Jamie White
Norwell,MA
Summary
Reliable CPA demonstrating high level of initiative with attention to detail. Possessing exceptional work ethic and desire to go above and beyond to exceed company expectations. 19 years experience in fast-paced, deadline-driven environments to manage goals and team development.
Overview
19
19
years of professional experience
1
1
Certification
Work History
Manager
Morris & Morris, P.C.
Needham, MA
09.2005 - Current
- Ensured compliance with federal, state, and local regulations regarding accounting practices.
- Prepared journal entries for month-end close as well as other general ledger postings as needed.
- Monitored cash flow activities and prepared daily cash position reports.
- Reviewed general ledger activity for accuracy prior to month-end closing process.
- Managed monthly, quarterly and annual financial reporting for clients.
- Reviewed client's financial records and prepared tax returns.
- Monitored compliance with GAAP principles and regulations.
- Performed reconciliations of accounts to ensure accuracy of financial statements.
- Reviewed corporate income taxes, sales taxes and payroll taxes for accuracy.
- Prepared month-end closing entries for detailed reporting and recordkeeping.
- Reviewed client data for accuracy and completeness in accordance with Generally Accepted Accounting Principles.
- Managed a team of auditors to ensure timely completion of projects.
- Prepared financial statements and reports for management review.
- Prepared monthly, quarterly, and annual financial statements in accordance with generally accepted accounting principles.
- Reviewed general ledger accounts for accuracy and compliance with GAAP.
- Prepared and filed taxes for individuals, corporations, and other entities.
Education
Master of Science - Accounting
Babson College
Wellesley, MA09-2005
Bachelor of Science - Accounting
Babson College
Wellesley, MA09-2004
Skills
- Account Reconciliation
- Audits
- Journal Entries
- Financial statement preparation
- Accounts Payable
- Accounts Receivable
- Cash Flow Management
- Tax planning
- GAAP knowledge
- Bank account reconciliations
- General Ledger Management
- Tax Preparation
- Financial Reporting
Certification
- CPA
Timeline
Manager
Morris & Morris, P.C.
09.2005 - Current
Master of Science - Accounting
Babson College
Bachelor of Science - Accounting
Babson College
- CPA
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