Tracy Monaghan
Lawrenceville
Summary
Proficient financial services professional highly effective at working with clients of all levels and backgrounds. Knowledgeable in Financial Statement Preparation, General Ledger Analysis, Bank Reconciliations, Payroll, and various Accounting Systems. Specialize in financial analysis and compliance.
Overview
17
17
years of professional experience
Work History
Financial Consultant
TM Financial Services LLC
01.2024 - Current
- Provided Financial Controller Consulting Services to various clients.
- Prepared Monthly Financial Statements, Bank reconciliations, General Ledger Account Reconciliations, Cash Flow Statements and Revenue Recognition Reporting.
- Provided Bookkeeping Services through Quickbooks for clients in various industries.
- Met with clients to discuss revenue, expenses and long-term and short-term financial goals providing Financial Planning and Budgeting.
- Assisted in updating General Ledger and Quickbook Entries for preparation of Tax Returns.
Director of Finance
Fusion Employer Services, LLC
01.2008 - 09.2023
- Developed strategic plans for day-to-day financial operations.
- Reviewed monthly and quarterly payroll taxes
- Consolidated financial statements for multiple subsidiaries, ensuring accuracy and compliance with GAAP.
- Assisted with recruiting, interviewing, and hiring new department employees.
- Prepared cash flow projections, cost analysis for monthly, quarterly and annual reports.
- Prepared internal and regulatory financial reports, balance sheets and income statements.
- Supervised Senior Accountant, Tax Manager, Payroll Dept, 401k Specialist.
- Reviewed cash accounts, bank reconciliations, maintained all banking relationships.
- Managed Financial and 401k Audits.
- Supported and reviewed Benefits and Workers Compensation for accuracy and compliance.
Education
Bachelor of Science - Accounting
West Chester University of Pennsylvania
Skills
Monthly Financial Statement Reporting
Budget, Forecasting, Variance Analysis
General Ledger Reconciliations
Payroll Tax Reporting
Review Bank Reconciliations
Cash Flow Analysis
Payroll Processing
Monthly Benefit and Workers Comp reviews
Annual Financial and 401k Audits
Supervision of Accounting and Tax Personnel
Proficient in Microsoft Excel
Experience with Prism HR, Sage Intaact, Sage 300, Great Plains, Quickbooks
Timeline
Financial Consultant
TM Financial Services LLC
01.2024 - Current
Director of Finance
Fusion Employer Services, LLC
01.2008 - 09.2023
Bachelor of Science - Accounting
West Chester University of Pennsylvania
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