Karyl Montgomery
West Jordan,US
Summary
To obtain an accounting position in a dynamic, innovative organization where I can apply my accounting experience and analytical skills. Experienced accountant with 18 years in nonprofit accounting and 5 years in corporate environments. Skilled in audit preparation, governmental accounting, and 990 tax preparation. Proven ability to manage full-cycle accounting independently, support grant and budget reporting, and maintain accuracy under tight deadlines—adept in QuickBooks Online, Isolved Payroll, and GAAP compliance in remote work settings. Also known for strong analytical skills and precision in financial management. Proven ability to drive results through team collaboration and adaptability to changing needs. Expertise in financial reporting, budgeting, and compliance, with a focus on accuracy and efficiency. Reliable, dependable, and committed to achieving organizational goals.
Experienced accounting professional prepared for this role, known for strong analytical skills and precision in financial management. Proven ability to drive results through team collaboration and adaptability to changing needs. Expertise in financial reporting, budgeting, and compliance, with focus on accuracy and efficiency. Reliable, dependable, and committed to achieving organizational goals.
Overview
2027
2027
years of professional experience
Work History
Accountant
America’s Freedom Festival
Provo Utah
26.2013 - Current
- Account Payables
- Account Receivables
- General Ledger
- QuickBooks Online
- General Ledger
- Sponsorships
- Grant Application and Reports
- Deposits.
- Reconciliations
- Budget reports
- GAAP Knowledge
- Word and Excel
- Audit Preparation
- 990 Preparation
- In-kind Contributions
- Managed accounts receivable and payable, ensuring accurate financial records.
- Prepared monthly financial statements, enhancing reporting accuracy and transparency.
- Assisted in budget preparation, contributing to effective financial planning.
- Reconciled bank statements with general ledger entries, maintaining consistency in accounting records.
- Implemented new accounting software, streamlining data entry processes and improving efficiency.
- Collaborated with cross-functional teams to support audit readiness and compliance initiatives.
- Trained junior staff on accounting principles and software usage, fostering team development.
- Analyzed financial data to identify trends and provide strategic recommendations for cost savings.
- Handled day-to-day accounting processes to drive financial accuracy.
- Reconciled accounts and reviewed expense data, net worth, and assets.
- Documented cash, credit, fixed assets, accrued expenses, and line of credit transactions.
- Gathered financial information, prepared documents, and closed books.
- Completed daily cash functions like account tracking, payroll and wage allocations, budgeting, donating, and cash, and banking reconciliations.
- Maintained up-to-date knowledge on professional accounting standards to manage financial recordkeeping.
- Used advanced software to prepare documents, reports, and presentations.
- Assisted in reducing outstanding accounts receivable balances by diligently following up on overdue invoices.
- Streamlined month-end closing processes, resulting in reduced time spent on financial reporting tasks.
- Collaborated with external auditors during the annual audit process to provide necessary documentation and address any concerns or findings promptly.
- Managed cash flow effectively, ensuring all company liabilities were met in a timely manner and surplus funds were invested wisely.
- Maintained accurate records of fixed assets, including acquisition costs, depreciation schedules, and current values for insurance purposes.
- Detected and corrected mistakes early on and implemented systems to avoid recurring issues.
- Prepared and filed tax forms to meet needs of customers.
- Improved financial reporting accuracy through meticulous data analysis and reconciliation efforts.
- Enhanced financial decision-making capabilities by providing timely, accurate information to management through regular performance reports.
- Reduced expenses by negotiating with vendors for better pricing and terms on services and supplies.
- Conducted detailed cost-benefit analyses for proposed projects, guiding senior management in making informed investment decisions.
- Achieved compliance with all tax regulations by staying updated on changes and conducting thorough reviews of financial operations.
- Developed and maintained strong relationships with external auditors, ensuring smooth and efficient audit process.
- Facilitated smoother audit processes by maintaining organized and comprehensive financial documentation.
- Processed financial transactions and maintained accurate records using accounting software.
- Assisted in preparing monthly financial statements and reports for management review.
- Reconciled bank statements and resolved discrepancies to ensure accuracy of financial data.
- Supported budget preparation by gathering financial data and projecting future expenses.
- Collaborated with team members to streamline accounting procedures for increased efficiency.
- Analyzed accounts payable and receivable to identify trends and improve cash flow management.
- Monitored compliance with tax regulations and assisted in filing necessary documentation timely.
- Trained junior staff on accounting principles and software usage to enhance departmental knowledge base.
- Played key role in financial planning and analysis, contributing to company's long-term financial strategy.
- Streamlined monthly financial reporting processes, significantly reducing time required for report generation and analysis.
- Ensured accurate and timely payroll processing for over 200 employees, maintaining employee satisfaction and compliance with labor laws.
- Optimized cash flow management, ensuring adequate liquidity for operational needs without compromising investment opportunities.
- Contributed to enhanced revenue growth by analyzing revenue streams and identifying underperforming areas.
- Implemented new accounting software, leading to more efficient financial data management and reporting.
- Improved budget forecasting accuracy with detailed variance analysis between actual and budgeted figures.
- Improved financial decision-making by creating comprehensive financial models and forecasts.
- Supported strategic decision-making by providing accurate and timely financial reports to executive management.
- Kept up-to-date with tax changes and industry trends by participating in professional organizations, opportunities, and networks.
- Developed financial models to assess and analyze financial performance of clients.
Accountant
UI Charitable
Provo Utah
05.2025 - 02.2026
- Accounts Receivables
- Accounts Payables
- General Ledger
- Journal Entries
- Payroll/Human Resources
- Payroll 401K Contributions
- QuickBooks Online
- 990 Tax Preparation
- Help in Audit Preparation
- Deposits
- Reconciliations (Bank and General Ledger Accounts)
- Google Docs and Google Sheets
- Excel
- Word
- Slack
- Managed accounts receivable and payable, ensuring accurate financial records.
- Prepared monthly financial statements, enhancing reporting accuracy and transparency.
- Assisted in budget preparation, contributing to effective financial planning.
- Reconciled bank statements with general ledger entries, maintaining consistency in accounting records.
- Implemented new accounting software, streamlining data entry processes and improving efficiency.
- Collaborated with cross-functional teams to support audit readiness and compliance initiatives.
- Trained junior staff on accounting principles and software usage, fostering team development.
- Analyzed financial data to identify trends and provide strategic recommendations for cost savings.
- Handled day-to-day accounting processes to drive financial accuracy.
- Reconciled accounts and reviewed expense data, net worth, and assets.
- Documented cash, credit, fixed assets, accrued expenses, and line of credit transactions.
- Gathered financial information, prepared documents, and closed books.
- Completed daily cash functions like account tracking, payroll and wage allocations, budgeting, donating, and cash, and banking reconciliations.
- Maintained up-to-date knowledge on professional accounting standards to manage financial recordkeeping.
- Used advanced software to prepare documents, reports, and presentations.
- Assisted in reducing outstanding accounts receivable balances by diligently following up on overdue invoices.
- Streamlined month-end closing processes, resulting in reduced time spent on financial reporting tasks.
- Managed cash flow effectively, ensuring all company liabilities were met in a timely manner and surplus funds were invested wisely.
- Collaborated with external auditors during the annual audit process to provide necessary documentation and address any concerns or findings promptly.
- Maintained accurate records of fixed assets, including acquisition costs, depreciation schedules, and current values for insurance purposes.
- Detected and corrected mistakes early on and implemented systems to avoid recurring issues.
- Prepared and filed tax forms to meet needs of customers.
- Improved financial reporting accuracy through meticulous data analysis and reconciliation efforts.
- Enhanced financial decision-making capabilities by providing timely, accurate information to management through regular performance reports.
- Achieved compliance with all tax regulations by staying updated on changes and conducting thorough reviews of financial operations.
- Improved budget forecasting accuracy with detailed variance analysis between actual and budgeted figures.
- Optimized cash flow management, ensuring adequate liquidity for operational needs without compromising investment opportunities.
- Enhanced team productivity and knowledge by leading regular training sessions on accounting best practices and software updates.
- Streamlined monthly financial reporting processes, significantly reducing time required for report generation and analysis.
- Provided journal entries and performed accounting on accrual basis.
- Maintained integrity of general ledger and chart of accounts.
- Prepared working papers, reports and supporting documentation for audit findings.
- Trained new employees on accounting principles and company procedures.
- Reviewed accounts, resolved coding areas, and tracked recurring expenses for accrual entry.
- Collaborated with accounting manager to comply with governing bodies and limit regulatory risks.
Accountant
The Timpanogos Academy Foundation
Lindon, Utah
25.2007 - 06.2025
- Accounts Receivables
- Accounts Payables
- General Ledger
- Journal Entries
- Payroll/Human Resources
- Payroll 401K Contributions
- QuickBooks Online
- 990 Tax Preparation
- Help in Audit Preparation
- Deposits
- Reconciliations (Bank and General Ledger Accounts)
- Grant applications and due diligence reporting
- Transparency Data Upload
- Time Management
- Budget creation, reports, and reporting budget data to the state
- Human Resources
- Records Officer
- Organization and follow-through
- GAAP Knowledge
- Isolved Payroll Processing
- Managed accounts receivable and payable, ensuring accurate financial records.
- Prepared monthly financial statements, enhancing reporting accuracy and transparency.
- Assisted in budget preparation, contributing to effective financial planning.
- Reconciled bank statements with general ledger entries, maintaining consistency in accounting records.
- Implemented new accounting software, streamlining data entry processes and improving efficiency.
- Collaborated with cross-functional teams to support audit readiness and compliance initiatives.
- Analyzed financial data to identify trends and provide strategic recommendations for cost savings.
- Handled day-to-day accounting processes to drive financial accuracy.
- Reconciled accounts and reviewed expense data, net worth, and assets.
- Documented cash, credit, fixed assets, accrued expenses, and line of credit transactions.
- Gathered financial information, prepared documents, and closed books.
- Completed daily cash functions like account tracking, payroll and wage allocations, budgeting, donating, and cash, and banking reconciliations.
- Diminished outstanding debts by analyzing accounts for issues.
- Identified legal tax savings and recommended ways to improve profits.
- Developed financial models to assess and analyze financial performance of clients.
- Used accounting software to issue tax returns and prepare consolidated reports.
- Reviewed accounts, resolved coding areas, and tracked recurring expenses for accrual entry.
- Compiled general ledger entries on short schedule with 100% accuracy.
- Tracked funds, prepared deposits and reconciled accounts.
- Collected and reported monthly expense variances and explanations.
- Maintained integrity of general ledger and chart of accounts.
- Prepared working papers, reports and supporting documentation for audit findings.
- Provided journal entries and performed accounting on accrual basis.
- Streamlined monthly financial reporting processes, significantly reducing time required for report generation and analysis.
- Ensured accurate and timely payroll processing for over 200 employees, maintaining employee satisfaction and compliance with labor laws.
- Played key role in financial planning and analysis, contributing to company's long-term financial strategy.
- Improved financial decision-making by creating comprehensive financial models and forecasts.
- Improved budget forecasting accuracy with detailed variance analysis between actual and budgeted figures.
- Facilitated smoother audit processes by maintaining organized and comprehensive financial documentation.
- Developed and maintained strong relationships with external auditors, ensuring smooth and efficient audit process.
- Streamlined month-end closing processes, resulting in reduced time spent on financial reporting tasks.
- Maintained up-to-date knowledge on professional accounting standards to manage financial recordkeeping.
Education
BS - Accounting
University of Phoenix
01-2020
Skills
- Management
- Problem solving
- Communication
- Leadership
- QuickBooks Online
- QuickBooks Desktop
- Isolved
- Budgeting
- Word and Excel
- GAAP Knowledge
- Accounting and bookkeeping
- Accounts payable and receivable
- Bank reconciliation
- Bookkeeping
- Account reconciliation
- Accounts payable
- Financial statements
- Data analysis
- Financial reporting
- Attention to detail
- Payroll processing
- Cash flow analysis
- General ledger entries
- Tax preparation
- Account reconciliation processes
Timeline
Accountant
UI Charitable
05.2025 - 02.2026
Accountant
America’s Freedom Festival
26.2013 - Current
Accountant
The Timpanogos Academy Foundation
25.2007 - 06.2025
BS - Accounting
University of Phoenix
Work History
01-2013