Assistant Controller

• Oct 2018 - Present

Senior Accountant

• Oct 2016 - Oct 2018

• Prepared the quarterly analysis of budgeted versus actual result, balance sheet and income statement analytics used in various quarterly Earnings calls by senior management • Aided in the compilation of SOX documentation of Key Reports for the external audit • Completed monthly multimillion dollar account reconciliations and presentation of internal financial statements • Worked directly with senior management in the preparation of yearly expense and revenue budgets • Acted as… Show more • Prepared the quarterly analysis of budgeted versus actual result, balance sheet and income statement analytics used in various quarterly Earnings calls by senior management • Aided in the compilation of SOX documentation of Key Reports for the external audit • Completed monthly multimillion dollar account reconciliations and presentation of internal financial statements • Worked directly with senior management in the preparation of yearly expense and revenue budgets • Acted as the audit liaison for quarterly and year-end audits to include the preparation of audit request workpapers requiring cross functional coordination with multiple departments to gather supporting information as needed • Utilized SQL queries and Essbase to gather data for research and reconciliations • Took the lead on creating a tracking system for Phantom Stock plan payouts, extensions and calculations • Organized and calculated the books and records as required by FINRA, 1099 and T4A reporting • Received Exceeding Expectations rating in 2017 Show less • Prepared the quarterly analysis of budgeted versus actual result, balance sheet and income statement analytics used in various quarterly Earnings calls by senior management • Aided in the compilation of SOX documentation of Key Reports for the external audit • Completed monthly multimillion dollar account reconciliations and presentation of internal financial statements • Worked directly with senior management in the preparation of yearly expense and revenue budgets • Acted as… Show more • Prepared the quarterly analysis of budgeted versus actual result, balance sheet and income statement analytics used in various quarterly Earnings calls by senior management • Aided in the compilation of SOX documentation of Key Reports for the external audit • Completed monthly multimillion dollar account reconciliations and presentation of internal financial statements • Worked directly with senior management in the preparation of yearly expense and revenue budgets • Acted as the audit liaison for quarterly and year-end audits to include the preparation of audit request workpapers requiring cross functional coordination with multiple departments to gather supporting information as needed • Utilized SQL queries and Essbase to gather data for research and reconciliations • Took the lead on creating a tracking system for Phantom Stock plan payouts, extensions and calculations • Organized and calculated the books and records as required by FINRA, 1099 and T4A reporting • Received Exceeding Expectations rating in 2017 Show less

Senior Tax Accountant

• Jan 2011 - Jul 2016

• Implemented supporting workpapers to aid in the tax compliance and tax provision in accordance with ASC 740 • Supervised and trained staff accountant in preparation of property tax payments, depreciation and various government filings • Calculated and improved 4797 gain/loss, depletion of 11,000 oil and gas wells, depreciation and quarterly state apportionment schedules to aid the Tax Director in the effective tax calculation • Reconciled multiple multimillion dollar tax accounts… Show more • Implemented supporting workpapers to aid in the tax compliance and tax provision in accordance with ASC 740 • Supervised and trained staff accountant in preparation of property tax payments, depreciation and various government filings • Calculated and improved 4797 gain/loss, depletion of 11,000 oil and gas wells, depreciation and quarterly state apportionment schedules to aid the Tax Director in the effective tax calculation • Reconciled multiple multimillion dollar tax accounts including numerous prior period balances resulting in recognition of income previously held on the balance sheet. Implemented new reconciliation procedures to strengthen account integrity as well as prevent delays in revenue recognition • Analyzed and calculated multimillion dollar property tax accrual used by senior management in decision making • Gathered quality information for consultants through queries in BOLO and Wellview. Able to work with various other departments including engineers, landmen and division order analysts to provide the needed information to outside consultants, allowing for the most accurate valuation of property in numerous states Show less • Implemented supporting workpapers to aid in the tax compliance and tax provision in accordance with ASC 740 • Supervised and trained staff accountant in preparation of property tax payments, depreciation and various government filings • Calculated and improved 4797 gain/loss, depletion of 11,000 oil and gas wells, depreciation and quarterly state apportionment schedules to aid the Tax Director in the effective tax calculation • Reconciled multiple multimillion dollar tax accounts… Show more • Implemented supporting workpapers to aid in the tax compliance and tax provision in accordance with ASC 740 • Supervised and trained staff accountant in preparation of property tax payments, depreciation and various government filings • Calculated and improved 4797 gain/loss, depletion of 11,000 oil and gas wells, depreciation and quarterly state apportionment schedules to aid the Tax Director in the effective tax calculation • Reconciled multiple multimillion dollar tax accounts including numerous prior period balances resulting in recognition of income previously held on the balance sheet. Implemented new reconciliation procedures to strengthen account integrity as well as prevent delays in revenue recognition • Analyzed and calculated multimillion dollar property tax accrual used by senior management in decision making • Gathered quality information for consultants through queries in BOLO and Wellview. Able to work with various other departments including engineers, landmen and division order analysts to provide the needed information to outside consultants, allowing for the most accurate valuation of property in numerous states Show less

Staff Accountant

• Jun 2009 - Dec 2010

• Provided accounting services to various construction contractors builders and developers • Prepared corporate, partnership and individual income tax returns, gift and estate tax returns, profit sharing plans, defined benefit plans and 401(k) tax returns • Drafted financial statements with corresponding workpapers including cash, accounts receivable, accounts payable and other general ledger reconciliations • Assisted with the calculations of tax projections and tax planning for… Show more • Provided accounting services to various construction contractors builders and developers • Prepared corporate, partnership and individual income tax returns, gift and estate tax returns, profit sharing plans, defined benefit plans and 401(k) tax returns • Drafted financial statements with corresponding workpapers including cash, accounts receivable, accounts payable and other general ledger reconciliations • Assisted with the calculations of tax projections and tax planning for corporations, partnerships and individuals Show less • Provided accounting services to various construction contractors builders and developers • Prepared corporate, partnership and individual income tax returns, gift and estate tax returns, profit sharing plans, defined benefit plans and 401(k) tax returns • Drafted financial statements with corresponding workpapers including cash, accounts receivable, accounts payable and other general ledger reconciliations • Assisted with the calculations of tax projections and tax planning for… Show more • Provided accounting services to various construction contractors builders and developers • Prepared corporate, partnership and individual income tax returns, gift and estate tax returns, profit sharing plans, defined benefit plans and 401(k) tax returns • Drafted financial statements with corresponding workpapers including cash, accounts receivable, accounts payable and other general ledger reconciliations • Assisted with the calculations of tax projections and tax planning for corporations, partnerships and individuals Show less

Intern (McNair

• Jan 2009 - May 2009

Responsibilities included the preparation of personal property tax returns with related work papers and reconciliations. Performed miscellaneous tasks, to aid staff accountants in the preparation of individual and corporate income tax returns. Responsibilities included the preparation of personal property tax returns with related work papers and reconciliations. Performed miscellaneous tasks, to aid staff accountants in the preparation of individual and corporate income tax returns.