Summary
Overview
Work History
Education
Skills
References
Certification
Timeline
Generic

Cassandra Clements

Montgomery,Al

Summary

Highly motivated accounting professional seeking a challenging position with a growth-oriented organization. Utilizes acquired skills and education to benefit the company and pursue continuous career advancement.

Overview

17
17
years of professional experience
1
1
Certification

Work History

Client Account Manger

Aldridge Borden & Company
Montgomery, AL
04.2021 - 09.2024
  • Managed multiple client accounts and ensured customer satisfaction by providing timely responses to inquiries.
  • Reviewed and reconciled client accounts to ensure accuracy of financial records.
  • Conducted periodic reviews of accounts receivable and payable balances in order to maintain accurate records.
  • Conducted regular reviews of fixed assets register to maintain accuracy of records.
  • Prepared consolidated financial statements at period end close.
  • Maintained general ledger and chart of accounts.
  • Process client payrolls, including calculating bonuses, commissions, sick leave accrual balances, and retirement contributions.
  • Track employees' benefit deductions, handle employees' questions concerning 401K deductions.
  • Audit weekly 401K benefits to ensure plan sponsor's balances reconcile to employee 401K deductions.

Client Accountant

Jackson Thornton
10.2020 - 04.2021
  • Processed multiple state payrolls and payroll-related taxes.
  • Prepared monthly reconciliations.
  • Prepared and processed sales tax for multiple state sales taxes.
  • Maintained accurate client account ledgers, ensuring that all transactions were recorded in a timely manner.
  • Assist clients in transitioning from manual checks to direct deposit.
  • Conducted periodic reviews of accounts receivable and payable balances in order to maintain accurate records.
  • Prepared year-end closing entries for client accounts according to applicable laws and regulations.
  • Analyzed balance sheets for mistakes and inaccuracies.
  • Delivered superior level of customer service to small business clients.

Office Administrator

Montessori Academy
11.2011 - 10.2020
  • Process accounts payable, accounts receivable, and month end closing
  • Maintain office inventory and equipment service schedules and logs
  • Draft yearly operating budgets and conduct reviews to ensure operating within budgets
  • Hire, train, supervise employees, scheduling, and maintain employee files
  • ACH payment processing through Regions iTreasury Management System
  • Reconcile all accounts (bank and credit accounts, tuition accounts)
  • Maintain general ledgers and key business records to ensure accuracy and compliance with GAAP
  • Handle Unemployment claims.

Tax Accountant

Goff Business Service
02.2012 - 10.2015
  • Process multiple state sales taxes, lodging taxes, alcohol sales taxes return (monthly, quarterly, and yearly)
  • Process multiple state payrolls and taxes related to payroll (monthly, quarter and yearly)
  • Enter, analysis, and process individual’s and corporate tax returns for accuracies
  • Provide monthly accounting services and support to clients.

Accountant

Helping Hands Thrift Store
08.2010 - 02.2012
  • Provide monthly accounting services and support
  • Process state sales taxes return (monthly, quarterly, and yearly)
  • Maintain general ledgers and key business records to ensure accuracy and compliance with GAAP.

Accountant

H.T. Montgomery M.D.
01.2008 - 08.2010
  • Process accounts payable, accounts receivable, and month end closing
  • Maintain office inventory and equipment service schedules and logs
  • Reconcile all accounts (bank and credit accounts, tuition accounts)
  • Maintain general ledgers and key business records to ensure accuracy and compliance with GAAP
  • Process state sales taxes, alcohol sales taxes return for Import Wine Business owned by Dr
  • Montgomery (monthly, quarterly, and yearly)
  • Process multiple state payrolls and taxes related to payroll (monthly, quarter and yearly).

Education

MBA-Accounting -

Troy University
05.2010

Bachelor of Science- Accounting -

Troy University
12.2007

Skills

  • Proficient in Microsoft Office
  • Drake, Tax1099, TaxAct, Ultra Tax
  • Quick Books Desktop, Quick Books Online, Xero, Sage, CS Professional Suite
  • New Hire Onboarding and Training
  • Staff Supervision and Scheduling
  • Time Management, Attention to Detail
  • Analytical Skills
  • Problem-solving abilities
  • ADP, Gusto, Paycheck Flex, ACH Nacha Files
  • Billcom, Dext, GFR

References

  • Diana Newton, Billing Specialist, BioMed, 1249 B Hueytown Rd, Bessemer, Al, 35023, 205-873-1793
  • Yazzmeena Johnson, Financial Supervisor, Duke Energy, 2400 Presidents Dr, Montgomery, Al, 36116, 334-450-5450
  • Tiffany Callen, Administrate Assistant/Teacher Montessori Academy, 1025 South Hull St, Montgomery, Al, 36109, 334-313-3649

Certification

  • Currently perusing CPA License

Timeline

Client Account Manger

Aldridge Borden & Company
04.2021 - 09.2024

Client Accountant

Jackson Thornton
10.2020 - 04.2021

Tax Accountant

Goff Business Service
02.2012 - 10.2015

Office Administrator

Montessori Academy
11.2011 - 10.2020

Accountant

Helping Hands Thrift Store
08.2010 - 02.2012

Accountant

H.T. Montgomery M.D.
01.2008 - 08.2010

MBA-Accounting -

Troy University

Bachelor of Science- Accounting -

Troy University

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Cassandra Clements