Resourceful, detail-oriented and passionate accounting professional with 7 years of experience in financial records preparation and reporting. Ability to handle multiple projects simultaneously with a high degree of accuracy. Friendly and positive demeanor eager to build strong connections with co-workers and clients.
Overview
17
17
years of professional experience
Work History
Senior Accountant
Isaksonliving - Park Springs
03.2023 - 02.2025
Prepared monthly journal entries and reconciliations.
Handled month-end finances by managing and reporting fixed assets and other data.
Reconciles cash disbursement accounts, payroll, customer accounts, and other financial accounts;
manages accounts receivable collections.
Directed accounting team in timely reporting of finances.
Reconciled accounts and created documents for monthly closure procedures.
Performs general cost accounting and other related duties for the organization.
Prepares monthly balance sheets, income statements, and profit and loss statements.
Maintains the general ledger.
Staff Accountant
Burge & Associates, P.C.
09.2020 - 03.2023
Managed 40+ business clients in preparation of financial statements and analysis supporting inventory management, budgeting, Chart of Accounts management and IOLTA management.
Applied understanding of accounting practices for multiple business types including E-commerce, Retail, law firms, medical practices, wholesale, not-for-profits, churches, etc..
Collaborated with e-business, retail and wholesale clients to create journal entry schedules improving efficiency, support and documentation of inventory and revenue.
Evaluated client's internal data entry to ensure accuracy and completeness of financial records.
Communicated with 40+ base and additional tax clients to ensure timely gathering of documents and data for supporting annual tax projects.
Developed and trained client staff in managing accounting and bookkeeping systems.
Cultivated strong client relationships, promoted repeat business and a personable experience.
Bookkeeper/ Accounts Manager
THE SWAN CENTER FOR PLASTIC SURGERY
04.2015 - 07.2020
Accountable for all A/P - Reviewed accuracy of all invoices; coded invoices with correct general ledger account codes and entered them into accounting system; sent payments to satisfy invoice specifications
Coordinate with vendors to resolve issues related to invoices, deliveries and services rendered
Create reports in Excel from accounting system data; ensure accuracy of data
Prepare, examine, or analyze accounting records, financial statements, or other financial reports to assess accuracy, completeness, and conformance to reporting and procedural standards
Reconcile records of bank transactions
Develop, implement, modify, and document recordkeeping and accounting systems, making use of current computer technology
Develop, maintain, and analyze budgets, preparing periodic reports that compare budgeted costs to actual costs
Report to management regarding the finances of establishment
Establish tables of accounts and assign entries to proper accounts
Check figures, postings, and documents for correct entry, mathematical accuracy, and proper codes
Classify, record, and summarize numerical and financial data to compile and keep financial records, using journals and ledgers or computers.
Office Manager
JEAN-PAUL & ASSOCIATES
08.2013 - 01.2014
Manage staff, preparing work schedules and assigning specific duties
Meet with prospective tenants to show properties, explain terms of occupancy, and provide information about local areas
Inspect grounds, facilities, and equipment routinely to determine necessity of repairs or maintenance
Plan, schedule, and coordinate general maintenance, major repairs, and remodeling or construction projects for residential properties
Maintain records of sales, rental or usage activity, special permits issued, maintenance and operating costs, or property availability
Prepare detailed budgets and financial reports for properties
Direct and coordinate activities of staff and contract personnel and evaluate their performance
Maintain contact with insurance carriers, fire and police departments, and other agencies to ensure protection and compliance with codes and regulations
Review rents to ensure that they're in line with rental markets.
Summer Camp Site Director
YMCA OF GREATER WILLIAMSON CO
08.2008 - 04.2013
Manage conflict that arose between coordinators, children of parents
Supervise team performance and ensure the program met state requirements
Coordinate daily agendas, including group activities, core courses, creative time and tutoring
Maintained an organized, safe and clean space
Communicate daily updates to supervisor, parents and coordinators.
Education
Masters of Accountancy - Accounting And Business Management
MERCER UNIVERSITY
Atlanta, GA
05.2020
Bachelors of Business Administration And Marketing - Marketing Research
MERCER UNIVERSITY
Atlanta, GA
12.2018
Bachelors of Business Administration And Marketing - Consumer Behavior
ST. EDWARDS UNIVERSITY
Austin, TX
01.2014
Skills
Account and Ledger Reconciliations
Accounts Payable and Receivable
Financial Management and Reporting
Financial Data Reviews
Client Relations & Representation
Business Software (Netsuite, QBO, QB Desktop, ACST, Quicken, Excel, Word, PPT, MS Office Tools, Lightspeed, Square, Shopify)
Inventory Accounting Management
Payroll Processing
Effective and Professional Communication
Additional Information
References upon request.
Timeline
Senior Accountant
Isaksonliving - Park Springs
03.2023 - 02.2025
Staff Accountant
Burge & Associates, P.C.
09.2020 - 03.2023
Bookkeeper/ Accounts Manager
THE SWAN CENTER FOR PLASTIC SURGERY
04.2015 - 07.2020
Office Manager
JEAN-PAUL & ASSOCIATES
08.2013 - 01.2014
Summer Camp Site Director
YMCA OF GREATER WILLIAMSON CO
08.2008 - 04.2013
Masters of Accountancy - Accounting And Business Management
MERCER UNIVERSITY
Bachelors of Business Administration And Marketing - Marketing Research
MERCER UNIVERSITY
Bachelors of Business Administration And Marketing - Consumer Behavior