Melissa Jones
Fort Worth
Summary
Experienced accountant successful at cultivating effective working relationships at all levels while driving improvements to budget administration, expense tracking and forecasting of future financial needs. Proven track record of performing work ethically while maintaining integrity of all financial data. Enjoys being part of a dynamic team.
Overview
8
8
years of professional experience
Work History
Senior Financial Analyst
Privia Medical Group - North Texas
2023.06 - Current
- Generated monthly billing and posting reports for management review. Tracked funds, prepared deposits and reconciled accounts.
- Reviewed accounts, resolved coding areas, tracked recurring expenses for accrual entry, and review invoice coding to ensure accuracy.
- Performs month-end accounting responsibilities including journal entries, accruals, prepaids and other general accounting within month end close timeline for corporate financial planning.
- Prepares assigned balance sheet account reconciliations monthly.
- Perform monthly intercompany reconciliation in coordination with corporate entity.
Senior Accountant
TRP Construction Group
2022.11 - 2023.06
- Handled month-end and year-end end finances by managing and reporting fixed assets and other data.
- Assisted with month-end closing procedures, journal entry review, balance sheet analysis and monthly management report preparation.
- Tracked funds, prepared deposits and reconciled accounts.
- Calculated tax owed, prepared and submitted returns and upheld compliance with all applicable laws.
- Reviewed accounts on monthly basis to assess aging and pursue collection of funds.
- Applied more than 100 large figure payments per week.
Senior Accountant
Bridgelink Engineering
2022.01 - 2022.11
- Conducted tax reviews and compilations to identify potential exposure areas and provided suggestions.
- Drafted tax documentation subject to detailed review and approval by department management for 20+ entities.
- Examined accounts and records and computed sales & use tax returns according to prescribed rates, laws and regulations for 20+ entities within 12 states.
- Worked closely with clients to properly fill out tax forms and file tax returns electronically.
- Prepared simple to moderate state tax-related financial statement calculations, entries and disclosures.
- Prepared working papers, reports and supporting documentation for audit findings.
- Reviewed accounts, resolved coding areas and tracked recurring expenses for accrual entry.
- Worked with management at project level to achieve expense plans.
- Maintained payroll information by calculating, collecting and entering data.
Senior Accountant/Assistant Controller
Magnolia Property Management
2019.07 - 2021.12
- Monitored 5-person accounting team with day-to-day accounting processes and maintaining financial accuracy.
- Reviewed budget comparisons to actual expenses (including capital appropriations and operating budgets) and communicated findings to senior management.
- Set up and improved electronic accounting systems to increase flow of financial information throughout the company and maximize effectiveness of operations.
- Assisted team members with transition to RealPage accounting procedures through extensive one-on-one training.
- Reviewed documents and accounts for discrepancies and resolved variances.
- Prepare and submit monthly funding request to external owners to support operational functions throughout month.
- Prepare and present monthly forecast detailing prior month results along with forward looking forecast of cash projections to external owners and management.
- Completed journal entries, reconciliations, and account analysis to prepare quarterly financial documents and general account management.
Property Accountant
Olympus Property Management
2015.10 - Current
- Modified comprehensive financial reporting packages to reflect growing organizational complexity.
- Analyzed monthly balance sheet accounts for corporate reporting.
- Computed taxes owed by applying prescribed rates, laws and regulations.
- Created periodic reports comparing budgeted costs to actual costs.
- Visited managers on site to provide one on one training of monthly financial procedures.
- Generated financial statements and facilitated account closing procedures each month for 14 different entities.
- Analyzed monthly balance sheet accounts for corporate reporting and researched report issues to improve accounting operations.
Education
Bachelor of Science - Accounting
Southern New Hampshire University - Online And Continuing Education
Manchester, NH05.2019
Associate of Science - Business Administration and Management
Tarrant County College - Trinity River Campus
Fort Worth, TX05.2013
Associate of Arts -
Tarrant County College - Trinity River Campus
Fort Worth, TX05.2011
Skills
- Reserve Requests
- Balance Sheet Reconciliation
- Tax Law Understanding
- Financial Analysis
- Invoice Processing
- Account Reconciliation
- Cash Management/Treasury
- Bank Reconciliation
- General Ledger Accounting
- Insurance Knowledge
Timeline
Senior Financial Analyst
Privia Medical Group - North Texas
2023.06 - Current
Senior Accountant
TRP Construction Group
2022.11 - 2023.06
Senior Accountant
Bridgelink Engineering
2022.01 - 2022.11
Senior Accountant/Assistant Controller
Magnolia Property Management
2019.07 - 2021.12
Property Accountant
Olympus Property Management
2015.10 - Current
Bachelor of Science - Accounting
Southern New Hampshire University - Online And Continuing Education
Associate of Science - Business Administration and Management
Tarrant County College - Trinity River Campus
Associate of Arts -
Tarrant County College - Trinity River Campus
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