Experience

Baldwin & Lyons, Inc.

• United States
• Insurance
• 1 - 100 Employee

• Staff Accountant II

  • Dec 2014 - Present

  Carmel, IN • Managed all Accounting functions including monthly reconciliation, analysis and preparation of performance reports, preparation of General Ledger journal entries and detailed invoicing. • Lead, motivate, and guide a staff Accountants in the Cash Receipts. • Reviewing and approving monthly bank reconciliations for over 20 accounts and reviewing daily disbursements. • Create and load payroll data batches using ADP Workforce Now for, one time payments, hours worked, overtime and… Show more • Managed all Accounting functions including monthly reconciliation, analysis and preparation of performance reports, preparation of General Ledger journal entries and detailed invoicing. • Lead, motivate, and guide a staff Accountants in the Cash Receipts. • Reviewing and approving monthly bank reconciliations for over 20 accounts and reviewing daily disbursements. • Create and load payroll data batches using ADP Workforce Now for, one time payments, hours worked, overtime and deductions adjustments for 55 departments. • Streamlined spending analysis to a more efficient and automated process. • Identified operational processes inefficiencies and implemented necessary improvements. • Submitted accurate invoices on time, booked revenue, managed and resolved outstanding receivables and maintained monthly financial reports. • Researched root causes of variances between the general ledger and fiscal year ended invoiced totals. Show less



AARP Foundation Tax-Aide

• Tax Preparer

  • Jan 2014 - Apr 2014

  • Analyze tax documents, determine deduction, and prepare both Federal and State tax returns. • Addressed complex tax issues and tax deduction problems of clients.