Lucas Kirkham
Dallas,TX
Summary
Dedicated and detail-oriented professional with three years of progressive experience in financial reporting and analysis. Demonstrated ability to deliver clear and engaging presentations on complex financial topics to diverse audiences, enhancing client relationships and stakeholder understanding. Proficient in preparing accurate financial statements, conducting thorough audits, and ensuring compliance with GAAP regulatory standards. Skilled in quickly mastering new software and technologies to streamline processes and drive efficiency. Proven track record of expertise in month-end and year-end close processes, ensuring meticulous attention to detail and adherence to deadlines. Effective communicator and team player, adept at collaborating across departments to achieve organizational goals.
Overview
3
3
years of professional experience
Work History
Assistant Controller
Venturity Financial Partners
07.2023 - 02.2024
- Oversaw and coordinated accounting operations with overseas contractors at the accounting clerk and staff accountant level, ensuring accurate and timely completion of financial tasks, while maintaining strict adherence to GAAP accounting standards.
- Developed and implemented an Excel-based automated solution for payroll GL coding, significantly reducing manual processing time and ensuring financial accuracy for a company with annual payroll exceeding $100 million.
- Created comprehensive Excel and Word process documents along with instructional videos, facilitating continuous professional development for staff members and overseas contractors.
- Orchestrated monthly financial summits with key financial stakeholders, delivering insightful presentations to clients encompassing comprehensive financial analyses, enhancing transparency and client satisfaction.
- Identified inefficiencies in a client's operations - misuse of a project management software, leading to the implementation of refined processes that saved client input time and resulted in more accurate financials.
Staff Accountant
Venturity Financial Partners
08.2022 - 06.2023
- Monitored accounts receivable, accounts payable and other account balances to track transactions, avoid discrepancies and maintain accuracy.
- Prepared and processed journal entries to record in general ledger and maintain consistent documentation.
- Executed financial reporting, managing prepaid accounts, schedules, reconciliations, event settlements, and month-end accruals.
- Supported the audit process by preparing documentation and responding to auditor inquiries, ensuring compliance with regulatory requirements.
- Employed QuickBooks Online and Desktop, Sage, NetSuite and Microsoft GP to maintain detailed financial records and streamline reporting processes.
Bookkeeper
JTL Services, Inc.
08.2021 - 08.2022
- Utilized QuickBooks Online and Desktop to import and code daily transactions, including purchases, sales, receipts, and payments.
- Assisted CPA with basic data entry for Tax Return forms (1040s, 1120s, 1065s, etc.).
- Performed basic administrative tasks such as filing and maintaining organized financial records.
Education
Bachelor of Business Administration - Accounting
University of Oklahoma
Norman, OK08.2021
Skills
- QuickBooks Certified ProAdvisor
- Oracle NetSuite Experience
- GAAP Research and Compliance
- AP/AR Invoicing
- Closing Process Management
- Internal Control Management
- Rapid Software Adaptation
- Expert Public Speaker & Presenter
- Highly Skilled in Microsoft Excel
Timeline
Assistant Controller
Venturity Financial Partners
07.2023 - 02.2024
Staff Accountant
Venturity Financial Partners
08.2022 - 06.2023
Bookkeeper
JTL Services, Inc.
08.2021 - 08.2022
Bachelor of Business Administration - Accounting
University of Oklahoma
Similar Profiles
Mo SafiehMo Safieh
Lead Accountant at One Main FinancialLead Accountant at One Main Financial
Laney PruittLaney Pruitt
Logistics Coordinator at Advocate Financial PartnersLogistics Coordinator at Advocate Financial Partners
Holly GregoryHolly Gregory
Executive Assistant & Client Concierge at Anthology Financial PartnersExecutive Assistant & Client Concierge at Anthology Financial Partners