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.