Senior Accountant - Consultant

• Jun 2021 - Present

Staff Accountant

• Jul 2020 - Jun 2021

• Reconciled balance sheet accounts monthly. • Reconciled all operating, payroll, and field office bank accounts monthly, assuring that appropriate adjustments for earned interest and bank charges are entered.• Assured that checks are voided and appropriate accounting entries are made.• Assured all journal entries are entered before posting.• Maintained, recorded, and updated all prepaid accounts monthly.• Maintained and updated property records based on purchases, dispositions, and other transactions as appropriate.• Conducted annual property inventory across all locations. • Prepared property related tax reports and certifications as required.• Primary liaison to insurance company providing renewal and other information as needed to the insurance carrier/agent.• Ensures proper account allocations of all insurance payments and refunds.• Reconcile with state personnel that property and vehicles have the proper insurance coverage.• Assist with auditing field offices and centers as requested.• Prepare purchase orders as needed.• Assist with other duties as needed by supervisor.• Add, dispose, and maintain all fixed assets inventory. • Prepare and maintain monthly and year-end depreciation entries. • Prepare payroll journal entries for mid-month and end of month allocations. • Assist with monthly and year-end closings

Payroll Specialist

• Dec 2019 - Jul 2020

Process payroll for 900+ employees Registered companies for Withholding and unemployment tax accounts for different statesImplemented new software for new company acquisitionOrganized high quantity of mail Reviewed payroll registers for accurate informationLearned payroll process in a fast pace environment

Staff Accountant

• Oct 2018 - Mar 2020

Handle over 250 different locations across the USA.Complete sales and use tax returns in 40 different states for corporate, dental practices, and labs.Fill out business licenses for each location.Registered Radiation licenses for high quantity of new center openings.Research laws, rules, and regulations for the states we operate in to ensure the proper licensure is in place. Assist the legal team in creating trackers to maintain dissolutions and annual report renewals.Help train and coach new employees. Create spreadsheets to track disaffiliated and current practices owners throughout the year for our CPA’s.Prepare income tax documents for signatures.Register sales and use, withholdings, and unemployment tax accounts with the state we are operating in.Process month end inventory for laboratory supplies at each practice.Assist with month-end close processes. Generate prior month revenue reports at the beginning of each month.Generate trial balance reports to track vendors that sales and use tax is not charged.Process tax payments electronically.Create journal entries for ACH payments made throughout the current month.Renew annual reports, business, and radiation licenses for over 275+ practice locations across the United States.Submit United States census reports for each practice locations to the US Department of Commerce and Labor.Maintain and update the property tax records.Handle and assist in clean-up of closing old tax accounts and delinquent matters for each states tax account.

Staff Accountant

• Dec 2017 - Aug 2018

Review collection reports to determine the status of collections and the amounts of outstanding balances.Prepare and create legal documents and certified mail.Transition accounts receivables from local accounting database to new online receivable database.Processed payments and applied to customer balances.Contact customers to collect outstanding payments via one-time or negotiated installment methods.Able to communicate effectively with clients and co-workers.Assist with monthly bank and credit card statement reconciliations. Prepare and create legal documents and certified mailTransitions account receivables from local accounting database to new online receivable databaseProcess payments and apply them to customer balancesContact customers to collect outstanding payments via one-time or negotiated installment methods.

Accounts Receivable Specialist

• Jul 2016 - Nov 2017

Prepared accurate financial statements at end of the month.Generated and mailed updated statements.Processed payments and applied to customer balances.Reviewed collection reports to determine the status of collections and the amounts of outstanding balances.Accessed credit records to evaluate customer histories.Contacted customers to collect outstanding payments via one-time or negotiated installment methods.Contacted customers and requested financial documentation.Entered financial information and payments to guarantee that employees and vendors were paid accurately and on time.Communicated with customers to identify and resolve outstanding payments.

Alumni

• Aug 2012 - May 2016

Accounting Intern

• May 2015 - Aug 2015

Tracked inventory and maintained accounts to identify deiscrepanciesManaged and organized accounts payable and account receivables filesAssisted the business manager set up the new online FACTS management databaseAssisted and prepared organization for upcoming auditAccounts payable, bank and credit card statement reconciliationEntered account information and maintained the accounts database Tracked inventory and maintained accounts to identify deiscrepanciesManaged and organized accounts payable and account receivables filesAssisted the business manager set up the new online FACTS management databaseAssisted and prepared organization for upcoming auditAccounts payable, bank and credit card statement reconciliationEntered account information and maintained the accounts database

OSD Production Intern

• Jun 2014 - Aug 2014

Planned, prepared, and participated in daily meetingsWorked directly with OSD production supervisors on the Mckinsey ProjectAssisted various business groups with document organization and dissemination during acquisitonsResearched and updated all required materials needed for firms and partnersAnalyzed and drafted budgets for the company's current cost and inventory of suppliesTracked time spent on assignments each day for productivity reporting Planned, prepared, and participated in daily meetingsWorked directly with OSD production supervisors on the Mckinsey ProjectAssisted various business groups with document organization and dissemination during acquisitonsResearched and updated all required materials needed for firms and partnersAnalyzed and drafted budgets for the company's current cost and inventory of suppliesTracked time spent on assignments each day for productivity reporting

Staff

• Jun 2013 - Aug 2013

Secretary

• May 2011 - Aug 2011

Accounting, QuickBooks, Filed Papers, Secretary duties, tax forms Accounting, QuickBooks, Filed Papers, Secretary duties, tax forms