Kelcey Markel
Moseley,VA
Summary
Skilled financial leader bringing 10+ years of experience within finance and accounting. Proven leadership and successful in leading teams in achieving financial goals. Accomplished in working with executive leaders to develop business, financial and growth strategies.
Overview
14
14
years of professional experience
Work History
CONTROLLER
W.S. CONNELLY & CO.
2023.03 - Current
- Manage AP, AR, and Staff Accountant functions
- Complete and prepare journal entries, reconciliations, and account analysis to prepare financial documents and general account management
- Submit quarterly and annual financial statements to banks
- Prepare consolidated and branch financial statements in compliance with GAAP
- Reduced month-end closing time by optimizing reconciliation procedures and improving communication among team members
- Implement and maintain internal control policies and procedures
- Perform monthly ERP closeouts for AR, sales orders, inventory, and AP
- Conduct monthly cash flow projections and analysis
- Prepare balance sheet reconciliations
- Advise owners on real estate and other leases, including preparing monthly lease payments
- Review and create action plans for AP and AR aging
- Conduct due diligence during acquisition
- Review and submit timesheets for various payrolls, ensuring accuracy through payroll audits
STAFF ACCOUNTANT
W.S. CONNELLY & CO.
2021.09 - 2023.03
- Maintained general ledger accuracy through regular account reconciliations, journal entry adjustments, and transaction reviews.
- Monitored accounts receivable, accounts payable and other account balances to track transactions, avoid discrepancies and maintain accuracy.
- Managed accounts payable processing, ensuring timely payments to vendors while maximizing cash flow management strategies.
- Maintained fixed asset records and depreciation schedules to establish accurate calculations.
STAFF ACCOUNTANT
EVAPCO INC
2020.12 - 2021.08
- Prepared and finalized financial statements
- Completed Month and Year End Journal Entries for financial reporting
- Reconciled General Ledger accounts monthly to ensure accuracy
- Participated in quarterly balance sheet reconciliation meetings
- Reviewed and approved sales tax exemption certificates
- Submitted and filed Canadian tax returns monthly, quarterly, and annually
- Filed sales tax returns for states in which are not currently set up with Avalara
- Reconciled sales taxes
- Prepared audit requests.
SENIOR ACCOUNTS RECEIVABLE CLERK
EVAPCO INC
2016.07 - 2020.12
- Prepared invoices for customers and ensured accuracy
- Processed credit card payments
- Prepared tax credits/ debits for customers
- Reviewed documents such as Purchase Orders to compute fees and charges due
- Managed records of invoices and supporting documents
- Handled discrepancies within accounting records
- Communicated with customers, employees, and other individuals to answer questions/concerns in an efficient manner
- General Ledger reconciliation weekly and at month end
- Generated Y-T-D reports for the controller to tie all sales general ledger accounts against manual databases
- Conducted a spreadsheet that compared previous sales to present year
- Analyzed commission reports to ensure accurate numbers
- Finalized commission reports and sent to senior accountant for payout
- Prepared best practices and procedures for the AR department to ensure efficiency
- Reviewed AR clerk invoices
- Calculated rebates for (4) companies using correct percentages for each company
- Prepared samples for audits that required specific information
- Prepared bank deposits and utilized the check-scanner to deposit checks
- Cash applicator for incoming funds including CAD, US, and International
- Apply cash to customer accounts as specified or as pre-pays
- Analyzed and sent Pre-pay logs for financial preparers monthly
- Cash reconciliation processes at month end.
ADMINISTRATIVE ASSISTANT
EVAPCO INC
2010.09 - 2016.07
- Operated office equipment such as fax machines, copiers, and phone systems, and use computers for spreadsheets, word processing, database management, and other applications
- Handled inbound phones calls
- Greeted incoming visitors or callers and handled their inquiries or directed them to the appropriate persons according to their requests
- Composed weekly reports for the Production Manager
- Completed daily projects for management team
- Conducted a power point presentation for the Production Manager on a weekly basis
- Submitted and finalized timesheets for app
- 230 employees
- Verified correct hours for individual employees and input times in spreadsheet
- Maintained employees time used (i.e
- Vacation, personal hours, good time keeping, etc.)
- Received monthly credit card statements and coded them to the appropriate accounts
- Composed purchase orders for the company and received them through ERP system
- Scanned receiving paperwork into Dock- Link and uploaded them into the correct area.
Education
Bachelor in Science Accounting -
Southern New Hampshire University
12.2021
Associate in Science Accounting -
Southern New Hampshire University
09.2018
Skills
- Functionality Player
- Aspiring Leader
- Financially and Analytically Skilled
- Proficient with Microsoft Office Suite
- Peer and Mentor Coach and Trainer
- ERP Systems Expertise
Timeline
CONTROLLER
W.S. CONNELLY & CO.
2023.03 - Current
STAFF ACCOUNTANT
W.S. CONNELLY & CO.
2021.09 - 2023.03
STAFF ACCOUNTANT
EVAPCO INC
2020.12 - 2021.08
SENIOR ACCOUNTS RECEIVABLE CLERK
EVAPCO INC
2016.07 - 2020.12
ADMINISTRATIVE ASSISTANT
EVAPCO INC
2010.09 - 2016.07
Bachelor in Science Accounting -
Southern New Hampshire University
Associate in Science Accounting -
Southern New Hampshire University
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