Experience

Taylor Morrison

• Australia
• Construction
• 1 - 100 Employee

• Assistant Controller

  • Jul 2022 - Present

• Financial Analyst

  • Sep 2020 - Aug 2022



Innovative Aftermarket Systems

• United States
• Automotive
• 1 - 100 Employee

• Senior Accountant

  • Apr 2019 - Sep 2020

  ● Assist with acquisition accounting to Oracle NetSuite software by creating and performing imports, mapping transactions to current designation, as well as analyzing previous processes to provide more efficient processes and automation. ● Perform income statement analysis by comparing previous months averages and percentages to assist with CFO and controller questions, as well as reclass, accrue or change transactions to correct GAAP financial reporting requirements. ● Perform… Show more ● Assist with acquisition accounting to Oracle NetSuite software by creating and performing imports, mapping transactions to current designation, as well as analyzing previous processes to provide more efficient processes and automation. ● Perform income statement analysis by comparing previous months averages and percentages to assist with CFO and controller questions, as well as reclass, accrue or change transactions to correct GAAP financial reporting requirements. ● Perform reconciliation of balance sheet accounts to follow up with outstanding transactions or question new transactions incurred. ● Assist with CFO, Controller, VP of Operations, external auditors and teammates with questions or ad hoc projects, providing Pivot tables and documentation for reference. ● Create month end journal entries, such as, prepaid amortization, bad debt allowance, monthly expense accruals, deferred revenue reclasses from accounts receivable maintaining customer names for correct reporting purposes, etc. Show less



Meritage Homes

• United States
• Construction
• 700 & Above Employee

• Sr. Accountant

  • Jun 2017 - Apr 2019

  Austin, Texas Area • Responsible for processing month end closing to provide timely and accurate financial statements • Reconcile balance sheet accounts monthly, explaining material changes, as well as identifying and resolving discrepancies • Prepare income statement and balance sheet fluctuation analysis, evaluating variances in excess of stated thresholds • Record journal entries for home closings, land/lot purchases, budget adjustments, cash receipts, accruals and corrections • Calculate… Show more • Responsible for processing month end closing to provide timely and accurate financial statements • Reconcile balance sheet accounts monthly, explaining material changes, as well as identifying and resolving discrepancies • Prepare income statement and balance sheet fluctuation analysis, evaluating variances in excess of stated thresholds • Record journal entries for home closings, land/lot purchases, budget adjustments, cash receipts, accruals and corrections • Calculate commissions payable using a macro embedded spreadsheet and submit to payroll for processing Show less



CTH Partners, LLLP

• Tax Associate

  • May 2014 - Jun 2017

  • Sole point of contact in developing and maintaining new and current client relationships in Austin office for preparation of Forms 1065,1120,1120S, 1040 & TFTRs with individuals and industries, including but not limited to, physicians, dentists, attorneys and realtors • Prepared estimates of annual tax liability and quarterly vouchers based upon different scenarios and projections, utilizing ProSeries • Effectively managed and prioritized multiple projects to meet clients’ expectations,… Show more • Sole point of contact in developing and maintaining new and current client relationships in Austin office for preparation of Forms 1065,1120,1120S, 1040 & TFTRs with individuals and industries, including but not limited to, physicians, dentists, attorneys and realtors • Prepared estimates of annual tax liability and quarterly vouchers based upon different scenarios and projections, utilizing ProSeries • Effectively managed and prioritized multiple projects to meet clients’ expectations, as well as deadlines • Maintained client’s record keeping and accounts payable using QuickBooks, including reconciling bank and credit card activity on an ongoing basis and recording invoices for printing of checks to pay current bills of vendors • Trained incoming administrative assistants to download and reconcile credit card and bank activity in QuickBooks, as well as generating financial reports Show less



Atchley & Associates, LLP

• United States
• Accounting
• 1 - 100 Employee

• Tax Associate

  • Jan 2012 - May 2014

  Austin, Texas • Became proficient in preparation of individual, fiduciary, partnership and S corporation tax returns • Preparation of basic corporate and non for profit tax returns • Accurately identified financial statement accounts to be adjusted and prepare adjusting journal entries for year end • Effectively organized and scheduled work in order to handle multiple assignments, working additional hours as necessary to meet deadlines • Performed tax research to resolve complex matters and… Show more • Became proficient in preparation of individual, fiduciary, partnership and S corporation tax returns • Preparation of basic corporate and non for profit tax returns • Accurately identified financial statement accounts to be adjusted and prepare adjusting journal entries for year end • Effectively organized and scheduled work in order to handle multiple assignments, working additional hours as necessary to meet deadlines • Performed tax research to resolve complex matters and questions for tax managers and partner • Trained an incoming intern that was hired for full time position Show less



Bank of Texas

• United States
• Financial Services
• 700 & Above Employee

• Executive Assistant to Senior Vice President

  • Sep 2008 - Dec 2012

  Austin, Texas • Assist with financial budget planning for the upcoming year’s expenses, analyzing each month by category • Generate expense checks by debiting general ledger accounts to pay invoices, recording each transaction in Excel • Assist with maintenance of retail and commercial accounts, including teller and new account operations • Contact customers daily regarding overdrawn accounts • Create reports for board members to review (bank insurance, large depositor variances, waived fees… Show more • Assist with financial budget planning for the upcoming year’s expenses, analyzing each month by category • Generate expense checks by debiting general ledger accounts to pay invoices, recording each transaction in Excel • Assist with maintenance of retail and commercial accounts, including teller and new account operations • Contact customers daily regarding overdrawn accounts • Create reports for board members to review (bank insurance, large depositor variances, waived fees per officer) • Cross-trained in bookkeeping, reconciling the bank’s account with Federal Reserve and readmitting/returning deposited items that did not clear customers’ accounts

• Personal Banker

  • Aug 2007 - Sep 2008