Experience

United Mortgage

• United States
• Financial Services
• 1 - 100 Employee

• Senior Accountant

  • Apr 2019 - Present

  • Perform all period ending duties including but not limited to the reconciliation of all applicable balance sheet accounts; identify issues, trends, and patterns explaining any variances or irregularities; and evaluate all financial and statistical data to ensure all transactions and entries are reflected accurately in the financials and in compliance with GAAP. • Prepare complex documents including monthly, quarterly, annual financial statements, budget reporting, and key performance indicators by compiling and summarizing financial and statistical data; evaluate and report cost analysis and other key performance indicators in a comprehensive written summary. • Perform and prepare an annual forecast across all departments used for the budget in the upcoming year by compiling all financial and statistical data provided in previous adjusted for expected changes to come, as well as processing and entering the budget. • Prepare standard and customized schedule of accounts and other reports including but not limited to summaries of balances, cost analysis, and variance trend analysis. • Process and upload employee credit card transactions as well as review expense reports. • Transfer cash between several bank accounts assuring the company has enough funds to operate. • Perform all payroll and HR duties by entering new employees, terminating exiting employees, safe keeping important employee documents, paying employees who earn hourly/salary/commission/bonus wages, approving timecards, and processing PTO. • Audit, identify and correct discrepancies and variances in reporting and in systems. • Prepare various journal entries, adjustments, and accruals. Including processing fiscal period opening/closing transactions. Show less



Concorde Career Colleges

• Higher Education
• 700 & Above Employee

• Corporate Senior Accountant

  • Apr 2016 - Apr 2019

  • Prepare monthly, quarterly and annual financial package provided to senior management and board of directors; including preparation of financial reports and statements, a schedule of key performance indicators and a comprehensive written summary • Perform accurate variance and trend analysis monthly and ensure budget import into general ledger is complete, as well as participate in annual budget and forecasting responsibilities • Prepare journal entries, accruals and complete several account reconciliations • Responsible for completion of month end, quarterly and year end closing duties; review work performed by staff accountants • Perform revenue recognition and reporting procedures monthly • Lead preparation of year end audit schedules and audit tasks for external auditors to ensure completion in accordance with audit timeline • Prepare timely and accurate filings and submissions of sales/use tax returns for sixteen locations in eight different states • Ensure General Accepted Accounting Standards are followed by performing account reconciliations, identifying areas of concern, and ensuring accuracy and validity of information • Ensure policies and procedures are in accordance with GAAP and advise management about noncompliance of policy and procedures Show less



M.A.Y. Mentoring

• Board Member

  • Jul 2015 - Apr 2016

  • Create and present all quarterly and fiscal year end reports for fellow board members • Ensure and provide financial transparency of all transactions to the board members • Handle private organizational financial statements • Communicate with the Program Coordinator & attend board meetings • Create and present all quarterly and fiscal year end reports for fellow board members • Ensure and provide financial transparency of all transactions to the board members • Handle private organizational financial statements • Communicate with the Program Coordinator & attend board meetings



Miller Shearer Lashier & Co

• United States
• Accounting

• Staff Accountant

  • May 2015 - Apr 2016

  • Prepare tax returns for Individuals, C Corps, S Corps, Partnerships, Estates, Trusts, Tax-Exempt Organizations & etc. (Forms 1040, 1120 (S), 1065, 1041 & 990) • Prepare quarterly and year end payroll reports, sales tax reports, W-2’s, W-3 transmittals, and 1099’s (reports include forms 941’s and 940’s) for a variety of businesses/organizations • Create quarterly and fiscal year end financial reports for a multiple entities including Balance Sheets, Income Statements, Agreed Upon Procedures/Attestation Reports & etc. • Prepare amended tax returns for Individuals and other entities • Update and edit Quick Books entries and depreciation schedules Show less



Tri-Valley Bank

• Randolph, IA

• Bank Internship

  • May 2013 - Aug 2013

  • Developed report writing skills in the loan department & operations department • Completed various projects and reports for the CEO, CFO & Senior Loan Officer • Performed teller duties and end-of-day tasks • Completed multiple online banking classes • Developed report writing skills in the loan department & operations department • Completed various projects and reports for the CEO, CFO & Senior Loan Officer • Performed teller duties and end-of-day tasks • Completed multiple online banking classes