Summary
Overview
Work History
Education
Skills
Timeline
Hi, I’m

Jenna Halverson

Fort Worth,TX
Jenna Halverson

Summary

Detail-oriented Accountant with 10 years effectively maintaining accurate accounting information for large-scale financial organizations. History working as part of financial team to manage diverse financial functions, tax management and reporting. Works closely with executive management on complex mergers and acquisitions and divestitures.

Overview

7
years of professional experience

Work History

CCS

Accountant
06.2021 - 09.2023

Job overview

  • Handled day-to-day accounting processes to drive financial accuracy.
  • Completed daily cash functions like account tracking, payroll and wage allocations, budgeting, donating, and cash, and banking reconciliations.
  • Documented cash, credit, fixed assets, accrued expenses, and line of credit transactions.
  • Gathered financial information, prepared documents, and closed books.
  • Reconciled accounts and reviewed expense data, net worth, and assets.
  • Provided journal entries and performed accounting on accrual basis.
  • Trained new employees on accounting principles and company procedures.

Wilson, Anderson, And Hall, CPAs

Accountant
10.2016 - 05.2021

Job overview

  • Gathered financial information, prepared documents, and closed books.
  • Used advanced software to prepare documents, reports, and presentations.
  • Prepared and filed tax forms to meet needs of customers.
  • Reviewed business operations and obligations to help organization function at acceptable level.
  • Partnered with auditors to track errors and add contributions to maintain accuracy.
  • Itemized taxpayer expenses to identify maximum adjustments, deductions and credits.
  • Provided journal entries and performed accounting on accrual basis.
  • Maintained integrity of general ledger and chart of accounts.
  • Collected and reported monthly expense variances and explanations.
  • Kept up-to-date with tax changes and industry trends by participating in professional organizations, opportunities, and networks.
  • Diminished outstanding debts by analyzing accounts for issues.
  • Managed budgets, assets, portfolios, accounts payable, and receivable and general financial reporting procedures.
  • Prepared balance sheets, cash flow reports and income statements.
  • Managed payroll data entry and processing for Number employees to comply with predetermined company guidelines.
  • Completed year-end close processes through effective supervision financial functions and regular treasury transactions.

Education

Colorado Technical University
Colorado Springs, CO

Bachelors from Accounting And Finance
06.2016

Skills

  • Sage 50 Accounting
  • MS Office Suite
  • Accounts Payable and Receivable
  • Microsoft Dynamics
  • Tax Preparation
  • Financial Statements
  • Budget Forecasting Expertise
  • Microsoft Excel
  • Account Reconciliation Processes
  • Time Management
  • Payroll Management
  • Intuit QuickBooks
  • Finance

Timeline

Accountant

CCS
06.2021 - 09.2023

Accountant

Wilson, Anderson, And Hall, CPAs
10.2016 - 05.2021

Colorado Technical University

Bachelors from Accounting And Finance
Jenna Halverson