Elizabeth Acree
Byron,GA
Summary
Dynamic and detail-driven accounting professional experienced in examining and analyzing accounting records, financial statements and financial reports to assess accuracy and compliance with generally accepted accounting principles and standards. Proven ability to analyze accounting processes, identify deficiencies, formulate and implement corrective action plans to achieve compliance and mitigate risk. Personable in managing client relationships and assisting clients to resolve problems and find solutions.
Overview
11
11
years of professional experience
Work History
Senior Accountant & Implementation Specialist
Walsh Accounting, LLC
08.2022 - Current
- Prepared monthly journal entries and reconciliations.
- Reconciled accounts and created documents for monthly closure procedures.
- Reviewed documents and accounts for discrepancies and resolved variances.
- Reconciled balance sheets and streamlined best practices for balance sheet processes.
- Analyzed financial statement discrepancies, identifying issues, and recommending corrective actions to prevent future occurrences.
- Maintained accurate depreciation schedules for fixed assets, coordinating with asset managers for timely recording of acquisitions or disposals.
- Successfully managed multiple high-stakes projects concurrently, consistently meeting deadlines while maintaining exceptional attention to detail and quality control.
- Coordinated with various departments to gather financial data, ensuring accurate representation of each business unit''s performance.
- Assisted team members in transitioning to new system through extensive training and one-on-one support.
- Strengthened internal controls by reviewing processes, identifying gaps, and proposing improvements to safeguard against fraud or mismanagement of funds.
- Streamlined financial reporting with new accounting software and automated tasks.
- Led successful migration of financial records to new accounting platform, ensuring seamless transition.
- Contributed to policy development, recommending changes to improve financial procedures and controls.
- Decreased financial discrepancies, thoroughly investigating and resolving any variances in account balances.
- Prepared working papers, reports and supporting documentation for audit findings.
- Provided journal entries and performed accounting on accrual basis.
- Collected and reported monthly expense variances and explanations.
- Trained new employees on accounting principles and company procedures.
- Managed multiple implementation projects concurrently, maintaining strict deadlines without compromising quality or scope.
- Developed strong relationships with clients, fostering trust and confidence in the implementation process.
- Delivered exceptionally high level of professionalism and support to each client, upholding company's commitment to service.
- Maintained up-to-date knowledge of industry trends and best practices in order to provide the most relevant solutions for clients'' businesses.
- Provided ongoing support to clients post-implementation, addressing any concerns or issues promptly and professionally.
- Developed clear documentation for all implementation processes and procedures, enabling easy knowledge transfer among team members.
- Streamlined implementation processes by effectively collaborating with cross-functional teams and project stakeholders.
- Conducted detailed requirements analysis for each project, creating customized solutions based on client needs.
- Collaborated closely with sales teams to ensure smooth hand-off of new projects from pre-sales to implementation stages.
- Assessed project scope to confirm details and understand customer expectations in advance.
- Established clear project milestones and deliverables, ensuring timely completion of tasks and transparent communication to stakeholders.
- Developed customized training materials, significantly enhancing user understanding and competency with new software.
- Established strong client relationships, facilitating open dialogue to understand evolving needs and tailor solutions accordingly.
- Configured and tested new software and hardware.
- Installed and configured operating systems and applications.
- Conducted engagement reviews by analyzing current client scopes and hourly reports to identify opportunities for fee increases and flag out-of-scope activities.
- Prepared updated quotes and revised scopes of work for review and approval by lead sales personnel.
- Managed change orders for both client and internal requests, assessing scope and hour allocations, and drafting updated scopes with pricing for sales manager approval.
- Designed and implemented a comprehensive Welcome Package to enhance the onboarding experience for new clients.
- Developed and rolled out standardized Client Profile and Scope documents to streamline internal processes.
- Created compelling social media content and collaborated with management for strategic review and approval.
- Planned and maintained a cross-platform content calendar to ensure consistent and timely media presence.
- Authored and maintained training materials to support internal team performance and client education.
- Created and distributed a monthly company newsletter to keep the team informed on internal updates, process changes, and key initiatives.
Operations Manager - Contractor
Triple Point Engineering, Inc.
07.2021 - 07.2022
- Established positive and effective communication among staff and organization leadership, reducing miscommunications and missed deadlines.
- Identified and resolved unauthorized, unsafe or ineffective practices. Initiated, installed and trained staff on new software.
- Set, enforced and optimized internal policies and procedures for company.
- Devised processes to boost long-term business success and increase profit levels and efficiency.
- Investigated and resolved departmental non-conformances.
- Helped build and review master service agreements for work eligibility.
- Assisted in recruiting, hiring and training of team members.
- Tracked employee attendance and punctuality, addressing repeat problems quickly to prevent long-term habits.
- Maintained payroll and benefits for employees and diminished financial discrepancies.
- Maintained company compliance with local, state and federal laws, in addition to established organizational standards.
- Motivated employees through special events, incentive programs and constructive feedback.
- Monitored and handled employee claims involving performance-based and harassment incidents.
- Collaborated with senior management and performed benefits analysis, corrective action planning. Initiated and maintained new insurance benefits package for employees.
- Attended job fairs to bring in local talent for long term and seasonal positions.
- Briefed new hires on essential job information, such as company policies, employment benefits and job duties.
- Gathered financial information, prepared documents, and closed books.
- Documented cash, credit, fixed assets, accrued expenses and line of credit transactions.
- Completed daily cash functions like account tracking, payroll and wage allocations, budgeting, donating and cash and banking reconciliations.
- Reconciled accounts and reviewed expense data, net worth and assets.
- Evaluated and improved accuracy and completeness of financial records.
- Gathered data on taxable income, deductibles and allowances for tax preparation.
- Set up and improved accounting systems and processes to meet business needs and maximize operational success.
- Maintained up-to-date knowledge on permits, certificates and documents mandatory for government departments.
- Performed advanced reviews of business operational trends and expected obligations to prepare accurate forecasts.
- Boosted brand awareness and generated leads while managing internal and external marketing campaigns and programs.
- Capitalized on industry and marketplace trends to strategize marketing solutions and enhance business operations.
- Designed re-branding, corporate website and social media platforms to better engage customers and promote sales.
- Developed consumer-tailored print marketing materials for targeted events.
- Designed, implemented and enhanced national marketing materials to maximize outreach and product sales.
Senior Accountant & Relationships Manager
CORE Business Services
01.2019 - 07.2021
- Developed and maintained relationships with both new and existing clients through effective communication and exemplary interpersonal skills.
- Reviewed operational efficiencies, suggesting methods for improvement.
- Trained clients how to use QuickBooks to help make State and Federal tax management more efficient.
- Conducted tax reviews and compilations to identify potential exposure areas and provided suggestions.
- Recorded, classified and summarized financial transactions and events in accordance with accounting principles.
- Reconciled accounts and reviewed expense data, net worth and assets.
- Initiated comprehensive account assessments to check viability, stability and profitability of business operations.
- Followed all GAAP standards and complied with regulations when setting up accounts, ledgers and reporting systems.
- Gathered data on taxable income, deductibles and allowances for tax preparation.
- Oversaw general ledger financial analysis and corrections.
- Performed routine closings, maintained clean, accurate and accessible records and kept close eye on transaction updates throughout each quarter.
- Improved sales processes to streamline customer acquisition and onboarding strategies.
- Delivered engaging sales presentations to new clients, explaining technical information in simplified language to promote features and increase client base.
- Handled all customer relations issues pleasantly, enabling quick resolution and client satisfaction.
- Closed and onboarded 63 new clients in 2020.
- Produced contracts, reports, letters, and proposals for clients.
- Initiated new sales processes including research and implementation of new CRM software, developed and maintained social media strategy.
- Maintained relationships with customers and found new ones by identifying needs and offering appropriate services.
- Reorganized and optimized leads management by implementing HubSpot CRM solution.
- Solved conflicts and addressed issues that occurred between other entities and CORE.
Construction Accountant
STK HOMES, LLC
07.2018 - 01.2019
- Prepared and issued monthly financial packages including WIP/CIP Reports per lot or home to the Loan Officers, Managerial Staff, Construction Team and Owners.
- Executed financial reporting, managing prepaid accounts, schedules, reconciliations, event settlements and month-end entries.
- Analyzed business operations, costs and revenue in a balance sheet to project future revenue and expenses for one of the owner's secondary companies.
- Conducted analysis of financial management systems that led to the reduction of financial discrepancies and increased cost savings through the implementation of internal controls, created a Business Procedures Manual in addition to training the new manager of the company.
- Paid vendors by monitoring discount opportunities and insuring that vendor contract pricing was being followed.
- Created and submitted weekly Bank Draws for current projects.
- Collected and arranged financial information and entered details into QuickBooks financial management system.
- Ensured vendor files were accurate and up-to-date to expedite payment processing.
- Update new vendor accounts while verifying the necessary insurances and documentation was obtained.
- Performed complex general accounting functions, including preparation of journal entries.
- Account analysis and balance sheet reconciliations.
Staff Accountant
KEVIN W BURNETT & ASSOCIATES, PLLC
09.2017 - 07.2018
- Performed complex general accounting functions, including preparation of journal entries, account analysis and balance sheet reconciliations for more than 15 clients at a time.
- While maintaining integrity of general ledger, including the chart of accounts.
- Prepared and filed all state and federal returns for payroll liabilities for payroll clients.
- Prepared and filed the 1099's and W-2's for over 20 companies.
- Repaired and rebuilt a client's payroll and prepared the necessary forms to correct their State and Federal returns for an entire year in addition to rebuilding and refiling corrected W-2's.
- Maintained integrity of general ledger, including the chart of accounts.
- Worked closely with the CPA and Attorneys to complete the distribution process of a client's estate.
- This included rebuilding the client's books for 27 bank accounts in addition to stocks, CD's, and investment income.
- Initiated the distribution process by first finding the beneficiaries and then contacting and obtaining all documents and information needed to complete the process.
- Entered financial information and payments to guarantee that employees and vendors were paid accurately and on time.
Manager/Accounting
YE OLDE TOWNE CAFÉ
10.2014 - 11.2016
- Posted receipts to appropriate general ledger accounts.
- Composed effective accounting reports summarizing accounts payable data.
- Reconciled discrepancies between accounts receivable general ledger account and accounts receivable trial balance account.
- Balanced monthly general ledger accounts to accurately record cost and month end accruals.
- Created daily and weekly cash reports in addition to all bank deposits.
- Reconciled statements and handled payment complaints.
- Supervised invoice processing, purchase orders, expense reports, credit memos and payment transactions.
- Completion and maintenance of employee files.
- Filed and addressed employee complaints in accordance with company policies and government regulations.
- Reviewed all expense reports for accuracy and proper expense disclosure.
- Completion of weekly payroll for 25 employees.
- State and Federal tax forms and payments.
Education
Bachelor of Science - Accounting
Colorado Technical University
Colorado Springs, COHigh School Diploma -
ABEKA ACADEMY
Pensacola, FL05.2006
Skills
- QuickBooks Pro Advisor
- Superior Attention to Detail
- Self-Motivated Professional
- Planning & Implementation
- Relationship-Building
- Multitasking Abilities
- Flexible & Adaptable
- Payroll Processing & Benefits Management
- Accounts Payable & Receivable
- Personnel Recruitment
- Project Management
- Critical Thinking & Analysis
- Monthly & Annual Journal Entries
- Marketing Management
Timeline
Senior Accountant & Implementation Specialist
Walsh Accounting, LLC
08.2022 - Current
Operations Manager - Contractor
Triple Point Engineering, Inc.
07.2021 - 07.2022
Senior Accountant & Relationships Manager
CORE Business Services
01.2019 - 07.2021
Construction Accountant
STK HOMES, LLC
07.2018 - 01.2019
Staff Accountant
KEVIN W BURNETT & ASSOCIATES, PLLC
09.2017 - 07.2018
Manager/Accounting
YE OLDE TOWNE CAFÉ
10.2014 - 11.2016
Bachelor of Science - Accounting
Colorado Technical University
High School Diploma -
ABEKA ACADEMY