John Robert Veillard
Summary
Versatile accounting professional with extensive experience in the healthcare and real estate sectors. Proven track record of delivering accurate financial reporting and analysis, demonstrating strong analytical skills and attention to detail. Currently pursuing a career transition into law to leverage financial expertise for legal applications.
Overview
11
11
years of professional experience
1
1
Certification
Work History
Senior Tax Accountant
Humana
Louisville, KY
07.2024 - Current
- Generated comprehensive reports for stakeholders.
- Diminished financial discrepancies and accurately reconciled accounts using detailed data analysis results.
- Researched federal, state and local regulations to ensure compliance with all applicable laws.
- Accurately filed federal and state income taxes for large organization following strict deadlines.
Tax Associate
Mariner Wealth Advisors
01.2022 - 07.2024
- Tax strategist specializing in corporate and individual compliance, planning, preparing, and reporting.
- Advanced proficiency in the industry’s latest technological tools and systems.
- Prepared federal, state, and local tax returns for individuals, businesses, trusts, estates, non-profit organizations and partnerships.
- Reviewed and analyzed financial statements to identify tax liabilities and potential deductions.
Senior Accountant
Milestone Community Builders
07.2021 - 12.2021
- Acquired techniques and processes to bolster knowledge of full cycle accounting practices within the home building industry
- Perform research and prepare entries to reconcile cash, analyze bank activities, and validate general ledger balances
- Communicate methods of improvement of the company’s cash reconciliation procedures to superiors
- Collaborate with other team members to ensure smooth and timely month-end closing
Tax Accountant
Cherry Bekaert, LLP
07.2020 - 07.2021
- Use Excel, asset management tools, and other accounting software to prepare reviewed and compiled tax packages emitted to various local, state, and federal government institutions.
- Prepared income tax returns for individuals, partnerships, and corporations in rental real estate, the tech industry, legal services, construction, engineering, and other various industries.
- Developed cutting-edge practices to ensure growth in my new role at a top accounting firm while remote working.
- Performed tax research to remain informed about the impact of various local, state, and federal legislations enacted in response to the pandemic.
Staff Accountant
Louis T Roth & Company, PLLC
07.2018 - 01.2020
- Performed audits, reviews, compilations, and tax services for medium and small-sized entities with revenue/AR ranging up to $200 million.
- Use Excel, asset management tools, and other accounting software to prepare reviewed and compiled financial statements, assemble business and individual tax returns, and conduct reviews, compilations, and audits.
- Prepared partnership, corporate, and fiduciary income taxes for simple to complex-structure entities in rental real estate, legal services, construction, and other various business ventures.
- Researched and documented tax treatments for depreciable assets, complicated sale transactions, and discrepancies resulting from federal and state differences.
- I corresponded with state, local, and IRS representatives verbally and/or in writing regarding tax and accounting matters directly affecting a client.
- Responsible for auditing the assets, accounts payable, and interim testing of internal control of an industry-leading company with extensive activity engagement.
- Accumulated and applied business acumen, and generally accepted accounting knowledge, to enhance the firm’s accounting and assurance services.
Financial Representative Intern
Northwestern Mutual
01.2017 - 01.2018
- Researched and implemented a conglomerate financial services sales process designed to develop relationships, produce meetings, and monitor leads that would result in client-building opportunities.
- Obtained qualifications and knowledge about various wealth-building and risk management strategies for individuals with unestablished careers and financial independence.
- Executed nurturing initiatives using email, social media, and phone calls to provide information regarding the new role.
- Coordinated meetings for several established professionals with a veteran advisor, resulting in profitable sales.
- Served as the point of contact for several young professionals seeking to attain financial independence.
- Developed and implemented financial strategies to meet clients' long-term goals.
Office Assistant & Intern
Josh Tucker Law PSC
01.2017 - 01.2018
- Sharpened interpersonal skills, acquired legal knowledge, and prepared petitions succinctly and in a timely manner.
- Established and maintained cooperative relations with law clerks, presiding judges, prosecuting personnel, law enforcement officers, and other attorneys and their corresponding teams.
- Assisted with preparing and editing company correspondence and presentations.
Office Assistant & Intern
Arthritis Center of Lexington
01.2014 - 01.2018
- Compiled relevant information for periodic reports, and participated in various value-added administrative projects.
- Provided administrative support to staff members, including copying and scanning documents, filing paperwork, and ordering supplies.
- Organized office operations and procedures, such as managing calendars, scheduling appointments, preparing reports and maintaining records.
- Performed data entry tasks into various computer systems accurately and efficiently.
- Assisted with special projects as needed by researching information on the internet or through other sources
Education
Bachelor of Arts - Accounting
Transylvania University
Lexington, KY05-2018
Bachelor of Science - Business Administration
Kentucky Christian University
Grayson, KYSkills
- US GAAP
- Financial Reporting
- Financial Statements
- Team Collaboration
- Microsoft Office
- Audit and Tax Accounting
- Wealth Management
- Organization and Planning
- Adaptability
- Partner and Client Relations
- Data Analysis
- Reporting & Documentation
- Research and documentation
- Strong organizational skills
- Effective communication
- Verbal and written communication
Affiliations
- St John Center, Finance Committee Chair
- Lord’s Legacy Life Ministries, Volunteer
- Habitat for Humanity, Student Volunteer
- Athletic Development Center of Haiti, Board Member
Languages
French
Native/ Bilingual
Haitian Creole
Native/ Bilingual
Certification
- Accounting Ethics: Managing Mis- and Disinformation through Professional Skepticism LinkedIn Issued Feb 2024
- Resident Agent for Life and Health DEPARTMENT OF INSURANCE FOR STATE OF KENTUCKYD Issued Jul 2017 · Expired Feb 2020 Credential ID 18456761
Accomplishments
- Plus, Guided Journey, Scholar April 2024-May 2025
References
References available upon request.
Timeline
Senior Tax Accountant
Humana
07.2024 - Current
Tax Associate
Mariner Wealth Advisors
01.2022 - 07.2024
Senior Accountant
Milestone Community Builders
07.2021 - 12.2021
Tax Accountant
Cherry Bekaert, LLP
07.2020 - 07.2021
Staff Accountant
Louis T Roth & Company, PLLC
07.2018 - 01.2020
Financial Representative Intern
Northwestern Mutual
01.2017 - 01.2018
Office Assistant & Intern
Josh Tucker Law PSC
01.2017 - 01.2018
Office Assistant & Intern
Arthritis Center of Lexington
01.2014 - 01.2018
Bachelor of Arts - Accounting
Transylvania University
Bachelor of Science - Business Administration
Kentucky Christian University
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