Summary
Overview
Work History
Skills
Education / Certification
Computer Software
References
Timeline
Generic

Cherie Helton

Frisco,TX

Summary

Results-driven professional with expertise in full cycle accounting seeking a leadership position in the Kansas City metropolitan area. Skilled in mentoring and fostering a collaborative team environment to achieve company goals and objectives. Strong abilities in motivation, communication, and customer service.

Overview

22
22
years of professional experience

Work History

Financial Reporting Manager

Berry Appleman & Leiden LLP
Richardson, TX
03.2018 - Current
  • Empower and inspire team to meet aggressive deadlines through guidance and motivation.
  • Align team and individual objectives to attain personal, team, department, and firm goals.
  • Monitor and analyze department work to enhance resource efficiency and uphold accuracy.
  • Implement effective communication strategies to create a positive work environment. Develop career advancement opportunities and conducted performance reviews with regular feedback sessions.
  • Support department and firm goals and objectives through collaboration with other managers.
  • Ensure completeness of financial statements while adhering to tight deadlines
  • Support the Directors and CFO by presenting financials, engaging in discussion about variances, and updating year-end projections.
  • Guided staff in handling non-routine reporting transactions.
  • Coordinated and prepared audit schedules, organized and oversaw external independent reviews, as well as tax audits.
  • Prepare consolidated year-end financial statements with notes.
  • Prepare insurance renewals for various types of coverage such as crime, commercial, auto, cyber, travel, foreign, employment and professional liability
  • Prepare workpapers and reviewed tax returns for accurate quarterly tax estimates, extensions, and final returns.
  • Prepare annual licenses and registrations for the firm that resulted in renewals being successfully completed before their expiry dates.
  • Review and approve journal entries, inter-company transactions, month-end work, financial statements, fixed assets and reconciliations prepared by the GL team.
  • Achieve timely and accurate monthly, quarterly, and year-end closings.
  • Coordinate and review GL team's annual budgets for accuracy and completeness.
  • Established and maintained accounting policies and procedures, ensuring internal controls for best practice and compliance. Strategized, developed, and implemented workflow process improvements.
  • Coordinate and review property tax reporting.
  • Assist with the testing and installation of financial systems, as required.
  • Administrator for bank accounts, firm credit card program, and Uber program.
  • Review expense reports and invoices, and approve payments, including signing checks and approving NACHA, ACH, and wires set up on the bank site.
  • Served as main liaison for the bank, handling banking concerns, facilitating account setup, and supervising positive pay exceptions.
  • Review and update the Travel & Expense policy, and enforce compliance.

Accounting Manager

Sedgwick LLP
Kansas City, MO
08.2014 - 02.2018
  • Reviewed and reported monthly consolidated financial statements and individual office results, both domestic and international.
  • Prepared audit schedules, year-end consolidated financials with notes, organized and oversaw external independent reviews and tax audits; both domestic and international audits.
  • Reviewed and prepared analytics for year/year and year/budget variances for consolidated financials
  • Prepared firm's insurance renewal documents and applications for crime, commercial, auto, cyber, travel, foreign, employment, professional liability, and workers' compensation.
  • Converted cash basis financials to accrual basis financials for the international offices
  • Reviewed various international reports, such as quarterly VAT filing, P11D, PAYE Settlement Agreements, Solicitor Regulatory Agreements, Client Trust Audits, and other tax filings specific to the location.
  • Coordinated year-end closing procedures.
  • Prepared payroll for international offices.
  • Prepared business proformas for current offices and potential new offices.

Sr. Financial Accountant/International Accountant

Shook, Hardy, & Bacon LLP
Kansas City, MO
10.2007 - 08.2014
  • Prepared monthly consolidated financial statements and cash flow statement.
  • Prepared audit schedules, year-end audited consolidated financials with notes, organized and oversaw external audits; both domestic and international audits.
  • Reviewed and prepared analytics for year/year and year/budget variances for consolidated financials, and individual entities, offices, and departments.
  • Prepared year-end financial projections.
  • Assisted with budget preparation.
  • Converted cash basis financials to accrual basis financials for the international offices.
  • Prepared various international reports, such as quarterly VAT filing, P11D, PAYE Settlement Agreements, Solicitor Regulatory Agreements, and other tax filings specific to the location.

Accounting Manager

Experiencia, Inc.
Kansas City, MO
12.2003 - 06.2007
  • Responsible for all aspects of accounting: budgets, audits, tax returns, financial statements and their supporting reports, journal entries, reconciliation schedules, variance analysis reports, fixed assets, project accounting, payroll, billing, accounts receivables, and accounts payables.

Supervisor of Accounting

Coventry Health Care of KS (Mid America Health)
Kansas City, MO
08.2002 - 09.2003
  • Responsible for the production and review of monthly financial statements for three entities, and their consolidation with eliminating entries, variance analysis, closing, audits, and annual budgets
  • Supervised Accounts Payable and Accounts Receivable staff and the daily, monthly, and annual processes, maintaining controls and compliance.

Skills

  • Financial reporting, internal/external audits, budget preparation
  • Supervisor experience, leadership, motivating, team building
  • Interpersonal skills, customer service
  • Problem-solving, decision-making, sound judgement
  • Strategic thinking, innovative
  • Analytical skills, reconciliation skills
  • Financial acumen, GAAP
  • Discretion, professional integrity
  • Communication skills, cross-functional teams

Education / Certification

  • Certified Public Accountant Passed 2000, Licensed 2002
  • Bachelor of Science, Accounting
  • Cum Laude - GPA 3.54/4.00

Computer Software

  • Microsoft Office - Excel, Word, PowerPoint
  • Fixed Assets Software - FAS and Thomson Reuters CS
  • ERP - Aderant, Elite, QuickBooks, Great Plains, PeopleSoft and Solomon
  • Budgeting and Analytics - Cube and Intellistat

References

References and Recommendations available upon request

Timeline

Financial Reporting Manager

Berry Appleman & Leiden LLP
03.2018 - Current

Accounting Manager

Sedgwick LLP
08.2014 - 02.2018

Sr. Financial Accountant/International Accountant

Shook, Hardy, & Bacon LLP
10.2007 - 08.2014

Accounting Manager

Experiencia, Inc.
12.2003 - 06.2007

Supervisor of Accounting

Coventry Health Care of KS (Mid America Health)
08.2002 - 09.2003

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Cherie Helton