Summary
Overview
Work History
Education
Skills
Timeline
Generic

Whitney Lacoste

St. Petersburg

Summary

Experienced Accountant proficient in laws and procedures governing business operations, tax filings and regulatory compliance. Handles detail-oriented work in methodical and organized fashion. Leverages field expertise, resourcefulness and diligence to make positive impact on business operations. Organized Accountant with 4 years' involvement in managing accurate accounting information, tax return support, bookkeeping.

Overview

8
8
years of professional experience

Work History

Senior Accountant

Three Oaks Hospitality
02.2021 - Current
  • Streamlined the financial reporting process by implementing new accounting software and automating tasks.
  • Reduced errors in financial statements through stringent review procedures and regular reconciliation of accounts.
  • Spearheaded a team of junior accountants, providing mentorship and guidance to improve efficiency and accuracy in their work.
  • Assisted in internal and external audits by preparing necessary documentation and responding to auditor inquiries.
  • Coordinated with various departments to gather financial data, ensuring accurate representation of each business unit''s performance.
  • Analyzed financial statement discrepancies, identifying issues, and recommending corrective actions to prevent future occurrences.
  • Developed comprehensive budget plans for each department, collaborating closely with managers to align expenses with strategic goals.
  • Ensured regulatory compliance with GAAP standards by staying current on updates and integrating changes into accounting practices as needed.
  • Maintained accurate depreciation schedules for fixed assets, coordinating with asset managers for timely recording of acquisitions or disposals.
  • Strengthened internal controls by reviewing processes, identifying gaps, and proposing improvements to safeguard against fraud or mismanagement of funds.
  • Identified legal tax savings and recommended ways to improve profits.
  • Cooperated with senior leaders to create operating budgets and initiate financial planning.
  • Trained new employees on accounting principles and company procedures.
  • Reviewed accounts, resolved coding areas, and tracked recurring expenses for accrual entry.
  • Collected and reported monthly expense variances and explanations.
  • Maintained integrity of general ledger and chart of accounts.
  • Prepared working papers, reports and supporting documentation for audit findings.
  • Contributed to hiring, training and development of accounting teams.
  • Handled month-end and year-end end finances by managing and reporting fixed assets and other data.
  • Reconciled balance sheets and streamlined best practices for balance sheet processes.
  • Reviewed budgets and communicated discrepancies to senior management.

Accountant

Lacoste Vision Inc.
01.2017 - Current
  • Completed daily cash functions like account tracking, payroll and wage allocations, budgeting, donating and all types of cash and banking reconciliations.
  • Strengthened financial management processes to bring errors to near-zero in reporting, payroll administration and general bookkeeping.
  • Reviewed accounting structures and procedures on regular basis to identify areas in need of improvement.
  • Managed entire accounting cycle including gathering information, preparing documents, finalizing reports and closing books.
  • Tracked financial progress by creating quarterly and yearly balance sheets.
  • Performed advanced reviews of business operational trends and expected obligations to prepare accurate forecasts.
  • Set up and improved accounting systems and processes to meet business needs and maximize effectiveness of operations.
  • Accurately documented all cash, credit, fixed assets, accrued expenses and line of credit transactions.

Accountant

Accounting Plus Inc.
01.2016 - 12.2016
  • Completed daily cash functions like account tracking, payroll and wage allocations, budgeting, donating and all types of cash and banking reconciliations.

Education

Masters of Taxation - Taxation

Troy University
Troy, AL
12.2014

Bachelor of Science - Accounting

The University Of Alabama
Tuscaloosa, AL
08.2012

Skills

  • Intuit QuickBooks specialist
  • Tax law understanding
  • Audit Support
  • Payroll Management
  • Financial Controls
  • Internal controls implementation
  • Financial statement review
  • Expertise in Yardi, Restaurant 365, Quickbooks, Excel
  • Generally Accepted Accounting Principles
  • Audit preparation
  • Forecasting

Timeline

Senior Accountant

Three Oaks Hospitality
02.2021 - Current

Accountant

Lacoste Vision Inc.
01.2017 - Current

Accountant

Accounting Plus Inc.
01.2016 - 12.2016

Masters of Taxation - Taxation

Troy University

Bachelor of Science - Accounting

The University Of Alabama
Whitney Lacoste