Seasoned accounting and finance professional with over 30 years of experience in financial institutions. Skilled in office management, sales, and customer service. Proficient in QuickBooks, Microsoft Office, and Excel.
Overview
38
38
years of professional experience
1
1
Certification
Work History
Certified Notary Public
Certified Notary Public
Panama City, Florida
03.2022 - Current
Notarize documents
Accountant
Lighthouse CPA Firm
Panama City, FL
01.2024 - 08.2024
Accountant for an average of 40-50 clients on a monthly, quarterly, and annual basis, providing the following duties:
Monthly coding and reconciliation of accounts.
Weekly, Biweekly, and Monthly Payroll.
Accounts Receivables and Accounts Payable.
Process Monthly Sales Taxes.
Process Quarterly 941s, RT6s, and 940 Annual Returns.
Office Manager
Kilgores Brick Pavers
Panama City Beach, FL
10.2021 - 01.2024
Managing day-to-day operations, data entry, all reconciliations, accounts receivable, accounts payable, managing bank accounts, purchases, job costing, and payroll.
Making sure that all costs are properly allocated to proper general accounts.
Preparing Quotes and Invoices.
Contacting all the current and potential customers to discuss their job costs.
Office Manager
PCT
Panama City Beach, FL
07.2021 - 09.2021
Managing day-to-day operations.
Electronically building files and filing all reports.
Job costs, quotes, and all invoices.
Calling insurance companies to ensure timely response on all insurance claims.
Account Manager
Bsquared Accounting Firm
Panama City Beach, FL
01.2021 - 07.2021
Managed daily and monthly accounting for 10-15 clients.
Proficient in QuickBooks and Microsoft Office, Dropbox, and OneDrive.
Accounting Assistant
Adecco
Panama City, FL
06.2020 - 01.2021
Worked a few temporary assignments through a staffing agency while looking for permanent work.
Accounting functions and digital organization of documents.
QuickBooks and Microsoft Office.
Accounts Specialist
FAMILY SAVINGS CREDIT UNION
Rainbow City, AL
05.2010 - 04.2017
Accounting, Payroll, New accounts.
Checking, savings, certificates of deposit, Individual retirement account, and Safety deposit boxes.
Auditor for tellers, the vault, and the ATM.
Company Trainer.
Financial Specialist/Bank Loan Officer
SOUTHTRUST/WACHOVIA BANK/WELLS FARGO
Gadsden, AL
01.1989 - 01.2009
Accountant, Office Manager, Financial Specialist, Loan Officer, Back up Head teller, Auditor, Collections, Sales Program Leader, Company Trainer, Fraud Analyst
Office Manager
WATT LIPSCOMB TIRE SERVICE
Gadsden, AL
01.1987 - 01.1989
Responsible for payroll and accounting on a daily, weekly, and yearly basis.
Education
Diploma - Accounting
Alabama Institute of Banking
Gadsden, AL
01.1992
Associate's - Accounting
Gadsden State/Business College
Gadsden, AL
01.1991
High school diploma - Accounting/Business
Litchfield High School
Gadsden, AL
01.1987
Skills
Loan processing
Loan origination
Accounting
Account management
Bookkeeping
Microsoft Office
Human resources
Fair Housing regulations
Notary
Underwriting
Microsoft Excel
Sales
Banking
Accounts receivable
Accounts payable
Administrative experience
Office manager experience
Management
Customer support
Research
Analysis skills
Documentation review
ADP Payroll
QuickBooks Payroll
QuickBooks Desktop and QBO
Sage
Leadership
Data entry
Customer service
Loan officer experience
Auditing
Bank reconciliation
Account reconciliation
Data collection
Organizational skills
Typing
Debt collection
Video surveillance
Financial services
Financial analysis
Cashiering
Social media management
Supervising experience
Sales management
Google Docs
Microsoft Word/Excel
Account analysis
Marketing
Business development
Financial Statement Preparation and review
General Journal Entries
Tax Experience
Contract Preparation
Pricing
Hospitality
Operating systems
Non-profit accounting
Construction
Recruiting
Team development
Communication skills
Negotiation
Mentoring
Cash handling
Budgeting
Certification
Driver's License, 05/01/29
Timeline
Accountant
Lighthouse CPA Firm
01.2024 - 08.2024
Certified Notary Public
Certified Notary Public
03.2022 - Current
Office Manager
Kilgores Brick Pavers
10.2021 - 01.2024
Office Manager
PCT
07.2021 - 09.2021
Account Manager
Bsquared Accounting Firm
01.2021 - 07.2021
Accounting Assistant
Adecco
06.2020 - 01.2021
Accounts Specialist
FAMILY SAVINGS CREDIT UNION
05.2010 - 04.2017
Financial Specialist/Bank Loan Officer
SOUTHTRUST/WACHOVIA BANK/WELLS FARGO
01.1989 - 01.2009
Office Manager
WATT LIPSCOMB TIRE SERVICE
01.1987 - 01.1989
Diploma - Accounting
Alabama Institute of Banking
Associate's - Accounting
Gadsden State/Business College
High school diploma - Accounting/Business
Litchfield High School
Driver's License, 05/01/29
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