Rebecca Morris
Cornelius,NC
Summary
Experienced Accounting Manager proficient in helping companies establish accounting systems, improve efficiency, and maintain accuracy and compliance.
Overview
18
18
years of professional experience
Work History
Account Manager
SimpliCloud Accounting
06.2021 - Current
- Provide fractional or project-based accounting services for up to 10 small businesses including financial consulting, bookkeeping, and payroll
- Provide all bookkeeping services including maintaining records of income and expenses, performing Accounts Receivable and Accounts Payable, and reconciling bank accounts
- Prepare cash flow statements, control expenditures, and provide cash flow projections
- Prepare monthly and yearly financial statements such as balance sheets and profit and loss statements
- Invoice clients, maintain project expenses and understand project profitability
- Consult with business owners on financial analysis, budgeting, and financial strategies
Senior Associate | Accounting & HR Manager
Odell Associates Inc.
Charlotte, NC
04.2011 - 08.2022
- Managed the Accounting & HR Department of a mid-size Architecture firm with revenues in excess of $10 million annually
- Prepared monthly management and financial reports, including annual budget preparation and year-end reconciliations
- Monitored financial bookkeeping for accuracy and compliance, resolving identified discrepancies
- Supported annual audits by providing information and answers to auditors
- Organized and maintained chart of accounts, and updated monthly entries and adjustments, including ADP payroll entries and monthly accruals
- Responsible for Accounts Payable, Accounts Receivable, Payroll, and daily cash management
- Reconciled all bank and credit card accounts monthly
- Negotiated insurance renewals to include medical, professional liability, and property and casualty
Program Manager
Serco-NA, Inc
Baumholder, Germany
03.2006 - 04.2010
- Supervised and ensured compliance for a Department of Defense career services contract for 4 European Army installations, recognized by Director for ability to “identify potential problems and offer effective solutions”
- Established and maintained positive relationships with community leadership, commanders of individual units, and media personnel to ensure support of the program
- Reviewed monthly and quarterly reports to assess performance against contract expectations and requirements, resolving any identified issues
Education
MBA -
Fayetteville State University
Fayetteville, NC05.2005
Bachelor of Science - Business Management
NC State University
Raleigh, NC12.2001
Skills
- Bookkeeping and Financial Management
- Experienced in General Ledger and Project-based Accounting
- Account reconciliation expert
- Audit tracking
- Budgeting and financial reporting
- QuickBooks, BST, and Deltek Accounting Programs
- A/P and A/R
- Payroll administration
- Client Focused
- Collaborative
- Problem solver
Timeline
Account Manager
SimpliCloud Accounting
06.2021 - Current
Senior Associate | Accounting & HR Manager
Odell Associates Inc.
04.2011 - 08.2022
Program Manager
Serco-NA, Inc
03.2006 - 04.2010
MBA -
Fayetteville State University
Bachelor of Science - Business Management
NC State University
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