Summary
Overview
Work History
Education
Skills
Projects
Timeline
Generic

Dominic Walton II

Philadelphia,PA

Summary

Dedicated and detail-oriented Accountant with over three years of experience in managing financial reconciliations, bookkeeping, preparing financial statements, and ensuring compliance with accounting standards. Skilled in budget analysis, accounts receivable/payable management, and tax preparation for various industries including real estate, tech, medical, and more. Proficient in advanced Excel functions and accounting software such as Yardi Voyager, Oracle, and SAP. Demonstrated ability to mentor new hires and streamline financial processes to enhance operational efficiency. Adept at collaborating with cross-functional teams to achieve organizational goals and deliver accurate financial reporting.

Overview

4
4
years of professional experience

Work History

General Ledger Accountant

Parkway Corporation
08.2022 - Current
  • Reconcile financials and sub-ledger accounts for 10-12 properties with revenues from $50k to $1 million, including owned, leased, and retail locations.
  • Compile and analyze financial data to prepare monthly financial statements, delivering accurate financial packages to operations management on time.
  • Conduct balance sheet analysis, including bank reconciliation processes, cash reconciliations, and accrual journal entries.
  • Perform budget analysis on profit and loss statements, identifying trends and variances.
  • Collaborate with various departments such as Finance, A/P, A/R and IT to address accounting issues, resulting in improved resolution times for discrepancies.
  • Compile daily and monthly reports for credit card handlers (Amex, Visa, MasterCard, Discover) to assist with month-end close procedures, ensuring data accuracy and completeness.
  • Utilize advanced Excel formulas (XLOOKUP, VLOOKUP, SUMIF, Pivot Tables) to improve efficiency and solve problems.
  • Mentor new hires, providing guidance and support for smooth transitions and effective performance.

Statutory Accountant

Philadelphia Insurance Companies
07.2021 - 08.2022
  • Maintained vendor information in AIM Agency Management software for billing and future business purposes.
  • Managed accounts receivable and accounts payable for invoice premiums, including monitoring operating and premium bank accounts and cash flows of commissions and policy premiums in accordance with GAAP, organizational standards, and SOX compliance requirements.
  • Collaborated with Tokio Marine North America accounting team on handling all Valley Forge Insurance Brokerage premium transactions, including entering cash transactions in ledgers, reconciling cash reports, and preparing bank deposits.
  • Created an effective process for analyzing and recording new business, A/R policy balances, and operating and premium bank reconciliations through various Microsoft Excel formulas.
  • Assisted the Senior Accountant with month-end and year-end closing activities as needed.

Tax Accountant

Withum
11.2020 - 07.2021
  • Prepared simple and complex 1120, 1065, and 1040 tax returns for various corporations in tech, medical, real estate, and food industries, as well as high-net-worth individuals.
  • Leveraged GoSystem Tax RS and CCH ProSystem Fx Engagement for updating all audit and tax supporting documents, reconciliation of trial balances, and various financial statements of corporations.
  • Prepared, examined, and analyzed accounting bookkeeping records, profit and loss statements, balance sheets, or other financial reports to assess accuracy, completeness, and conformance to reporting and procedural standards.
  • Assisted in handling research and response to client tax notices from the IRS and state levels on rejected returns and liabilities owed, in a timely manner.

Education

Master of Science - Accountancy

East Stroudsburg University of Pennsylvania
East Stroudsburg, PA
05.2022

Bachelor of Science - Accounting

East Stroudsburg University of Pennsylvania
East Stroudsburg, PA
05.2020

Skills

  • Microsoft Excel expertise
  • General Ledger Management
  • Balance Sheet Analysis
  • ERP System Proficiency
  • Tax Compliance
  • Income Statement Analysis
  • Journal Entry Processing
  • Bookkeeping and Reconciliation
  • Journal entry preparation
  • Team Building and Leadership

Projects

Budget Committee Chair | James S. Avery Shirtsleeve Conference
January 2024-Current


  • Manage the budget for the annual fraternal conference, ensuring all financial activities are accurately tracked and within allocated limits.
  • Conduct bookkeeping duties, maintaining detailed records of all transactions and providing regular financial updates to the organization.
  • Prepared and presented detailed financial reports, including profit and loss statements, to conference organizers.
  • Perform cash reconciliations and managed accounts payable/receivable processes to ensure timely payments to vendors.
  • Coordinated with vendors and service providers to negotiate contracts and manage expenses.

Timeline

General Ledger Accountant

Parkway Corporation
08.2022 - Current

Statutory Accountant

Philadelphia Insurance Companies
07.2021 - 08.2022

Tax Accountant

Withum
11.2020 - 07.2021

Master of Science - Accountancy

East Stroudsburg University of Pennsylvania

Bachelor of Science - Accounting

East Stroudsburg University of Pennsylvania
Dominic Walton II