Energetic Accountant with expertise in month-end close, fixed assets and account reconciliation. Currently pursuing my CPA licensure to expand my accounting knowledge and expertise. Great team player who enjoys continuous learning and helping companies with organizational success.
Work History
Assistant Controller
3 Years 5 Months
Lawrence Bank | 02.2023 - Current
Completed journal entries and account reconciliations, assisting in month end closing procedures.
Managed fixed assets and depreciation schedules for monthly and yearly reporting.
Reviewed account reconciliations, ensuring completeness and accuracy of financial data.
Supported external audits by preparing required documentation and addressing inquiries promptly.
Assisted in merger and acquisition activities by conducting due diligence on potential targets, evaluating synergies, and integrating acquired businesses smoothly into the company''s operations.
Senior Accountant
2 Years 11 Months
Universal Douglas Lighting Americas | 03.2020 - 02.2023
Prepared monthly journal entries and reconciliations.
Reconciled accounts and created documents for monthly closure procedures.
Handled month-end and year-end end finances by managing and reporting fixed assets and other data.
Processed bi-weekly payroll, prepared journal entries and ensured proper reconciliation of payroll accounts
Assisted in internal and external audits by preparing necessary documentation and responding to auditor inquiries.
Completed year-end closing processes with controllers and external auditors.
Banking Services Consultant
3 Years 9 Months
First Horizon Bank | 06.2016 - 03.2020
Assisted high wealth clients with daily banking needs.
Delivered exceptional customer service and resolved client inquiries efficiently.
Analyzed client needs and recommended appropriate financial products to enhance satisfaction.
Guided clients through account setup, ensuring compliance with policies and procedures.
Served as a key point of contact for clients, providing expert guidance on products and services while maintaining excellent communication throughout all stages of the process.
Developed strong relationships with clients, leading to increased loyalty and repeat business.
Office Manager
8 Months
Curtis Construction | 10.2015 - 06.2016
Oversaw daily office operations, ensuring efficiency and adherence to company policies.
Coordinated scheduling for project meetings and site visits, enhancing team communication.
Maintained accurate financial records by reconciling accounts payable/receivable transactions regularly to ensure balanced budgets.
Completed weekly payroll for 20+ employees.
General Accounting Analyst
6 Years 6 Months
Universal Lighting Technologies, Inc. | 04.2009 - 10.2015
Prepared monthly journal entries for month end closing.
Reconciled balance sheet accounts on a monthly and quarterly basis.
Provided ad-hoc account analyses to senior management as requested.
Maintained accurate depreciation schedules for fixed assets, coordinating with off-site manufacturing teams for timely recording of acquisitions or disposals.
Led successful migration of fixed asset financial records to new Oracle system, ensuring seamless transition.
Assisted in accounting transactions related to acquisitions and mergers within the company.