Lia Whitmore

Accounting professional with 8+ years of experience in financial reporting, account reconciliations, bookkeeping support, and account analysis. Proficient in Quickbooks Online, Microsoft Excel, and financial reporting systems. Experienced managing client accounts and maintaining accurate financial records. Currently completing a Bookkeeping Certificate.

Lead Tax Accountant at Compliance Solutions Inc (2021-01 – Present)

• Maintain and reconcile financial data for a portfolio of 60+ clients while ensuring reporting accuracy and compliance each month.
• Analyze financial records and activity to ensure accuracy.
• Communicate directly with clients regarding account questions, reporting requirements and onboarding procedures.
• Reconcile data and investigate discrepancies.
• Develop Excel-based tools and reporting processes to improve efficiency and accuracy.
• Ensure compliance with GAAP in financial reporting.

Accounting Assistant II at Addition Financial (2019-01 – 2021-01)

• Supported accounting operations for 20+ branches, including wire transfers and general ledger reconciliations.
• Reconciled accounting systems to ensure accurate month-end financial postings.
• Collaborated with internal teams to resolve discrepancies.

Collections Litigation Analyst at JPMorgan Chase (2017-01 – 2019-01)

• Developed advanced Excel models and automated tools.
• Researched and reconciled transactional discrepancies across multiple internal systems.

Associates Accounting in Accounting – Seminole State College (2013-01 – 2017-01)