Kristy Rogers
Philadelphia,USA
Summary
Dynamic Senior Accountant with extensive experience at Panther East, excelling in financial reporting and compliance. Proven track record in tax preparation and account reconciliation, enhancing efficiency and profitability. Adept at fostering client relationships and delivering exceptional customer service, while ensuring GAAP compliance and implementing effective internal controls.
Overview
21
21
years of professional experience
1
1
Certification
Work History
Senior Accountant/Controller
Panther East / Black Cat Fasteners
Philadelphia, USA
04.2025 - Current
- Manage all aspects of financial reporting, including preparation of monthly financial statements
- Oversee accounts payable and receivable functions, ensuring timely processing of invoices and collections
- Ensure compliance with all applicable accounting standards, regulations, and tax laws
- Lead the month-end close process, including reconciliations, journal entries, and financial statement preparation
- Developed and maintained internal controls to safeguard company assets and prevent fraud
- Manage accounts payable function, overseeing accurate processing of invoices and timely payments to vendors.
- Manage accounts receivable ensuring timely payments from customers and processing of invoices.
- Ensured compliance with tax regulations by preparing accurate sales tax returns on a quarterly basis
- Provided guidance to Accounts Receivable and Accounts Payable on complex accounting transactions and technical issues.
Senior Accountant
Robert Polt CPA and Associates
Northfield, USA
08.2022 - 12.2024
- Preparation of tax returns - 1040, 1065, 1120, 1120-S and 990's.
- Responsible for monthly and annual reconciliations including preparation of Balance Sheet, Income statement and Trial Balance.
- Implemented policies and procedures that increases efficiency, lowered company cost and increased revenue.
- Responsible for analysis of all accounts including making journal entries to reconcile all accounts.
- Trained Office Manager in QuickBooks and how to prepare payroll and sales tax preparation.
- Prepared budgets and forecasts for various clients and calculated quarterly estimated taxes.
Senior Accountant/Assistant Controller
Jack J Pryzmont, CPA
Dix Hills, USA
01.2018 - 01.2023
- Prepared over 400 individual and corporate tax returns each tax season.
- Responsible for all monthly and annual reconciliations for various clients in QuickBooks
- Analyzed financial statements and prepared journal entries
- Bookkeeping assistance for clients in QuickBooks
- Helped implement and trained clients on the use of QuickBooks.
- Summarized and analyzed financial data with Pivot tables to summarize financial data, such as revenue, expenses, or inventory levels, by category or period.
- Helped identify trends or patterns in the data and to help facilitate decision-making.
- Increased profitability by bringing new clients and making sure current clients had a great experience and fully explained their financials and tax returns.
- Provided tax projections for clients so they were able to make accurate estimated tax payments.
- Implemented paperless accounting with the use of accounting software.
- Prepared financial statements for various clients in accordance with GAAP.
Insurance Agent
Philadelphia American
Remote, USA
12.2011 - 01.2018
- Helped clients get affordable health insurance plans and always pivoted to supplemental products.
- Educated clients on all of their options, created proposals and comparison spreadsheets for business owners and offered reviews to clients when needed.
- Provided the best customer service offering extended hours until 10pm every day.
- Spent minimal money on leads or marketing - Over 80% of business came from referrals.
- Finished 10th in the country out of 5,000 agents and qualified for the President Club Contest every year.
- Extremely high retention ratio.
- Closed over 65% of presentations and increased my lead base by providing exceptional customer service and always asking for referrals.
- Used independent marketing to increase my client base by aggressively reaching out to qualified clients.
- Nationally recognized as an exceptional closer within the first 30 days of employment.
- Consistently surpassed company quotas every month.
- Identified sales opportunities by using social and acted on leads.
- Handled all prospective client correspondence, including calls and emails.
Life and Health Insurance Agent
State Farm
Hughesville, USA
01.2011 - 01.2012
- Excelled in life and health insurance sales – helped Agency reach #1 in 2013 and 2014.
- Top closer in the division and trained new employees to become top agents.
- Made appointments with new and current clients to pivot to other insurance products.
- Provided outstanding customer service skills and went above and beyond for our clients.
- Handled bookkeeping, responsible for monthly reconciliations, prepared budget and forecasting reports, prepared financial statements and tax returns for the agency.
- Obtained Auto, Fire, Life, Health & Annuity licenses.
Senior Accountant
Murphy & Murphy, CPA, LLC
La Plata, USA
01.2010 - 01.2011
- Prepared complicated corporate and partnership tax returns for various clients and oversaw the review of individual tax returns.
- Perform and lead audit engagements on various types of clients.
- Responsible for the preparing compilations, reviews and other attest services.
- Preparation of all financial reports, including Profit and Loss Statement, Balance Sheet and Statement of Cash Flows, as well as the year-end financial reports.
- Responsible for the monthly close as well as maintenance of all accounting ledgers including monthly review of all account reconciliations and journal entries.
- Assisted in the preparation of quarterly and annual payroll reports.
Senior Accountant
Murray, Wamsley & Schrader, CPA LLC
California, USA
01.2008 - 01.2010
- Oversaw and managed the timely and accurate preparation of tax returns for all types of clients.
- Responsible for the monthly close as well as maintenance of all accounting ledgers including monthly review of all account reconciliations and journal entries.
- Provided timely explanations of variances between actual results and forecasts/budgets; provide corrective action recommendations to management, where necessary.
- Researched tax questions; offered suggestions for tax planning and studied tax laws for potential tax savings for corporate and individual clients.
- Maintained and built strong relationships while assisting and advising in financial decisions and choices.
Accountant
Blum and Clark Accountancy Group
San Diego, USA
01.2005 - 01.2007
- Prepared audits for various clients and ensured all General Ledger accounts were scheduled and reconciled.
- Recommended modifications or changes to clients while ensuring all policies and procedures are followed and analyzed business performance to maximize operations.
- Performed analytical procedures/analyses to detect unusual financial statement relationships.
- Prepared monthly financial statements and reports.
- Prepared individual, partnership, corporate and other types of tax returns.
- Performed other tasks such as bookkeeping support and inventory observation.
Education
B.S - Accounting
University of Maryland
College Park, MDSkills
- Accounts receivable and payable
- Financial analysis and reporting
- GAAP compliance
- Auditing experience
- Tax preparation experience
- General ledger accounting
- Bookkeeping practices
- Account reconciliation processes
- Payroll management
- Conflict resolution skills
- Accounting software proficiency
- Journal entry management
- Balance sheet reconciliation
- Bank reconciliation expertise
- Customer service excellence
Certification
• QuickBooks ProAdvisor, 11/01/20
• Certified Bookkeeper
• Certified Payroll Professional
• Certified Bookkeeper
• Certified Payroll Professional
Timeline
Senior Accountant/Controller
Panther East / Black Cat Fasteners
04.2025 - Current
Senior Accountant
Robert Polt CPA and Associates
08.2022 - 12.2024
Senior Accountant/Assistant Controller
Jack J Pryzmont, CPA
01.2018 - 01.2023
Insurance Agent
Philadelphia American
12.2011 - 01.2018
Life and Health Insurance Agent
State Farm
01.2011 - 01.2012
Senior Accountant
Murphy & Murphy, CPA, LLC
01.2010 - 01.2011
Senior Accountant
Murray, Wamsley & Schrader, CPA LLC
01.2008 - 01.2010
Accountant
Blum and Clark Accountancy Group
01.2005 - 01.2007
B.S - Accounting
University of Maryland