
- Account Reconciliation
- Internal Controls
- Staff Management
- Financial Management
Accomplishments
Named Employee of the Quarter at LA State Employees Retirement System in 2010.
Timeline
Accounting Manager
LA State Employees Retirement System
01.2011 - Current
Accountant Supervisor
LA State Employees Retirement System
04.2008 - 01.2011
Accountant III
LA State Employees Retirement System
12.2005 - 04.2008
Account Manager
SDI Partnership Development
04.2000 - 09.2004
Bachelor of Science - Accounting
Southern University
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