Chris Terry
Anaheim,CA
Summary
Experienced Senior Accountant successful at cultivating effective working relationships at all levels while driving improvements to budget administration, expense tracking and forecasting of future financial needs. Proven track record of performing work ethically while maintaining integrity of all financial data. Processed payroll, budgets, reports, audits, journals, expenditures and payments.
Overview
17
17
years of professional experience
Work History
Senior Accountant
Invitae
02.2009 - Current
- Prepared monthly journal entries and reconciliations.
- Reconciled accounts and created documents for monthly closure procedures.
- Completed year-end closing processes with controllers and external auditors.
- Reviewed documents and accounts for discrepancies and resolved variances.
- Updated general ledger with latest entries.
- Reviewed budgets and communicated discrepancies to senior management.
- Reconciled balance sheets and streamlined best practices for balance sheet processes.
- Handled month-end and year-end end finances by managing and reporting fixed assets and other data.
- Contributed to hiring, training and development of accounting teams.
- Assisted team members in transitioning to new system through extensive training and one-on-one support.
- Partnered with auditors to track errors and add contributions to maintain accuracy.
- Assisted in upgrade and conversion of in-house financial systems.
- Leveraged finance knowledge to strengthen controls and improve transparency.
- Recommended strategies to expedite filing projects and annual reporting.
- Prepared working papers, reports and supporting documentation for audit findings.
- Provided journal entries and performed accounting on accrual basis.
- Maintained integrity of general ledger and chart of accounts.
- Collected and reported monthly expense variances and explanations.
- Cooperated with senior leaders to create operating budgets and initiate financial planning.
- Diminished outstanding debts by analyzing accounts for issues.
- Initiated comprehensive account assessments to check viability, stability, and profitability of business operations.
- Developed financial models to assess and analyze financial performance of clients.
Revenue Specialist
Balboa Capital
01.2007 - 11.2008
- Conducted research, interviews and investigations for information pertaining to alleged criminal violations.
- Furnished taxpayer assistance and information to general public.
- Provided guidance and service on various financial problems in order to assist taxpayers' in resolving tax issues.
- Considered alternative means of resolving tax debt issues if taxpayer could not pay
- Reviewed established accounting systems and historical information to identify strengths and weaknesses of existing methods and controls.
- Skilled at working independently and collaboratively in a team environment.
- Self-motivated, with a strong sense of personal responsibility.
- Proven ability to learn quickly and adapt to new situations.
- Prepared monthly journal entries and reconciliations.
- Reconciled accounts and created documents for monthly closure procedures.
- Completed year-end closing processes with controllers and external auditors.
- Reviewed documents and accounts for discrepancies and resolved variances.
- Updated general ledger with latest entries.
- Reviewed budgets and communicated discrepancies to senior management.
- Reconciled balance sheets and streamlined best practices for balance sheet processes.
- Assisted in upgrade and conversion of in-house financial systems.
- Provided journal entries and performed accounting on accrual basis.
- Tracked funds, prepared deposits and reconciled accounts.
- Maintained integrity of general ledger and chart of accounts.
- Collected and reported monthly expense variances and explanations.
- Reviewed accounts, resolved coding areas, and tracked recurring expenses for accrual entry.
- Cooperated with senior leaders to create operating budgets and initiate financial planning.
- Diminished outstanding debts by analyzing accounts for issues.
- Initiated comprehensive account assessments to check viability, stability, and profitability of business operations.
Education
Bachelor of Science - Accounting
California State University - Fullerton
Fullerton, CA06.2004
Skills
- Expertise in Oracle, Sage Intact, Microsoft Dynamics, Excel
- GAAP Proficiency
- Internal Controls Implementation
- Financial Statement Review
- Generally Accepted Accounting Principles
- Audit Support
- Financial Reporting
- Team Training
- General Ledger Accounting
- Database Management
- Audit Preparation
- Budget Administration
Timeline
Senior Accountant
Invitae
02.2009 - Current
Revenue Specialist
Balboa Capital
01.2007 - 11.2008
Bachelor of Science - Accounting
California State University - Fullerton