Jeri MacGregor, CPA
Myrtle Beach,SC
Summary
Talented financial leader well-versed in accounting principles and regulations. Motivated to keep company financial operations compliant, accurate, and cost-effective. Ready to bring over 25 years of experience and take on challenging new role.
Overview
26
26
years of professional experience
Work History
Controller
Modern Marketing Concepts, Inc. DBA Linqd.
12.2020 - Current
- Manage daily financial functions in collaboration with accounting personnel, utilizing MS 365 Business Dynamics for the ERP.
- Oversee all aspects of the month-end close process, completing journal entries, balance sheet reconciliations, and account analysis to confirm accuracy of the general ledger.
- Review employee expense reports as submitted verifying they are reimbursable per the Company's travel policy.
- Provide monthly financial statements at a cost center and company-wide level for management and executive review and analysis, utilizing FYI Soft as the reporting software.
- Manage and mentor finance team providing guidance, support, and ongoing training to ensure continued growth and development.
- Prepare and provide quarterly financial statements and debt covenant calculations to the lending institution confirming compliance with debt covenants.
- Implemented internal control processes and ensure they are maintained to safeguard company assets and prevent fraud or mismanagement risks.
- Conduct regular variance analyses between actual results and budget projections to identify trends or issues requiring further investigation or action by management staff.
- Collaborate with executive team in preparation of annual budgets, forecasts and all financial reporting and analysis.
- Prepare annual financial statements, working with external accounting firm, facilitating smooth annual review process ensuring the timely issuance of reviewed financial statements to lending institution.
- Maintain strong relationship with PwC, providing necessary information in the preparation of annual tax filings, ensuring full compliance with state and federal regulations while minimizing tax liabilities where possible.
- Oversee contracts and the lifecycle process. In the process of spearheading implementation of "Ironclad" contract software.
Financial Analyst
Modern Marketing Concepts, Inc. DBA Linqd.
08.2014 - 12.2020
- Conducted detailed financial analysis to identify and evaluate changes in operations, trends and potential areas of improvement.
- Facilitated smooth month-end close processes by efficiently reconciling accounts and addressing discrepancies promptly.
- Created financial reports that could be utilized for better decision-making with clear, concise analysis and presentation.
- Played a key role in annual 401k and ESOP audits by preparing detailed schedules, supporting documentation, and assisting auditors throughout the process.
- Initiated process improvements that increased the efficiency of budgeting cycles while maintaining accuracy standards.
- Led financial due diligence for Section 355 spin off that occurred and other potential M&A activities, providing and organizing requested information.
- Applied for and secured PPP funding during COVID-19.
- Submitted application with requested documentation to state and local governments in which Company was awarded a grant and loan.
Manager
Piaker & Lyons, PC
01.1999 - 08.2014
- Ensured timely completion of monthly and annual financial statements, maintaining strict adherence to regulatory requirements.
- Planned, supervised and completed financial and compliance audits for various government, corporate, nonprofits and other organizations.
- Applied understanding of governmental accounting principles, practices and procedures through fund types, cost allocations and government-wide conversions.
- Reviewed operational efficiencies, suggesting methods for improvement.
- Mentored junior staff members in accounting best practices, fostering a culture of continuous learning and professional development within the team.
- Prepared and reviewed federal and state individual, corporate and non-profit tax returns.
Education
Bachelor of Science - Accounting
Houghton College
Houghton, NY05.1993
Skills
- Preparing financial statements
- Staff Management
- Accounting management
- Research & Development and Fixed Asset Management
- General ledger accounting and management
- Budget Preparation and Administration
- Financial Forecasting and Management
- Internal controls development and management
- Intercompany Transactions
- Corporate finance and taxes
Affiliations
- American Institute of Certified Public Accountants (AICPA)
Timeline
Controller
Modern Marketing Concepts, Inc. DBA Linqd.
12.2020 - Current
Financial Analyst
Modern Marketing Concepts, Inc. DBA Linqd.
08.2014 - 12.2020
Manager
Piaker & Lyons, PC
01.1999 - 08.2014
Bachelor of Science - Accounting
Houghton College
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