Jeffrey McKinney
Yalaha,FL
Summary
Detail-oriented Bookkeeper well-versed in payroll, accounts payable and accounts receivable functions. Excelled in corporate bookkeeping services including financial reporting and regulatory compliance. Team player with great customer service skills.
Overview
40
40
years of professional experience
1
1
Certification
Work History
Bookkeeper
Professional Tax Consultants, Inc.
08.2020 - Current
- Processed customer invoices, deposits and posted payments.
- Processed vendor invoices and payments.
- Completed payroll for employees.
- Reconciled and corrected issues with bank and credit card accounts.
- Posted Journal Entries for monthly accruals.
- Prepared monthly and quarterly Sales Tax and Excise Tax Reports.
- Presented owner with monthly Financial Statements.
CFO
Heller Bros. Packing Corp.
07.1992 - 11.2017
- Prepared and filed annual tax returns and prepared financial information so outside accountants could complete tax returns.
- Produced financial statements, business activity reports, financial position forecasts, annual budgets, and reports required by government regulatory agencies.
- Supervised employees performing financial reporting, accounts payable and receivable, billing, collections, payroll, 401K administration and budgeting duties.
- Delegated authority for receipt, disbursement, banking, protection, and custody of funds, securities, and financial instruments.
- Prepared accurate financial statements at end of quarter to summarize financial health and business performance.
- Provided financial forecasting and investment management.
- Tracked cash flow and financial planning to analyze company's financial strengths and weaknesses and propose strategic directions.
- Directed budget development, budgetary controls and recordkeeping to make informed financial decisions.
- Supervised IT and HR Departments.
Vice President of Finance
Southern Freightways, Inc.
07.1983 - 07.1993
- Controlled accounting operations and oversaw transactions related to payroll, financial reporting, payables and receivables.
- Coordinated and studied financial audits to provide recommendations for procedural improvements.
- Developed financial analysis and business plans for proposed acquisitions, partnerships and investments.
- Analyzed business plans to validate investment opportunities.
- Collaborated with external auditors to prepare annual financial reports, tax returns, and pension plan statements.
- Formulated and delivered financials reports for investors, partners, and stockholders.
- Negotiated and secured financing of fleet assets.
- Supervised IT and HR Departments.
Education
Bachelor of Science - Accounting & Business Management
University of Central Florida
Orlando, FL06.1980
Skills
- Profit and Loss Statements
- Monetary Transactions
- General Ledger Updates
- Customer Relations
- Effective Project Completion
- Data Research and Analysis
- Payroll Liability and Deductions
- Financial Management
- Risk Management
- QuickBooks
Certification
CPA in Florida until 2017
Timeline
Bookkeeper
Professional Tax Consultants, Inc.
08.2020 - Current
CFO
Heller Bros. Packing Corp.
07.1992 - 11.2017
Vice President of Finance
Southern Freightways, Inc.
07.1983 - 07.1993
Bachelor of Science - Accounting & Business Management
University of Central Florida
Similar Profiles
Zienab Ali Said AssyZienab Ali Said Assy
Accountant Intern at A&B Consultants Accountants And Tax ConsultantsAccountant Intern at A&B Consultants Accountants And Tax Consultants
Diana RuizDiana Ruiz
Assistant Accountant at AGUIRRE'S PROFESSIONAL AND TAX SERVICEAssistant Accountant at AGUIRRE'S PROFESSIONAL AND TAX SERVICE
LEWIS WILSONLEWIS WILSON
OWNER at WILSON'S PROFESSIONAL TAX SERVICES, LLCOWNER at WILSON'S PROFESSIONAL TAX SERVICES, LLC
Daniel CollinsDaniel Collins
Content Writer at Grantham PublishingContent Writer at Grantham Publishing
Rhonda JonesRhonda Jones
Chief Operating Officer at FollowThat Dream, IncChief Operating Officer at FollowThat Dream, Inc