Johnny Wheeler
Raritan
Summary
Highly motivated and results-driven professional with strong adaptability. Seeking employment with advancement opportunities within a company. Committed to finding a role that offers both challenge and ownership. Excels at multitasking and developing strategic plans to balance workload with exceptional quality and accuracy. Experienced in team leadership and motivating individuals to achieve company and personal goals. Eager to broaden horizons, passionate about continuous learning and professional development.
Overview
10
10
years of professional experience
Work History
Staff Accountant II
Unity Bank
02.2022 - Current
- SEC Reporting including assisting in preparation of SEC filings (11-K, 10-K, 10-Q, 8-K), set up filings in software, coordinate Annual Shareholders’ Meeting and investor presentations, prepare Annual Proxy
- Stock Option accounting including processing of grants, exercises, vestings, stock buybacks, forfeitures, post related journal entries, liaison to Registrar & Transfer agent
- Month-end closing process including review of expense trending reports and general ledgers, prepare account reconciliations, review and, prepare and distribute management and Board reports, maintain executive retirement plans and completing reconciliations of general ledgers through Frontier
- Analyze income statement variances and make corrective journal entries when needed
- Gather reports and supporting documentation as requested by auditors and regulators
- Daily non-post correction journal entries, assisting in general ledger creation, interacting with other departments to assess the disconnect and creating solutions to reduce common errors
- Prepare prepaids and accruals amortization entries for various vendors and internal projects
- Assessing with multiple departments to ensure projects and tasks are properly being report and paid during their time and service as contracted
- Assist in accounts payable with inputting invoices ensuring the correct general ledger account is being charged, assigning them to the appropriate approvers and paying them out in a timely manner i.e checks, ACH or internally through TMS
- Additional Functions include training new employees, provide backup for Staff Accountants, accounts payable and wire operation, distribute weekly financials, assist with annual budget preparation, perform general ledger maintenance through Navigator, other duties as assigned by Management
Assistant/Operations Manager
Unity Bank
04.2015 - 02.2022
- Manage day-to-day branch operations, ensuring efficiency and adherence to policies
- Address customer issues promptly and effectively
- Oversee internal sales, service, and operations
- Collaborate with Area Manager and Retail Branch Administrator
- Coach teams, ensure adequate staffing, and maintain customer satisfaction
- Identify sales opportunities and drive sales growth
- Develop and implement sales processes
- Perform daily operational activities (overdraft decisioning, account maintenance, wire transfers, etc.)
- Manage branch budgets and control expenses
- Open new accounts with accurate documentation
- Meet branch goals in sales and customer service
- Perform monthly audits and due diligence
Education
Bachelor of Science - Business Administration (Concentration: Finance)
Cambridge College
Boston, MA08.2021
Skills
- Knowledge of Fiserv
- Knowledge of Prologue
- Knowledge of Navigator
- Knowledge of Frontier
- Knowledge of Shareworks
- Knowledge of Computershare
- Knowledge of Toppen Merrill
- Knowledge of SAP Concur
- Proficiency in accounting principles
- Proficiency in financial data reporting
- Excellent computer skills
- Effective presentation skills
- Effective communication skills
- Conflict resolution
Timeline
Staff Accountant II
Unity Bank
02.2022 - Current
Assistant/Operations Manager
Unity Bank
04.2015 - 02.2022
Bachelor of Science - Business Administration (Concentration: Finance)
Cambridge College
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