Erica Samuels
Dallas,TX
Summary
Highly skilled Lead Accountant with background in overseeing and managing all aspects of accounting systems. Known for strong analytical skills, proficiency in financial reporting and regulatory compliance. Demonstrated leadership abilities to manage teams, streamline operations and improve processes for efficiency. Made significant impact in previous work by effectively reducing costs and enhancing revenue growth.
Overview
16
16
years of professional experience
Work History
Senior Lead Accountant
Uber Technologies Inc
04.2022 - Current
- Responsible for the EMEA region
- Approving je’s, BL recons, recon and accounting rules in the uCash application to reconcile and onboard collection accounts on an ongoing basis
- Also ensuring a productive month end accounting process each month
- Working with the GBS team during syncs/meetings or slack (virtually) on a weekly basis, to ensure that we accomplish weekly and monthly goals
- Collaborating with the uSettle team in conducting UATs for any new PSP processors
- E2E process from initial testing, syncs/meetings, cash validations and research, onboarding these PSP processors, to GBS team creating rules into the cash application to reconcile
- Approving je’s and recons for Cornershop segment; Helping the team to reconcile, also providing training for team members in engaging and development
- Collaborating with revenue and IC teams on manual processes of IC posting and Je flow, postmates stripe revenue generation outside of the cash applications, restricted cash analysis, monitoring and updating the now pensions employee/employer contributions
- Partnering with various teams on ad hoc projects, as needed
Senior Accountant
Forterra
07.2018 - 04.2022
- Maintains financial statements and ensures financial transactions are recorded properly
- Prepares month end closing journal entries and reconciliations
- Prepares quarterly tasks, reporting and analytical data
- Revenue recognition; post revenue through POC process and evaluation (work in progress projects), recording long-term contracts, while following GAAP requirements
- Pull data, invoices, and book prepaid expenses through Oracle and Concur systems
- Audit control; gathering data and providing documentation, based on required audit selections
Staff Accountant
Marriott International
02.2018 - 07.2018
- Checked figures, postings and documents for accuracy
- Organized, secure and maintain all files, records, cash and cash equivalents
- Prepared Month end closing journal entries and reconciliations
- Maintained, audit, and distribute statistical, financial, accounting, payroll reports and tables; budgeting and forecasting
- Performed accounting functions and procedures through SAP and PeopleSoft systems
- Documented and analyze cash variances; administer all cashier banks and contracts
Senior Staff Accountant
Xerox/Dallas, TX
10.2014 - 06.2017
- Prepared/process/post month-end closing entries, review/prepare GL account recon’s (bank/tax payment/medical billing/stock option)
- Processed payroll & month-end transactions via Oracle, JD Edwards, IP processing, Blackline and T-recs software(s)
- Summarized financial status by collecting information and data; prepare balance sheet, profit & loss, FP & A, consolidations, financial statements
- Managed computerized payroll, GL reports/verification, coding/journal entries for payroll account recon’s, 401k distributions, severance pay
- Adhere to deadlines, timely management and reporting accuracy of numerical data for SEC reporting purposes
- Audit control for mergers & acquisitions; examine records, analytical data and reports, SEC 10-Q/10-K
- Verified documentation for current & prior year assets/liabilities; perform daily activities & functions via Hyperion Essbase
Sr Tax Associate (Seasonal)
PriceWaterhouseCoopers/Dallas, TX
06.2014 - 09.2014
- Prepared Tax Returns of multinational banks, insurance companies, management companies and hedge funds
- Acquisition of & thorough understanding in the Financial Services Tax Group, which provides tax consulting & compliance services
- Work cross functionally alongside support entity for the world's largest mutual/hedge/common trust funds
- Handled activity of limited partnerships, trusts & industry service providers, prepare 1065, Schedule K-1s and 1040 tax returns
- Identify & address client’s needs, prepare/submit federal tax returns, multi-task, adhere to deadlines and IRS government regulations
- Communicated with the Federal and State tax team members in completing projects and assignments
- Overlooked electronic filing submission in the GoSystems Fast tax software; enable efficiency
- Utilized e-filing system to ensure proper guidelines are followed to submit federal tax returns
Sr Tax Analyst (ONESOURCE)
Thomson Reuters/Carrollton, TX
05.2008 - 03.2014
- Maintained thorough understanding of the ONESOURCE product line (IRS income tax, Sales & Use, Data Query applications)
- Provided tax preparation assistance for in excess of 100 corporate & accounting firms, electronic service requests and electronic filing
- Manage tax preparation services for 1065, 990 and 1120 (S-Corp, C-Corp and Consolidated) tax returns
- Assisted clients in balancing returns, incorrect calculations of income tax, sales & use /multi-state tax returns
- Troubleshoot & research electronic filing diagnostics error, work on best practices as well as KPI’s in tax returns filing process
- Reviewed & assist in the correction of Journal Entries, Balance Sheet, Income Statement, Tax Adjustments and monthly closing entries
- Reviewed & research pending product release information to validate client's current processing & overall tax compliance - perform due diligence
- Developed, coordinate and provided training to interns/seasonal staff as well as ad hoc & special projects
Education
BS Accounting/MIS -
University of Texas at Dallas
Richardson, TX08.2008
TNSCPA-Tennessee Society of Certified Public Accountants Seminar
Skills
- Accounting
- Treasury
- Finance
- Tax
- GAAP Compliance
- Merger/Acquisition/Divestiture
- Hedge Funds
- Banking
- Cash Mgmt
- Foreign Currency (FX)
- Risk
- ACH/EFT/EDI
- Wires
- Accrual
- Amortization
- Billing
- Payroll
- Corporate
- Partnership (K-1’s)
- Federal
- State
- City
- Local
- County
- Head
- Sales & Use
- Transaction
- Occasional
- Fuel
- Excise
- Severance
- Income
- Property
- Franchise
- Specialty
- Payroll Processing
- Cost accounting
- Audit Coordination
- Variance Analysis
- Cash Flow Management
- Bank Reconciliation
- General Ledger Management
- GAAP knowledge
- Expense Tracking
- Financial statement preparation
- Internal Controls
- GAAP proficiency
- Financial statement review
- Tax law expertise
- General ledger updates
- Financial Reporting
- Tax Preparation
- Knowledge of financial statements
- General ledger accounting
- Journal entry posting
- Audit Support
- Team Training
- Income tax compliance
Timeline
Senior Lead Accountant
Uber Technologies Inc
04.2022 - Current
Senior Accountant
Forterra
07.2018 - 04.2022
Staff Accountant
Marriott International
02.2018 - 07.2018
Senior Staff Accountant
Xerox/Dallas, TX
10.2014 - 06.2017
Sr Tax Associate (Seasonal)
PriceWaterhouseCoopers/Dallas, TX
06.2014 - 09.2014
Sr Tax Analyst (ONESOURCE)
Thomson Reuters/Carrollton, TX
05.2008 - 03.2014
BS Accounting/MIS -
University of Texas at Dallas
TNSCPA-Tennessee Society of Certified Public Accountants Seminar
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