Morgan Legleiter
Urbandale,IA
Overview
9
9
years of professional experience
Work History
Senior Accountant
Insight CPA
02.2024 - Current
- Full cycle accounting for multiple clients
- Processes payroll for multiple clients and processes any necessary forms/filings
- Prepares tax returns for clients including 1040's, 1120's, and 1120S's
Senior Staff Accountant
Watercress Financial Group
02.2023 - 02.2024
- Supervised all daily Operational Accounting including AP, AR, and general ledger.
- Managed accounting team with 2 Staff Accountants; Trained all new team employees.
- Prepared monthly schedules for prepaid and fixed assets.
- Reviewed and updated accounting procedures; Created an Accounting Manual of all procedures.
Staff Accountant
Watercress Financial Group
07.2021 - 02.2023
- Oversaw Accounts Payable/Receivable and Loan Operations processes.
- Investigated general ledger variances; Created posting, correcting and adjusting journal entries.
- Assisted with reviewing and updating policy and procedures.
Payroll and Billing Specialist
Wright Service Corp
05.2021 - 07.2021
- Processed and prepared payroll checks for distribution to appropriate parties.
- Prepared and submitted invoices to customers.
Accounts Payable Specialist
Diamond Oil Co
02.2021 - 04.2021
- Processed vendor invoices and employee expense reports.
- Completed monthly bank reconciliation.
Accounts Receivable Specialist
Ascend Learning
09.2019 - 02.2021
- Conducted daily cash application transactions for multiple business units.
Credit Analyst
Robert Half - Accountemps [Ascend Learning]
05.2019 - 09.2019
- Reviewed accounts for credit hold and credit release
Merchandising Assistant
Lansing Trade Group/The Andersons
10.2017 - 04.2019
- Generated sales invoices on a daily basis; Processed payments for vendors.
Administrative & Accounting Assistant
Sekisui XenoTech, LLC
04.2016 - 10.2017
- Handled accounts payable and receivable, ensuring timely payments & accurate invoicing
Education
Master of Professional Accountancy -
The University of Texas Permian Basin
Odessa, TX12-2026
Bachelor of Business Administration -
University of Kansas
Overland Park, KS12-2019
Accounting Certificate -
University of Kansas
Overland Park, KS12-2019
Timeline
Senior Accountant
Insight CPA
02.2024 - Current
Senior Staff Accountant
Watercress Financial Group
02.2023 - 02.2024
Staff Accountant
Watercress Financial Group
07.2021 - 02.2023
Payroll and Billing Specialist
Wright Service Corp
05.2021 - 07.2021
Accounts Payable Specialist
Diamond Oil Co
02.2021 - 04.2021
Accounts Receivable Specialist
Ascend Learning
09.2019 - 02.2021
Credit Analyst
Robert Half - Accountemps [Ascend Learning]
05.2019 - 09.2019
Merchandising Assistant
Lansing Trade Group/The Andersons
10.2017 - 04.2019
Administrative & Accounting Assistant
Sekisui XenoTech, LLC
04.2016 - 10.2017
Master of Professional Accountancy -
The University of Texas Permian Basin
Bachelor of Business Administration -
University of Kansas
Accounting Certificate -
University of Kansas
Similar Profiles
Jeanenne GreenJeanenne Green
Office Manager / Accountant at Jordyn Hollon CPA, Formerly Alan Green CPAOffice Manager / Accountant at Jordyn Hollon CPA, Formerly Alan Green CPA
TAMMY VALENZUELATAMMY VALENZUELA
CPA Assistant at Carol S David, CPA/ Gary A Kreitz, CPACPA Assistant at Carol S David, CPA/ Gary A Kreitz, CPA
Arin KimmelArin Kimmel
Communications Advisor at Frances L. Wallace JD, CPA, CPA, CACommunications Advisor at Frances L. Wallace JD, CPA, CPA, CA
Joseph ClementJoseph Clement
Soccer Lesson Business at Self EmployedSoccer Lesson Business at Self Employed
Dana MartinDana Martin
Lead Clinical Assistant at Capital Orthopaedics & Sports Medicine, CliveLead Clinical Assistant at Capital Orthopaedics & Sports Medicine, Clive