Jacquelyn E. Clayton-Morris
Jacksonville,AR
Summary
Dedicated Accounting professional with history of meeting company goals utilizing consistent and organized practices. Skilled in working under pressure and adapting to new situations and challenges to best enhance the organizational brand.
Overview
12
12
years of professional experience
Work History
Senior Staff Accountant
Patient Point
Mabelvale, Arkansas
01.2012 - Current
- Ensure payments are processed and posted to customers’ accounts - weekly total average over $250,000
- Maintain daily, monthly and YTD reports of company’s revenues
- Journalize bank transactions (payroll, bank fees, NSF checks, ACH withdrawals, wire transfer)
- Submit/pay Used Tax Report
- Process write-offs (daily and annually)
- Reconcile bank statements averaging over $2.5 mil per month
- Achieved monthly financial report submission deadlines to meet agreements and expectations.
- Assisted accounting team with day-to-day accounting operations.
- Reconciled balance sheets and related asset, liability and equity accounts.
- Tracked funds, prepared deposits and reconciled accounts.
- Reviewed documents and accounts for discrepancies and resolved variances
- Prepared monthly journal entries and reconciliations on accrual basis
Tax Preparer
H & R Block
North Little Rock, AR
01.2014 - 01.2016
- Seasonal
- Prepare federal and state tax returns and educate customers on how to better prepare for upcoming year
- Maintained complete records of client tax returns and supporting documentation in secured areas.
- Offered clients recommendations to reduce tax liabilities.
- Completed and filed on average 150 returns with tax departments at local, state and federal levels.
- Provided information about available products and services to clients, resulting in increased business opportunities.
Education
MBA - Business Administration
Webster University
St Louis, MO12.2011
Bachelor of Science - Accounting
University of Arkansas At Little Rock
Little Rock, AR05.2009
Some College (No Degree) - CPA Review
Gleim CPA Review
Online CourseSkills
- Financial records review
- Account reconciliation processes
- Bookkeeping
- Attention to details
- Great Plains Dynamics Proficient
- Journalizing
Timeline
Tax Preparer
H & R Block
01.2014 - 01.2016
Senior Staff Accountant
Patient Point
01.2012 - Current
MBA - Business Administration
Webster University
Bachelor of Science - Accounting
University of Arkansas At Little Rock
Some College (No Degree) - CPA Review
Gleim CPA Review