Tax Accountant/Outsourced Controller at CS Accounting Services (2023-09 – Present)
Providing outsourced tax, accounting, and controller services to public and private industry clients
- Prepare multistate and local individual, trust and business tax returns (1040, 1041, 1065, 1120 and 1120S)
- GL reconciliations, direct month end close, ERP implementation/improvement
- Financial Analysis, Problem Management, Financial Reporting
- Business consulting, process improvement, and systems implementation
- Industries Served: CPA firms, Retail Sales, Construction, Medical Services, Real Estate holdings and rentals
Assistant Controller/Senior Accountant at Caligor Coghlan Pharma Services (2023-01 – 2023-09)
Laid Off - Company downsized due to economy
- Oversaw team of 5 AP/AR individuals
- Responsible for directing monthly close processes for 3 business units
- Responsible for preparing all monthly account reconciliations
- Tracked outstanding liability and unbilled revenue, calculating accruals as necessary
- Responsible for tracking fixed assets and prepaid contract amortization
- Financial Analysis, Problem Management, Financial Reporting, SAP
- Prepare and post period end close journal entries
Senior Accountant at Blackhawk Construction (2019-01 – 2022-12)
- Mentor and review the work of junior staff
- Financial Analysis, Problem Management
- Conduct period-to-period revenue analysis and tracking
- Prepare reports for senior management as requested
- Design and implement new team procedures utilizing Excel to improve efficiency and reduce errors
- Prepare and post adjusting, correcting and period end close journal entries
- Perform monthly account reconciliations
Accountant III at Blackhawk Construction (2016-09 – 2018-12)
- Prepare and post adjusting, correcting and period end close journal entries
- Perform monthly account reconciliations
Staff Accountant at ISS World Services North America (2015-01 – 2016-08)
Branch office closed/Accounting moved to Corporate office in Texas
- Responsible for/directed all daily and monthly accounting activities for the Western Division
- Direct a team of 13 AR individuals (2 local, 11 remote) in 5 states
- Prepare and post adjusting, correcting and period end close journal entries
- Perform monthly account reconciliations
- Financial Analysis, Problem Management, Financial Reporting
- Prepare regional financials and provide to US corporate office for consolidation
- Analyze business operations trends, revenues, and financial commitments to project future revenues and expenses
- Conduct monthly meetings with regional operations manager to provide trends and assist with job budgeting
- Assist Western Division Finance Director with quarterly and annual budgeting
- Project team lead for Western Division accounting ERP implementation
Accountant at Edward M Jeffries CPA PLLC (2010-01 – 2015-01)
Firm closed/Owner retired and sold practice
- Small business accounting, tax preparation and business consulting
- Prepare multistate and local individual, trust and business tax returns (1040, 1041, 1065, 1120 and 1120S)
- Conduct account reconciliations, GL entries and adjustments, budgeting adjustments, A/P and A/R reconciliations, adjustments to reconcile balance sheet and Federal Tax returns
