Accounting professional with extensive experience in financial reporting and payroll administration. Demonstrated ability to optimize processes and enhance accuracy while building strong client relationships. Proficient in QuickBooks and skilled in delivering analytical insights to support operational improvements and strategic decision-making.
Overview
24
24
years of professional experience
Work History
ASSOCIATE
WOODRUM, TATE, & ASSOCIATES
Tulsa
03.2024 - 01.2026
Processed payroll tax payments and reporting in a timely manner.
Process payroll journal entries and audited data for accuracy. Process payroll tax payments and reporting.
Reconcile bank, credit card, GL, vendor, and customer accounts.
Managed monthly financial reporting and analysis for diverse client portfolios.
Maintained detailed records of project activities and client interactions.
Coordinated client meetings to provide project updates and gather feedback for improvements.
Facilitated client meetings to update on project progress and gather feedback.
Accounting Manager
KEITH & ASSOCIATES
Tulsa
08.2023 - 01.2024
Managed accounting staff and oversaw daily accounting procedures, payroll processing, and month-end close activities.
Executed month-end closing procedures and reporting, including preparation and posting of journal entries and generating financial reports.
Reconciled bank, credit card, general ledger, vendor, and customer accounts to ensure accurate financial records.
Process weekly payroll journal entries, Audit payroll data to check for inaccuracies and other problems.
Collaborated with outside auditors to verify accuracy of year-end financial statements and ensure GAAP compliance.
Maintained personnel files, liability insurance, and tax reporting and filing.
Payroll HR/Temp
BRYANT INDUSTRIAL
Tulsa
08.2022 - 07.2023
Analyze, prepare, and process payroll data and related employee deductions, benefits, and taxes.
Process weekly payroll journal entries, W-2s, employee benefit statements, ACA reporting, Audit payroll data to check for inaccuracies and other problems.
Resolved payroll inquiries promptly to enhance employee satisfaction.
Maintain confidential employee records including salary, benefits data, performance, disciplinary action records, FMLA, Workers' Compensation, incidents, and other information in accordance with regulations
Addressed employee issues and accidents, ensuring compliance with reporting requirements.
Facilitated communication between employees and supervisors to improve collaboration.
Executed accounting tasks to support efficient department operations.
Worked with outside Insurance Agencies to find lower cost Insurance coverage and set up open enrollment session.
Owner/Operator
BLACK LINE ACCOUNTING
Tulsa
01.2018 - 10.2022
Managed accounting operations including monthly, quarterly, and yearly close, financial reporting, fixed assets, cash, accruals, budgets, and reconciliations for GL, bank, credit cards, and tenant accounts using QuickBooks.
Administered payroll, payroll liabilities forms, payments to include federal, state, and local taxes for multiple states, 401K, and garnishments.
Delivered accounting and payroll services across multiple industries, identifying process inefficiencies and recommending improvements aligned with US GAAP.
Streamlined spending analysis to a more accurate, efficient, and automated process by designing and creating weekly and monthly spending reports.
Prepared federal and state tax returns for clients, ensuring compliance with regulations.
Prepare and submit business property tax, sales and use tax.
Review booked entries to ensure accuracy of the GL.
Advised clients on investment strategies and financial decisions to optimize their fiscal outcomes.
Recorded new acquisitions.
Accounting Manager
JOY DENTAL & DR. GENE MCCORMICK
Tulsa
03.2017 - 10.2017
Managed accounting operations, accounting close, financial reporting, and reconciliations for GL, bank, credit cards, patient accounts, and specialized accounting software for 5 dental practices.
Oversaw payroll liabilities and ensured timely tax and 401K payments for over 40 employees.
Identified operational process inefficiencies and recommended improvements using US GAAP to shape accounting policies and procedures, implementing detailed processes to enhance accuracy and efficiency while supporting financial goals and growth.
Streamlined spending analysis to a more accurate, efficient, and automated process by designing and creating weekly and monthly spending reports.
Reviewed booked entries for accuracy in the general ledger.
Utilized unused assets to uncover new review streams.
A/R Specialist/Accountant
SWEP NORTH AMERICA, INC.
Tulsa
06.2015 - 03.2017
Implemented online invoicing and collections procedures that resulted in an increase of on-time payments by 30%.
Recognized for a reconciliation of over $250 K in out of balance funds for large notable account, producing a long term and profitable relationship.
Performed account receivable duties, including coding and posting payments from various sources to customer accounts, managing collections, preparing and posting credit and debit memos, reconciling customer accounts, and distributing weekly AR reports to account managers.
Completed monthly, quarterly, and annual bank, GL, and customer account reconciliations to ensure accurate financial reporting.
Process new customer credit applications to determine line of credit and terms.
Reviewed and responded promptly to CSR, logistics, account manager, and customer requests for order placement, tracking, release of orders, and resolution of billing discrepancies.
ACCOUNTANT/PAYROLL SPECIALIST
CYM STAR
Broken Arrow
06.2014 - 06.2015
Process payroll to include time sheet review, payroll liabilities forms, payments to include federal, state, and local taxes for multiple states, 401K, union dues and garnishments for 200+ employees.
Prepared and posted labor distribution, payroll, invoice, and payment journal entries to maintain accurate financial records.
Coded labor distribution and payroll reports, ensuring compliance with accounting standards.
Reviewed expense reports, A/P, and A/R for correct GL coding and approved corrections.
Prepared and processed quarterly financial reports to ensure accurate financial tracking.
GL ACCOUNTANT
FAMILY & CHILDREN'S SERVICES
Tulsa
01.2013 - 06.2014
Conducted account analysis and reconciliation of GL accounts to ensure accuracy and compliance.
Month end closing procedures and reporting include preparation and posting of journal entries and generation of reports.
Executed detailed reconciliation of bank and credit card transactions to ensure accuracy.
Review Payroll, A/R and A/P for correct GL coding, make corrections and post.
Prepared monthly audit workpapers to facilitate a smooth annual audit process.
Fixed Assets - system maintenance, reconciliation, inventory schedules & post depreciation.
Managed pharmacy inventory and conducted cost analysis to enhance accuracy of revenue reporting and maintain system integrity.
Commercial Property Accountant
SUTHERLAND GLOBAL SERVICES
Tulsa
01.2008 - 03.2012
Prepared and posted monthly journal entries to ensure timely financial reporting.
Analyze income statement accounts and reconcile balance sheet accounts.
Review GL accounts, identify issues, and make recommendations.
Reviewed A/P and A/R for accurate GL coding, resolved issues, and approved transactions.
Work with business unit financial analyst to prepare monthly, quarterly, and annual financial reports/statements.
Review variance reports and work papers.
Prepare monthly, quarterly, and yearly schedules for management personnel, external auditor, and SEC reporting.
Collaborated with business unit to develop division budget and accurately recorded it in financial system.
Controller
FFA MORTGAGE CORPORATION
Tulsa
05.2002 - 01.2008
Directed accounting activities to maintain financial integrity and reporting standards.
Monitored monthly, quarterly, and yearly closing processes and reviewed all journal entries before posting to ensure accuracy and compliance.
Prepare financial statements to include balance sheet, profit & loss, trial balance, earnings sharing, cash flow and forecast for multiple companies.
Prepared budgets and year-over-year comparisons to support financial planning and decision-making.
Audit all loan files to ensure they meet compliance regulations for ODCC.