Katherine Wilkinson
Liberty,NY
Summary
Dynamic Senior Staff Accountant with a proven track record at Associated Mutual Insurance Coop, excelling in financial statement preparation and account reconciliation. Recognized for enhancing accuracy through meticulous audits and fostering team collaboration. Skilled in Microsoft Office and known for exceptional problem-solving abilities, driving continuous improvement in accounting processes.
Finance professional with comprehensive background in managing accounting operations and financial reporting. Proven ability to streamline financial processes and ensure compliance with regulatory standards. Known for fostering team collaboration and delivering reliable results, adapting seamlessly to evolving business needs. Key skills include general ledger management, financial statement preparation, and regulatory compliance.
Overview
24
24
years of professional experience
Work History
Senior Staff Accountant
Asocciated Mutual Insurance Coop
Woodridge, NY
02.2006 - Current
- Assisted in preparing monthly financial statements and reports for internal review.
- Supported reconciliation of accounts to ensure accuracy and adherence to standards.
- Learned accounting software and tools for efficient data entry and reporting.
- Collaborated with team members on audit preparation processes to streamline workflows.
- Analyzed discrepancies in financial records to enhance accuracy and compliance.
- Maintained organized documentation of financial transactions for easy retrieval.
- Participated in training sessions to develop knowledge of accounting principles and practices.
- Contributed to continuous improvement initiatives by identifying process inefficiencies.
- Reduced discrepancies in account balances by thoroughly reviewing and reconciling general ledger accounts on a monthly basis.
- Reviewed documents and accounts for discrepancies and resolved variances.
- Spearheaded the implementation of new accounting software that streamlined data entry processes, increased accuracy in financial reporting, and reduced time spent on manual tasks.
- Supported smooth transitions during employee onboarding and offboarding by managing relevant financial documentation, ensuring timely completion of necessary paperwork.
- Prepared accounts for industry audits and supported audit process.
- Updated general ledger with latest entries.
- Enhanced interdepartmental communications by serving as a liaison between accounting staff and non-financial personnel regarding key finance-related matters.
- Prepared monthly journal entries and reconciliations.
- Assisted team members in transitioning to new system through extensive training and one-on-one support.
- Reconciled accounts and created documents for monthly closure procedures.
- Completed year-end closing processes with controllers and external auditors.
- Contributed to hiring, training and development of accounting teams.
- Trained new employees on accounting principles and company procedures.
- Tracked funds, prepared deposits and reconciled accounts.
Office Manager
Winbak Farm Of NY
Walden, NY
07.2003 - 02.2006
- Coordinated office operations to enhance workflow efficiency and productivity.
- Developed and implemented administrative systems to streamline processes and improve communication.
- Managed scheduling, prioritizing tasks to ensure timely completion of projects.
- Handled sensitive information with discretion, maintaining confidentiality of company documents and personnel records.
- Provided exceptional customer service when addressing client inquiries or concerns via phone calls or email correspondence.
- Oversaw office inventory activities by ordering and requisitions and stocking and shipment receiving.
Office Support Associate
Winbak Farm LLC
Chesapeake City, MD
09.2001 - 07.2003
- Coordinated office activities to ensure smooth operations and timely execution of tasks.
- Managed scheduling and calendar organization for multiple team members, enhancing productivity.
- Streamlined document management processes, improving accessibility and retrieval times.
Education
Associate of Applied Science - Animal Science (Equine Science & Management)
State University of NY
Morrisville, NYBachelor of Technology - Equine Science
State University of NY
Morrisville, NYSkills
- Bank reconciliation
- Financial statement review
- Accounts payable & Accounts Receivable
- General ledger accounting & Management
- Audit support
- Team Training, Collaboration & Hiring
- Staff oversight
- Customer service
- Time management
- Bookkeeping and reconciliation
- Clear & Excellent communication
- Journal entries
- Active listening
- Microsoft office
- Reputation of Self motivation, Critical thinking, Multitasking, Reliable, Attention to detail, Problem Solver,
Timeline
Senior Staff Accountant
Asocciated Mutual Insurance Coop
02.2006 - Current
Office Manager
Winbak Farm Of NY
07.2003 - 02.2006
Office Support Associate
Winbak Farm LLC
09.2001 - 07.2003
Associate of Applied Science - Animal Science (Equine Science & Management)
State University of NY
Bachelor of Technology - Equine Science
State University of NY