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
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