Experience

Jones Metal Products Company

• United States
• Aviation and Aerospace Component Manufacturing
• 1 - 100 Employee

• Controller

  • Aug 2020 - Present

  • Responsible for management and effectiveness of all accounting operations including accounts payable, accounts receivable, payroll, general ledger, cost accounting, and inventory accounting • Led the month end close process including the preparation of financial statements, account reconciliations, and narrative for management • Implemented new processes, tools, controls, and automation to improve the finance departments efficiency, reliability, and output • Responsible for banking… Show more • Responsible for management and effectiveness of all accounting operations including accounts payable, accounts receivable, payroll, general ledger, cost accounting, and inventory accounting • Led the month end close process including the preparation of financial statements, account reconciliations, and narrative for management • Implemented new processes, tools, controls, and automation to improve the finance departments efficiency, reliability, and output • Responsible for banking relationships and cash management, including forecasting and capital expenditures • Managed all aspects of payroll, including 401k, workers compensation, taxes, and reporting • Directly responsible for coordinating annual audit with outside firm and providing oversight to the tax preparation for company and owner • Ensured the accuracy of the company's inventory valuation through proper costing and an implementation of periodic cycle counts using ABC inventory classification • Implemented new BI tools and improvements to the ERP. Built reports and connections directly with SQL. Created Excel reports utilizing custom VBA and created dashboards • Calculated overhead rates using historical and budgeted numbers, applying correctly based on cost centers, departments, and direct machine costs • Analyzed actual performance of jobs compared to planned numbers. Investigated variances and discussed with other departments the findings to create a well-rounded answer to plant performance • Provided support to Human Resources including implementing a new performance review system, learning management system, and hiring system, as well as supported requests during union negotiations and benefits/raise discussions One employee reported to this position This position reported to the CEO Show less • Responsible for management and effectiveness of all accounting operations including accounts payable, accounts receivable, payroll, general ledger, cost accounting, and inventory accounting • Led the month end close process including the preparation of financial statements, account reconciliations, and narrative for management • Implemented new processes, tools, controls, and automation to improve the finance departments efficiency, reliability, and output • Responsible for banking… Show more • Responsible for management and effectiveness of all accounting operations including accounts payable, accounts receivable, payroll, general ledger, cost accounting, and inventory accounting • Led the month end close process including the preparation of financial statements, account reconciliations, and narrative for management • Implemented new processes, tools, controls, and automation to improve the finance departments efficiency, reliability, and output • Responsible for banking relationships and cash management, including forecasting and capital expenditures • Managed all aspects of payroll, including 401k, workers compensation, taxes, and reporting • Directly responsible for coordinating annual audit with outside firm and providing oversight to the tax preparation for company and owner • Ensured the accuracy of the company's inventory valuation through proper costing and an implementation of periodic cycle counts using ABC inventory classification • Implemented new BI tools and improvements to the ERP. Built reports and connections directly with SQL. Created Excel reports utilizing custom VBA and created dashboards • Calculated overhead rates using historical and budgeted numbers, applying correctly based on cost centers, departments, and direct machine costs • Analyzed actual performance of jobs compared to planned numbers. Investigated variances and discussed with other departments the findings to create a well-rounded answer to plant performance • Provided support to Human Resources including implementing a new performance review system, learning management system, and hiring system, as well as supported requests during union negotiations and benefits/raise discussions One employee reported to this position This position reported to the CEO Show less



HC1 Tax

• United States
• Accounting

• Owner/Accountant

  • Dec 2015 - Present

  • Prepared individual and partnership tax returns for 30+ clients annually • Provided monthly bookkeeping and accounting services to multiple clients, including tax filings and other functions as needed • Forecast tax burdens and assisted clients with making estimated tax payments. Discussed strategies for reducing tax burden, growing the business, and impact of various decisions • Prepared payroll, including applicable taxes and benefits for clients • Prepared individual and partnership tax returns for 30+ clients annually • Provided monthly bookkeeping and accounting services to multiple clients, including tax filings and other functions as needed • Forecast tax burdens and assisted clients with making estimated tax payments. Discussed strategies for reducing tax burden, growing the business, and impact of various decisions • Prepared payroll, including applicable taxes and benefits for clients



L.J. Smith Stair Systems

• United States
• Wholesale Building Materials
• 1 - 100 Employee

• Accounting Manager

  • Aug 2015 - Aug 2020

  • Responsible for effectiveness of many accounting operations including accounts payable, accounts receivable, general ledger, accounting information systems, and financial reporting • Implemented processes to improve the efficiency of the department, including the time it took to calculate month end journal entries, calculate inventory costs, and report to management • Was able to shorten the month end close process, improve the daily billings process, improve DSO, and implement daily… Show more • Responsible for effectiveness of many accounting operations including accounts payable, accounts receivable, general ledger, accounting information systems, and financial reporting • Implemented processes to improve the efficiency of the department, including the time it took to calculate month end journal entries, calculate inventory costs, and report to management • Was able to shorten the month end close process, improve the daily billings process, improve DSO, and implement daily reporting to management through continual process improvement initiatives • Proposed and published metrics and KPIs for the department that were incorporated into the monthly financials • Reviewed AR collection reports and implemented tools for the AR Clerks to improve the departmental communication and collection efforts • Approved new customer accounts through reviewing credit worthiness using data from the credit application, credit reports, and references • Built custom web-based software system for dashboards that was utilized for AR, AP, and budgeting by the entire company • Created and analyzed reports for all facets of accounting including AR, AP, standard costs, inventory cost variances, work-orders, inventory reserve, sales, budget variance, vendor cost increases, and processes • Assisted management with the preparation of monthly and yearly budgets, directly responsible for the payroll and tax aspects across all departments and sites • Analyzed and researched reporting issues to improve accounting operations procedures This company is multi-site across the United States, this position was within the company headquarters Three employees reported to this position This position reported to the Controller

• General Accountant

  • Aug 2013 - Aug 2015

  • Maintained integrity of general ledger, including the chart of accounts while generating company-wide financial statements and facilitating month-end account closing procedures and reconciliations • Ensured compliance with GAAP in all processes • Processed sales and use tax returns for more than 15 states • Processed payroll for more than 200 employees and maintained general ledger setup in Paychex and Ultipro systems for journal entries • Calculated HSA and 401k match for each… Show more • Maintained integrity of general ledger, including the chart of accounts while generating company-wide financial statements and facilitating month-end account closing procedures and reconciliations • Ensured compliance with GAAP in all processes • Processed sales and use tax returns for more than 15 states • Processed payroll for more than 200 employees and maintained general ledger setup in Paychex and Ultipro systems for journal entries • Calculated HSA and 401k match for each payroll and associated journal entries • Responsible for daily banking activities, cash reporting, and projections, as well as recommendations to management on transfers and payments • Designed, built, and implemented an AP System for approval tracking, internal controls, and paperless filing which improved efficiency and accuracy • Shortened month-end close process through report automation, improved reconciliation processes, and better research methods This company is multi-site across the United States, this position was within the company headquarters No employees reported to this position This position reported to the Controller



The Numbers Group CPA, Inc.

• Staff Accountant

  • Jan 2013 - Aug 2013

  • Acquired and demonstrated professional and subject matter expertise • Completed tax returns for corporations, partnerships, and individuals • Prepared month end journal entries, reconciliations, and financials, including income statement, balance sheet, and cash flow statements No employees reported to this position This position reported to the President • Processed payroll and payroll tax filings • Managed IT including server, computers, network, software updates, new… Show more • Acquired and demonstrated professional and subject matter expertise • Completed tax returns for corporations, partnerships, and individuals • Prepared month end journal entries, reconciliations, and financials, including income statement, balance sheet, and cash flow statements No employees reported to this position This position reported to the President • Processed payroll and payroll tax filings • Managed IT including server, computers, network, software updates, new website and customer portal, and implementation of offsite backup Show less • Acquired and demonstrated professional and subject matter expertise • Completed tax returns for corporations, partnerships, and individuals • Prepared month end journal entries, reconciliations, and financials, including income statement, balance sheet, and cash flow statements No employees reported to this position This position reported to the President • Processed payroll and payroll tax filings • Managed IT including server, computers, network, software updates, new… Show more • Acquired and demonstrated professional and subject matter expertise • Completed tax returns for corporations, partnerships, and individuals • Prepared month end journal entries, reconciliations, and financials, including income statement, balance sheet, and cash flow statements No employees reported to this position This position reported to the President • Processed payroll and payroll tax filings • Managed IT including server, computers, network, software updates, new website and customer portal, and implementation of offsite backup Show less