Stacey Morton
New Orleans,LA
Summary
Results-driven Senior Accountant with extensive experience in financial statement preparation, auditing, and reporting. Proficient in generating detailed reports, evaluating departmental operations, and managing month-end and year-end closings with precision. Known for a meticulous and methodical approach, complemented by strong organizational skills and the ability to handle multiple priorities effectively. Demonstrates a dependable work ethic and a proactive attitude, consistently embracing additional responsibilities to achieve team objectives.
Overview
32
32
years of professional experience
Work History
Contract Interim Finance Director
Market Umbrella.org/PCG-Personnel Consulting Group
05.2025 - 12.2025
- Full Charge Accounting.
- Supervised duties of A/P & A/R departments.
- Developed accounting process and procedures for finance department.
- Prepared journal entries for prepaid accounts and accruals.
- Allocated salary and fringe benefits over various funding sources.
- Reconciled all bank accounts, credit card accounts and performed month-end closings.
- Prepared financial statements and presented financial activity at quarterly board meetings.
- Provided reports for single audit.
- Prepared cost reports for grant reimbursements.
- Liaison for employee retirement and benefits.
- Special projects upon request.
Tier 2 CSR
DRAKE Software LLC
01.2025 - 04.2025
- Resolved complex customer inquiries through advanced troubleshooting techniques and effective communication skills.
- Collaborated with cross-functional teams to enhance service delivery and improve customer satisfaction outcomes.
- Mentored junior representatives, providing guidance on best practices and conflict resolution strategies.
- Analyzed customer feedback to identify trends and recommend process improvements for enhanced service efficiency.
Contract Interim Accounting Manager
NOLA Business Alliance/PCG Personnel Consulting Group
01.2024 - 12.2024
- Responsible for day-to-day, full charge operations of accounting department, which included AP, AR, account reconciliations, fund accounting, payroll preparation and reporting and benefits calculations and reporting. Initiated wire transfers and ACH electronic payments to vendors.
- Prepared financial statements for annual audit and retirement plan audit.
- Presented financials at monthly Board meetings and acting liaison for business partners and provided support as fiscal agent for subgrantees.
Contract Senior Accountant
Ascension DePaul/PCG Personnel Consulting Group
06.2023 - 12.2023
- Researched financial data to prepare forms 990.
- Queried large volumes of financial data for various medical facilities and reconciled financial data to prepare various financial reports for management.
- Prepared ad hoc reports upon request.
Contract Senior Accountant
HRI Management/PCG Personnel Consulting Group
03.2023 - 05.2023
- Reconciled monthly revenue and expense accounts to prepare for annual audit.
Auditor
Heidelberg Accounting Services Inc
05.2018 - 03.2023
- Reviewed Policies and Procedures to ascertain organizational and fiscal compliance.
- Analyzed, reviewing and testing financial data and internal controls.
- Prepared written reports noting discrepancies and findings and corrective actions.
- Performed write up functions for various clients.
- Prepared, S Corporation, C Corporation, Partnership, Non Profit and Individual Tax Returns.
Systems Accountant
US Department of Agriculture
04.2012 - 04.2018
- Completed full financial reporting analysis to ensure the integrity of financial data submitted to the United States Department of Treasury on monthly basis.
- Performed maintenance of accounting records, preparation, analysis and interpretation of financial statements.
- Reviewed internal reports to analyze the National Finance Center's accounting systems and procedures.
- Assisted staff accountants by training them in functions of applications and software.
- Applied accounting principles, theories, concepts and practices in new or novel ways to solve problems where no clear precedents existed. Developed practices for applications to new problems, operations or situations.
- Supplied accounting and financial statements, reports, and data such as cost reports, standard and special variance reports, data reflecting the interrelations of accounting and cost budgeting and other accounting data.
- Participated in decision-making sessions with operating program managers who have decision and/or policy making authority for their organizations, and actively suggested and contributed to the decision and/or policy making process.
- Established and maintained liaison with operating and management officials in assigned organizations, to ascertain their needs for accounting data, to ensure that those needs were being met and to encourage their greater use of accounting data in the management processes.
Fiscal Monitor
Compliance One Consulting LLC
06.2010 - 04.2012
- Performed fiscal onsite monitoring, initial risks assessments, fiscal desk reviews for Disaster CDBG funds administered by the City of New Orleans Office of Community Development.
- Reviewed contracts and cooperative endeavors to ascertain programmatic and fiscal compliance requirements.
- Ensured both fiscal and programmatic compliance with Federal, State and Local regulations, laws and guidelines.
- Analyzed and reviewed supporting documentation for onsite visits and desk review monitoring.
- Prepared written monitoring reports identifying observations, concerns, findings and/or conclusions.
- Provided technical assistance and corrective actions to sub-recipients, city departments and vendors as needed.
- Reviewed fiscal internal and programmatic controls over operations to ensure compliance under all CDBG guidelines, laws and regulations while implementing OMB Circulars A 122, A87, A133,24, CFR 84 and 85, and 24 CFR 570 HUD CDBG Regulations.
Senior School Accountant
Recovery School District
04.2007 - 06.2010
- Responsible for financial management and reporting of multiple schools SAS funds and budgets.
- Preparation of monthly financial statements, bank reconciliations and fund activity reports.
- Reviewed financial statements for accuracy for assigned schools, entered adjustments as necessary and reported findings to the accounting manager. Ensured compliance of the use of funds according to written policy and procedures established by the State of Louisiana Department of Education.
- Managed fixed assets and assisted on special projects.
Senior Accountant
Heidelberg Accounting Services Inc
08.2004 - 07.2007
- Performed full accounting services for various clients.
- Prepared cost control reimbursement statements for clients receiving CDBG funding.
- Monitored financial activities on various governmental funded projects.
- Prepared sales tax reports, quarterly payroll tax reports and 990 annual reports for non-profits.
- Prepared partnership, corporation and individual tax returns.
Commercial Accounts Assistant Manager
Ernest D. Kelly Business Consultants
12.2003 - 07.2004
- Responsible for the financial management of all commercial accounts.
- Performed monthly write up functions, prepared monthly adjusting entries, financial statements and special reports upon request.
- Prepared partnership and corporate tax returns.
- Supervised a staff of five accountants whose responsibilities were entering accounting data and preparing individual tax returns.
Geometry/Honor's Algebra Educator
O.P. Walker College Preparatory School
09.1999 - 11.2003
- Instructed students on subject content, prepared lesson plans, effectively managed a classroom of 30 - 35 students and responsible for accurate recordation of student data.
Accounting Manager
Junebug Productions Inc., Theater Company
05.1994 - 08.1999
- Full charge accounting, including payroll processing and reporting.
- Supervised a supporting staff of four junior accountants.
- Prepared funding proposals and reports. Maintained documentation for monthly reporting to funding agencies.
- Presented financial materials at board meetings.
Education
Masters of Science - Management
Troy State University
Troy, AL05.2000
Bachelors of Science - Accounting
Our Lady of Holy Cross College
New Orleans, LA05.1998
Associates of Science - Business Studies
Delgado Community College
New Orleans, LA05.1994
Skills
- Proficient in QuickBooks Online
- MS Office
- SAPGui
- Fund Accounting
- Great Plains
- Drake Tax
- ProSeries
- Xactimate
Timeline
Contract Interim Finance Director
Market Umbrella.org/PCG-Personnel Consulting Group
05.2025 - 12.2025
Tier 2 CSR
DRAKE Software LLC
01.2025 - 04.2025
Contract Interim Accounting Manager
NOLA Business Alliance/PCG Personnel Consulting Group
01.2024 - 12.2024
Contract Senior Accountant
Ascension DePaul/PCG Personnel Consulting Group
06.2023 - 12.2023
Contract Senior Accountant
HRI Management/PCG Personnel Consulting Group
03.2023 - 05.2023
Auditor
Heidelberg Accounting Services Inc
05.2018 - 03.2023
Systems Accountant
US Department of Agriculture
04.2012 - 04.2018
Fiscal Monitor
Compliance One Consulting LLC
06.2010 - 04.2012
Senior School Accountant
Recovery School District
04.2007 - 06.2010
Senior Accountant
Heidelberg Accounting Services Inc
08.2004 - 07.2007
Commercial Accounts Assistant Manager
Ernest D. Kelly Business Consultants
12.2003 - 07.2004
Geometry/Honor's Algebra Educator
O.P. Walker College Preparatory School
09.1999 - 11.2003
Accounting Manager
Junebug Productions Inc., Theater Company
05.1994 - 08.1999
Masters of Science - Management
Troy State University
Bachelors of Science - Accounting
Our Lady of Holy Cross College
Associates of Science - Business Studies
Delgado Community College