LINCOLN O’GILVIE
Fredericksburg,VA
Summary
Energetic and astute Accounting Manager offering to drive company's strategic growth and development. Successfully utilize over twenty years of accounting and financial management expertise to effectively provide team leadership in keeping accounts updated and accounting professionals on task. Committed to fostering change management to support continuous improvement. Advanced knowledge of financial statement preparation and analysis, forecasting and cost control with strong analytical, quantitative and problem-solving skills.
Overview
33
33
years of professional experience
Work History
Chief Financial Officer
ORION LOSS ADJUSTERS, JAMAICA
KINGSTON
01.2011 - Current
- Handled accounting operations such as updating journal entries, pursuing collections and reconciling accounts.
- Supervised accounting tasks, which included accounts payable and receivable, general ledger management and expense reporting oversight.
- Prepared month-end closing entries for detailed reporting and recordkeeping.
- Oversaw cash flow, controlled costs and financial matters.
- Produced accurate and compliant financial statements, reports, documentation and budget frameworks.
- Evaluated and approved billing invoices and expense reports to monitor and ensure cash flow and cost containment.
- Delivered actionable recommendations to enhance strategic direction and day-to-day accounting operations.
- Reconciled and reviewed operations databases and accounting system records to calculate and determine accurate monthly revenues.
- Developed budgets, prepared forecasts and monitored financial deadlines.
- Prepare Income & expenditure Statement and Balance Sheet
- Post year-end journal entries
- Perform system audits
- Prepare annual budget, and cash flow statement
- Provide consultation in regard to day-to-day operational activities
- Prepare monthly bank reconciliation
- Prepare payroll using quick books
- Prepare annual tax returns
- Implement system’s control
- Implement and monitor cash management system
- Prepare audit schedule
- Reduced financial discrepancies through budget monitoring and fiscal funding oversight.
- Verified and posted account transactions to prepare checks and maintain accounting ledgers.
- Gathered data and uncovered fraud, embezzlement or liabilities during auditing procedures.
ACCOUNTANT/BOOKKEEPER
SKYLINE HOUSE UNIT OWNERS ASSOCIATION
FALLS , VIRGINIA
01.2009 - 12.2010
- Duties included preparation of monthly profit and loss statements
- Maintain balance sheet schedules and subsidiary ledger
- Prepare monthly bank reconciliation
- Prepare payroll using ADP and BB&T payroll software, accounts receivables and payables processing
- Year-end and month-end close, compile enter and post monthly journals entries, prepare audit schedule and work alongside Auditors during the audit process
- Maintain unit owners’ accounts
- Maintained full compliance when executing and tracking bank reconciliations, A/P, invoicing, billing and collections.
- Prepared monthly, quarterly and ad hoc reports for clients and manager.
- Reviewed purchase documents and company receipts for reconciliation with statements.
- Collaborated with supervisors and managers to develop solutions regarding discrepancies.
- Recorded and processed business transactions within organization's system using double-entry accounting principles.
- Keep finances in order by managing accounting ledgers and recording journal entries.
- Prepared bank reconciliations, managed field audits and reviewed accounting records for accuracy.
- Certified and processed payroll, electronic deposits and pay adjustments while distributing checks.
- Processed invoices and checks and maintained daily cash logs and deposits.
- Organized and maintained chart of accounts and updated monthly entries and adjustments of ADP payroll entries and monthly accruals.
- Performed bi-weekly payroll and coordinated record keeping.
- Managed accounting closings, accounts payable and financial reporting for multiple clients.
Budget Analysis
PRINCE GEORGE’S County Health Department, MARYLAND
Maryland
07.2008 - 12.2008
- Duties involved: Budget preparation, manage federal funding for the Ryan White program
- Disbursement and reimbursement of expenditure and preparation of financial reports.
ACCOUNTANT
EDUCATION OF YOUNG CHILDREN
WASHINGTON , DC
01.2008 - 06.2008
- Duties entailed Analyzing credit card expenditure, reconcile credit card statement
- Journalize expenditures to the relevant accounts, maintain receivables, post payments and maintain client accounts.
LIFE INSURANCE AGENT
GUARDIAN LIFE INSURANCE COMPANY, JAMAICA
KINGSTON
04.2006 - 07.2007
- Make presentations to Individuals and companies regarding financial options to undertake the cost of critical illness diagnosis and family income replacement in the event of accident, permanent disability or death
- Estate planning: assist individuals in making and forecasting financial arrangements as it relates to real estate transfers
- Pension planning: set up long term saving scheme for corporations and individuals for retirement purposes.
- Communicated with clients to understand needs and identify best policies for each case.
- Pursued continued professional development through insurance workshops, course and webinars.
- Offered policy guidance and management to promote asset protection.
- Interviewed prospective clients to gather information on financial needs and discuss existing coverage.
- Explained coverage options to potential policyholders, answering questions or concerns.
- Monitored clients' insurance coverages to ensure changing needs were met.
- Achieved repeat business and referrals through personalized services.
- Conducted in-home and group presentations to provide detailed explanations of policy guidelines and benefits to clients and families.
FINANCIAL CONTROLLER
ZENITH INSURANCE BROKERS
KINGSTON , JAMAICA
01.1991 - 03.2006
- Prepare financial statements (Balance Sheet, income & expenditure statement) reports and forecast projection
- Prepare monthly bank reconciliation statement
- Accounts receivables: Follow up clients with overdue balances and approve credit arrangements, reconcile client accounts
- Accounts Payables: make payments to local, USA, & United Kingdom insurance companies on behalf of the company’s clients
- Prepare company tax returns and staff tax returns including pension plan, prepare and approve payroll
- Compile, enter and post monthly and year-end adjusting journals
- Audit schedule; prepare audit schedule and work alongside auditors to ensure smooth and timely completion of the audit process
- Fixed asset register; maintain fixed asset register, record acquisition, disposal and depreciation of fixed assets.
- Analyzed financial statements to provide strategic recommendations in support of business decisions.
- Provided financial analysis and strategic recommendations to support business objectives.
- Developed improved business processes to provide greater transparency, more accurate reporting and better identification of cost-saving opportunities.
- Managed and directed budgets, expenditures, accounting, financial reporting.
- Communicated financial reporting to shareholders.
- Produced financial reports and audit documentation to facilitate internal and external auditing.
- Oversaw investment portfolio analysis, file maintenance and broker verification.
Education
Master of Science - Accounts & Accounting Information Systems
University of Maryland Global Campus
Adelphi, Maryland08.2022
Bachelor’s of Science Degree - Accounting
George Mason University
4400 University Dr, Fairfax, VA 2203012.2020
ASSOCIATES DEGREE - BUSINESS ADMINISTRATION
VIRGINIA COMMUNITY COLLEGE
8333 Little River Turnpike Annandale, VA 2200307.2016
DIPLOMA - FININCIAL MANAGEMENT & ACCOUNTING
University of Technology
237, 6 Old Hope Rd, Kingston, Jamaica07.1995
Skills
- Motivational skills: ability to influence persons to achieve their optimum level towards personal and corporate goals This includes providing guidance that enable them to overcome their obstacles to success
- Generally Accepted Accounting Principles (GAAP) & International Financial Reporting Standards (IFRS)
- Analytic skills:
- Attention to details and a high level of accuracy
- Microsoft word & Excel, Quick books, Peachtree accounting software, ADP payroll software and Microsoft Great Plains
- Creative and Innovative
- Adaptable to Changing Conditions
- Problem Anticipation and Resolution
- Relationship Building
References
REFERENCES KEDISHA EBANKS
Partner, Ernst & Young
Kedisha.ebanks@ey.com further contact information will be furnished upon request
JEFFREY HEBERT
Senior Talent Manager, M.B Staffing Services jhebert@mbstaffing.com 202-273-3271
TYCIA HAIGHT
Deputy General Manager, Skyline House
tycia@shuoa.org 703-578-4855
Lincoln O’Gilvie
Accomplishments
- PROFESSIONAL ACHIEVEMENTS; Founder of three companies in Jamaica; two are currently still in operation, together they employ over one hundred persons. They both generate an aggregate of over four hundred million Jamaican dollars. Turn around a Company from five successive years of revenue loss to profit within one year and six months by implementing cost reducing initiative which increase efficiency and significantly reduced cost. The company experienced five successive years of profitability growing more than ten percent year on year.
Timeline
Chief Financial Officer
ORION LOSS ADJUSTERS, JAMAICA
01.2011 - Current
ACCOUNTANT/BOOKKEEPER
SKYLINE HOUSE UNIT OWNERS ASSOCIATION
01.2009 - 12.2010
Budget Analysis
PRINCE GEORGE’S County Health Department, MARYLAND
07.2008 - 12.2008
ACCOUNTANT
EDUCATION OF YOUNG CHILDREN
01.2008 - 06.2008
LIFE INSURANCE AGENT
GUARDIAN LIFE INSURANCE COMPANY, JAMAICA
04.2006 - 07.2007
FINANCIAL CONTROLLER
ZENITH INSURANCE BROKERS
01.1991 - 03.2006
Master of Science - Accounts & Accounting Information Systems
University of Maryland Global Campus
Bachelor’s of Science Degree - Accounting
George Mason University
ASSOCIATES DEGREE - BUSINESS ADMINISTRATION
VIRGINIA COMMUNITY COLLEGE
DIPLOMA - FININCIAL MANAGEMENT & ACCOUNTING
University of Technology
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