Theartis Lymon
Philadelphia,PA
Summary
My Name is Theartis Lymon. I am a Detail-oriented team player with strong organizational skills. Ability to handle multiple projects simultaneously with a high degree of accuracy.
Overview
2
2
years of professional experience
Work History
Accounting Associate
JT GOLDSTEIN LLC
08.2023 - Current
- Reconciled account information and reported figures in general ledger by comparing to bank account statement each month.
- Maintained a high level of confidentiality and professionalism when handling sensitive financial information, promoting trust among clients and colleagues.
- Increased departmental organization by maintaining accurate records of financial transactions and creating detailed reports.
- Reported financial data and updated financial records in ledgers and journals.
- Contributed to successful completion of special projects as assigned by senior management or partners in the firm.
- Conducted thorough account analysis to identify trends, discrepancies, and areas needing improvement within the company''s finances.
- Oversaw documentation and reporting of expenses, sales and other transactions.
Fund Accountant
SEI Investments
09.2022 - 07.2023
- Enhanced financial reporting accuracy by diligently reconciling fund transactions and positions.
- Maintained investor confidence with accurate preparation of client reports and consistent communication.
- Optimized work processes through collaboration with team members and cross-functional departments.
- Monitored and managed cash flows and expenses.
- Performed daily accounting of assigned funds and performed fund analysis for critical decision-making purposes.
- Generated routine and ad-hoc financial statements for management.
- Reduced discrepancies in financial statements, meticulously investigating and resolving variances.
External Advanced Audit Intern ( Summer )
PricewaterhouseCoopers, PWC
06.2022 - 09.2022
- Collaborated with team members to complete audits within established deadlines, maintaining a consistent level of professionalism throughout the process.
- Maintained open lines of communication with both clients and team members to ensure timely completion of assigned tasks and resolution of any concerns that arose during audits.
- Assisted in the preparation of high-quality audit workpapers, maintaining attention to detail and organization throughout each engagement.
- Provided assistance in researching complex accounting issues encountered during audits, applying relevant guidance to arrive at appropriate conclusions.
- Prepared, analyzed and verified annual reports and financial statements to assess financial condition and facilitate financial planning.
- Proofread audit and tax reports and year-end financial statements to verify accuracy.
Education
Bachelor of Science - Accounting
Delaware State University
Dover, DE05.2022
Skills
- Invoice balancing
- Accounting and bookkeeping
- Auditing procedures
- Cash Flow Management
- Record preparation
- Expense Tracking
Timeline
Accounting Associate
JT GOLDSTEIN LLC
08.2023 - Current
Fund Accountant
SEI Investments
09.2022 - 07.2023
External Advanced Audit Intern ( Summer )
PricewaterhouseCoopers, PWC
06.2022 - 09.2022
Bachelor of Science - Accounting
Delaware State University
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