Experience

Alpha Energy Solutions

• United States
• Environmental Services
• 1 - 100 Employee

• Accounting Manager

  • Feb 2021 - Present



EXTELL FINANCIAL SERVICES, INC

• Louisville, Kentucky, United States

• Assistant Accounting Manager

  • Mar 2020 - Feb 2021



Casual Living Worldwide (fka Brown Jordan Services)

• Simpsonville, Kentucky

• Accounting Manager / Senior Accountant / Staff Accountant

  • Mar 2007 - Nov 2019

  Manage activities of accounting staff (i.e., hire, train, appraise, motivate, discipline). Oversee the daily processing of business transactions (A/R, A/P, Cash, G/L). Coordinate month/quarter/year end close processes, closing sub ledgers to ensure all transactions have been processed for the period and are reconciled to general ledger and prepare journal entries. Review of financial statements and variance analysis reporting. Complete balance sheet reconciliations. Weekly cash forecasting for cash receipts and disbursements and preparation of monthly borrowing base report to ensure compliance with bank covenants. Training staff on entry of all daily AR & AP transactions, general journal entry creation and accounting processes. Point of contact for external audits. Work with third party technical support and internal IT to facilitate EDI (electronic data interchange) implementations for new customers and exchange of electronic documents (PO’s, order acknowledgements, shipping notifications, invoicing). Implement, develop and execute process improvement initiatives, building upon existing platforms to improve workflow, systems and processes. Act as liaison with other departments and external parties concerning accounting information of division and participate in various accounting projects and initiatives as necessary. Assist with budget planning for SG&A expenses. Completion of various tax filings including monthly state excise and sales taxes and annual 1099’s. Management of customer A/R agings, identifying, researching and resolving issues related to past due balances. Serve as backup for clerical staff for daily transactions entry. Ad hoc reporting and projects as requested. Show less



Dana Incorporated

• United States
• Motor Vehicle Manufacturing
• 700 & Above Employee

• Accounting/HR Specialist

  • Dec 2005 - Feb 2007

  Created month end journal entries for close process. Prepared/reviewed monthly balance sheet account reconciliations. Updated and distributed daily sales reports for management review. Submitted time data through Peoplesoft HR for payroll processing for 200+ employees. Tracked absenteeism and created related reporting for management review and auditors. Administered discipline in accordance with work rules guidelines. Updated process documentation related to payroll for Sarbanes-Oxley compliance. Maintained and updated employee personnel records within PeopleSoft HR software. Coordinated employee weekend overtime work schedules based on production needs. Created various ad-hoc payroll and HR reports as requested. Show less



Davis Jewelers

• Louisville, Kentucky Area

• Staff Accountant

  • Apr 2004 - Feb 2005

  Prepared and analyzed monthly financial statements. Used Quickbooks software to create journal entries associated with daily/monthly activity, performed bank reconciliation and compiled and inputted sales information from POS software. Created new reporting utilized by management to facilitate in operational decision making. Reviewed bi-weekly time clock data, resolved any discrepancies or issues with employees and ran reports used to submit information to payroll provider. Facilitated conversion from existing POS system to new industry specific POS software. Developed processes and controls for POS system and trained sales/admin personnel on its use. Primary point of contact for resolution of system related malfunctions/problems. Assisted CFO with various projects and reporting as requested. Show less



SHPS Inc

• Louisville, Kentucky Area

• A/R Supervisor / Senior Accountant / Staff Accountant

  • Jul 1999 - Jan 2004

  Managed revenue cycle processes for multiple divisions/subsidiaries. Performed month-end closings, reviewed financial statements, reconciled cash, AR and allowance accounts and created MD&A reporting for Executive Management. Prepared monthly balance sheet account reconciliations including associated research and correction of outstanding reconciling items. Reviewed monthly revenue recognition for all divisions/subsidiaries using variance analysis on a trend basis. Supervised cash management functions including approval of EFT transactions between corporate and restricted accounts as well as with outside vendors and review of related general ledger journal entries. Developed and implemented procedural documentation on AR, Billing and Cash Management processes related to PeopleSoft software and trained staff on AR and BI modules (AR functional lead in conversion from Epicor ERP to Peoplesoft accounting system). Participated in implementation of new banking software to support EFT transactions. Maintained quarterly sales commission true-up schedules and prepared appropriate requests to have approved commissions paid. Prepared various general ledger entries and reports as requested. Show less