Summary
Overview
Work History
Education
Skills
Affiliations
Timeline
BusinessDevelopmentManager
Sara Thomas

Sara Thomas

Portales,NM

Summary

Diligent Accountant with strong accounting background and proven industry expertise. Monitored business operations and regulatory compliance for large corporation. Superior account management and reconciliation skills leading to achievement of desired results. Well-organized about keeping records current, statements accurate and accounts reconciled for fully compliant tracking, reporting and auditing of financial records. Knowledgeable about federal and GAAP standards.

Overview

6
6
years of professional experience

Work History

Accountant II

Eastern New Mexico University
Portales, NM
01.2022 - Current
  • Oversaw grants, ensuring compliance with overseeing agency and completing monthly billings.
  • Coordinated audits and surprise audits with petty cash holders to ensure accountability.
  • Organized and executed travel training sessions university-wide for improved efficiency.
  • Guided departments on accounting policies and procedures to enhance adherence.
  • Collaborated with external auditors, providing requested documents during annual audit process.
  • Maintained current knowledge of Generally Accepted Accounting Principles guidelines.
  • Created journal entries promptly for month-end closing processes.
  • Reviewed invoices for accuracy before initiating payment processing.

Accountant

Rio Pecos Medical Associates
Roswell, NM
01.2021 - 12.2021
  • Analyzed financial statements and income statements to review company's financial performance.
  • Prepared monthly and year-end closing statements, financial documents and invoices.
  • Investigated and resolved discrepancies in monthly bank accounts.
  • Balanced reports and batch summaries to submit for approval.
  • Monitored company costs and presented budget forecasts for each quarter.
  • Managed accounts payable, accounts receivable, bank reconciliations and payroll function.
  • Prepared month-end closing entries for detailed reporting and recordkeeping.
  • Managed payroll processing and changes for 42 employees.
  • Prepared financial statements for review by management.
  • Managed financial operations, month-end reporting, financial schedules and reconciliations.
  • Calculated and determined accurate monthly revenues by reconciling and reviewing operations databases and accounting system records.

Finance Director

Global Spectrum, Roswell Convention Center
Roswell, NM
01.2020 - 10.2020
  • Created and enforced company-wide controls regarding revenue and expenses in concerted effort to protect organization's assets.
  • Evaluated budget plans and current costs to project trends and recommend updates.
  • Compiled operational and risk reports detailing financial metrics to help management make proactive decisions.
  • Completed month-end and year-end closings, kept records audit-ready and monitored timely recording of accounting transactions.
  • Established budgets and strategic business plans for daily operations.
  • Maintained current and accurate cash balances for all programs, departments and projects.
  • Verified accuracy of accounting disbursements such as payroll and vendor payments.
  • Prepared company balance sheets, income statements and other financial reports.
  • Produced monthly and quarterly sales tax reports for each jurisdiction, prepared commissions and monitored bi-weekly payroll administration.

Staff Accountant

Barr & Company, CPA
Roswell, NM
01.2019 - 01.2020
  • Prepared annual individual, corporate, trust, estate, gift and partnership tax returns.
  • Reconciled client books for accurate reporting with post adjusting journal entries.
  • Assisted clients with personal and corporate tax issues.
  • Assisted small businesses and individual clients with filling out tax forms and electronically filing tax returns.
  • Analyzed client information to offer recommendations for reducing client tax liabilities.
  • Discussed tax projections and related estimated payments with clients.
  • Accurately filed federal and state income taxes for large organization following strict deadlines.
  • Remained up-to-date with state and foreign tax issues and current tax laws.
  • Trained and mentored new staff and interns on tax projects.
  • Processed corporate, fiduciary gift, individual, partnership and private foundation tax returns, including preparation of work papers and lead sheets.
  • Communicate with clients to confirm information and clarify for information accuracy.
  • Worked with a team of accountants to prepare and complete audits.
  • Reviewed and reconciled discrepancies in accounts and financial documentation.
  • Investigated and resolved discrepancies in monthly bank accounts.

Education

BBA - Accounting

Eastern New Mexico University
Portales, NM
05.2019

Skills

  • Application Navigator (Banner)
  • Quickbooks,
  • Sage 100, Creative Solutions, Asset Keeper and Pro FX
  • Detail oriented
  • Independent and hardworking
  • Efficient worker
  • Team player
  • Ethical and discreet
  • Motivated and dedicated
  • Proficient in Microsoft Office Programs

Affiliations

Eastern New Mexico University

-College of Business Senator (ENMU Student Government Association)

-Director of Mud Volleyball (planned and organized a mud volleyball tournament to raise money for student scholarships)

-Member of the Student Fees Board

-Historian for the Delta Pi chapter of Zeta Tau Alpha

-Dean's List Bachelors of Business Administration in Accounting

Timeline

Accountant II

Eastern New Mexico University
01.2022 - Current

Accountant

Rio Pecos Medical Associates
01.2021 - 12.2021

Finance Director

Global Spectrum, Roswell Convention Center
01.2020 - 10.2020

Staff Accountant

Barr & Company, CPA
01.2019 - 01.2020

BBA - Accounting

Eastern New Mexico University

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