Debra Meyer
Knoxville,TN
Summary
Experienced team-oriented accounting professional with 13 years of experience. Strong attention to detail in maintaining financial records and reviewing account activity. Consistently develops accurate spreadsheets and delivers organized reports using Sage, Applied Epic, and Microsoft Excel. Skilled at prioritizing urgent needs and completing tasks within strict deadlines. Possesses strong technical accounting skills in invoice review, validation, and approval for timely payment, expense report processing, and cash application management. Exceptional organizational abilities and commitment to providing excellent customer service. Leverages extensive knowledge of Microsoft Office applications to support efficient workflow management.
Overview
25
25
years of professional experience
1
1
Certification
Work History
Accounting Specialist
Ryan Specialty Group
06.2021 - Current
- Input financial data and produced reports using Sage, Applied Epic, Concur, Excel.
- Transactional accounting in Accounts Payable, Accounts Receivable, Cash Application, Commission Payable, Direct Bill Commission.
- Input financial data and produced reports using Sage, Applied Epic, Concur, Workday and Excel.
- Reconcile and resolve discrepancies, request missing invoices, and apply payments accurately using Sage and Applied Epic
- Communication with internal and external customers to resolve issues and process payments timely
- Processed payments and documents such as invoices, journal vouchers, employee reimbursements, and statements.
- Reviewed accounts, resolved coding areas, and tracked recurring expenses for accrual entry.
- Proficient in use of Sage, Applied Epic, Microsoft 365, Outlook, Excel, Word, Access, Teams, and Google Meet.
- Reconciled account information and reported figures in general ledger by comparing to bank account statement each month.
- Supported month-end closing process by preparing journal entries, account reconciliations, and variance analysis reports.
- Proficient in working with Applied Epic for both cash application from Bank deposits and payments to carriers in company payables
- Increased efficiency in accounts payable and receivable management, reducing processing time and minimizing errors.
- Provided excellent customer service when addressing inquiries from internal external stakeholders, ensuring their needs were met in a timely manner.
- Assisted internal and external auditors during interim and annual audits, providing necessary documentation and addressing inquiries promptly.
- Leveraged advanced Excel skills to create dynamic financial models for decision-making purposes.
Internal Auditor
AMIkids, Inc
08.2011 - 06.2021
- Internal auditing for non-profit organization for compliance with operational and financial controls
- Performed internal audits of financial and departmental operations, developing risk assessments and conducting process walkthroughs for compliance with documented processes.
- Assisted in preparation of audit reports that clearly communicated findings and recommendations to key stakeholders.
- Conducted training sessions for staff members on best practices in internal auditing, fostering culture of continuous improvement.
- Developed annual internal audit plan based on risk rankings.
- Guided departments in developing remediation plans based on audit findings and recommendations.
- Proficient use of Sage, Data Pro, Concur, Microsoft Office 365, Excel, Word, Access, and Outlook programs
- Performed internal audits of financial and departmental operations, developing risk assessments and conducting process walkthroughs for compliance with documented processes.
- Data mining with DataPro using Microsoft Access
- Developed strong working relationships with external auditors, facilitating efficient communication during annual audits.
- Participated in special projects as requested by senior leadership, providing subject matter expertise on internal controls and risk management practices.
- Evaluated compliance with regulatory requirements, mitigating potential risks and protecting organizational reputation.
Banking Center Manager
Bank of America
11.1999 - 10.2010
- Management of a banking center for Bank of America
- Payroll and timekeeping
- Led a team of 20 banking professionals in providing exceptional service and meeting sales targets consistently.
- Collaborated with senior management to develop long-term organizational goals that align with the banks overall mission.
- Customer service Coaching and driving sales results of sales associates
- Enhanced customer satisfaction by implementing efficient banking center operations and streamlining processes.
- Optimized resource allocation, balancing staff schedules, workload distribution, and cost control measures for maximum efficiency.
- Managing deposit dollar customer base $25 million
- Evaluated employee performance regularly, providing constructive feedback for continuous improvement in job skills and knowledge.
- Adherence to all Federal and State banking regulations.
- Collaborated with internal business partners to deliver cohesive banking experience to customers.
- Fostered strong relationships with customers to identify their financial needs and recommend suitable products or services accordingly.
- Implemented robust risk management procedures, minimizing potential losses and maintaining a secure banking environment.
Education
Masters Degree in Accounting -
University of Phoenix
Jacksonville, FL01.2012
Bachelors Degree in Business Administration -
Florida Metropolitan University
Clearwater, FL01.2007
Skills
- Accounts Payable
- General Ledger Accounting
- Internal Audits
- Journal Entries
- Account Reconciliation
- Bank Reconciliation
- Accounts Receivable
- SQL
- Pivot tables
- SOX
- GAAP
- Applied Epic, Sage, and Microsoft Office expertise
- Carrier Payables
- Payroll Processing
- Financial Auditing
- Audit Support
- Payroll Administration
- Internal Controls
- Vendor Relationship Management
- Statement preparation
- Consolidation Accounting
- Report Preparation
- Revenue Recognition
- Fixed Assets Management
- Expense Tracking
- Revenue Tracking
- Accounting Software
- Government Accounting
- Insurance Accounting
- Nonprofit Accounting
- Grant Accounting
- IFRS Compliance
- Reporting analysis
- GL and journal entries
- Data Processing
- Payment Processing
- Bookkeeping
- Budget Forecasting
- Invoicing and Billing
- Invoice Verification
- Month-end reports
- Cash Flow analysis
- Customer Service
- Attention to Detail
- Purchase Order Management
- Microsoft Excel Expertise
- Data Entry
- Data inputting
- General Ledger Entries
- File and database management
- Reports Reconciliation
- Data Analysis
- Financial Reporting
- Accounts Payable and Receivable
- Budgets and forecasting
- Budget Preparation
- Discrepancy Research
- Expense Reports
- Internal controls implementation
- Regulatory Compliance
- Invoice Processing
- General Ledger Management
- Variance Analysis
- Intercompany Transactions
- Financial statements Expertise
Personal Information
Title: Accounting Specialist
Certification
- CICA - Certified Internal Controls Auditor - 2008
Timeline
Accounting Specialist
Ryan Specialty Group
06.2021 - Current
Internal Auditor
AMIkids, Inc
08.2011 - 06.2021
Banking Center Manager
Bank of America
11.1999 - 10.2010
Masters Degree in Accounting -
University of Phoenix
Bachelors Degree in Business Administration -
Florida Metropolitan University
- CICA - Certified Internal Controls Auditor - 2008
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