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Click here or scroll down to respond to this candidateCandidate's Name , MBATel: PHONE NUMBER AVAILABLEEmail: EMAIL AVAILABLEPROFILEDetail-oriented, efficient and organized business professional with more than 5 years extensive experience in accounting systems. Possess strong analytical and problem-solving skills, with the ability to meet financial reporting deadlines. Experience in ledger processes, account reconciliations, and streamlining accounts. Possess an MBA with a focus in accounting. Seeking to leverage accounting expertise and experience into a senior accounting role.Extensive experience in preparing financial reports for internal and external reportingAuditsAccounts payable and receivableGAAP StandardsStrong excel experienceExcellent communication and written skillsSAP GL and BP experienceEMPLOYMENT AND RELEVANT EXPERIENCEIRS, Tax ExaminerSeptember 2020 PresentMemphis, TNAssess collection of various taxes.Identify non-filers and delinquent taxpayers.Analyze claims for accuracy for the individual to be granted a refund.Review tax returns, applications, and records for completeness and accuracy.Interpret tax forms, laws, and policies with taxpayers.Request supporting documentation.Apply federal and state tax codes.Conduct independent audits.Determine whether law allows tax credits and deductions.Report any adjustments or corrections they make to the States.Work independently and with minimal supervision.Enter tax returns into computer system for processing.Check taxpayers' math for accuracy and ensure amounts match other reporting sources.Verify social security numbers match names.Assist taxpayers with interpreting tax instructions.Assess fees, interest, and penalties and submit difference to taxpayer.Maintain records on each case.Keep abreast of accounting procedures and tax code.Greystone, Closing AnalystJune 2019 June 2020Memphis, TNConduct post-closing functions such as loan document audit and loan document scanningInventory large volume of recorded documentsUpload documents to Freddie Mac and Fannie Mae document management systemsCoordinate with many law firms to follow up on real estate closing documentationPrepare index of loan documentsMaintain tracking of Letters of CreditPrepare and track requests of loan documents from various custodiansReview and ship loan documents to/from various custodiansAssist with preparation of loan document assignmentsJackson Hewitt, Tax PreparerDecember 2017 April 2018Peoria, ILMentor and coach tax preparer team; act as a lead.Conducts a thorough in-person interview with potential clients, using the companys propriety tax software application.Delivers exceptional customer service by anticipating customer needs and considers the impact of all decisions/actions on the customer.Presents the Companys value proposition to clients concerning various company products and services and uses prescribed selling techniques.Completes all related tax forms in accordance with policies, and in compliance with legislation and regulations. Furnishes taxpayers with sufficient information and advice to ensure correct tax form completion.Consults tax law reference materials to determine procedures for preparation of atypical returns.Reviews financial records and documentation of expenditures to determine forms needed to prepare tax returnsResolves client complaints, or refers situations to supervisor (as appropriate) for resolutionAudits all tax return forms for accuracy and completeness (i.e., client signatures).Participates in call campaigns and other marketing activitiesWest Central Community Services, Fiscal OfficerSeptember 2017 November 2017Monmouth, ILConducts all necessary bank transactions and maintain fiscal account documentation.Prepares checks and purchase orders for all program purchases and disbursements to maintain accounts payable.Prepares payroll checks and pays all state and federal payroll taxes.Vouchers monthly for all federal program funds or requests federal funds using the cash line system.Maintains accounts receivable data.Prepares monthly, quarterly, and annual tax forms, documents, and other reports including, but not limited to, federal, state, employee, and unemployment contributions.Prepares quarterly, financial transaction report to the Department of Health and Human Services.Prepares and presents monthly, financial status reports to the Board of Directors.Provides financial data to the Executive Director in preparation for budget and grant proposals to prospective funding sources.Attends Policy Council and Board of Director meetings to present financial reports.Maintains equipment inventory for all centers and administrative offices.Prepares all data and documents for annual audit.Monitors and documents employee benefit eligibility including, but not limited to, retirement, vacation, leaves of absence, and health insurance.OSF Healthcare, Accounts Payable ProcessorNovember 2016-September 2017Peoria, ILReview and verify invoices and check requestsSort, code and match invoicesSet invoices up for paymentEnter and upload invoices into systemTrack expenses and process expense reportsPrepare and process electronic transfers and paymentsPost transactions to journals, ledgers and other recordsReconcile accounts payable transactionsPrepare analysis of accountsMonitor accounts to ensure payments are up to dateResearch and resolve invoice discrepancies and issuesMaintain vendor filesCorrespond with vendors and respond to inquiriesProduce monthly reportsAssist with month end closingProvide supporting documentation for auditsB- D Lawyers Group, Collections Manager/Office ManagerApril 2014 August 2015Peoria, ILReceives, approves, and, when necessary, investigates client's accounts payable invoices.Codes payables for accounts payable clerks to input.Communicates (both in verbal and written form) with clients, client suppliers, vendors, and banking contacts.Keeps track of client assets.Maintains general ledger.Prepare monthly journal entries and account reconciliations as required to accurately close the monthly period.Prepare monthly reconciliations for all Balance sheet accountsDeposit accounts receivables into client bank accounts.Assist Senior Accountant with payroll system and payroll related items (940 and 941)Assists accountants on tax return preparation.Generates 1099's and W-2's for clients.Performs other duties as assigned from time to time by accountants or partners.Manages five employeesSupport the Senior Accountant in carrying out the responsibilities of the Finance/Accounting Department.Relieves the Senior Accountant of certain responsibilities that will allow them to spend a greater portion of their time on Financial Statement preparation and analysis, Budget and Variance issues, and Forecasting.Manage employee credit card applications and charges.Prepares consolidated internal and external financial statements by gathering and analyzing information from the general ledger system and from departments.Prepares payments by accruing expenses; assigning account numbers; requesting disbursements; reconciling accounts.Caterpillar Volt, Accounts Receivable AnalystJanuary 2014 November 2014Peoria, ILAdministers company receivables generated from sales to joint ventures, affiliates, subsidiaries, dealers and customers.Ensures proper application of funds received via wire transfer, checks and multi-lateral netting using the corporate receivables management system (RMS).Reconciles customer accounts in a timely manner and resolves related discrepancies.Follows up on customer inquiries pertaining to statements, invoices, debit memos and credits.Ensures monthly statements are distributed timely.Works with Finance Analyst (when applicable) to analyze past dues, investigate non-payments or short-payments and initiates action to ensure collection and cash application to customer accounts.Assures fulfillment of all requirements and conditions outlined in deferred finance plans extended to dealers and customers.AT&T, Credit and Collections AnalystNovember 1988 November 2012Peoria, ILManage all petty cash and office supply expense accountsReconcile bank balances; record general ledger entriesEstablish customer credit lines and set up credit accounts with vendorsProficiently handle full-cycle accounts payable for over 200 vendors, with accountability ranging from weekly check processing and GL coding to account reconciliation and allocation.Facilitate sales order process from initial receipt, confirmation and updating through timely delivery.Demonstrate dynamic leadership skills in training and directing team members.Strategically developed innovative order process and procedures that has been adopted by company and remains in use to dateLiaised with contract administration, sales, legal, participations, and operations departments to provide competitive business analysis as well as recommendations on strategic growthAssist Credit and AR Manager with customer credit approvals and collection of past due invoices.Accounting operations are accounts payable, accounts receivable, sales, billing, collections, cash management, account reconciliation, and financial analysisAnalyzed contracts to ensure contract and invoicing are in compliance with appropriate guidelines, and regulations.Ability to manage heavy volumes and often complex telecom invoices and carrier billsTracks, reviews, audits, and approves invoices for payment processingAdminister and process all transactions for vouchers and maintain invoices for ledgersUsing the auto dialer to place calls to delinquent card holdersCollect or make payment arrangements with delinquent card holdersCompile Collection StatisticsCharge off accounts with deficiency balances after all collection efforts have been resolved; Team Lead.Served on the board for the AT&T credit union (Peoria Bell Credit Union) for three yearsSKILLSMicrosoft Word, Microsoft Excel, Microsoft Access, Quick Books, PowerPoint, Microsoft Outlook, Peoplesoft, Ad-Hoc Reporting, Intuit, Tax Pro, Drake, JD EdwardEDUCATION2014 Keller Graduate School of ManagementM.B.A. Human Resource Management2012 Keller Graduate School of ManagementM.B.A. Accounting and Business AdministrationRelated coursework: Certificate in Financial Analysis |
