Summary
Overview
Work History
Education
Skills
Volunteer Experience
Certification
Websites
References
Timeline
Generic

Stephen Worley

Ocala,Florida

Summary

Enthusiastic Accounting Intern with dedication to analyzing issues and uncovering the most effective solutions. Reputation for approaching problems from new directions of thinking to uncover answers. Baccalaureate graduate in Business and Organizational Management with Public Accounting exposure from tax seasons' 2022 and 2023. Interested in branching out to opportunities for larger projects that compliment a hyper-focused attention type with capacity for adapting between newly assigned tasks. Interest in learning Power BI and likewise creative software to visualize information for presentations.

Overview

3
3
years of professional experience
1
1
Certification

Work History

Accounting Associate

Blue Heron CPAs
Ocala, FL
09.2023 - Current
  • Worked with spreadsheets, cloud-based accounting software and bank account statements.
  • Performed account analysis on balance sheet accounts.
  • Assisted with month-end closing process, including adjusting entries for balance sheet reconciliation.
  • Expressed strong verbal and written communication skills between team members and clients.
  • Monitored and facilitated document intake and recording during tax season.
  • Handled sorting and distributing of mail for the office.

Accounting Intern

Alisa Mitchell CPA
Ocala
01.2022 - 05.2022
  • Gained introductory experience in QuickBooks and TempWorks Software.
  • Executed Payroll with members of associated branches over the phone.
  • Assisted in reconciling intercompany accounts on a regular basis.
  • Conducted errands with professionalism and punctuality.
  • Investigated and resolved numerical errors within the P&L.
  • Processed invoices, payments, credit memos, and other accounting documents.

Intern

Marion County Procurement
Ocala
08.2021 - 11.2021
  • Extensive exposure to clerical duties of customer interaction and document intake.
  • Processed invoices and purchase orders for numerous services and products through Tyler ERP Software.
  • Organized large volumes of paperwork for different departments
  • Conducted in-depth research into products to categorize and submit into Tyler ERP Software.
  • Maintained accurate records of all activities performed throughout internship period.

Education

Bachelors in Organizational Management -

College of Central Florida
05.2024

Skills

  • Regulations and compliance
  • Document workflow
  • Skilled in Office Suite (Powerpoint, Excel, Word)
  • Bookkeeping & Special Projects
  • Data Evaluation
  • Adept skill in Quickbooks Online (QBO) and Taxdome (TD)

Volunteer Experience

National Honors Society | 01/2018, 05/2019 | Ocala, FL

Assisted Students with difficult homework assignments and projects. Most work was mathematical in nature.

Certification

  • Office Specialist Certification

Websites

References

References available upon request.

Timeline

Accounting Associate

Blue Heron CPAs
09.2023 - Current

Accounting Intern

Alisa Mitchell CPA
01.2022 - 05.2022

Intern

Marion County Procurement
08.2021 - 11.2021

Bachelors in Organizational Management -

College of Central Florida

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Stephen Worley