Jamie Willard
Senior Accountant at Swimelar CPA, PC- Claim this Profile
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Bio
Amanda Headlee, CPA
Ms. Willard is the Accounting Analyst for Georgia Corporate Federal Credit Union, and I have worked with her as her supervisor since June 2009. She started at our organization as a temporary employee and was hired as a permanent employee just a few months later. She is an integral part of our accounting department and is instrumental to the month end process. She played a key role in helping to strengthen the accounting controls within the organization, and she is vigilant in ensuring that these controls are not compromised. Ms. Willard is best described as intelligent, detail-oriented, and reliable. She is meticulous in every task she undertakes. She has an incredible work ethic and does whatever is necessary to ensure her work is of the highest quality. I have depended on Ms. Willard to reconcile some of our most difficult accounts and outages, and she has been successful in unraveling many complex issues. I can always rely on her to take on such challenging tasks with an untiring resolve. In addition to mastering her own responsibilities, Ms. Willard has also cross-trained on the duties of other staff members. Through her mastery of her job and cross training responsibilities, Jamie has proved herself as a quick learner and an independent worker. In addition to Ms. Willard’s outstanding job performance, she has been a wonderful team member. She offers to help others and has a very positive attitude. She is professional, but is also fun to work with and very personable. Ms. Willard would be a tremendous asset to any company and has my highest recommendation.
Amanda Headlee, CPA
Ms. Willard is the Accounting Analyst for Georgia Corporate Federal Credit Union, and I have worked with her as her supervisor since June 2009. She started at our organization as a temporary employee and was hired as a permanent employee just a few months later. She is an integral part of our accounting department and is instrumental to the month end process. She played a key role in helping to strengthen the accounting controls within the organization, and she is vigilant in ensuring that these controls are not compromised. Ms. Willard is best described as intelligent, detail-oriented, and reliable. She is meticulous in every task she undertakes. She has an incredible work ethic and does whatever is necessary to ensure her work is of the highest quality. I have depended on Ms. Willard to reconcile some of our most difficult accounts and outages, and she has been successful in unraveling many complex issues. I can always rely on her to take on such challenging tasks with an untiring resolve. In addition to mastering her own responsibilities, Ms. Willard has also cross-trained on the duties of other staff members. Through her mastery of her job and cross training responsibilities, Jamie has proved herself as a quick learner and an independent worker. In addition to Ms. Willard’s outstanding job performance, she has been a wonderful team member. She offers to help others and has a very positive attitude. She is professional, but is also fun to work with and very personable. Ms. Willard would be a tremendous asset to any company and has my highest recommendation.
Amanda Headlee, CPA
Ms. Willard is the Accounting Analyst for Georgia Corporate Federal Credit Union, and I have worked with her as her supervisor since June 2009. She started at our organization as a temporary employee and was hired as a permanent employee just a few months later. She is an integral part of our accounting department and is instrumental to the month end process. She played a key role in helping to strengthen the accounting controls within the organization, and she is vigilant in ensuring that these controls are not compromised. Ms. Willard is best described as intelligent, detail-oriented, and reliable. She is meticulous in every task she undertakes. She has an incredible work ethic and does whatever is necessary to ensure her work is of the highest quality. I have depended on Ms. Willard to reconcile some of our most difficult accounts and outages, and she has been successful in unraveling many complex issues. I can always rely on her to take on such challenging tasks with an untiring resolve. In addition to mastering her own responsibilities, Ms. Willard has also cross-trained on the duties of other staff members. Through her mastery of her job and cross training responsibilities, Jamie has proved herself as a quick learner and an independent worker. In addition to Ms. Willard’s outstanding job performance, she has been a wonderful team member. She offers to help others and has a very positive attitude. She is professional, but is also fun to work with and very personable. Ms. Willard would be a tremendous asset to any company and has my highest recommendation.
Amanda Headlee, CPA
Ms. Willard is the Accounting Analyst for Georgia Corporate Federal Credit Union, and I have worked with her as her supervisor since June 2009. She started at our organization as a temporary employee and was hired as a permanent employee just a few months later. She is an integral part of our accounting department and is instrumental to the month end process. She played a key role in helping to strengthen the accounting controls within the organization, and she is vigilant in ensuring that these controls are not compromised. Ms. Willard is best described as intelligent, detail-oriented, and reliable. She is meticulous in every task she undertakes. She has an incredible work ethic and does whatever is necessary to ensure her work is of the highest quality. I have depended on Ms. Willard to reconcile some of our most difficult accounts and outages, and she has been successful in unraveling many complex issues. I can always rely on her to take on such challenging tasks with an untiring resolve. In addition to mastering her own responsibilities, Ms. Willard has also cross-trained on the duties of other staff members. Through her mastery of her job and cross training responsibilities, Jamie has proved herself as a quick learner and an independent worker. In addition to Ms. Willard’s outstanding job performance, she has been a wonderful team member. She offers to help others and has a very positive attitude. She is professional, but is also fun to work with and very personable. Ms. Willard would be a tremendous asset to any company and has my highest recommendation.
Experience
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Swimelar CPA, PC
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United States
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Accounting
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1 - 100 Employee
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Senior Accountant
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Nov 2017 - Present
Quickbooks certified accountant at Swimelar CPA, PC in Frisco, Texas. Quickbooks certified accountant at Swimelar CPA, PC in Frisco, Texas.
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Miscellaneous
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Design
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100 - 200 Employee
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Volunteer
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Sep 2010 - Present
Girl Scout Troop Co-Leader, Troop Treasurer, GS Service Unit Treasurer/Secretary, Camp Creek Elementary Media Center Volunteer, PTA Volunteer, Room Mom, etc. Girl Scout Troop Co-Leader, Troop Treasurer, GS Service Unit Treasurer/Secretary, Camp Creek Elementary Media Center Volunteer, PTA Volunteer, Room Mom, etc.
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Associated Credit Union
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United States
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Financial Services
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100 - 200 Employee
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Accounting Contractor
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Nov 2011 - Jan 2012
- Reconciled post-merger fixed asset accounts. - Reconciled post-merger fixed asset accounts.
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Georgia Corporate Federal Credit Union
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United States
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Financial Services
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Accounting Analyst
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Jun 2009 - Sep 2011
- Manages assigned segments of monthly close process including recurring journal entries and account reconciliations. - Maintains general ledger system, report financial information, and contribute to continuous improvement of processes and programs. - Spearheaded a nine month account reconciliation project involving complex transactions spanning four years. Researched and traced transactions, reconciled balance sheet and income statement accounts, documented findings, and prepared corrective journal entries. Information obtained from this project was the impetus for strengthening control structure. - Contributed to departmental objective of increasing manual journal entry and reconciliation controls and increasing month end documentation. - Developed procedures and reconciles and troubleshoots in-house official checks system. - Leads ad hoc departmental projects. - Reviews and codes intercompany and vendor invoices, expense reports, and other entries, resolving variances and ensuring compliance with organizational policies. - Cross trains and serves as back up for three accounting staff and functions. - Assists with regulatory exams and audits, ensuring timely responses and expedited fieldwork. - Assists in department administration and day to day operations. - Serves as liaison between the Accounting Department and other departments and outside entities. Show less
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Swimelar & Willard, LLC
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United States
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Accountant
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Jan 2005 - Dec 2009
- Recorded and documented travel, entertainment, and all other business expenses. - Managed accounts receivable and payable processes. - Managed accounts payable including recording and paying vendor invoices. - Completed monthly bank reconciliations. - Recorded and documented travel, entertainment, and all other business expenses. - Managed accounts receivable and payable processes. - Managed accounts payable including recording and paying vendor invoices. - Completed monthly bank reconciliations.
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Riley, Park, Hayden & Associates
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United States
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Civil Engineering
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Accountant
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Dec 2006 - Mar 2009
Performed all full-cycle accounting processes including: - Preparing Payroll, federal, state, and unemployment tax returns, including W2 reporting. - Maintained accounts payable, accounts receivable, and cash receipts and deposits. - Generated management reports including financial statements, project reporting. - Managed year-end close and reporting including bank reconciliations, and fixed asset accounting. - Served as liaison for Workers Compensation audits. Performed all full-cycle accounting processes including: - Preparing Payroll, federal, state, and unemployment tax returns, including W2 reporting. - Maintained accounts payable, accounts receivable, and cash receipts and deposits. - Generated management reports including financial statements, project reporting. - Managed year-end close and reporting including bank reconciliations, and fixed asset accounting. - Served as liaison for Workers Compensation audits.
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Mirant
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United States
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Oil and Gas
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1 - 100 Employee
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Senior Accounts Receivable Accountant
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Sep 2002 - Jan 2004
- Performed closing activities including journal entries, reconciliations, and variance analysis for intercompany and miscellaneous receivable accounts, cash, prepaid, and accrual accounts. - Oversaw intercompany invoicing process including invoice and journal entry preparation, recording cash receipts, and providing related detail to all departments and power generation plants. - Performed closing upload from accounts receivables sub-ledger to general ledger. - Tested and evaluated new accounts receivable programming. Show less
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Various Contract Positions
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Accounting
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100 - 200 Employee
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Contract Accountant
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Oct 2000 - Sep 2002
- Reconciled accounts and recommended correcting entries. - Analyzed accounts and compiled statistics. - Prepared month end and audit schedules. - Assisted with Excel and Access projects. - Reconciled accounts and recommended correcting entries. - Analyzed accounts and compiled statistics. - Prepared month end and audit schedules. - Assisted with Excel and Access projects.
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ExxonMobil
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Oil and Gas
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700 & Above Employee
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SAP System Conversion Consultant
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Jan 2000 - Apr 2000
- Assisted in transition Exxon’s joint interest accounting to Mobil’s SAP platform. - Trained Exxon’s joint interest personnel in Mobil’s SAP applications. - Assisted in transition Exxon’s joint interest accounting to Mobil’s SAP platform. - Trained Exxon’s joint interest personnel in Mobil’s SAP applications.
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Senior Joint Interest Accountant
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Apr 1998 - Dec 1999
- Worked as a functional project consultant to transition Mobil’s legacy accounting systems to SAP. - Converted and verified legacy joint interest and accounts receivable data, including operating agreements, overhead rates and calculations, ownership percentages, and account balances. - Tested SAP scripts and scenarios for joint interest/accounts receivable applications. - Tested and validated data integrity of new accounting systems. - Coached joint interest accountants on SAP applications and provided work guidance. - Implemented new and revised accounting procedures to meet business requirements. - Analyzed joint interest expenses, distributions, overhead, and billings to ensure compliance with operating agreement terms. - Resolved internal and external inquiries, minimizing exposure from penalties and litigation. - Researched variances, recommended correcting entries, and reconciled accounts. - Interpreted, reviewed, and implemented contract terms. Show less
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Joint Interest Accountant
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Jan 1995 - Mar 1998
- Managed $19.5 million in average monthly receivables for Mobil operated oil and gas properties.- Collected receivables via letters, calls, revenue liens, field operations and legal counsel assistance, business unit negotiations, and collection agency referrals. - Advised management of collections issues, recommended courses of action, and assisted with negotiations.- Reviewed and analyzed contract terms, expenses, distributions, overhead, ownership, billings, payouts, and receivables.- Executed correcting entries and reconciled receivable accounts.- Researched business issues and resolved inquiries. Show less
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Progressive Staff Accouting Posistions
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Jan 1991 - Dec 1994
- Accounting positions progressing in responsibility, requiring reporting, reconciliation, general ledger maintenance and analysis.
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Education
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Southern Methodist University
MBA, Business -
1986 - 1990
Texas A&M University
BBA, Finance
Community
