Lynn Tillotson Walters
Doral,Florida
Summary
Professional with focus on financial management and strategic planning, prepared for leadership roles. Notable achievements in optimizing accounting operations and driving financial initiatives. Valued for teamwork, adaptability, and financial acumen.
Overview
30
30
years of professional experience
Work History
03.2020 - Current
- Managed online client consultations to address specific needs. Oversaw bank and credit card reconciliation processes. Directed year-end issuance of W-2 and 1099 forms. Led updates to annual budget plans.
Custom Home Builder Office Manager
Apple Construction LLC
04.2019 - 03.2020
- Hired to assume position from current office manager who is planning to retire. Accounts payable, accounts receivable and payroll using Foundation software.
Self–Employed accounting consultant
07.2006 - 12.2018
- Provide procedural, internal control and policy guidance for improved governance. Provide financial consulting to several Bay Area clients. Services include basic bookkeeping, journal entries, Schwab account trusts, bank reconciliations, budget and forecasting analysis, payroll and payroll tax filings, income statements and balance sheets monthly using QuickBooks Coordinate with outside CPA for tax planning purposes.
- Clients include doubleTwist, Beale Street Lofts, Michael Schwab Design, Brooks Walker Jr. and Dr. Theodor Nelson among others.
Controller
Douglas Durkin Design, Inc.
01.2003 - 07.2006
- High-end interior design firm for clients in San Francisco Bay Area, Sun Valley and Hawaii. Managed all financial functions, cash flow, job costs, and job estimates. Managed general ledger, journal entries, income statements, balance sheets and bank reconciliations. Reviewed project cash flow forecasts and brought up issues to owner, monitored project costs and resource usage compared to budget. Reconciled actual performance with budget upon close-out of project.
Assistant Business Manager
EDAW
01.2000 - 01.2003
- International Planning, Design and Environmental Firm. Coordinated with project managers regarding cost analysis and revenue projections. Reviewed project cash flow forecasts and brought up issues to supervisor, monitored project costs and resource usage compared to budget.
Staff accountant
Shea, Labagh & Dobberstein CPAs
01.1999 - 01.2000
- Provided extensive cleanup in clients’ accounting systems to aid in smooth tax filings. Worked within FASB and GAAP guidelines
- Other employers include: SF Fashion Center, Kennedy Jenks Engineers, Architectural Resources Group, EPR/CRSS
Controller
Stars, The Agency, Inc
01.1996 - 1999
- Model Talent Agency Managed multiple financial functions, including accounts payable, accounts receivable, payroll and payroll taxes. SAG/AFTRA payrolls, agent commissions, talent billing and payments. Produced monthly bank reconciliations, income statements and balance sheets. Coordinated with outside CPA for Federal and State Tax filings
Education
BA - English Education
SUNY – Cortland
Cortland, NYIntermediate Accounting - Accounting And Finance
Golden Gate University
San FranciscoSkills
- Develop, maintain, and analyze budgets, preparing periodic reports that compare budgeted costs to actual costs
- Prepare, examine, or analyze accounting records, financial statements, or other financial reports to assess accuracy, completeness, and conformance to reporting and procedural standards
- Review accounts for discrepancies and reconcile differences
- Prepare adjusting journal entries
- Establish tables of accounts and assign entries to proper accounts
- Budget forecasting and cash flow management
- Knowledge of Generally Accepted Accounting Principles (GAAP)
- Certified QuickBooks Pro Advisor
- Excel
- Microsoft Word
- Budgeting and estimating
Timeline
03.2020 - Current
Custom Home Builder Office Manager
Apple Construction LLC
04.2019 - 03.2020
Self–Employed accounting consultant
07.2006 - 12.2018
Controller
Douglas Durkin Design, Inc.
01.2003 - 07.2006
Assistant Business Manager
EDAW
01.2000 - 01.2003
Staff accountant
Shea, Labagh & Dobberstein CPAs
01.1999 - 01.2000
Controller
Stars, The Agency, Inc
01.1996 - 1999
BA - English Education
SUNY – Cortland
Intermediate Accounting - Accounting And Finance
Golden Gate University