Bio
Experience
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Accountant
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United States
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Financial Services
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500 - 600 Employee
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Accountant
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Dec 2016 - Present
Responsible for managing the monthly close for specific clients including posting journal entries, allocations, issuing financial statements and responding to client P&L questions, balance sheet reconciliations on a monthly and quarterly basis, maintaining fixed assets and assisting in preparation of audits schedules.
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Revenue Specialist
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Sep 2014 - Dec 2016
I update daily Cash Position Reports, Deposit and Credit Card Verification Reports and manage ACHs and transfers (sweeps) in clients bank accounts. Period end closing procedures and reconciliation of bank accounts for clients.
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Tax Specialist
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Oct 2012 - Sep 2014
Process payroll withholdings and sales/use tax for clients. Balance payroll tax accounts on a monthly, quarterly and yearly basis.
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Jackson Hewitt Tax Service
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Wichita, KS
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Lead Income Tax Preparer
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Jan 2012 - Apr 2012
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Wichita, KS
• Prepared individual and small business income taxes using Profiler Tax Software• Daily cash balancing, accounting, deposits and reconciliation.
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Office Manager/Tax Preparer
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Feb 2011 - Apr 2011
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Wichita, KS
• Prepared individual and small business income taxes using Profiler Tax Software• Daily cash balancing, accounting, deposits and reconciliation.
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Office Manager-Income Tax Preparer
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Nov 2009 - Apr 2010
Prepared individual and small business income taxes using Profiler Tax Software• Daily cash balancing, accounting, deposits and reconciliation.
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Wing Financial Services, dba Jackson Hewitt Tax Service
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Wichita, Kansas Area
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Tax Preparer
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Jan 2009 - Apr 2009
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Wichita, Kansas Area
• Prepared individual and small business income taxes using Profiler Tax Software• Daily cash balancing, accounting, deposits and reconciliation.
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Kansas Gas Service
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Wichita, KS
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Senior Technical Analyst
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Dec 1976 - Oct 2005
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Wichita, KS
o Coordinated, planned, and designed the relocation of natural gas facilities in response to various cities’ public improvement projects. o Consulted with Government agencies and private engineering consultants and coordinated the relocation of conflicting gas facilities in conjunction with the proposed Capital Improvement Projects.o Ten years experience assisting in planning and tracking Capital Project Budgets.o Developed and conducted gas training program for the “all electric” Marketing Representatives and Design Technicians. o Researched and assisted in presentation of “Peoples Gas Competitive Environment” to management. o Served on multiple task force committees, including the development of WMIS (work management system), GIS mapping requirements, service line procedures and ERP development. o Reorganized and developed strategic plans for tracking, reviewing and coordinating all city, county and state “Capital Improvement Projects” with a goal of obtaining a “pro-active” response to government projects using Microsoft Office Access and Excel for reporting. o Lead and assisted design technicians in the Western Region. Delegated tasks to clerical employees. o Represented the company for five years at the Wichita Metropolitan Area Planning Commission and over five years at the Wichita ULCC monthly meetings. o Assisted various surrounding town planning commissions via written or oral communication. o Coordinated Capital Improvement Projects with city, county and state officials pro-actively. o Represented the company at their booth in the annual Wichita Home Show. o Coordinated with developers, builders, and customers in planning, designing and scheduling gas distribution systems in new and existing developments. o Coordinated with city, county, and state officials in regards to their Capital Improvement projects with relation to the company’s existing gas distribution facilities.
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Education
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2010 - 2012Wichita State University
Bachelor of Business Administration (B.B.A.), Accounting (July 2012) -
1996 - 1997Friends University
Bachelor of Science, Business Management -
Wichita North High School
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