Marchion Lewis
Sandy,Utah
Summary
Detail-oriented Accountant with 20 years effectively maintaining accurate accounting information for large-scale financial organizations. History working as part of financial team to manage diverse financial functions, tax management and reporting. Works closely with executive management on complex mergers and acquisitions and divestitures.
Overview
15
15
years of professional experience
Work History
Accountant
Cypress Five Star
10.2020 - Current
- Prepared working papers, reports and supporting documentation for audit findings.
- Cooperated with senior leaders to create operating budgets and initiate financial planning.
- Streamlined month-end closing processes, resulting in reduced time spent on financial reporting tasks.
- Documented cash, credit, fixed assets, accrued expenses, and line of credit transactions.
- Partnered with auditors to track errors and add contributions to maintain accuracy.
- Tracked funds, prepared deposits and reconciled accounts.
- Increased efficiency by streamlining accounting processes and implementing new financial software.
- Gathered financial information, prepared documents, and closed books.
- Completed daily cash functions like account tracking, payroll and wage allocations, budgeting, donating, and cash, and banking reconciliations.
- Handled day-to-day accounting processes to drive financial accuracy.
- Provided journal entries and performed accounting on accrual basis.
- Detected and corrected mistakes early on and implemented systems to avoid recurring issues.
- Completed paperwork, recognizing discrepancies and promptly addressing for resolution.
- Proven ability to learn quickly and adapt to new situations.
- Paid attention to detail while completing assignments.
Accountant
The Thackeray Company
08.2013 - 10.2020
- Operate computers programmed with accounting software to record, store, and analyze information
- Classify, record, and summarize numerical and financial data to compile and keep financial records, using journals and ledgers or computers
- Debit, credit, and total accounts on computer spreadsheets and databases, using specialized accounting software
- Compile statistical, financial, accounting or auditing reports and tables pertaining to such matters as cash receipts, expenditures, accounts payable and receivable, and profits and losses
- Reconcile or note and report discrepancies found in records
- Perform general office duties such as filing, answering telephones, and handling routine correspondence
- Perform personal bookkeeping services
- Prepare bank deposits by compiling data from cashiers, verifying and balancing receipts, and sending cash, checks, or other forms of payment to banks
- Prepare trial balances of books
- Calculate, prepare, and issue bills, invoices, account statements, and other financial statements according to established procedures
- Reconcile records of bank transactions
- Check figures, postings, and documents for correct entry, mathematical accuracy, and proper codes
- Monitor status of loans and accounts to ensure that payments are up to date
- Perform financial calculations such as amounts due, interest charges, balances, discounts, equity, and principal
- I currently work at a property management company
- I reconcile the monthly bank accounts, loan amortizations, create and send tenant statements
- I have been entrusted with managing the CEO’s personal checking and loan accounts
- I also impute invoices into our Accounts Payable system, make journal entries, prepare and send 1099's and assist the CFO with the corporate tax returns.
Accountant - Tax
H & R Block
08.2009 - 04.2013
- Prepare or assist in preparing simple to complex tax returns for individuals or small businesses
- Use all appropriate adjustments, deductions, and credits to keep clients' taxes to a minimum
- Interview clients to obtain additional information on taxable income and deductible expenses and allowances
- Review financial records such as income statements and documentation of expenditures to determine forms needed to prepare tax returns
- Furnish taxpayers with sufficient information and advice to ensure correct tax form completion
- Consult tax law handbooks or bulletins to determine procedures for preparation of atypical returns
- Check data input or verify totals on forms prepared by others to detect errors in arithmetic, data entry, or procedures.
Education
Bachelor of Science in Accounting -
Western GOVERNORS’ university
06.2016
Accounting & Tax Preparation -
Broadview University
West Jordan, Utah04.2013
Skills
- QuickBooks
- Microsoft Office
- Tax Return Filing
- Tax Preparation
- Strong work ethic
- Adaptability
- Strong analytic abilities
- Ability to work under pressure
Timeline
Accountant
Cypress Five Star
10.2020 - Current
Accountant
The Thackeray Company
08.2013 - 10.2020
Accountant - Tax
H & R Block
08.2009 - 04.2013
Bachelor of Science in Accounting -
Western GOVERNORS’ university
Accounting & Tax Preparation -
Broadview University
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