Detail-oriented team player with strong organizational and time-management skills. History working as part of financial team managing diverse financial functions and reporting. Ability to handle multiple projects simultaneously with a high degree of accuracy. Ability to work independently, with increased responsibility during relevant work experience. Strong desire to continue developing leadership skills.
Overview
12
12
years of professional experience
Work History
Accountant III
Santee Cooper
06.2022 - Current
Oversees $9B of utility plant, including onboarding a new generating station in 2023
Reviews work of Asset Accounting team, verifying all assets/projects are unitized and set up correctly; delegates work requests to appropriate members of Asset Accounting team
Completes Fixed Assets month-end closing process, including checking depreciation for accuracy
Manages ~2,700 capital, operations/maintenance, billable, and reimbursable projects; creates, reconciles, and closes projects as necessary
Administers Santee Cooper’s FEMA claims, totaling more than $56M; works with FEMA and the State of South Carolina to ensure Santee Cooper receives the maximum allowable reimbursement of eligible costs
Member of Santee Cooper's internal Grant Coordination team; assists with standing up the grant program at Santee Cooper, including reviewing and submitting applications for grants; completes and submits necessary periodic reporting for existing grants
Finance section lead for the Corporate Incident Management Team
Member of Santee Cooper’s internal Clean Audit team
Handles monthly accounting and reporting of the Camp Hall development project
Completes capital budget variance reporting for monthly Management Report
Calculates annual construction overheads and updates annual burden schedules
Provides required general ledger data for three annual benchmarking requests
Assists employees with capital versus operations/maintenance decision making
Provides expenditure data for compliance reporting
Works with internal and external auditors to provide data and information as requested
Data steward for reporting system and fixed asset system; approves access to systems
Presents project and asset information for various corporate training programs
Assists employees with project and asset related questions, including assistance with departmental actual versus budget reporting and variances
Utilizes continuous improvement tools to improve processes
Financial Analyst II
Santee Cooper
07.2018 - 05.2022
Point of contact for company wide material dispositions; handled reconciliation and retirement of disposed assets
Unitized company assets verifying the correct asset categories are selected for FERC compliance and reporting
Prepared and entered various journal entries by compiling and analyzing transaction and account information
Managed monthly updates and reporting of Santee Cooper’s $67M Economic Development loan program
Bookkeeper
Hawkes Learning Systems
03.2015 - 07.2018
Accurately submitted semi-monthly payroll for over 100 employees; submitted semi-monthly retirement contributions for all participants
Oversaw all Accounts Payable functions including writing checks, examining several monthly credit card statements, and reviewing employee expense reports
Managed all Accounts Receivable duties including sending customer statements and following up on past due accounts
Daily communication via phone and email with college bookstores (customers) to assist with placing orders, invoice questions, and returns; continually worked on building strong relationships with customers
Team lead for internal “Bookstore Team,” acting as a point of contact for any customer related questions; frequently communicated best practices and notified team of customer and product changes
Oversaw pricing and ISBN updates for hundreds of product combinations demonstrating extreme attention to detail
Assisted Accounting Associate with financial reporting to management, bank reconciliations, and preparing deposits
Worked with Hawkes’ CPA firm on any tax issues and year end close
Performed various Human Resources tasks in the absence of the Benefits Coordinator such as new hire onboarding, benefits enrollment, and building/supplies maintenance
Accounting Clerk/Accounts Receivable
Hendrick Toyota Scion North Charleston
09.2013 - 03.2015
Worked in a consolidated accounting office and handled the following for five dealerships:
Reviewed and reconciled bank statements; worked with other employees to resolve any discrepancies
Paid off new floorplans that came due and posted journal entries
Pulled and posted daily cash management reports to send to the dealerships’ General Managers
Pulled and posted Paypal and Amazon transactions; resolved any issues with Paypal and Amazon schedules
Maintained up to date records on all customer accounts; Verified and posted funds received for customer accounts
Requested invoice copies for customers; answered questions regarding customer accounts
Contacted customers who had past due accounts to inquire on payment; worked with Parts Managers and Office Managers on obtaining payment
Printed and mailed monthly customer statements
Assisted with transaction compliance for deals
Assisted in monthly closing
Financial Service Representative
CPM Federal Credit Union
08.2012 - 06.2013
Maintained effective, professional business relationships with internal and external members
Disbursed cash or check share withdrawals, processed cash advances and cashiers’ checks
Verified transactions, monitored deposit amounts, and examined documents for endorsement and negotiability
Ensured that all members were informed of Credit Union services and policies including eligibility for membership, types of available accounts, interest and dividend rates, payroll deduction options, and other related service information
Assisted Vault Teller in processing weekly cash deliveries and weekly vault audits; performed backup Vault Teller duties as needed
Education
Master of Business Administration -
The Citadel
Charleston, South Carolina
05.2021
Bachelor of Science - Business Administration, Finance
Charleston Southern University
Charleston, South Carolina
05.2012
Skills
Financial Data Analysis
Grant Management
Account Reconciliation
Fixed Assets Management
Interpersonal and Relationship Building
Problem Solving
References
References available upon request.
Timeline
Accountant III
Santee Cooper
06.2022 - Current
Financial Analyst II
Santee Cooper
07.2018 - 05.2022
Bookkeeper
Hawkes Learning Systems
03.2015 - 07.2018
Accounting Clerk/Accounts Receivable
Hendrick Toyota Scion North Charleston
09.2013 - 03.2015
Financial Service Representative
CPM Federal Credit Union
08.2012 - 06.2013
Master of Business Administration -
The Citadel
Bachelor of Science - Business Administration, Finance
Certified Instructor for Campus Emergency Management course at Louisiana State UniversityCertified Instructor for Campus Emergency Management course at Louisiana State University