KELLY TRABULSIE
Randolph,MA
Summary
Consistent accounting professional skilled in driving employee performance and productivity through empowering leadership and commitment in Accounting Leadership roles. Highly organized and energetic; able to prioritize effectively to accomplish multiple tasks and complete projects under pressure
Overview
24
24
years of professional experience
Work History
Controller
C&S Insurance Agency
03.2020 - 11.2024
- Complete journal entries, reconciliations and account analysis to prepare monthly and annual financial documents and general account management
- Supervise accurate, efficient and compliant completion of monthly financial reporting packages
- Introduced many internal controls to monitor critical areas of financial control
- Manage payroll entry and processing for 45+ employees to comply with predetermined company guidelines
- Manage daily financial functions, deposits, AR, AP etc
- Calculate salesperson commissions based on established parameters and disburse monthly payments through payroll
- Launched a new modern payment relationship
- Achieved $50,000 in cost savings by implementing in-house benefits and payroll systems for over 45 employees
Accounting Manager
Rodman Insurance Agency
11.2017 - 03.2020
- Record and apply cash receipts, follow up on overdue receivables
- Monitor and post all bank activity for three bank accounts
- Manage all aspects of Accounts Payable from entry to filing
- Reconcile bank accounts, producer commissions and petty cash accounts
- Post journal entries and maintain general ledger to allow for accurate reporting and forecasting
- Prepare and review monthly financial reports with the CFO
Senior Staff Accountant
The Arc of the South Shore
06.2014 - 11.2017
- Prepare multiple annual budgets, monthly budget monitoring and budget variance analysis
- Responsible for all aspects of AR and AP which includes deposits, coding, obtaining approvals, and weekly check runs
- Monthly reconciliations of deferred revenue and all prepaid accounts
- Monthly reconciliations of 25+ Rep Payee checking and cash accounts
- Monitor and reconcile employee advance accounts
- Process and record daily cash receipts
- Prepare and present monthly financial statements for directors for 30+ classes
- Enter payroll journal entries and process allocations of employee benefits to appropriate classes
- Contract analysis and allocation while managing compliance requirements to maintain government funding
Staff Accountant
Mason & Mason Insurance Agency
06.2012 - 06.2014
- Record and apply cash receipts, follow up on overdue receivables
- Manage all aspects of Accounts Payable from entry to filing
- Daily monitoring and posting of all bank activity for all four operating accounts
- Reconcile multiple bank accounts, direct bill commissions and petty cash account
- Process biweekly payroll for salary and hourly employees, monitor and submit payroll withholdings
Accounts Payable/Sales Assistant
Doukakis/Corsetti Insurance Agency
06.2007 - 05.2012
- Set up new clients in database and apply client payments
- Review, sort and match invoices and check requests
- Prepare and process accounts payable checks
- Correspond with vendors and clients to resolve invoice discrepancies
Owner/Operator
KT Beans DBA The Coffee Beanery
07.2000 - 02.2007
- Cultivated excellent relations with customers resulting in significant repeat business
- Analyzed financial data to forecast future expected results and adapt as necessary
- Developed and implemented plans to meet and exceed sales goals
- Recruited, trained, developed, motivated, evaluated and retained quality staff
- Created and utilized a budget, managed inventory, expenses and payroll
- Ensured compliance with all applicable state and federal laws and regulations
Education
BS - Business Management, Accounting
University of Massachusetts
Boston, MASkills
- AP and AR Management
- Financial Statements
- Budget Management & Forecasting
- Variance Analysis
- Closing Procedures
- Account Reconciliation
- General Ledger Management
- Team Leadership
- Problem Solving
- Operations Management
- Inventory
- Daily Cash Receipts & Invoicing
- Preparing financial statements
- Staff management
- Statement reconciliation
Timeline
Controller
C&S Insurance Agency
03.2020 - 11.2024
Accounting Manager
Rodman Insurance Agency
11.2017 - 03.2020
Senior Staff Accountant
The Arc of the South Shore
06.2014 - 11.2017
Staff Accountant
Mason & Mason Insurance Agency
06.2012 - 06.2014
Accounts Payable/Sales Assistant
Doukakis/Corsetti Insurance Agency
06.2007 - 05.2012
Owner/Operator
KT Beans DBA The Coffee Beanery
07.2000 - 02.2007
BS - Business Management, Accounting
University of Massachusetts
Similar Profiles
Anne Marie HuffAnne Marie Huff
Client Outreach/Appointment Setter/Telemarketer at Acrisure Insurance Agency/Bender Insurance AgencyClient Outreach/Appointment Setter/Telemarketer at Acrisure Insurance Agency/Bender Insurance Agency
Dawn LongoDawn Longo
Commercial Account Executive at Risman Insurance Agency/Hurley Insurance AgencyCommercial Account Executive at Risman Insurance Agency/Hurley Insurance Agency
Howard PlotnickHoward Plotnick
Sales Manager at McDyer Insurance Agency, LLC (Allstate Insurance)Sales Manager at McDyer Insurance Agency, LLC (Allstate Insurance)