Summary
Overview
Work History
Education
Skills
Timeline
Keona  Saunders

Keona Saunders

Mckinney ,TX

Summary

Experienced Senior Accountant successful at cultivating effective working relationships at all levels while driving improvements to budget administration, expense tracking and forecasting of future financial needs. Proven track record of performing work ethically while maintaining integrity of all financial data.

Goal-focused Accountant with record of accurate reporting and budget management. Offering 15 years of experience handling finances for 10 locations. Processed payroll, budgets, reports, audits, journals, expenditures and payments. Diligently maintains latest training on tax regulations and legal issues impacting financial operations.

Experienced leader with strong background in guiding teams, managing complex projects, and achieving strategic objectives. Excels in developing efficient processes, ensuring high standards, and aligning efforts with organizational goals. Known for collaborative approach and commitment to excellence.

Equipped with strong problem-solving abilities, willingness to learn, and excellent communication skills. Poised to contribute to team success and achieve positive results. Ready to tackle new challenges and advance organizational objectives with dedication and enthusiasm.

Overview

26
26
years of professional experience

Work History

Senior Accountant

SSM Health
03.2023 - Current
  • Reconciled balance sheets and streamlined best practices for balance sheet processes.
  • Prepared monthly journal entries and reconciliations.
  • Handled month-end and year-end end finances by managing and reporting fixed assets and other data.
  • Reviewed documents and accounts for discrepancies and resolved variances.
  • Completed year-end closing processes with controllers and external auditors.
  • Reconciled accounts and created documents for monthly closure procedures.
  • Assisted team members in transitioning to new system through extensive training and one-on-one support.
  • Collected and reported monthly expense variances and explanations.
  • Provided journal entries and performed accounting on accrual basis.
  • Tracked funds, prepared deposits and reconciled accounts.
  • Identified legal tax savings and recommended ways to improve profits.
  • Collaborated with accounting manager to comply with governing bodies and limit regulatory risks.
  • Reviewed accounts, resolved coding areas, and tracked recurring expenses for accrual entry.
  • Kept up-to-date with tax changes and industry trends by participating in professional organizations, opportunities, and networks.
  • Cooperated with senior leaders to create operating budgets and initiate financial planning.
  • Prepared working papers, reports and supporting documentation for audit findings.
  • Maintained integrity of general ledger and chart of accounts.
  • Initiated comprehensive account assessments to check viability, stability, and profitability of business operations.
  • Found tax solutions to complicated tax issues or errors from incorrect tax filings.

Sr Accountant

AT&T
03.2010 - 02.2019
  • Prepared monthly journal entries and reconciliations.
  • Handled month-end and year-end end finances by managing and reporting fixed assets and other data.
  • Reviewed documents and accounts for discrepancies and resolved variances.
  • Updated general ledger with latest entries.
  • Reconciled balance sheets and streamlined best practices for balance sheet processes.
  • Completed year-end closing processes with controllers and external auditors.
  • Contributed to hiring, training and development of accounting teams.
  • 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.
  • Kept up-to-date with tax changes and industry trends by participating in professional organizations, opportunities, and networks.
  • Trained new employees on accounting principles and company procedures.
  • Prepared working papers, reports and supporting documentation for audit findings.
  • Collaborated with accounting manager to comply with governing bodies and limit regulatory risks.
  • Developed financial models to assess and analyze financial performance of clients.
  • Diminished outstanding debts by analyzing accounts for issues.
  • Initiated comprehensive account assessments to check viability, stability, and profitability of business operations.
  • Provided journal entries and performed accounting on accrual basis.

Sr Records Clerk

AT&T
Saint Louis , Missouri
02.2014 - 02.2014
  • Assisted with typing, data entry, and answering incoming calls as required.
  • Followed confidentially regulations to maintain privacy.
  • Updated records with new information.
  • Maintained accuracy of records by verifying accuracy of data in records.
  • Provided excellent customer care by responding to inquiries and requests for information.
  • Destroyed records in line with retention schedules to protect confidential information and comply with regulations.
  • Transferred inactive records to storage to free up space and preserve history.
  • Assisted with record management system implementation and maintenance to streamline operations.
  • Created reports, correspondence and spreadsheets with Microsoft Office programs.
  • Processed payments, issued receipts and updates invoices to assist with financial recordkeeping.

Customer Service Representative

AT&T
03.2010 - 03.2011
  • Responded to customer requests for products, services, and company information.
  • Delivered exceptional customer service to every customer by leveraging extensive knowledge of products and services and creating welcoming, positive experiences.
  • Promoted superior experience by addressing customer concerns, demonstrating empathy, and resolving problems swiftly.
  • Recommended, selected and helped locate and obtain out-of-stock product based on customer requests.
  • Collaborated with staff members to enhance customer service experience and exceed team goals through effective client satisfaction rates.
  • Trained staff on operating procedures and company services.
  • Identified and resolved discrepancies and errors in customer accounts.
  • Sought ways to improve processes and services provided.
  • Investigated and resolved customer inquiries and complaints quickly.
  • Collected and returned unpurchased or returned items to correct shelf locations and arranged displays to promote sales.
  • Delivered prompt service to prioritize customer needs.
  • Increased efficiency and team productivity by promoting operational best practices.
  • Implemented and developed customer service training processes.
  • Met customer call guidelines for service levels, handle time and productivity.
  • Cross-trained and provided backup support for organizational leadership.
  • Exhibited high energy and professionalism when dealing with clients and staff.
  • Increased efficiency and performance by monitoring team member productivity and providing feedback.
  • Responded to customer requests, offering excellent support and tailored recommendations to address needs.
  • Followed-through on all critical inter-departmental escalations to increase customer retention rates.

Senior Tax Auditor

AT&T
06.1999 - 03.2010
  • Communicated and resolved technical and controversial tax matters with professional judgment.
  • Processed and adjusted tax forms by entering data into computer system and comparing with tax assessment data and data from previous year.
  • Made on-site visits to inspect business operations, activities and validity of business tax records, examining and assessing locally-situated personal property.
  • Prepared audit appointment letters, written audit findings and reports with recommendations.
  • Supported appeals activities such as conducting research and assembling appeals packages.
  • Examined and audited accounting and financial records with regard to compliance with personal property or business taxes as prescribed by law.
  • Responded to incoming correspondence and assigned accounts to provide timely service and increase client retention.
  • Researched and analyzed accounting and tax data in accordance with established schedule of performance expectations.
  • Communicated with and assisted taxpayers or representatives regarding filing tax declarations, audits process, audit findings, explaining application of tax laws and regulations.
  • Scheduled follow-up audit appointments and prepared amended audit schedules and other supporting documents upon petition for re-determination or other appeal.
  • Identified legal tax savings and recommended ways to improve profits.
  • Diminished outstanding debts by analyzing accounts for issues.
  • Provided journal entries and performed accounting on accrual basis.
  • Tracked funds, prepared deposits and reconciled accounts.
  • Collected and reported monthly expense variances and explanations.
  • Found tax solutions to complicated tax issues or errors from incorrect tax filings.
  • Cooperated with senior leaders to create operating budgets and initiate financial planning.
  • Kept up-to-date with tax changes and industry trends by participating in professional organizations, opportunities, and networks.
  • Trained new employees on accounting principles and company procedures.
  • Initiated comprehensive account assessments to check viability, stability, and profitability of business operations.
  • Developed financial models to assess and analyze financial performance of clients.
  • Compiled general ledger entries on short schedule with 100% accuracy.
  • 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.
  • Maintained integrity of general ledger and chart of accounts.

Education

Bachelor of Arts - Business Administration

Columbia College, Saint Louis Missouri
07-2026
  • Honoree of [Honor Name]
  • [Number] GPA

Skills

  • GAAP compliance
  • General ledger updates
  • Financial statement review
  • Tax law expertise

Timeline

Senior Accountant - SSM Health
03.2023 - Current
Sr Records Clerk - AT&T
02.2014 - 02.2014
Sr Accountant - AT&T
03.2010 - 02.2019
Customer Service Representative - AT&T
03.2010 - 03.2011
Senior Tax Auditor - AT&T
06.1999 - 03.2010
Columbia College - Bachelor of Arts, Business Administration
Keona Saunders