Lance Wilson, CPA
Finance Manager at Trust Stamp- Claim this Profile
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Bio
Credentials
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Certified Public Accountant
Georgia State Board of AccountancyNov, 2017- Nov, 2024
Experience
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Trust Stamp
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United States
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Software Development
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1 - 100 Employee
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Finance Manager
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Jul 2021 - Present
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Cousins Properties
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United States
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Real Estate
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200 - 300 Employee
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Financial Reporting Manager
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Jul 2020 - Jul 2021
- Own SEC report and filing processes for 10-K, 10-Q, 8-K, and DEF 14A Forms including assembly and management of reports in Wokriva, preparation of supporting schedules, partnership with business unit owners, and submission.- Lead quarterly earnings release and supplemental information investor package through analysis of data, calculation of reporting ratio metrics, and effective collaboration with operations, acquisitions, legal, and investment teams.- Orchestrate external corporate audits, quarterly reviews, and other periodic engagements including internal audits.- Build internal close package for presenting financial results to the CFO and executives during our monthly meeting while executing monthly close processes including debt interest analysis and reconciliation of more than 10 entities.
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Senior Property Accountant
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Apr 2019 - Jul 2020
- Facilitated activities related to preparation, execution, and final accounting for 2 real estate sale transactions occurring simultaneously involving over $500 million in total sales proceeds and $330 million in total assets.- Prepared annual audited financial reports for 2 joint venture properties including direct partnership with auditors.- Collaborated with property management, lease administrators, and joint venture partners to ensure critical tenant and property information was accurate and GAAP compliant to ensure financial precision within close deadlines.- Budgeted for 7 individual property income statements utilizing budget to actual analytics, scheduled lease unit turnover and takeover analysis, and expense recovery analysis for annual budgets and 4 quarterly reforecasts.
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North Highland
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United States
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Business Consulting and Services
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700 & Above Employee
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Senior Corporate Accountant
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Jun 2018 - Apr 2019
- Launched process improvement projects to streamline rent analysis, fixed asset registration, and accrual procedures for alignment with the newly implemented Workday accounting system, engaging across 6 functional groups.- Analyzed monthly account inconsistencies to identify and research critical fluctuations from budget to monitor for accurate and appropriate accounting in accordance with GAAP principles on a monthly, quarterly, and yearly basis.- Maintained accounting records for North Highland subsidiary, Cordence Worldwide, through preparation of quarterly and yearly financial statements partnering directly with London based Cordence CFO.
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Change Healthcare
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United States
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IT Services and IT Consulting
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700 & Above Employee
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Senior Corporate Accountant - Technology Solutions
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Aug 2017 - Jun 2018
- Partnered with McKesson and Change teammates to accurately account for transactions related to the Change/McKesson merger in accordance with GAAP standards and in alignment with strict deadlines.- Acted as a liaison between the company and auditors for quarterly and yearly financial reporting.- Executed accounting duties which included regular cross departmental collaboration for lease accounting, fixed assets, prepaids, and accruals in a timely manner while ensuring proper historical documentation in SAP.
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McKesson
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United States
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Hospitals and Health Care
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700 & Above Employee
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Senior Corporate Accountant - Technology Solutions
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Aug 2016 - Aug 2017
- Collaborate with business unit and finance partners to ensure that all transactions are recorded timely and appropriately, and provide assistance as necessary. - Execute accounting duties of varying degrees of complexity related to the month end close,account reconciliations, and financial reporting.- Ensure that proper information is maintained for historical purposes, including regular interaction with corporate accounting and finance. - Act as a liaison between the company and auditors in providing support and understanding for recorded transactions in developing accurate financial reporting.
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BDO
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Belgium
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Accounting
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700 & Above Employee
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Senior Assurance Associate
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Aug 2015 - Aug 2016
- Delivered analytical skills with the ability to manage complex situations and implement appropriate resolutions utilizing Office, IDEA, and other tools while maintaining audit documentation in APT software.- Enhanced capability of working in a demanding, deadline driven environment with a focus on details and accuracy while maintaining solid client focus to ensure satisfaction from client and BDO team.- Managed position on audit teams ranging from 4-8 members in an efficient manner so that senior management stays well informed and associates are provided with exceptional coaching.
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BDO USA, LLP
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United States
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Accounting
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700 & Above Employee
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Assurance Associate
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Aug 2014 - Aug 2015
- Applied basic understanding of US GAAP principals through documentation and validation of financial data.- Developed the ability to adapt effectively to communicate with professionals at all levels. - Advanced an ability to successfully multi-task while working independently and within a team environment.- Inspected client financial data through evaluating various internal controls with a goal of accurate financial reports. - Applied basic understanding of US GAAP principals through documentation and validation of financial data.- Developed the ability to adapt effectively to communicate with professionals at all levels. - Advanced an ability to successfully multi-task while working independently and within a team environment.- Inspected client financial data through evaluating various internal controls with a goal of accurate financial reports.
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BDO USA, LLP
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United States
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Accounting
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700 & Above Employee
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Assurance Intern
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Jan 2013 - Apr 2013
- Worked with engagement teams on multiple accounts to ensure accuracy and completeness of financial reporting.- Merged classroom teachings with real auditing experience to gain insight into the complexity of financial audits. - Tested and analyzed procedures on several audits including one client with investment account totaling $400 million. - Worked with engagement teams on multiple accounts to ensure accuracy and completeness of financial reporting.- Merged classroom teachings with real auditing experience to gain insight into the complexity of financial audits. - Tested and analyzed procedures on several audits including one client with investment account totaling $400 million.
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Education
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University of Alabama
Manderson Graduate School of Businness, Master of Accountancy -
University of Alabama
Bachelor of Science in Commerce & Business Administration, Accounting