Laura Kiner
South Bend,IN
Summary
Proven Accountant with a track record of enhancing financial performance and operational efficiency. Skilled in GAAP knowledge and adept at team management, I streamlined accounting processes, significantly improved client satisfaction, and led successful software migrations. Skilled in leveraging Microsoft Excel for advanced financial reporting and analysis.
Overview
5
5
years of professional experience
Work History
Portfolio Accountant
The Sterling Group
Mishawaka, IN
12.2023 - Current
- Enhanced portfolio performance by conducting thorough financial analysis.
- Supported management by providing timely and accurate information on portfolio holdings, valuations, and performance metrics.
- Prepared accurate financial statements for stakeholders, ensuring timely delivery and compliance with industry standards.
- Resolved any discrepancies or issues identified during account reconciliation processes promptly.
- Managed daily cash flow processes, including wire transfers, deposits, withdrawals, and reconciliations for multiple accounts.
- Generated routine and ad-hoc financial statements for management.
- Provided journal entries and performed accounting on accrual basis.
- Collected and reported monthly expense variances and explanations.
- Maintained integrity of general ledger and chart of accounts.
- Assisted in completing reports for capital draws and maintaining compliance with lender requirements.
Staff Accountant
Opportunity Financial
Chicago, IL
09.2022 - Current
- Maintained general ledger accuracy through regular account reconciliations and transaction reviews.
- Prepared and processed journal entries to record in general ledger and maintain consistent documentation.
- Participated in internal and external audit processes to establish accurate financial records and comply with Generally Accepted Accounting Principles and regulatory requirements.
- Maintained fixed asset records and depreciation schedules to establish accurate calculations.
- Reduced month-end closing time by optimizing reconciliation procedures and improving communication among team members.
- Contributed to development of more robust internal control system, enhancing financial integrity and compliance.
- Trained new employees on accounting principles and company procedures.
Senior Accountant
Meyers Glaros
Merrillville, IN
07.2021 - 11.2023
- Handled month-end and year-end end financials.
- Assisted in internal and external audits by preparing necessary documentation and responding to auditor inquiries.
- Managed quarterly and annual tax filings for the company, ensuring timely submissions and compliance with regulations.
- Coordinated with various departments to gather financial data, ensuring accurate representation of each business unit''s performance.
- Streamlined financial reporting and led a successful migration to new accounting software and automated tasks.
- Trained various teams on new accounting software.
- Ensured regulatory compliance with GAAP standards by staying current on updates and integrating changes into accounting practices as needed.
- Streamlined accounts payable processes, reducing payment cycle times by automating invoice processing.
- Played key role in strategic planning sessions, offering financial insights that shaped company direction.
- Enhanced budget forecasting accuracy, employing comprehensive variance analysis techniques.
- Tracked funds, prepared deposits and reconciled accounts.
- Led accounting team and assisted in daily accounting activities.
Portfolio Accountant
The Bradley Group
South Bend, IN
09.2019 - 07.2021
- Increased operational efficiency by streamlining workflows across various portfolios.
- Increased client satisfaction by effectively communicating complex financial concepts in clear, understandable language during financial presentations.
- Prepared accurate financial statements for clients, ensuring timely delivery and compliance with industry standards.
- Resolved any discrepancies or issues identified during account reconciliation processes.
- Managed daily cash flow processes, including wire transfers, deposits, withdrawals, and reconciliations for multiple client accounts.
- Generated routine and ad-hoc financial statements for management.
- Resolved accounting variances and prepared month end accruals.
- Assisted auditors by supplying working papers, reports and supporting documentation.
- Provided journal entries and performed accounting on accrual basis.
Education
Bachelor Of Accounting - Accounting
Ferris State University
Big Rapids, MI05.2018
Skills
- Cash Flow Management
- Internal Controls
- GAAP knowledge
- Regulatory reporting
- Microsoft Excel proficiency
- Financial Reporting
Timeline
Portfolio Accountant
The Sterling Group
12.2023 - Current
Staff Accountant
Opportunity Financial
09.2022 - Current
Senior Accountant
Meyers Glaros
07.2021 - 11.2023
Portfolio Accountant
The Bradley Group
09.2019 - 07.2021
Bachelor Of Accounting - Accounting
Ferris State University