Summary
Work History
Education
Skills
Certification
Volunteer Experience
Overview
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Kristen Carter, CPA

Kristen Carter, CPA

Georgetown,TX

Summary

Experienced accounting professional with a strong background in financial operations. Accumulated wealth of knowledge over eighteen years, consistently demonstrating ability to navigate field intricacies. Strategic business leader implementing and executing financial strategies, improving profitability and operational efficiency. Exceptional communication skills fostering strong relationships with clients, colleagues, and stakeholders.

Work History

Senior Accountant

GrowthForce
05.2022 - Current
  • Reduced discrepancies in account balances by thoroughly reviewing and reconciling general ledger accounts on a monthly basis.
  • Developed customized financial reports tailored to specific stakeholder needs, enabling efficient decision-making processes at all levels of the organization.
  • Reviewed documents and accounts for discrepancies and resolved variances.
  • Gathered, analyzed and reported financial information.
  • Continuously improved accounting skills through regular professional development opportunities, staying up-to-date with industry trends and best practices.

Certified Public Accountant

Silver Accounting Group
04.2021 - 05.2022
  • Public Accounting
  • Setup accounts, ledgers and reporting systems per GAAP standards and regulatory requirements.
  • Followed all GAAP standards and complied with regulations when setting up accounts, ledgers and reporting systems.
  • Advised clients on tax planning strategies, helping them minimize liabilities while adhering to tax laws and regulations.
  • Created accounts, wrote ledgers and set up reporting systems based on GAAP standards and regulations.
  • Kept up-to-date with tax changes and industry trends by participating in professional organizations, opportunities, and networks.

Certified Public Accountant

Alan Derby CPA, PC
01.2009 - 06.2010
  • Public Accounting
  • Setup accounts, ledgers and reporting systems per GAAP standards and regulatory requirements.
  • Followed all GAAP standards and complied with regulations when setting up accounts, ledgers and reporting systems.
  • Ensured timely completion of monthly and annual financial statements, maintaining strict adherence to regulatory requirements.
  • Championed ethical standards within the organization by adhering to industry best practices in all aspects of accounting operations.
  • Kept up-to-date with tax changes and industry trends by participating in professional organizations, opportunities, and networks.

Independent Consultant

American Warehouses
01.2003 - 01.2005
  • Completed journal entries, reconciliations, and account analysis to prepare quarterly financial documents and general account management.
  • Prepared balance sheets, cash flow reports and income statements.
  • Provided treasury and cash management by overseeing reconciliation of banking activity, credit card processing, and sales tax returns.
  • Ensured compliance with tax regulations by managing the timely preparation and filing of all required returns.
  • Reduced month-end closing time by optimizing reconciliation procedures and improving collaboration between departments.
  • Provided insightful financial analysis to support executive team in making informed business decisions.
  • Streamlined annual audit process, working closely with external auditors to ensure accurate representation of company''s financial position.
  • Enhanced financial reporting accuracy by streamlining accounting processes and implementing internal controls.

Cost Center Comptroller

JPMorgan Chase
10.1999 - 07.2002
  • Developed strategic plans for financial growth, aligning with organizational goals and objectives.
  • Streamlined financial processes by implementing automated systems, improving efficiency and accuracy.
  • Facilitated cross-functional collaboration for improved financial performance across all departments within the organization.
  • Delivered accurate and timely financial reports to stakeholders, enabling informed decision-making regarding organizational growth and stability.
  • Examined or audited financial institutions to identify areas of risk and advise on risk mitigation.
  • Coordinated annual audit processes, liaising with external auditors to ensure timely completion and minimal disruptions.
  • Monitored financial institution performance and apprised relevant parties on banking matters.
  • Mentored junior staff members in accounting principles and best practices, enhancing overall team capabilities.

Financial Manager

JPMorgan Chase
10.1996 - 10.1999
  • Prepared comprehensive financial statements for executive review, aiding in effective decision-making processes regarding growth opportunities and resource allocation.
  • Increased financial efficiency by streamlining budget processes and implementing cost-saving measures.
  • Established budgetary benchmarks and formulated financial management strategies by researching operating and historical financial records.
  • Created year-end audit book for CPA firm to control and reduce audit costs and accurately prepared year-end financial statements.
  • Analyzed budgets, financial reports and projections for accurate reporting of financial standing.
  • Assumed ownership of accounting, forecasting and strategic supply planning.
  • Conducted thorough risk assessments for potential investments, safeguarding company assets from undue exposure.

Public Accounting

Null and Associates, CPAs
08.1992 - 06.1996
  • Public Accounting
  • Setup accounts, ledgers and reporting systems per GAAP standards and regulatory requirements.
  • Followed all GAAP standards and complied with regulations when setting up accounts, ledgers and reporting systems.
  • Ensured timely completion of monthly and annual financial statements, maintaining strict adherence to regulatory requirements.
  • Led client engagements in public accounting services, fostering long-term relationships built on trust and expertise
  • Kept up-to-date with tax changes and industry trends by participating in professional organizations, opportunities, and networks.
  • Participated in continuing education opportunities to stay current on industry trends and best practices, enhancing professional skills within public accounting roles.


Public Accounting

Markus B. Gohlke, CPA
01.1992 - 01.1994
  • Public Accounting
  • Setup accounts, ledgers and reporting systems per GAAP standards and regulatory requirements.
  • Followed all GAAP standards and complied with regulations when setting up accounts, ledgers and reporting systems.
  • Ensured timely completion of monthly and annual financial statements, maintaining strict adherence to regulatory requirements.
  • Led client engagements in public accounting services, fostering long-term relationships built on trust and expertise
  • Kept up-to-date with tax changes and industry trends by participating in professional organizations, opportunities, and networks.
  • Participated in continuing education opportunities to stay current on industry trends and best practices, enhancing professional skills within public accounting roles.

Education

Bachelor of Science - Accounting

University of Houston, Clear Lake
Houston, TX
01.1992

Bachelor of Arts - Business Administration

University of Houston, Clear Lake
Houston, TX
01.1987

Skills

  • Individual, Corporate, and Partnership Tax
  • Payroll Tax Reporting and Record-Keeping
  • Financial Management
  • Staff Supervision
  • Compile/Review Financial Statements
  • Business Unit Accounting
  • Forecasting/Variance Analysis
  • Budgeting
  • Financial statement review
  • Financial Reporting
  • General ledger accounting
  • Audit Support
  • Tax Preparation
  • Generally Accepted Accounting Principles
  • Audit preparation
  • Grant Accounting

Certification

  • CPA - Certified Public Accountant

Volunteer Experience

Lakeshore Elementary PTO President, 05/2011-08/2013


Raised over $500,000 of private funds allocated for the construction of a new playground for Lakeshore Elementary in 2012

Overview

33
33
years of professional experience
1
1
Certificate

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Kristen Carter, CPA