Summary
Overview
Work History
Education
Skills
Work Availability
Quote
Timeline
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Joel Lucas

Summary

Astute Accounting Manager offering to drive company development. Successfully utilize 12 years of accounting and financial management expertise to effectively provide team leadership. Committed to fostering change management to support continuous improvement. Advanced knowledge of financial statement preparation and analysis, forecasting and cost control with strong analytical, quantitative and problem-solving skills.

Overview

16
16
years of professional experience

Work History

Accounting Manager

NCI/Addison Group
Chantilly, VA
12.2022 - 04.2023
  • Managed an accounting department in an established National Captioning firm
  • Supervised accounting tasks, which included accounts payable and receivable, general ledger management and expense reporting oversight.
  • Reviewed and adjusted all Payroll Accrual and Benefit information for all company and contractors
  • Accelerated and operated a $40 million dollar budget for the organization
  • Prepared individual tax and corporate returns
  • Primary software used: QuickBooks Desktop, MediaPulse, Bill.com., ADP
  • Supervised and collaborated with various teams of employees for daily operations
  • Implemented weekly and monthly goals for the accounting department
  • Oversaw cash flow, controlled costs and financial matters.
  • Produced accurate and compliant financial statements, reports, documentation and budget frameworks.
  • Developed and implemented departmental accounting policies, procedures and processes to establish and standardize accounting best practices.
  • Reconciled and reviewed operations databases and accounting system records to calculate and determine accurate monthly revenues.
  • Delivered actionable recommendations to enhance strategic direction and day-to-day accounting operations.
  • Planned, directed and monitored regulatory operations, tax reporting and audit compliance.
  • Completed month-end and year-end closings, kept records audit-ready and monitored timely recording of accounting transactions.
  • Checked payroll, vendor payments and other accounting disbursements for accuracy and compliance.
  • Created and updated financial reports on frequent basis to present information to leadership
  • Created and maintained month end financial statements to executive management
  • Reconciliation of bank, credit card and investment accounts monthly
  • Created and maintain payroll journal entries each pay period
  • Managed a budget of 40 million dollars annually.

Staff Accountant

Pathways Health
Fredericksburg, VA
12.2021 - 04.2022
  • Organized and maintained financial records for multiple companies under the Pathways umbrella
  • Created and maintained bookkeeping entries
  • Primary software used: SAGE Intacct, Microsoft Excel
  • Maintained and uploaded general ledger entries for each company
  • Recorded adjustment journal entries
  • Record income/expenses into accounting software
  • Reconciled various cash accounts, bank accounts, Accounts Receivable, fixed asset accounts
  • Researched all material variances from month to month and Quarter to Quarter
  • Create and maintain payroll journal entries each pay period

Senior Accountant

Dempsey & Company CPAS
Manassas, VA
02.2021 - 03.2021
  • Managed and prepared journal entries and reconciliations to support monthly general ledger closing activities.
  • Managed daily closing, reporting and reconciliation functions.
  • Managed month-end and year-end close duties, administered additions and performed maintenance and reporting of corporate fixed assets.
  • Managed accounting department staff members and workload.
  • Performed individual tax and corporate returns
  • Primary software used: QuickBooks Online, QuickBooks Desktop, CCH Tax, CCH Engagement
  • Supervised employees for daily operations
  • Completed month-end and year-end close procedures and reconciled bank accounts.
  • Record income/expenses into accounting software
  • Performed biweekly payroll and updated employee records.

Staff Accountant

Spire Investment Partners
Reston, VA
08.2019 - 04.2020
  • Maintained and updated invoices from all government entity clients
  • Reviewed and reconciled discrepancies in accounts and financial documentation.
  • Assessed accuracy, completeness and integrity of corporate financial records.
  • Published financial statements according to preset deadlines.
  • Processed payroll for personnel of 300 on a weekly basis
  • Primary software used: QuickBooks Desktop, MS Excel, Gentech and Workplace software
  • Oversaw activities of the corporate accounting department for the accurate and timely dissemination of financial management reports including, but not limited to, internal and external monthly financial statements and annual audits and annual budgets
  • Ensured the accurate and timely processing of accounts payable, core employee expense reports, cash control, core payroll processing
  • Process accounting transactions, which is supported by a detailed set of policies, procedures, and forms
  • Accounting transactions typically include billings, accounts payable, payroll, collections, and cash receipts
  • Maintained a chart of accounts and general ledger, from which are compiled a set of financial statements
  • Semi-monthly Reconciliation of funds paid vs funds received
  • Compiled Quarterly Profit Analysis & Reconciliation of expenses charged to advisors
  • Conducted database backups and maintained confidentiality to keep financial information secure.
  • Analyzed employee expenditures and company budgets to develop strategies to optimize spending.

President & Owner

J Lucas Group International
Baltimore, MD
08.2007 - 12.2018
  • Oversaw all daily operations of a full-service accounting firm to fully assist the clients with all their financial matters
  • Set pricing structures according to market analytics and emerging trends.
  • Promoted business on social media platforms to maximize brand identity and generate revenue.
  • Supervised performance of workers with goals of improving productivity, efficiency and cost savings.
  • Led startup and creation of operational procedures and workflow planning.
  • Oversaw project execution, phase progress, workmanship and team performance to drive on-time completion of deliverables.
  • Oversaw staff hiring, initiating new training and scheduled processes to streamline operations.
  • Analyzed client business needs and assisted in determining appropriate resources and strategies.
  • Resolved issues quickly through meticulous research and quick decision-making.
  • Support month end close and financial statement preparation, review, and analysis
  • Support establishment of budgets and internal/external audit controls
  • Managed and trained a team personnel of up to 30 1099 employees for stellar service and performance with our various clients
  • Prepared and evaluated budgets that cut 20% in overhead and added costs
  • Conducted inventory audits for retail clients for compliance with state/federal laws and bank financing
  • Provided audit preparation with the IRS
  • Asset Management and including sales, disposal, and renovation advisory to clients
  • Processed payroll for various clients (W-2, 1099 etc) providing savings in preparation fees and federal/state filing.
  • Created and implemented employee onboarding and training programs to promote employee retention and team collaboration.
  • Executed performance reviews to encourage improved productivity for team members.
  • Kept records for production, inventory, income and expenses.
  • Managed operations budgeting, accounts payable and accounts receivable and payroll.
  • Interviewed, trained and supervised employees.

Education

Bachelor’s - Accounting

Western Governors University
11.2024

Quickbooks Pro Advisor Certification Projected -

03.2024

Skills

  • Microsoft Office
  • Quickbooks Desktop and Online
  • Non-Profit Organization
  • Sage Intacct
  • Yardi
  • Management
  • V-lookups & Pivot Tables
  • Taxation
  • Bookkeeping
  • Accounts Receivable/Accounts Payable
  • Personnel Management
  • Payroll Processing
  • Budget & Forecasting
  • Month-end Financials
  • Asset Management
  • Human Resource Management
  • Employee Training Oversight
  • Prioritizing and Planning
  • Creative and Innovative
  • Adaptable to Changing Conditions
  • Strategy Development
  • Financial Resources Management
  • Team Building Leadership
  • Payment Collection
  • Statement Review
  • Tax Preparation
  • General Ledger Accounting
  • Budget Development
  • Project Management
  • Dataflow oversight
  • Account Reconciliation
  • Month-end reporting
  • Microsoft Office
  • Meticulous attention to detail
  • Finance
  • Staff Management
  • Recruitment and hiring
  • Financial Management
  • Operations management
  • Financial statement presentations
  • Process Management
  • Financial statements expertise
  • Accounting solutions integration
  • System development
  • Budget Management

Work Availability

monday
tuesday
wednesday
thursday
friday
saturday
sunday
morning
afternoon
evening
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Quote

Far and away the best prize that life offers is the chance to work hard at work worth doing.
Theodore Roosevelt

Timeline

Accounting Manager

NCI/Addison Group
12.2022 - 04.2023

Staff Accountant

Pathways Health
12.2021 - 04.2022

Senior Accountant

Dempsey & Company CPAS
02.2021 - 03.2021

Staff Accountant

Spire Investment Partners
08.2019 - 04.2020

President & Owner

J Lucas Group International
08.2007 - 12.2018

Bachelor’s - Accounting

Western Governors University

Quickbooks Pro Advisor Certification Projected -

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Joel Lucas