Dynamic financial accountant with extensive experience at Charlotte County Clerk of Courts and Comptroller, excelling in financial reporting and general ledger management. Proven track record in audit support and budget preparation, leveraging strong analytical skills and expertise in ERP systems to drive operational efficiency and compliance.
Overview
14
14
years of professional experience
Work History
Financial Accountant
Charlotte County Clerk of Courts and Comptroller
Punta Gorda, FL
04.2019 - Current
Supervised team to improve financial accuracy and process efficiency.
Government Accounting GASB
Ensured 100% accuracy for landfill accounts via WasteWorks reconciliations.
Managed SRF loan cycles, including cash transfers and debt reclassifications.
Handled MSBU utility assessments and year-end reconciliations with precision.
Built clear cash flow reports to help leadership make data-driven decisions.
Served as the Clerk’s Accountant for all fiscal audits and support.
Partnered on budget development by providing projections and documentation.
Stayed on top of state reporting, ensuring all filings were submitted on time.
Accountant
Diocese of Venice in Florida
Venice, FL
09.2013 - 04.2019
Fund Accounting: Performed daily accounting for a non-profit and managed a savings and loan program for over 90 entities.
Reconciliations: Completed monthly and yearly reconciliations for AR, AP, deferred revenue, and investments.
Audit Support: Assisted with annual audits by providing reports, confirming customer balances, and helping with financial statement notes.
Software Updates: Helped transition the organization to new accounting software, including mapping the chart of accounts and importing balances.
Reporting: Prepared quarterly financial reports and variance analysis for the Finance Council.
Entity Billing: Managed monthly statements for fundraising campaigns and ensured deposits were recorded correctly.
AR/AP Tasks: Handled invoicing for insurance, posted deposits, and coded expense invoices.
Bookkeeper
Bailey & Company
Smithfield, RI
02.2012 - 07.2013
Payroll Administration: Assisted with payroll processing, including federal and multi-state tax compliance, quarterly filings, and fair share calculations.
Bookkeeping & General Ledger: Managed full-cycle bookkeeping, including accounts payable, bank reconciliations, and the preparation of financial statements.
Month-End Procedures: Processed recurring and reversing entries while calculating necessary accruals and payables to ensure ledger accuracy.
Office Operations: Handled daily clerical functions, records management, and professional communications.