Julie A. Carter, EA
Traverse City,MI
Summary
Resourceful Accountant offering years of expertise in examining and analyzing accounting records, financial statements and financial reports to assess accuracy and enforce compliance. Evaluates processes to identify deficiencies and formulate strategy to mitigate risk. Advanced knowledge of accounting principles, standards and best practices. Personable and energetic with an aptitude for client relationship management.
Overview
35
35
years of professional experience
1
1
Certification
Work History
Staff Accountant
Robert L Corallino, CPA, PC
Manchester, NH
05.2003 - 01.2020
- Collected and assembled financial data to analyze costs on year-to-year basis relative to fiscal planning and budgeting activities.
- Gained accounting efficiency and improved documentation coordination through development of optimal journal entry schedules.
- Managed financial operations, month-end reporting, financial schedules and reconciliations.
- Assessed accuracy, completeness and integrity of corporate financial records.
- Adhered to audit standards and requirements by monitoring and improving accounting procedures.
- Developed training procedures and mentored new accounting personnel on company policies and best practices.
- Identified and resolved obstacles to enable continuous workflow.
- Established complete accounting structures, processes and controls to meet business requirements.
- Interacted with internal and external auditors to help complete audits and resolve issues.
- Completed detailed income and expense projections through close analyses of overhead, operational and labor costs, as well as revenue and general expense trends.
- Reviewed and reconciled discrepancies in accounts and financial documentation.
- Demonstrate effective project management skills to inspire teamwork and responsibility using current technologies and tools to enhance effectiveness and service.
Principal Accountant/Managing Partner
American Accounting & Tax Company, PA, CPA
Gainesville, FL
08.1984 - 04.2003
- Reviewed financial information detailing assets, liabilities and capital.
- Examined financial statements to review company performance.
- Prepared monthly and year-end closing statements.
- Interacted with internal and external auditors.
- Prepared annual corporate and partnership tax returns.
- Reconciled client books for accurate reporting.
- Responded to tax authorities and IRS notifications to discuss tax matters.
- Accurately filed federal and state income taxes for large organization following strict deadlines.
- Remained up-to-date with state and federal tax issues and current tax laws.
- Remained vigilant in terms of changes to tax laws, assuring that companies were always compliant.
- Provided high-level client service by returning calls and emails.
- Followed industry standards to mitigate risk for organization.
Education
Some College (No Degree) - Accounting
University of Florida
Gainesville, FLSkills
- Unwavering personal and business integrity
- Effective communicator
- Strong work ethic
- Engage energetically
- Good listening skills
- Deadline driven
- Neat and methodical, detailed oriented
- Self-motivated multitasker
- Committed to growth and learning
- Confident with worth, abilities and qualities
Certification
- Enrolled Agent - Admitted to Practice Before the IRS
- Certified Quickbooks Proadvisor
Affiliations
- Former Treasurer, Board Member/Member - Gainesville Area Chamber of Commerce and Council for Economic Outreach
- Leadership Gainesville - Gainesville Area Chamber of Commerce and Council of Economic Outreach
- Chairman's Award - Gainesville Area Chamber of Commerce and Council of Economic Outreach
- Past President and Treasurer - The Breakfast Club of Gainesville, Inc.
- University of Florida's Small Business Development Ctr. - Preferred Instructor
Timeline
Staff Accountant
Robert L Corallino, CPA, PC
05.2003 - 01.2020
Principal Accountant/Managing Partner
American Accounting & Tax Company, PA, CPA
08.1984 - 04.2003
Some College (No Degree) - Accounting
University of Florida