Detail-oriented Senior Accountant focused on improving company financial operations and streamlining processes using effective leadership, planning, and decision-making abilities.
Overview
12
12
years of professional experience
Work History
Senior Accountant
Precision Resources, Inc. (Rolls-Royce N.M.)
11.2022 - Current
Reconciling sub-ledger to general ledger account balances.
Provide ongoing reconciliation of project financial data.
Prepare month-end journal entries based on deep understanding and movements on the accounts.
Support month-end and year-end close process.
Prepare monthly/quarterly/annual BS reconciliations in conjunction with a period close.
Support the Program team in developing the in-year forecast, maintaining their strategic plan, and medium-term plan, while maintaining a strong understanding of both the opportunities and threats.
Support the development and maintenance of long-term project and contract profit plans for the Handling Systems and Amphibious and Autonomous product lines.
Ensure adherence to accounting policies, internal controls, company policies, local operating procedures, and contract requirements.
Contribute to business-wide control environment and process improvements.
Ensure legal, statutory, and management financial requirements are completed for the Naval business.
Senior Accountant
RoadOne IntermodaLogistics
05.2021 - 10.2022
Prepared general ledger journal entries for cash, prepaid, revenue, and expenses.
Prepared documentation, reconciliations, and schedules to support financial statements, including year-end external audits.
Assisted in managing the month-end close process to meet corporate deadlines.
Reviewed general ledger to locate and correct discrepancies.
Assisted in preparing daily, weekly, and monthly financial reports.
Responded to all information requests from operating personnel.
Ensured accurate and timely financial data when requested.
Accountant
Peabody Properties, Inc.
07.2017 - 05.2021
Maintained syndicate partnership general ledgers and financial statements.
Communicated with various regulatory agencies, investors, and owners concerning financial reporting.
In conjunction with month-end closing, prepared monthly, quarterly, and annual financial statements and other various management reports for a multi-site portfolio.
Monthly reconciliation of all balance sheet accounts.
Prepared work paper reports and participated in audits to determine the efficiency, accuracy, and effectiveness of procedures as well as compliance with applicable laws and prescribed policies and procedures.
Acted as a key liaison with external CPA firms for all annual filings.
Analyzed problems identified in audit findings and took corrective action.
Assisted in the establishment of annual fiscal budgets for my portfolio properties.
Collaborated with site management teams to resolve issues, address inefficiencies, and ensure compliance with various agreements/requirements.
Business Unit Controller
LineData Services
12.2015 - 06.2017
Prepared monthly statements by collecting financial data, analyzing and investigating variances, and summarizing data, information, and trends.
Prepared and reconciled intercompany transactions between company subsidiaries.
Responded to financial inquiries when needed by gathering, analyzing, summarizing, and interpreting data.
Prepared special reports by studying variances, prepared budgets, and developed forecasts.
Updated job knowledge by keeping current with financial regulations and accepted practices, participating in educational opportunities, and reading professional publications.
Assisted with mid-year and annual audit processes.
Supervised staff accountant with day-to-day department functions.
Assisted the accounting team, project management office, and sales team with ad hoc requests.
Client Services Specialist
Mercer
12.2014 - 11.2015
Project lead on client-base development efforts utilizing proprietary software.
Collaborated with cross-functional teams to install custom features & products by gathering requirements, assembling designs, and deriving implementation estimates/efforts.
Adapted quickly to learning the fundamentals of client-based processes.
Served as point person for established client base and contracted vendors on all technical matters and ensured deliverables were met within specified guidelines.
Managed completion of reports and administrative actions for the client base, which included policy checking/delivery, monthly reporting of client/carrier information, summary plan descriptions, and certificates.
Benefits Leave Specialist
Partners Healthcare System
06.2012 - 12.2014
Interpretation and application of relevant criteria and guidelines, standardized case management processes, policies, and regulatory standards.
Maintained records and reports related to employee leaves.
Educated members on benefits, services, resources, financial, and healthcare alternatives.
Interfaced with primary care physicians, the occupational health team, and the workers' compensation unit to expedite and monitor the leave process.
Conducted monthly statistical reporting to ensure compliance with policies and procedures.
Served as a liaison among employees, managers, and all other pertinent parties involved in the leave process.
Ensured ongoing communications on the leave process organization-wide.