Erin Stokes
Port Washington,WI
Summary
Detail-oriented Accountant with numerous years effectively maintaining accurate accounting information simultaneously for multiple organizations. History working as part of financial teams and independently to manage diverse financial functions and reporting. Works closely with executive management to make positive impact on business operations. Handles detail-oriented work in methodical and organized fashion. Adept at managing budgets, payroll, financial reporting, invoicing and general accounting functions. Instrumental in keeping business operations fully compliant and working within budgetary guidelines. Excels in developing efficient processes, ensuring high standards, and aligning efforts with organizational goals. Demonstrates strong analytical, communication, and teamwork skills, with proven ability to quickly adapt to new environments. Eager to contribute to team success and further develop professional skills. Brings positive attitude and commitment to continuous learning and growth. Experienced in handling numerous projects effectively and efficiently in a fast-paced environment. Effective at prioritizing tasks and meeting deadlines.
Overview
18
18
years of professional experience
Work History
Accountant
My Financial Partner
07.2023 - 09.2024
- Handled day-to-day accounting processes to drive financial accuracy.
- Reconciled accounts and reviewed expense data, net worth, and assets.
- Documented cash, credit, fixed assets, accrued expenses, and line of credit transactions.
- Gathered financial information, prepared documents, and closed books.
- Completed daily cash functions like account tracking, payroll and wage allocations, budgeting, donating, and cash, and banking reconciliations.
- Maintained up-to-date knowledge on professional accounting standards to manage financial recordkeeping.
- Used advanced software to prepare documents, reports, and presentations.
- Assisted in reducing outstanding accounts receivable balances by diligently following up on overdue invoices.
- Streamlined month-end closing processes, resulting in reduced time spent on financial reporting tasks.
- Managed cash flow effectively, ensuring all company liabilities were met in a timely manner and surplus funds were invested wisely.
- Collaborated with external auditors during the annual audit process to provide necessary documentation and address any concerns or findings promptly.
- Detected and corrected mistakes early on and implemented systems to avoid recurring issues.
- Improved financial reporting accuracy through meticulous data analysis and reconciliation efforts.
- Enhanced financial decision-making capabilities by providing timely, accurate information to management through regular performance reports.
- Reduced expenses by negotiating with vendors for better pricing and terms on services and supplies.
- Evaluated and improved financial records to make important business decisions.
- Improved data collection, financial analysis and financial modeling to optimize practices and retain customers.
- Partnered with auditors to track errors and add contributions to maintain accuracy.
- Enhanced profitability by identifying opportunities for revenue growth through detailed analysis of customer sales data.
- Assisted in the development of financial forecasts based on historical trends and current market conditions, supporting strategic planning initiatives within the organization.
Accounting Manager
Lever1
01.2016 - 07.2023
- Adept in the management, analysis & monitoring of complex budgets, month & year end reporting, P&L analysis, cash flow forecasting, budget development & reconciliations, multi-funding stream management, compliance & reporting, A/R & A/P posting, aged receivables analysis, tax & audit prep, expenses, and closeout
- Serves as a vital source of information for colleagues, and is adept in the supervision, hiring, training, mentoring, and assessment of departmental and ancillary personnel
- Assist with external auditing while ensuring financial information is gathered timely and accurately
- Routinely develops and implements quality controls and collaborates in the development of internal process improvement initiatives, forms, and templates designed to drive progress, increase efficiency, and streamline productivity
- Ability to effectively collaborate and communicate across departmental and organizational levels and engage internal and external stakeholders to build consensus and achieve buy-in
- Consistently and ethically generates documents & reports that ensure the organizations’ fiscal reliability and operational transparency
- Intrinsically motivated to produce high-quality work, easily learns new technology, responsibilities and platforms, and is comfortable in both remote & in-house environments
Mortgage Loan Officer
Mortgage Lenders of America
01.2011 - 01.2014
- Assisted clients in selecting correct loan product and terms to meet needs and financial goals.
- Collaborated with underwriting and processing teams to resolve issues and expedite loan approvals.
- Maintained high level of customer satisfaction by providing prompt and accurate loan status updates.
- Analyzed loan applications and credit reports to determine loan eligibility and risk level.
- Increased loan approval rates by efficiently managing pipeline and maintaining strong relationships with borrowers, realtors, and underwriters.
- Managed risk effectively by adhering closely to compliance guidelines during all stages of the loan origination process.
- Negotiated favorable terms on behalf of clients, ensuring their long-term financial success with their mortgage loans.
- Negotiated loan terms and conditions with clients to maximize profitability.
- Obtained copies of applicants' credit histories and reviewed paperwork to determine feasibility of granting loans.
Accounting Associate
National Marketing Resources
01.2010 - 01.2011
- Reconciled account information and reported figures in general ledger by comparing to bank account statement each month.
- Managed daily cash transactions efficiently, ensuring accurate accounting records were maintained.
- Conducted thorough research to resolve discrepancies in accounting records, ensuring accurate reporting.
- Developed standard operating procedures for accounting processes, increasing efficiency and reducing errors.
- Balanced cash and bank deposits to generate monthly accounting reports.
- Collaborated with sales and accounting departments to resolve billing disputes promptly.
- Handled various accounting transactions.
- Handled day-to-day accounting processes to drive financial accuracy.
Business Office Manager
Tara Nursing & Rehabilitation
01.2007 - 01.2010
- Updated reports, managed accounts, and generated reports for company database.
- Coordinated staff schedules, adjusting workloads to maximize productivity and meet deadlines.
- Utilized company's accounting systems to review reports and prepare assessments.
- Ensured compliance with company policies and industry regulations through regular audits and process updates.
- Contributed to a successful annual audit by preparing thorough documentation in accordance with regulatory requirements.
- Increased accuracy in financial reporting by implementing robust accounting practices and attention to detail in data entry tasks.
- Optimized cash flow by consolidating invoices, improving payment terms, and effectively managing credit control processes.
- Developed comprehensive financial reports to support executive decision-making, analyzing data for trends and insights.
Education
Bachelor of Science - Business Management / Finance
Park University
Kansas City, MOSkills
- Accounting and bookkeeping
- Accounts Payable and Receivable
- Bank Reconciliation
- Account Reconciliation
- Financial Statements
- Financial Reporting
- Payroll Processing
- Cash Flow analysis
- Financial Analysis
- General ledger accounting
- GAAP Accounting
- Full-cycle accounting
- Intuit QuickBooks specialist
- Financial Statements Review
References
References upon request
Timeline
Accountant
My Financial Partner
07.2023 - 09.2024
Accounting Manager
Lever1
01.2016 - 07.2023
Mortgage Loan Officer
Mortgage Lenders of America
01.2011 - 01.2014
Accounting Associate
National Marketing Resources
01.2010 - 01.2011
Business Office Manager
Tara Nursing & Rehabilitation
01.2007 - 01.2010
Bachelor of Science - Business Management / Finance
Park University
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