Experience

Greenough Group (now part of Apex Group Ltd)

• United States
• Financial Services
• 1 - 100 Employee

• Accounting Manager

  • Jun 2022 - Present



Consolidated Claims Group

• Accounting Manager

  • Feb 2016 - Jun 2022

  − Expert oversight of daily operations in the Accounting Department, including check runs, deposits, and invoicing; month- and year-end processing; accounts payable and receivable; and general ledger and payroll − Proactive engagement in revenue and expenditure variance analysis, A/R review, cash forecasting, and ad hoc reporting activities, in support to the Accounting Controller − Preparation and maintenance of fiscal documents and records of transactions; review of accounting data; and generation of financial reports − Encoding, verification and approval of banking data into QuickBooks, which involved recording deposits, generating deposit tickets for bank deposits, recording payments, generating checks and electronic payments, as well as reconciling the bank accounts − Administration and processing of the payroll, generating the general ledger entries, and also generate payroll summary reports with key performance indicators and other metrics − Assurance of strict adherence to proper accounting policies, processes, and guidelines − Application of necessary improvements to systems and procedures, as well as corrective actions to identified gaps Show less



William Douglas

• Real Estate
• 1 - 100 Employee

• Accounting Manager

  • Apr 2007 - Feb 2016

  − Hands-on supervision and training nine accounting employees and four support staff in overseeing the full accounting system and resolving all financial and technical issues − Fulfillment of staffing requirements, which involved hiring, training, evaluating, and dismissing employees − Provision of swift and accurate response to all financial concerns from various audiences − Governance of four large separate bank conversions and five separate company acquisitions and integrations − Active participation in numerous cybersecurity seminars and discussions on how to handle low- to mid-level IT concerns − Management of overall accounting cycle process for the clients as one of the two pioneer accounting employees − Substantial contribution in driving profit margins by extensively reviewing and developing processes to improve efficiencies − Creation and introduction of new accounting positions and processes to accommodate company growth, which resulted in significant improvements in internal controls and expert delegation of tasks Show less



Product Distributors

• Charlotte, NC

• Staff Accountant & A/P Supervisor

  • 2006 - 2007

  Responsible for General ledger entries; Assist controller with month end/year end close and financial statement preparation; Reconcile Balance Sheet accounts (A/P, Unvouchered Receipts, Sales Tax Payable and other assigned by controller) and bank statements; Perform expense analysis; Review and maintain A/P ledger along with reviewing A/P batches; Reconcile vendor statements; Perform A/P month end close, payment application and research; Prepare 1099’s and manage sales tax reporting for all 50 states; Assist controller with resolving sales tax reporting issues with internal information systems; Responsible for A/R payment application, A/R collections on specific accounts and A/R research; Assist controller with treasury and cash management; Manage lockbox process; Special projects as assigned by controller Show less