Leah Herlan
Rock Hill,SC
Overview
10
10
years of professional experience
Work History
Senior Accountant
FHG Inc.
04.2023 - Current
- Prepare month-end close entries and reconciliations
- Reconcile accounts and maintain documentation for monthly closing procedures
- Fixed asset reporting and management
- File year end W2s and 1099s and quarterly 941 and 940
- File monthly/quarterly withholding and sales/use tax Returns
- Lead year end review and 401k audit with our external accounting firm
- Handle weekly payroll review to ensure proper withholdings
- Cash management, treasury functions, and cash planning
- Oversee job billings and receivables
- State and local licensing and registrations in 38+ states
Associate
Churchill Real Estate
09.2020 - 04.2023
- Trained new employees on accounting principles and policies
- Prepared work papers, expense reports and supporting documentation for audit requests
- Completed daily cash functions like account verifications, wires/ACH payments, and cash/bank reconciliations
- Assisted in month end close and financial statement preparation
- Prepared journal entries and financial reporting
- Prepared and issued 1099s for all corporate entities
Indirect Tax Associate
Grant Thornton LLP
11.2018 - 08.2020
- Led 12 client engagements
- Assisted clients with tax notices/audits and communicated with various taxing authorities
- Took the lead on a few special client projects to determine nexus in various states
- Prepared and filed state and local tax returns
Staff Accountant
Globe Communications
04.2017 - 08.2017
- Proactively researched technical tax issues related to sales/use tax
- Filed sales/use tax returns with the relevant state/local agencies
- Completed various journal entries, job cost allocations, reconciliations, and month end procedures
Tax Intern
Webster Rogers CPA’s & Co
01.2016 - 04.2017
- Scanned and organized client work-papers and return packets
- Prepared tax returns for individuals and small businesses
Teller
The Conway National Bank
03.2015 - 12.2016
- Balanced cash drawer daily and resolved discrepancies
- Disbursed cash and checks while maintaining security of cash drawers
- Processed customer transactions promptly, minimized wait times, and provided excellent customer service
Education
Masters of Accounting -
Coastal Carolina University
Conway, SCBachelor's of Science - Business Administration, Accounting & Finance
Coastal Carolina University
Conway, SC2017
Skills
- Financial Statement Preparation
- Microsoft Dynamics
- Proficient in MS Excel
- Vista Viewpoint ERP Software
- Xero
- MRI Accounting Software
- AvidXchange
- Treasury Management
- Corporate Audit Coordination
- Fixed Asset Management
- Payroll processing
- ProSystems fx Tax Software
- Adobe Acrobat/Kofax
- Power BI
- Job Costing
Timeline
Senior Accountant
FHG Inc.
04.2023 - Current
Associate
Churchill Real Estate
09.2020 - 04.2023
Indirect Tax Associate
Grant Thornton LLP
11.2018 - 08.2020
Staff Accountant
Globe Communications
04.2017 - 08.2017
Tax Intern
Webster Rogers CPA’s & Co
01.2016 - 04.2017
Teller
The Conway National Bank
03.2015 - 12.2016
Masters of Accounting -
Coastal Carolina University
Bachelor's of Science - Business Administration, Accounting & Finance
Coastal Carolina University