Results-oriented Accounting Professional with a strong background in financial operations, reporting, and office management. Specializes in cost-saving initiatives, process optimization, and GAAP compliance. Expertise in payroll, budgeting, reconciliations, and fostering cross-departmental collaboration to achieve precise financial results that drive business growth.
Overview
12
12
years of professional experience
Work History
Accountant | Office Manager
Iron Path Capital, L.P.
Charlottesville, VA
09.2024 - Current
Manage full-cycle accounting processes including accounts receivable, accounts payable, and payroll.
Reconciled and analyzed balance sheet accounts monthly, ensuring accuracy and compliance with financial regulations.
Supported budgeting, forecasting, and financial reporting activities, contributing to informed financial decision-making.
Managed online payment transactions through secure platforms to ensure timely processing., expense reimbursements, and credit card management.
Partner with project managers to ensure accurate project costing and invoicing.
Facilitated vendor onboarding process, including W-9 collection and 1099 preparation, to streamline vendor management.
Respond to ownership inquiries regarding financial results and operational metrics.
Supervise efficient day-to-day office operations.
Finance Associate
Rockingham Insurance Company
Harrisonburg, VA
07.2022 - 09.2024
Verified journal entries and financial reports to support Controller and CFO.
Assisted with audits and year-end financial closings.
Balanced and reconciled monthly receipts, disbursements, and insurance transactions.
Performed due diligence for unclaimed property compliance.
Processed payroll and commission for 170 employees using ADP and MoneyWise, ensuring accurate and timely payments.
Assistant Controller
Bob Wade AutoWorld, Inc.
Harrisonburg, VA
09.2015 - 12.2020
Directed budgeting and financial management across multiple branches, ensuring alignment with organizational financial goals.
Oversaw all accounting records, AP/AR operations, payroll, and expense tracking.
Maintained compliance with banking and financial confidentiality requirements, safeguarding sensitive financial information.
Enhanced operational efficiency by implementing process streamlining and timeline management.
Managed automobile inventory exceeding $2M in assets across two dealerships.
Prepared monthly commission statements for sales and management staff, facilitating accurate and timely compensation.
Branch Manager III
SunTrust Bank (Now Truist)
Harrisonburg, VA
01.2014 - 09.2015
Directed branch operations, overseeing staff performance, sales initiatives, and financial objectives to meet branch goals.
Drove revenue growth through targeted customer engagement and incentive programs.
Ensured regulatory compliance with the Bank Secrecy Act, OFAC, and AML standards.
Cultivated business relationships and promoted local partnerships to enhance community presence and drive customer engagement.