Katelyn Adams
Fuquay Varina,NC
Summary
Dynamic accounting professional with proven expertise at McLamb, Yeager, & Johnson, P.A. Skilled in tax document organization and client communication, I excel in financial record keeping and data analysis. Adept at enhancing operational efficiency, I consistently deliver accurate results while fostering strong client relationships.
Overview
5
5
years of professional experience
Work History
Accounting Associate
McLamb, Yeager, & Johnson, P.A.
Raleigh, NC
02.2018 - 05.2021
- Organize all personal and business tax return documents to be ready for clients.
- Electronically filed all personal and business tax returns.
- Assisted in reconciling bank accounts and credit card statements.
- Supported the payroll administrator in completing both quarterly and yearly payroll reports.
- Corresponded with clients on basic tax information, and upcoming deadlines.
- Reviewed and verified the accuracy of journal entries and accounting classifications assigned to various records.
- Processed invoices, and managed the collection of payments.
- Provided administrative support in ordering office supplies, correspondence, and organizing financial records.
Customer Service Associate
Fidelity Bank
Cary, NC
12.2016 - 01.2018
- Provided account services to customers such as receiving deposits, withdrawals, and loan payments.
- Provided guidance to customers concerning services and products.
- Maintained high level security records through both paper and computer systems.
- Arranged meetings concerning new account openings and mortgages.
- Maintained the bank’s vault by ordering and shipping currency.
- Verified outgoing wire transfers.
Assistant for Student Services
Milligan University Admissions
Johnson City, TN
01.2016 - 04.2016
- Assisted the director with office duties such as filing and mailing.
- Relayed reports and messages to faculty of the college.
- Organized undergraduate student records for the director.
Education
A.A. - Accounting
Liberty University
08-2026
Bachelor of Science - Sociology
Milligan University
Johnson City, TN05.2016
Skills
- Accounting principles
- Data entry
- Electronic verification
- Accounting software proficiency
- Tax document organization
- Client communication
- Financial record keeping
- Data analysis
- Payment posting
Timeline
Accounting Associate
McLamb, Yeager, & Johnson, P.A.
02.2018 - 05.2021
Customer Service Associate
Fidelity Bank
12.2016 - 01.2018
Assistant for Student Services
Milligan University Admissions
01.2016 - 04.2016
A.A. - Accounting
Liberty University
Bachelor of Science - Sociology
Milligan University