LINDA J. BROWER
Accountant, Wealth Management CSA
Canandaigua,NY
Summary
Highly organized and motivated professional with a strong work ethic, offering a diverse background in accounting, administrative support, and management. Excellent written and verbal communication skills, with the ability to handle problem resolution and maintain confidentiality. Known for effectively coordinating tasks to accomplish projects with timeliness and accuracy.
Overview
33
33
years of professional experience
Work History
Accountant
Monroe 1 BOCES (through Robert Half)
03.2024 - 07.2024
- Handled day-to-day accounting processes to drive financial accuracy.
- Reconciled accounts and reviewed expense data
- Documented cash, credit, and accrued expense transactions.
- Gathered financial information, prepared documents, and assisted in month-end close.
- Maintained up-to-date knowledge on professional accounting standards to manage financial recordkeeping.
- Assisted in reducing outstanding accounts receivable balances by diligently following up on overdue invoices.
- Collaborated with external auditors to provide necessary documentation and address any concerns or findings promptly.
- Enhanced financial accuracy by meticulously reconciling bank statements and financial records monthly.
- Ensured accurate and timely payroll reconciliation for over 400 employees.
- Compiled general ledger journal entries into the accounting software and performed accounting on accrual basis, with 100% accuracy.
- Maintained integrity of general ledger and chart of accounts.
- Tracked funds, prepared deposits and reconciled accounts.
- Collaborated with accounting manager to comply with governing bodies and limit regulatory risks.
Financial Planning Assistant
Nocon & Associates, LLC (Ameriprise)
01.2016 - 01.2023
- Gathered pertinent documents for client meetings with advisor
- Prepare forms for clients signature; new account openings, transfer forms, beneficiary forms, etc
- Compile client documents to begin financial plan
- Input data into MoneyGuide system to run complete financial plan
- Provide insurance proposals for life, disability and long term care insurance
- Ensure timely follow up on all client emails, outstanding forms, insurance proposals, etc
- Use CRM to notate all client interaction, set tasks for follow up and create multiple reports to assist in maintaining client activities
- Complete annual client reviews as per compliance rules.
Accounting Specialist
Claims Recovery Financial Services
07.2011 - 01.2016
- Accounts Receivable; coordinated and performed invoicing, received and applied payments, processed bank deposits, researched inconsistencies, completed reconciliation of GL accounts
- Accounts Payable; coded & processed vendor invoices and payments, reconciled credit card accounts and petty cash, consulted with CFO to determine daily cash flow requirements and transaction approvals
- Processed transactions to General Ledger accounts in Great Plains
- Reviewed, Analyzed and resolved any variances in general ledger
- Reconciled A/R, A/P and prepaid expense to General Ledger
- Assisted with month end and year end close
- Prepared monthly revenue reports
- Prepared for & assisted in annual audits
- Followed internal controls, security protocol and GAP procedures.
Assistant Manager
First Niagara Bank
Lockport, NY
07.2001 - 06.2011
Branch Manager
HSBC Bank
Buffalo, NY
08.1991 - 06.2001
Education
Night Courses, 4.0 Average - Major: Accounting/ Business Administration
Genesee Community College
New York01.1994
Skills
- Good communications & interpersonal skills
- Effective time management, detail oriented
- Strong organizational & analytical skills
- Independent problem resolution
- Professional written correspondence
- Filing, data entry, superior customer service
- Strong leadership, coach & manage others
- Multitask, shift focus & prioritize tasks
- Dedicated, focused & trustworthy
- Working knowledge of CRM Salesforce
- Proficient in MS Word, Excel, Outlook
Timeline
Accountant
Monroe 1 BOCES (through Robert Half)
03.2024 - 07.2024
Financial Planning Assistant
Nocon & Associates, LLC (Ameriprise)
01.2016 - 01.2023
Accounting Specialist
Claims Recovery Financial Services
07.2011 - 01.2016
Assistant Manager
First Niagara Bank
07.2001 - 06.2011
Branch Manager
HSBC Bank
08.1991 - 06.2001
Night Courses, 4.0 Average - Major: Accounting/ Business Administration
Genesee Community College
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