Stephanie Morgan, CPA (inactive)
Chelsea,AL
Summary
Self-motivated and highly organized professional with experience in accounting and finance. Proven ability to analyze data, reconcile accounts, and demonstrates strong organizational and problem-solving skills. Reliable, with an excellent work ethic and the ability to adapt quickly to new tasks. Desire to streamline and improve current processes for the efficiency of the company. Currently an inactive CPA but is seeking reinstatement for 2025.
Overview
25
25
years of professional experience
1
1
Certification
Work History
Telecommuter Property Accountant
Yes! Communities, Inc
09.2012 - Current
- Analyze financial statements for 39 properties in Texas, Florida, and Georgia, making necessary accruals and adjusting entries
- Performed variance analysis for management
- Prepared balance sheet reconciliations-utilizing excel macros for efficiency
- Review credits and charges report per property and communicate errors to the property managers
- Support community managers with any training needs or questions they have regarding their daily operations as it pertains to accounting
- Review invoices for accuracy
- Review annual budgets for accuracy and completeness
- Reviewed credit card transactions for substantiation and to ensure proper coding
- Prepared journal entries for home sales
Telecommuter Corporate Accountant
Providence Management Company, LLC
02.2014 - 10.2016
- Reviewed Balance Sheet Reconciliations
- Prepared replacement draws
- Accounting for overhead entities which includes reconciling intercompany accounts
- Managed acquisitions as it relates to accounting
- Fixed Assets – improved depreciation by converting to new software and implementing new depreciation process for month end
- Managed the year end audit
Manager
Mid-South CFO, LLC
05.2012 - 10.2012
- Provided clients with outsourced CFO services including cash management, processing payroll and commissions, accounts payable, financial reporting, and various other reports specific to their industry
- Prepared individual, partnership, and sales tax returns
- Assisted clients with implementing new software and training employees on accounting procedures
Telecommuter Property Accountant, Multi-Family Division
Colonial Properties Trust
09.2006 - 08.2012
- Analyzed financial statements for apartment complexes in Alabama, Texas, Florida, North Carolina, Virginia, and Georgia making necessary accruals and adjusting entries
- Prepared variance analysis on income statement accounts
- Prepared month-end closing and financial reports for management
- Reviewed month end payables to ensure proper timing and reporting of accruals
- Prepared bank reconciliations and general ledger account reconciliations
Senior Tax Accountant - Public Accounting
SPD Accounting Group
02.2001 - 02.2007
- Performed compilation, review, and audit engagements for medium sized companies in a variety of industries, including commercial real estate, manufacturing, professional services, retail and automobile dealerships
- Responsible for the preparation and completion of S-corporation, C-corporation, Partnership and Individual tax returns as well as analyzing variances between current and prior year returns
- Participated in bankruptcy cases
- Managed multiple client engagements simultaneously while meeting tight deadlines.
- Responded to taxing authority notices and inquiries on behalf of the client
- Evaluated taxpayer finances to determine tax liability
Senior Tax Accountant - Public Accounting
Warren, Averett, Kimbrough, & Marino, LLC
09.1999 - 02.2001
- Performed compilation, review, and audit engagements for a variety of industries
- Responsible for the preparation and completion of S-corporation, C-corporation, Partnership and Individual tax returns
- Responsible for annual Financial Statement preparations for multiple clients
- Managed multiple engagements while meeting tight deadlines
Education
Bachelor of Science - Accounting
University of Alabama At Birmingham
Birmingham, AL05.1999
Skills
- Yardi
- MRI
- FAS
- Spreadsheet Server
- QuickBooks
- Excel
- Word
- Avid and Nexus
Certification
Certified Public Accountant (inactive but seeking reinstatement)
Timeline
Telecommuter Corporate Accountant
Providence Management Company, LLC
02.2014 - 10.2016
Telecommuter Property Accountant
Yes! Communities, Inc
09.2012 - Current
Manager
Mid-South CFO, LLC
05.2012 - 10.2012
Telecommuter Property Accountant, Multi-Family Division
Colonial Properties Trust
09.2006 - 08.2012
Senior Tax Accountant - Public Accounting
SPD Accounting Group
02.2001 - 02.2007
Senior Tax Accountant - Public Accounting
Warren, Averett, Kimbrough, & Marino, LLC
09.1999 - 02.2001
Certified Public Accountant (inactive but seeking reinstatement)
Bachelor of Science - Accounting
University of Alabama At Birmingham
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