Focused Accountant capable of working independently, yet eager to work within a team. I aim to apply a widespread of accounting knowledge, due diligence expertise acquired over 14 years of working the public and private sectors, and overall bringing a great deal of value to your company.
Overview
16
16
years of professional experience
Work History
Accountant
Freelance
Detroit, Nashville, MI, TN
07.2014 - Current
Completed Federal and Multi-State payroll, and payroll returns.
Completed daily cash functions like account tracking; payroll and wage allocations, budgeting, and donations.
Proactively researched technical tax issues related to consulting projects.
Reconciled all accounts and reviewed expense data, net worth and assets.
Completed Multi-State taxes for; sales tax, use tax, excise taxes, franchise taxes, and property taxes.
Reviewed accounting structures and procedures on regular basis to identify areas in need of improvement.
Tracked financial progress by creating quarterly and yearly balance sheets.
Maintained shareholder basis schedules for S Corp & C Corp clients.
Created budgets and forecasts for management group to meet regular accounting deadlines.
Treasurer (Sit on the Boards of Non Profits)
The Look In The Mirror Foundation & CT 04 Alumni N
Detroit, MI
01.2020 - Current
Reconciled monthly statements, invoices and expense accounts, keeping records accurate and current.
Drafted tax documentation and fulfilled requirements to maintain 501(c)(3) status.
Prepared and filed tax returns and generated monthly reports in compliance with regulatory and organizational standards.
Accurately projected monthly cash expenditures through efficient budgeting and detailed document reviews.
Organized and maintained Organization's budget and financial administration for both non profit segments.
Treasurer (Sit on the Board of Non Profit)
Elite III
Nashville, TN
06.2010 - Current
Reconciled monthly statements, invoices and expense accounts, keeping records accurate and current.
Advised management regarding significant expenditures to keep operations in line with budget limitations.
Executed financial due diligence tasks on daily basis to maintain optimal company finances.
Planned and managed annual budgets, tracking expenses and investigating discrepancies to maintain optimal controls.
Controller
Eaton & Susan Accountants
Royal Oak, MI
04.2017 - 06.2020
The senior accountant position was responsible for managing client relationships, attaining new clients, and teaching all staff.
Responsible for the timely and accurate completed and distribution of financial statements and management reports.
Oversight of the Firm’s planning process.
Reviewed the final firm profit plan and enhanced how the team provided management information to partners and staff.
Primary point of contact for Portfolio and team members for all accounting related matters on assigned portfolios.
Supported preparation of sales tax, federal, state, and local tax returns as needed, and focused attention to cost reduction and analysis methods.
Helped with the coordination, preparation, and timely completion of all audit reports and tax returns for portfolios
Analyzed cash positions and ensured excess cash distributions were made timely in accordance with the respective Investment Management or Partnership Agreements
Managed budgets, assets, portfolios, accounts payable and receivable and general financial reporting procedures.
Managed highly complex technical accounting issues and compliance requirements related to financial reporting and management information for US and International operations.
Handled month-end and year-end end finances by managing and reporting fixed assets and other data.
Wrote financial statements and consolidations after reconciling general ledger accounts.
Calculated tax owed, prepared and submitted returns and upheld compliance with all applicable laws.
Completed biweekly payroll and maintained employee records.
Prepared accounts for industry audits and supported audit process.
Decreased invoicing and receivable cycle times by streamlining billing systems.
Assisted team members in transitioning from Intuit Tax software to Drake Tax software through extensive training and one-on-one support.
Helped clients navigate interactions with tax authorities and legal concerns related to financial matters.
Senior Accountant
Express Financial
Nashville, TN
08.2011 - 04.2017
Trained all staff on QuickBooks, and Drake software once integrated.
Reviewed consultant reports prepared by department heads
Completed journal entries, reconciliations and account analysis to prepare quarterly financial documents and general account management.
Provided treasury and cash management by overseeing reconciliation of banking activity, credit card processing and sales tax returns.
Directed corporate decision-making and planning by monitoring and setting policies and procedures to optimize fiscal performance.
Mitigated risk by implementing internal controls and safeguards for revenues and expenditures.
Prepared and filed tax returns and generated monthly reports in compliance with regulatory and organizational standards.
Managed depreciation schedules for firm as well as sales & use tax, excise tax, franchise taxes, and property tax reporting.
Maximized year-end tax benefits by efficiently managing cash flows.
Developed new payroll system, saving over one hour per payroll run.
Prepared corporate fiscal and business plans to help strategically direct business operations and strengthen controls.
Lead Bookkeeper
Custom Fit Bookkeeping
Bellevue, TN
06.2015 - 09.2015
At Custom Fit Bookkeeping I was a lead bookkeeper where I had approximately 15 bookkeeping clients, and 7 tax clients
Provided QuickBooks setup for clients
Taught clients how to properly use, and navigate QuickBooks Online and Desktop
Reconciled bank statements
Performed A/P, A/R, and paid bills for clients
Prepared Payroll and Sale and Use Tax returns for clients
Prepared both business and personal tax returns for clients
Prepared monthly, quarterly, and year-end financial statements.
Financial Representative
Northwestern Mutual
Franklin, TN
08.2011 - 07.2014
At Northwestern Mutual I successfully ran a practice providing comprehensive financial planning
Over a three year span raising my average household income per client from $32,000 to $78,350
Making sure clients’ loved ones and assets are protected, and providing a comfortable financial future was the nucleus of my practice
Fact find to ensure all of clients’ needs are addressed
Networked a ton to entertain and attain clients
Handled own accounting work
Managed the bookkeeping, forecasting, and producing monthly reports
Provided the payroll services and prepared the tax documents for the firm as well
Assist clients with the conceptual part of their finances and the effect of today’s actions, and lack thereof
Strategically design a tailored financial plan for each individual client.
Worked closely with clients to determine goals and recommend appropriate services to maintain long-term relationships.
Managed finances and overall business direction through solutions-oriented problem-solving.
Finance Accounting Intern
Tennessee Education Lottery
Nashville, TN
06.2008 - 08.2010
Online Game Design Project- Created new innovative concept game to present to lottery executives for the age demographic of 18-35
Along with the creation of the game we had to show how we would market and advertise to the age demographic and gain more revenue for the lottery
High Rating on Intern Evaluation
Completed Advanced Professional Development Training Program facilitated by Davis Associates, LLC
Create routine financial reports, analyses and investigations.
Assisted with month-end closing processes and verified journal entries.
Gained knowledge of accounting principles and standards and general business practices to evaluate financial data and transactions.
Monitored status of accounts receivable and payable to facilitate prompt processing.
Education
Bachelor of Business Administration - Accounting
Tennessee State University
Nashville, TN
05.2009
Skills
Managing Charitable Donations
Experienced in Multi State Tax Returns, Payroll, Sales & Use Tax
Microsoft Excel -Spreadsheets, V-Lookups, and Pivot Tables
SOFTWARE
QuickBooks –“Pro Advisor”
Accounting CS
Ultra Tax CS
ADP
Xero
Drake
Microsoft Dynamics Great Plains
Oracle
Timeline
Treasurer (Sit on the Boards of Non Profits)
The Look In The Mirror Foundation & CT 04 Alumni N