Theresa Jones
Accountant
Charlotte,NC
Summary
Dedicated Accountant with excellent experience in industry. Maintains professional appearance and demeanor and expertly completes assigned tasks with focus on quality. Dependable and quick-learning team player with effective communication and organization skills.
Overview
21
21
years of professional experience
Work History
Accounting Assistant/Bookkeeper
Self-employeed
Charlotte, NC
01.2021 - Current
- Completed and filed 20 returns with tax departments at state and federal levels.
- Reviewed clients tax filing papers thoroughly to determine eligibility for additional tax credits or deductions.
- Maintained complete records of client tax returns and supporting documentation in secured areas.
- Offered clients recommendations to reduce tax liabilities.
- Supervised daily bookkeeping operations with attention to accounts receivable, accounts payable, banking reconciliation and disbursements.
- Maintained clean and organized files by keeping accounts payable records up-to-date.
- Used accounting software to prepare weekly and monthly financial reports.
- Worked with senior accounting staff to prepare financial documents and reports such as bills and invoices, year-end analysis, budgets, financial records and financial statements.
- Investigated daily variances and corrected errors to resolve discrepancies
- Used accounting software to prepare weekly and monthly financial reports
Accounting Specialist
Greenway Realty LLC
Charlotte, NC
03.2020 - 04.2021
- Reviewed account documentation for over 1400 accounts, rectified issues and contacted vendors about account changes.
- Applied proper codes to invoices, files and receipts to keep records organized and easily searchable.
- Reorganized accounts payable processes, decreasing supplier payment delays from 90 to 21 days.
- Prepared month-end closing entries for detailed reporting and recordkeeping.
- Reconciled account information and reported figures in general ledger by comparing to bank account statement each month.
- Managed and updated financial accounts and permanent records for more than 65 current clients.
- Analyzed financial data derived from multiple reporting systems to develop recommendations for operational and performance improvements.
- Streamlined bookkeeping procedures to increase efficiency and productivity.
- Implemented new accounting processes to decrease spending and work flow downtime.
Sales & Support Generalist
Victoria's Secret
Charlotte, NC
10.2014 - 05.2020
- Trained and developed new hires in company processes, product knowledge, customer service and selling techniques.
- Worked alongside retail representatives to enhance product presentations and advertising collateral.
- Organized racks and shelves to maintain store visual appeal, engage customers and promote specific merchandise.
- Applied security and loss prevention training toward recognizing risks and reducing store theft.
- Monitored sales floor and merchandise displays for presentable condition, taking corrective action such as restocking or reorganizing products.
- Volunteered for extra shifts during holidays and other busy periods to alleviate staffing shortages.
- Submitted reports to senior management to aid in business decision-making and planning.
- Established and optimized schedules to keep coverage and service in line with forecasted demands.
- Oversaw employee performance, corrected problems and increased efficiency to maintain productivity targets.
- Compiled data highlighting key metrics to report information, determine trends and identify methods for improving store results.
Assistant Manager
Park Inc.
Charlotte, NC
09.2013 - 06.2014
- Increased sales by driving operational efficiencies and building excellent customer rapport..
- Established and optimized schedules to keep coverage and service in line with forecasted demands.
- Monitored cash intake and deposit records, increasing accuracy and reducing discrepancies.
- Reduced financial discrepancies by monitoring credit card sales and deposits.
- Processed vendor payments, invoices and account statements.
- Maintained policy, procedure and regulatory compliance business-wide.
- Created organization systems for inventory control, merchandising, financial reports and schedules, dramatically increasing operational efficiency.
Membership Accounting Manager
AAA Carolinas
Charlotte, NC
02.2000 - 09.2012
- Played a crucial role in moving the organization toward efficiency, productivity, and profitability by bringing Lock Box in-house.
- Implemented a remittance system that saved the company over $4 million.
- Managed banking reconciliations and monthly balance sheet statements.
- Stayed on top of applicable federal and state requirements to minimize legal and financial risks.
- Organized budget documentation and tracked expenses to maintain tight business controls.
- Optimized employee performance, output and morale through development of enticing incentive programs.
- Proposed and published metrics and KPIs to be incorporated into monthly financials and scorecards.
- Prepared cash flow projections, cost analysis and monthly, quarterly and annual reports.
- Kept up-to-date and accurate funding accounts for internal departments, key programs and special projects.
- Identified improvement changes regarding key processes for internal controls and accounting procedures.
- Performed routine closings, maintained clean, accurate and accessible records and kept close eye on transaction updates throughout each quarter.
- Validated existing accounting management and reporting systems to assess quality and conformance, identify problems and implement corrective actions.
- Established and enforced internal controls, workflows and policies for tracking, reconciling and reporting on accounting activities.
- Developed strategic plans for day-to-day financial operations.
- Reviewed historical records, current operational data and forecasting information to identify and capitalize on system enhancement opportunities.
- Coordinated and linked the computer system within an organization to increase compatibility and shared information.
- Maintained the relationship between business operational needs and technology delivery.
- Determined the business needs and data requirements of external and internal clients through interviews, consultations, document analysis, surveys, site visits, business process descriptions, and workflow analysis.
- Tested, maintained, and monitored computer programs and systems, including coordinating the installation of computer programs and systems.
Education
Intuit Bookkeeping Professional Certificate - Accounting Technology And Bookkeeping
Coursera Online Degrees
Mountain View, CaliforniaBachelor of Science - Accounting
University of North Carolina at Charlotte
Charlotte, NCAssociate of Arts - General Education
Central Piedmont Community College
Charlotte, NCAssociate of Applied Science - Accounting
Sandhills Community College
Pinehurst, NCAssociate of Applied Science - Business Computer Programming
Sandhills Community College
Pinehurst, NCSkills
Audit Support
MS Office expert
Analytical reasoning
Account Reconciliation
Exceptional organization
Superior attention to detail
Self-Motivated
Excellent Communication
Pivot tables
SQL and databases
GL accuracy
Proficient in Quicken
Intuit QuickBooks specialist
Timeline
Accounting Assistant/Bookkeeper
Self-employeed
01.2021 - Current
Accounting Specialist
Greenway Realty LLC
03.2020 - 04.2021
Sales & Support Generalist
Victoria's Secret
10.2014 - 05.2020
Assistant Manager
Park Inc.
09.2013 - 06.2014
Membership Accounting Manager
AAA Carolinas
02.2000 - 09.2012
Intuit Bookkeeping Professional Certificate - Accounting Technology And Bookkeeping
Coursera Online Degrees
Bachelor of Science - Accounting
University of North Carolina at Charlotte
Associate of Arts - General Education
Central Piedmont Community College
Associate of Applied Science - Accounting
Sandhills Community College
Associate of Applied Science - Business Computer Programming
Sandhills Community College