Results-oriented accounting professional with a proven track record of driving operational improvements to support organizational objectives and strategic growth. Adept at keeping accounts updated and effectively managing other professionals in dynamic environments. Demonstrates exceptional planning, leadership, and decision-making abilities.
Overview
21
21
years of professional experience
1
1
Certification
Work History
Cyber School Consultant /Private Tutor
Self Employed Services
Cumming , GA
04.2012 - Current
Provides academic assistance to all age groups through Varsity Tutors Inc., XL Academy, BC Education Center, as well as private clientele
Focused on tutoring at-risk students in various areas such as dyslexic reading and math intervention, middle school math fundamentals, algebra 1/2, GED preparation, study skills development and techniques for overcoming test anxiety.
Utilizes online resources and interactive software programs, including Zoom, Meet, and proprietary portals, to enhance instructional support.
Accounting Manager
DLR Carriers (Auto transport co)
Buford, GA
11.2020 - 10.2022
Developed invoicing systems and internal controls for auto auction transport company to boost billing efficiencies.
Prepared monthly, quarterly, and annual financial statements in accordance with GAAP
Reviewed general ledger accounts for accuracy and compliance with GAAP.
Coordinated external audits by providing required documents on time.
Monitored cash flow, prepared bank reconciliations, and managed accounts payable and receivable functions.
Evaluated internal control systems to ensure adherence to industry/government compliance policies and procedures.
Ensured timely payment of invoices from vendors or suppliers according to contractual agreements.
Financial Advisor
Edward Jones / BB&T
Alpharetta / Johns Creek / Milton, GA
09.2007 - 05.2012
Interviewed clients to determine income, expenses, financial objectives and risk tolerance in order to develop successful financial plans.
Facilitated client meetings to discuss portfolio performance and suggest modifications as needed.
Identified new business opportunities through networking events or referrals from existing clients.
Collaborated closely with internal departments such as operations and compliance teams during audits and reviews.
Tracked market movements daily using various analytical tools and software programs.
Explained advantages and disadvantages of available financial products to customers to maximize satisfaction.
Grew assets under management through referrals and new business opportunities.
Accounting Manager
Fuqua and Fuqua Builders
Johns Creek, GA
06.2003 - 05.2007
Handled financial management of company including payroll, budgeting and processing of cash receipts.
Developed and implemented effective accounting policies and procedures.
Prepared monthly, quarterly, and annual financial statements in accordance with generally accepted accounting principles.
Reviewed general ledger accounts for accuracy and compliance with GAAP.
Evaluated internal control systems to ensure adherence to industry and government compliance policies and procedures.
Performed the company's workers' comp insurance and other financial audits.
Education
Associate of Science - Computer Networking
Gwinnett Technical College
Lawrenceville, GA
05-2020
Bachelor of Science - Business Administration / Major Finance