Desiree Morgan
Billings,MT
Summary
Detail-oriented accountant with extensive experience in financial reporting, budgeting, and team collaboration. Proven track record in managing general ledger reconciliations, implementing internal controls, and supporting strategic financial planning for operational success.
Overview
10
10
years of professional experience
Work History
ACCOUNTANT II
Bitterroot Health
Hamilton, MT
02.2023 - Current
- Tracked and recorded fixed assets and cash, reconciling over 50 general ledgers monthly.
- Participated in budgeting process, collaborating with hospital directors for accuracy and compliance.
- Reviewed financial variations, implementing adjustments as necessary to maintain integrity.
- Assisted with annual third-party audit and contributed data for cost report and Form 990.
- Promoted from accountant within one year for exceptional performance.
- Prepared and analyzed financial reports to support decision-making processes.
- Ensured compliance with accounting standards and regulations in all transactions.
- Collaborated with cross-functional teams to streamline budgeting processes.
- Created journal entries accurately and timely for month end close processes.
- Performed general ledger reconciliations on a timely basis.
Accountant/Owner
Morgan Mountain Retreat
09.2021 - 02.2023
- Managed remodel project for cabin in Red Lodge, MT, now operating as active Airbnb.
- Hired property manager to oversee all operations and bookkeeping.
- Ensured quality and efficiency throughout renovation process.
- Coordinated with contractors to meet project deadlines and budget.
Director of Accounting
Northern Hotel
Billings, MT
11.2016 - 09.2021
- Supervised a team of 2 employees managing accounting operations for a 4-star hotel, 2 restaurants, gift shop, and parking garage.
- Oversaw financial reporting and compliance for Northern Hotel's accounting department.
- Developed internal controls to enhance accuracy and integrity of financial data.
- Coordinated audits with external firms, addressing findings and recommendations.
- Collaborated with management on strategic financial planning and investment decisions.
- Analyzed financial data to identify trends or discrepancies in order to make recommendations for improvement.
- Performed variance analysis on budget vs. actual results to provide insights into cost savings opportunities.
- Contributed to executive leadership team responsible for financial and operational decision-making.
- Collaborated with external auditors and tax accountant to ensure timely tax filings without extensions.
Accountant
Billings Federal Credit Union
06.2016 - 11.2016
- Ensured accurate and timely preparation of monthly financial statements under VP of Finance.
- Performed bank reconciliation and posted month-end entries to uphold financial integrity.
- Monitored reports, identified errors, and implemented corrections in accounts payable and receivable to enhance accuracy.
- Balanced and posted daily teller and ATM transactions, ensuring accuracy in general ledger entries.
Education
MSU-Billings - Accounting
MSU-Billings
Billings, MT01-2016
MSU-Billings - Spanish/Math Minor
MSU-Billings
Billings, MT01-2013
Skills
- General ledger reconciliation
- Financial reporting
- Budgeting
- Financial analysis
- QuickBooks and Sage
- ADP and Paychex
- Software implementation
- Excel and Word
- Problem solving
- Attention to detail
- Effective communication
Timeline
ACCOUNTANT II
Bitterroot Health
02.2023 - Current
Accountant/Owner
Morgan Mountain Retreat
09.2021 - 02.2023
Director of Accounting
Northern Hotel
11.2016 - 09.2021
Accountant
Billings Federal Credit Union
06.2016 - 11.2016
MSU-Billings - Accounting
MSU-Billings
MSU-Billings - Spanish/Math Minor
MSU-Billings