Reviewed and reconciled fixed asset accounts on a monthly basis.
Performed research for accurate accounting treatment of new equipment acquisitions.
Maintained records for all fixed assets, including additions, disposals and transfers.
Prepared journal entries for depreciation expenses and other related adjustments.
Conducted periodic physical inventories of fixed assets to verify existence of assets.
Reviewed and analyzed financial statements for accuracy and compliance with standards.
Prepared monthly account reconciliations for bank accounts, credit cards, and other balance sheet accounts.
Compiled and prepared journal entries to ensure accurate general ledger records.
Assisted in the preparation of quarterly and annual budgets.
Developed policies and procedures related to accounting functions.
Staff Accountant
Park Lawn Corporation
01.2022 - 05.2023
Responsible for preparing monthly and quarterly reconciliations and analysis of derivative results
Responsible for meeting with regional accounting teams to review the impact of derivative activity
Perform derivative accounting research including writing technical accounting memos
Maintaining financial reports, records, and general ledger accounts
Contributing to the development and review of annual operating budgets and performance projections
Maintaining documentation for accounts payable, purchasing, and treasury and conducting internal audits
Performing monthly balance sheet reconciliations
Led all accounting functions, including bookkeeping, accounts payable and receivable, payroll, and financial reporting
Managed and mentored a team of junior accountants and accounting assistants
Developed and implemented policies and procedures to ensure compliance with regulations and best practices
Prepared monthly, quarterly, and annual financial statements and reports for executive management and external stakeholders
Assisted with tax planning and compliance and liaised with external auditors and tax advisors
Contributing to the development and review of annual operating budgets and performance projections
Maintaining documentation for accounts payable, purchasing, and treasury and conducting internal audits
Performing monthly balance sheet reconciliations
Meeting processing and reporting deadlines
Responding to information requests, reviewing financial statements, and assisting with audits
Assisting the Accounting Manager and Finance Director as needed
Assist in preparation of documentation for internal/external audit requests and SOX compliance data requests
Provide assistance to international accounting teams on questions regarding corporate fixed asset policies & procedures, and support SAP implementations as needed
Maintain fixed asset US tax ledgers
Prepare fixed asset roll forward
Update Inventory schedule (Quarterly)
Performs monthly and yearly closing activities relating to Fixed Asset such as depreciation run, analysis
Review and analyze calculations of depreciation for all fixed assets and amortization for intangible assets
Review operating expenditures to determine if any cost should be capitalized
Assist with monthly bank reconciliations.
Financial Analyst/Accountant
Goodman Manufacturing
09.2021 - 01.2022
Worked with team over the rebate program which is a $500M+ program
Communicated with sales team as well to get rebates processed
Created journal entries, projections and account reconciliations as required
Created end of month reports for corporate data submissions and compile information to evaluate performance in relation to benchmarks
Used Heavy Microsoft Excel usage for data manipulation, Advanced Excel functions such as IF/THEN, and pivot tables on an everyday basis
Responding to information requests, reviewing financial statements, and assisting with audits
Assisting the Accounting Manager and Finance Director as needed
Assist in preparation of documentation for internal/external audit requests and SOX compliance data requests.
Financial Analyst w/ Government Services
Horne Associates LLP
06.2020 - 09.2021
Reviewed and approved requests of federal grant funding
Communicated with state agencies, city and county leaders to establish priorities, guidelines, & requirements
Create journal entries, projections and account reconciliations as required
Create monthly reports for corporate data submissions and compile information to evaluate performance in relation to benchmarks
Assisted with the development and detailed review of operation budgets and performance benchmarks
Analyzed grant related data to create organized detailed reports
Texas Division of Emergency Management (TDEM) Project: Worked with a team that managed $11B COVID Relief Aid, allocated to state, city, & county districts
Facilitated meetings with professionals, served as Team Lead for TDEM application process, performing audits and reconciliation of documentation to ensure government compliance prior to fund disbursement
Alabama Housing Finance Authority (AHFA): Audited tenant/landlord applications ensuring prerequisites are met for dispersal of $263M COVID congressional grant to provide emergency rental assistance.