Experience

Medical Center Orthotics & Prosthetics

• United States
• Hospitals and Health Care
• 1 - 100 Employee

• Controller

  • Oct 2020 - Present

  Silver Spring, Maryland, United States



UNITED STATES DEPARTMENT OF THE NAVY

• United States
• Defense and Space Manufacturing
• 700 & Above Employee

• Navy Accountant

  • Jun 2018 - Mar 2020

  Lakehurst, New Jersey, United States Reviewed incoming vendor invoices for outstanding Navy contracts and submitted for payment utilizing Wide Area Work Flow (WAWF) and Navy Enterprise Resource Planning (NERP) system Committed and obligated education and training requests in NERP Answered data calls as needed Responded to auditor requests as needed Trained, mentored, and supervised new employees as necessary Advised and implemented process improvements to meet Generally Accepted Accounting Principles (GAAP)… Show more Reviewed incoming vendor invoices for outstanding Navy contracts and submitted for payment utilizing Wide Area Work Flow (WAWF) and Navy Enterprise Resource Planning (NERP) system Committed and obligated education and training requests in NERP Answered data calls as needed Responded to auditor requests as needed Trained, mentored, and supervised new employees as necessary Advised and implemented process improvements to meet Generally Accepted Accounting Principles (GAAP) requirements and ensure audit readiness Established accrual procedures to bring accounting in-line with GAAP Digitized contract file system to reduce paperwork and allow for increased teleworking Improved the process for tracking invoices and training requests utilizing data downloads and high-level excel spreadsheets and macros resulting in reduced errors, processing time, and manual work Prepared and instructed Beginner and Intermediate Excel courses for the department in order to improve knowledge and Excel and Microsoft skills among the team Show less



Lithia Motors, Inc.

• United States
• 1 - 100 Employee

• Consolidation Accountant

  • Sep 2016 - May 2018

  Medford, Oregon Reconciled and maintained general ledger balance sheet accounts valued at $4.4 billion Analyzed management income statements and reports for irregularities Designed analytics to assess risks, predict revenue and expense activities, and determine appropriate accrual balances resulting in more accurate reporting Independently managed corporate stock compensation for executives, officers, and the board of directors impacting the execution of funds, shares of stock, and tax withholdings… Show more Reconciled and maintained general ledger balance sheet accounts valued at $4.4 billion Analyzed management income statements and reports for irregularities Designed analytics to assess risks, predict revenue and expense activities, and determine appropriate accrual balances resulting in more accurate reporting Independently managed corporate stock compensation for executives, officers, and the board of directors impacting the execution of funds, shares of stock, and tax withholdings and payments to the IRS Analyzed system changes and updates to determine impact on equity reporting Managed all postings to equity accounts and prepare monthly equity rollforwards, share counts, and dividend calculations Assisted team in preparing quarter and year-end financial statements (10-K and 10-Q) Coordinated with internal and external auditors to ensure proper internal controls and worked to prevent and overcome internal control deficiencies Reviewed financial statements for mathematical accuracy Reviewed contracts for proper accounting treatment Coordinated with various corporate and store departments to determine appropriate GAAP reporting for consolidation team Reconciled and summarized legal expenses for pending litigations, projects, and settlements and report findings to legal team Assisted with acquisition reporting for frequent dealership acquisitions Calculated and process current portion adjustments Calculated and process cash flow and GAAP adjusting entries Managed various special projects throughout the year such as impairment testing, adjusting entries improvements, authoritative guidance research and memo preparation for internal and external auditors, and various process improvement initiatives Regularly improved the efficiency of various excel workbooks for robust and dynamic computing and processing through innovative and enhanced excel techniques and best practices Led accounting team on presentation of new lease accounting implementation

• Tax Accountant

  • Mar 2016 - Aug 2016

  Medford, Oregon Area Prepared monthly sales tax calculations and filings Computed various elements of corporate income tax return Reviewed accounting fixed asset database to ensure proper tax elections Researched tax regulations and legislation to determine appropriate tax treatments Communicated and coordinated with store office managers regarding any tax issues



City of Knoxville

• Government Administration
• 300 - 400 Employee

• Accountant

  • Oct 2014 - Mar 2016

  Knoxville, Tennessee Area Financial Analyst – Manage all City fixed assets and reconcile and approve the purchase, replacement, and retirement of fixed assets and equipment. Manager of various City funds requiring regular review and analysis, budgeting, maintenance, and end-of-year balancing and financial reporting. Regularly reconcile cash reports with bank statements, investments, property taxes, and other revenues; perform statistical evaluations of accounts and sub-ledgers using advanced Excel techniques; prepare… Show more Financial Analyst – Manage all City fixed assets and reconcile and approve the purchase, replacement, and retirement of fixed assets and equipment. Manager of various City funds requiring regular review and analysis, budgeting, maintenance, and end-of-year balancing and financial reporting. Regularly reconcile cash reports with bank statements, investments, property taxes, and other revenues; perform statistical evaluations of accounts and sub-ledgers using advanced Excel techniques; prepare payment requests to various vendors; prepare various journal entries; consult with capital projects manager and grant manager regarding new assets acquired through capital projects or purchased with grant funds; prepare proposed and final budgets for fixed asset replacement funds and depreciation expenses; prepare and reconcile fixed asset, accumulated depreciation, and fixed asset clearing accounts; review construction and vendor contracts for financial details relevant to budget preparations; research input and classification errors; perform annual inventory reconciliations; prepare spreadsheets and various financial reports; prepare end of period accrual and adjusting entries; provide input and suggestions for existing and potential internal controls; prepare fund financial statements and asset roll forwards for external financial auditors; and collaborate with financial team to establish and monitor new and existing policies and procedures regarding budgeting, accounting, and cash management to ensure effectiveness and compliance with laws, regulations, and City ordinances. Show less



Bank of America

• United States
• Banking
• 700 & Above Employee

• Customer Service Representative

  • Aug 2008 - Sep 2013

  Schweinfurt, Germany Maintained balanced drawer in fast paced work environment, handled organizational deposits and foreign currencies, processed vouchers, assisted customers in opening and closing accounts, applying for loans, organizing bills and investments, translating German financial contracts, communicating with German landlords and companies on behalf of clients, etc., handled organizational accounts, hosted trainings, stayed on top of constantly changing procedures and software, performed data analysis… Show more Maintained balanced drawer in fast paced work environment, handled organizational deposits and foreign currencies, processed vouchers, assisted customers in opening and closing accounts, applying for loans, organizing bills and investments, translating German financial contracts, communicating with German landlords and companies on behalf of clients, etc., handled organizational accounts, hosted trainings, stayed on top of constantly changing procedures and software, performed data analysis for various managerial reports, resolved customer account discrepancies and complex issues, frequently took initiative to develop more productive and efficient procedures and filing methods, traveled to assist other branches as necessary. Show less



Self

• Switzerland
• Business Consulting and Services

• Private Organization Freelance Auditor

  • Mar 2011 - Aug 2013

  Schweinfurt, Germany Independently performed audits for local and Europe-wide private organizations (P.O.) with funds of up to $150,000, reviewed all financial records of P.O. to determine accuracy and effectiveness of record keeping, researched and reviewed P.O. laws as well as individual organizations' constitution and by-laws, manuals, and standard operating procedures, provided technical direction and advice to P.O Treasurer, ensured timely completion of an appropriate quantity and quality of audit work… Show more Independently performed audits for local and Europe-wide private organizations (P.O.) with funds of up to $150,000, reviewed all financial records of P.O. to determine accuracy and effectiveness of record keeping, researched and reviewed P.O. laws as well as individual organizations' constitution and by-laws, manuals, and standard operating procedures, provided technical direction and advice to P.O Treasurer, ensured timely completion of an appropriate quantity and quality of audit work, briefed President and Treasurer on findings and recommendations, and provided quality audit reports. Show less