Experienced Accounting leader with over 10 years of experience in Accounting. Excellent reputation for resolving problems and improving customer satisfaction. Proven skill in employing accounting and financial management best practices and team leadership. Committed to introducing changes to achieve continuous improvement and successfully influencing processes driving operational excellence. Expertise in financial statement preparation and analysis, operational management, forecasting and cost control.
Overview
13
13
years of professional experience
Work History
Staff Accountant
Kaspar & White CPA
09.2022 - 05.2025
Monitored accounts receivable, accounts payable and other account balances to track transactions, avoid discrepancies and maintain accuracy.
Maintained general ledger accuracy through regular account reconciliations, journal entry adjustments, and transaction reviews.
Helped with preparation of year-end and statutory accounts to compare past reports and evaluate financial health of company.
Collected and arranged financial information and entered details into [software] financial management system.
Maintained fixed asset records and depreciation schedules to establish accurate calculations.
Prepared and processed journal entries to record in general ledger and maintain consistent documentation.
Prepared timely and accurate tax filings, ensuring compliance with federal, state, and local regulations.
Supported management decision-making by providing detailed financial analysis and recommendations backed by data-driven insights.
Coordinated with Human Resources department on payroll-related matters ensuring accurate compensation calculations for all employees.
Streamlined payroll process, ensuring timely and accurate salary disbursements to employees.
Enhanced accuracy in tax filings, meticulously reviewing tax returns and supporting documentation.
Maintained integrity of general ledger and chart of accounts.
Used accounting software to issue tax returns and prepare consolidated reports.
Accounting Manager
C & S Specialty Underwriters LLC
09.2016 - 09.2022
Managed banking reconciliations and monthly balance sheet statements.
Supported change management by understanding and addressing impacts of new accounting policies, financial statement initiatives and non-standard transactions.
Tracked business revenue and expenditures and reconciled accounts to maintain high accuracy.
Investigated daily variances and corrected errors to resolve discrepancies.
Educated accounting team on forecasting, financial statuses, and financial strategies to assist in annual budget creation.
Proposed and published metrics and KPIs to be incorporated into monthly financials and scorecards.
Applied proper codes to invoices, files and receipts to keep records organized and easily searchable.
Implemented budget and expense controls and financial policies by analyzing income and expenditures.
Managed journal entries, collection efforts, reconciliations, and payroll processing.
Organized budget documentation and tracked expenses to maintain tight business controls.
Stayed on top of applicable federal and state requirements to minimize legal and financial risks.
Established and checked coding procedures, monitored reports, and updated internal files.
Performed routine closings, maintained clean, accurate and accessible records, and kept close eye on transaction updates throughout each quarter.
Performed banking, business administration and financial tasks to guarantee five-star service for clients.
Validated existing accounting management and reporting systems to assess quality and conformance, identify problems and implement corrective actions.
Performed spending analysis and partnerships to refine policies and develop recommendations for improvement.
Prepared cash flow projections, cost analysis and monthly, quarterly, and annual reports.
Identified improvement changes regarding key processes for internal controls and accounting procedures.
Established and enforced internal controls, workflows, and policies for tracking, reconciling and reporting on accounting activities.
Complied with established internal controls and policies.
Prepared internal and regulatory financial reports, balance sheets and income statements.
Accounting Assistant Manager
Resurgens Risk Management Inc.
02.2014 - 02.2017
Managed banking reconciliations and monthly balance sheet statements.
Supported change management by understanding and addressing impacts of new accounting policies, financial statement initiatives and non-standard transactions.
Tracked business revenue and expenditures and reconciled accounts to maintain high accuracy.
Investigated daily variances and corrected errors to resolve discrepancies.
Applied proper codes to invoices, files and receipts to keep records organized and easily searchable.
Managed journal entries, collection efforts, reconciliations and payroll processing.
Organized budget documentation and tracked expenses to maintain tight business controls.
Completed bi-weekly payroll for company employees.
Kept up-to-date and accurate funding accounts for internal departments, key programs and special projects.
Complied with established internal controls and policies.
Prepared internal and regulatory financial reports, balance sheets and income statements.
Checked payroll, vendor payments, commissions and other accounting disbursements for accuracy and compliance.
Federal and State Income Tax Preparer
Smyrna Tax Services
01.2012 - 02.2014
Prepared US, multistate and international tax returns for clients.
Provided bookkeeping services for subcontractors and small businesses.
Delivered comprehensive tax documentation required for accurate individual and corporate returns.
Reviewed available data and compared against tax code to determine exemptions, deductions and potential liabilities.
Contacted IRS or other relevant government organizations on behalf of client to address issues related to tax self-preparation.
Provided information about available products and services to clients, resulting in increased business opportunities.
Prepared written responses or tax return amendments to resolve state and federal notices.
Prepared tax returns for clients in various industries according to government regulations and requirements.
Conducted reviews of internal tax documentation, reducing errors related to missed tax benefits.
Offered clients recommendations to reduce tax liabilities.
Completed and filed returns with tax departments at local, state and federal levels.
Maintained complete records of client tax returns and supporting documentation in secured areas.
Prepared tax returns, extensions, tax planning calculations and write-ups for organizations and entities.
Facilitated integration of modern tax software with client accounting software.
Reviewed clients tax filing papers thoroughly to determine eligibility for additional tax credits or deductions.
Security Liaison/Insurance and HIPPA Coordinator at Huthwaite Family DentistrySecurity Liaison/Insurance and HIPPA Coordinator at Huthwaite Family Dentistry