Senior Accountant - Wilson Lewis - Duluth, GA
(2025-01)
- Manage full-cycle, month-end, and year-end close processes for 46 clients across diverse industries.
- Prepare and review financial statements and perform complex balance sheet account reconciliations.
- Record journal entries, maintain client general ledgers, and prepare variance analyses on monthly financial results.
- Record debt instruments and other complex financing transactions in accordance with US GAAP.
- Prepare balance sheet roll forwards in support of monthly close and audit deliverables.
- File multi-state personal property tax returns for 40+ businesses, ensuring jurisdictional compliance and on-time submission.
- Complete annual workers' compensation audits across a client portfolio.
- Administer payroll tax compliance for 60+ companies, filing returns and remitting monthly and quarterly payments to the IRS and state agencies.
- Process year-end 1099 filings for 46+ companies.
- Manage business license applications and annual renewals across multiple jurisdictions.
- File multi-state sales and use tax returns for 20+ companies across several states and counties.
- Implement and improve accounting systems and processes to drive efficiency.
- Advise clients on accounting, bookkeeping, and internal control matters.
- Support client audits and external auditor requests while managing multiple concurrent engagements and deadlines.
Senior Accountant (sought out and rehired based on prior performance) - Ferraro Tax & Accounting, CPA - Alpharetta, GA
(2024-01 - 2025-01)
- Oversaw end-to-end payroll processing for a diverse client base, depositing federal and state payroll taxes and preparing all quarterly and annual tax filings.
- Performed financial statement analysis, flagged material variances, and delivered recommendations that improved financial reporting accuracy.
- Managed full-cycle accounting and month-end close for a multi-entity client portfolio, maintaining daily general ledger activity.
- Reconciled balance sheet accounts monthly to ensure ledger accuracy and integrity.
- Prepared and posted accrual-basis adjusting entries for inventory and other balance sheet accounts.
- Maintained fixed asset schedules and recorded monthly depreciation and amortization in accordance with GAAP.
- Analyzed intercompany and liability accounts, posting reconciling adjustments to resolve discrepancies.
- Reviewed A/R aging reports and processed bad-debt write-offs to maintain accurate receivables.
- Prepared year-end 1099 and W-2 filings and managed annual business license renewals.
- Filed multi-state sales and use tax returns for 17 clients across multiple jurisdictions.
Assistant Controller - GunBroker - Atlanta, GA
(2023-01 - 2024-01)
- Owned month-end, quarter-end, and year-end close cycles and managed the monthly fixed asset process from acquisition through disposal.
- Prepared, reviewed, and analyzed financial statements and budget-to-actual variance reporting for executive leadership.
- Collaborated with controller and coordinated the annual SOX compliance program and external audit, serving as primary liaison to external auditors.
- Maintained financial records in accordance with US GAAP and designed and enforced internal controls over financial reporting.
- Co-supervised accounting staff and reviewed journal entries and account reconciliations for accuracy and compliance.
- Developed and documented business processes and accounting policies and supported the annual budgeting and forecasting process.
- Managed treasury management activities, including transmitting Positive Pay files through the bank's online portal, reviewing and approving daily ACH transactions, and monitoring cash positions to maintain sufficient liquidity for the timely settlement of operating expenses and financial obligations.
Senior Accountant - Ferraro Tax & Accounting, CPA - Alpharetta, GA
(2020-01 - 2023-01)
- Led month-end close for a portfolio of 20+ client entities across diverse industries, maintaining daily general ledger activity.
- Reconciled balance sheet accounts monthly and posted accrual-basis adjusting entries for inventory and other balance sheet accounts.
- Built and maintained fixed asset schedules and recorded monthly depreciation and amortization in accordance with US GAAP.
- Analyzed intercompany and liability accounts, posting reconciling journal entries to resolve discrepancies and ensure ledger accuracy.
- Reviewed A/R aging reports and processed bad-debt write-offs; analyzed financial statements and reported material variances to management.
- Administered full-cycle payroll for 85 clients, remitting payroll taxes to the IRS and state agencies and filing all quarterly and annual returns.
- Issued 1099s and W-2s at year-end and coordinated business license renewals for clients operating in multiple jurisdictions.
- Prepared and submitted sales and use tax returns for a 17-client portfolio spanning several states.
- Designed process improvements that streamlined recurring compliance workflows.
Project Accountant - Hines - Atlanta, GA
(2020-01 - 2020-12)
- Owned the accounts payable review function, vetting invoices, working capital packages, and expense reimbursements for reasonableness and proper approvals, and ensuring all payables were accurately coded and posted to the general ledger.
- Prepared and processed property A/P check runs and maintained vendor master files, including setup and inquiry resolution.
- Administered commercial leases for 63 tenants, reviewing new tenant billings and preparing billback receivables, CAM, and recoverable expense uploads.
- Tracked bad debt exposure, managed tenant delinquency outreach, and delivered monthly aging reports to property management.
- Assembled monthly operating accruals, posted journal entries including intercompany activity, and completed monthly bank reconciliations.
- Supported quarterly and annual budget reforecasts and prepared the monthly financial reporting package, supporting schedules, and budget variance explanations for property leadership.
- Maintained the general ledger and performed balance sheet reconciliations; prepared year-end 1099 filings for vendors.
Senior Accountant - Municipal Gas Authority of Georgia - Kennesaw, GA
(2017-01 - 2019-12)
- Prepared monthly and quarterly cash flow and financial reporting for all projects and distributed to internal and external recipients.
- Maintained month-end schedules and reconciliations for members and hedging A/R settlements and prepared monthly debt reconciliations for all entities.
- Oversaw cash management for all PGP bank accounts, managing balances for notes, cash loans, and lines of credit.
- Executed the quarterly close for all balance sheet accounts and processed and reconciled monthly inventory.
- Prepared and recorded journal entries including accruals, deferrals, and payroll; recorded quarterly depletion and annual asset retirement obligations.
- Assisted with annual financial statements and footnotes and responded to external auditors' requests.
- Reported sales, use, and severance taxes for compliance and created the annual budget for partners.
- Reported monthly Credit Rating Summaries and disclosure documents to the MSRB via EMMA; managed the fixed assets schedule and trained colleagues.
Staff Accountant - Municipal Gas Authority of Georgia - Kennesaw, GA
(2015-01 - 2017-12)
- Coded accounts payable invoices and recorded monthly revenue and related operating expenses to the general ledger.
- Managed the collection of monthly operator revenue and expense statements and maintained production data within the accounting database to facilitate downstream financial reporting.
- Prepared supporting schedules and financial analyses for monthly, quarterly, and annual financial reporting.
- Compiled monthly treasury reports for the Controller to support cash and debt management across multiple investment pools.
