Bio
Credentials
-
Certified Public Accountant
Missouri State Board of AccountancySep, 1992- Apr, 2026
Experience
-
American Bank & Trust Co.
-
Tulsa, Oklahoma Area
-
Assistant Vice President, Accounting
-
Jun 2016 - Present
-
Tulsa, Oklahoma Area
Responsible for accounts payable processing, bank reconciliations, various investment reports, service agreements and depreciation reports, backup withholding tax reporting, IRA balancing and tax reporting, estimated tax calculations, year-end tax reports for CPA firm, 1099 preparationMonthly board report preparation including gap report, volatile liability report, statistical data report, board summary report and graphs, net interest margin report, large depositor reportAssist with daily wiresBackup for wire department and human resources/payroll department
-
-
-
Bank of Oklahoma / Accounting Principals
-
Tulsa, Oklahoma
-
Customer Due Diligence Analyst, Temporary
-
Jun 2015 - Feb 2016
-
Tulsa, Oklahoma
Analyzed high risk customers, in accordance with the Bank Secrecy Act and anti-money laundering policies, to determine if their banking relationship should be terminated.Job ended when the backlog was reduced enough to be handled by permanent employees.
-
-
-
John Crane Fluid Control Group / Accounting Principals
-
Tulsa, Oklahoma
-
Accountant, Temporary
-
Nov 2013 - Apr 2015
-
Tulsa, Oklahoma
Initially, responsible for accounts payable processing.Later, responsible for processing payroll hours, printing A/P checks, recording bank transactions, assisting with accounts receivables and completion of special projects, as needed.Also, reconciliation of general ledger accounts, recording journal entries and assisting with month-end close processes.Job ended when accounts payable processes moved to the US headquarters in Chicago, Illinois.
-
-
-
WildRoots/Continental Mills
-
Owasso, Oklahoma
-
Accounting Manager
-
Aug 2010 - Apr 2013
-
Owasso, Oklahoma
Used QuickBooks and Excel to record all entries for this small, fast growing company.Recorded journal entries and reconciled bank and general ledger accounts.Prepared financial statements and various reports for management's review.Assisted in preparing necessary documents in order to sell WildRoots to Continental Mills.Job ended when accounting services were taken over by Continental Mills in Washington state.
-
-
-
U.S. Investigation Services
-
Tulsa, Oklahoma Area
-
Independent Contractor
-
Apr 2005 - Apr 2009
-
Tulsa, Oklahoma Area
Performed employment verifications via telephone interviews on a part time, contract basis.
-
-
-
Mendenhall Rebuilders
-
St. Louis, Missouri
-
Accountant
-
May 1995 - May 1998
-
St. Louis, Missouri
Responsible for accounts payable, payroll and monthly bank reconciliations.Assisted in accounts receivable processing.Managed analysis, reconciliations and monthly review of various general ledger accounts.
-
-
-
Hardin and Schaefer, P.C.
-
Crestwood, Missouri
-
Senior Accountant
-
Feb 1990 - May 1995
-
Crestwood, Missouri
Performed bookkeeping, compilations, reviews and audits for numerous clients.Prepared full disclosure financial statements for those clients.Prepared individual and corporate federal and state income tax returns.
-
-
Education
-
1988 - 1990Maryville University of Saint Louis
Bachelor of Science (BS), Accounting and Business/Management
Suggested Services
This profile is unclaimed. These are suggested service rates with 0% commision upon successful connection
Industry Focus. “Accounting and Auditing”
Need a custom project? We'll create a solution designed specifically for your project.
References
Social Profiles
Community