Summary
Overview
Work History
Education
Skills
Accomplishments
Certification
Work Availability
Timeline
StoreManager
Kourtney Garcia

Kourtney Garcia

Wichita,KS

Summary

Goal-focused Accountant with a record of accurate reporting and budget management. Offering 14+ years of experience handling finances for up to 15 locations. Processed payroll, budgets, reports, audits, journals, expenditures, and payments. Diligently maintains the latest training on tax regulations and legal issues impacting financial operations.

Overview

14
14
years of professional experience
2
2
Certification

Work History

Accountant Grants Manager

Hunter Health Clinic
11.2022 - 03.2024
  • Responsible for the financial management of all grants providing accurate reporting, trend analysis, adjustment recommendations, timely drawdowns, and grant tracking while maintaining compliance with federal guidelines
  • Perform daily and month-end accounting functions
  • Processes and analyzes payroll for proper funding and overall accuracy
  • Completes budgeting process including periodic department reviews
  • Records all deposit activity for various company bank accounts and investment accounts
  • Creates monthly and year-end closing statements and financial documents
  • Manages databases and standard operating procedures, ensuring that records are complete and up to date.

Bookkeeper

Market Tax Services
07.2021 - 11.2022
  • Handles company ledgers for multiple clients to ensure accuracy and compliance
  • Records day-to-day financial transactions and completes the posting process
  • Verifies that transactions are recorded in the correct day book, supplier's ledger, customer ledger, and general ledger
  • Calculates wages, benefits, tax deductions, and commissions
  • Prepares and processes paychecks and cash deposits, while maintaining accurate records of payroll documentation and transactions
  • Prepares and files sales/use tax returns and amendments for a variety of clients.

Accountant

Pella Products of Kansas
11.2020 - 05.2021
  • Inputs weekly invoices for Accounts Payable and Accounts Receivable, reviews them for discrepancies and verifies coding according to general ledger standards
  • Enters journal entries for monthly utilities and prepaid invoices
  • Performs analysis of sales and financial performance to effectively plan for increased future opportunities while identifying weak trends
  • Collaborates with human resources by certifying and processing payroll, electronic deposits, and pay adjustments
  • Prepares Federal, City, and State tax returns
  • Maintains corporate credit card accounts for multiple users and completes weekly expense reports.

National Accounts Billing Clerk

BG Products
11.2016 - 05.2020
  • Collaborated with 26 vendors and managed 250 store locations nationwide
  • Timely payment of invoices, standard operating procedures, custom data from Sage to Excel, and optimized accuracy through financial reports
  • Executed daily account functions such as account tracking, payroll, wage allocations, budgeting, and banking reconciliation.

Accounting Associate

DJA Financial Services
01.2015 - 11.2016
  • Verified financial aid reconciliation reports
  • Double checked payments and documentation for student loans, and reconciled student accounts
  • Solely responsible for completing and transferring refunds for student's federal grants and loans.

Education

BBA - Finances

Wichita State University
Wichita, KS
05.2026

Associate of Science - Accounting

Butler County Community College
El Dorado, KS
12.2023

Skills

  • Funds Management
  • Accruals and Provisions
  • Cloud accounting
  • Bookkeeping and Reconciliation
  • Budget Preparation
  • GAAP Accounting
  • Auditing
  • Microsoft Office
  • Nonprofit Accounting
  • Financial Reporting
  • Full-cycle accounting
  • Payroll Preparation and Processing

Accomplishments

  • Used Microsoft Excel to develop inventory tracking spreadsheets.
  • Supervised a team of 10 staff members.
  • Saved $695 per month in printing costs by going paperless.
  • Achieved compliance standards by introducing updated processes and procedures for the accounting department

Certification

  • QuickBooks Pro Advisor
  • Gusto Payroll Certified

Work Availability

monday
tuesday
wednesday
thursday
friday
saturday
sunday
morning
afternoon
evening
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Timeline

Accountant Grants Manager

Hunter Health Clinic
11.2022 - 03.2024

Bookkeeper

Market Tax Services
07.2021 - 11.2022

Accountant

Pella Products of Kansas
11.2020 - 05.2021

National Accounts Billing Clerk

BG Products
11.2016 - 05.2020

Accounting Associate

DJA Financial Services
01.2015 - 11.2016

BBA - Finances

Wichita State University

Associate of Science - Accounting

Butler County Community College
  • QuickBooks Pro Advisor
  • Gusto Payroll Certified
Kourtney Garcia