Bio
Credentials
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XERO Certified Advisor
XeroMay, 2016- Apr, 2026 -
HR Small Business
Tulsa Community CollegeNov, 2012- Apr, 2026 -
Sage MAS90 & MAS200 ERP
Steward ConsultingJan, 2007- Apr, 2026 -
QuickBooks Pro
Tulsa Community CollegeJan, 2006- Apr, 2026
Experience
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Sweet Adelines International
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United States
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Accounting Cooridinator
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Mar 2017 - Present
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United States
Utilizes a computerized integrated accounting system (ISSI). Provides backup and assistance to the accounting manager in all areas of accounting, including A/R, A/P, General ledger, reconciliations, and audit preparation . Provides excellent customer assistance to our 23,0000 members .
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Eide Bailly LLP
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Tulsa, Oklahoma Area
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Accounting Services Senior Associate
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Oct 2016 - Mar 2017
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Tulsa, Oklahoma Area
Since 1917, Eide Bailly has provided tax and assurance services to clients across all industries. These services account for more than 75 percent of our work. Our audit department conducts audits, compilations, reviews, and financial statement forecasts and projections, as well as assistance in understanding financial statement, conducting internal audits, and evaluations and testing of internal controls. Our tax department serves 44,500 tax clients across the nation and prepares 92,000 returns annually. We help our clients manage their taxes through planning, business advice, tax research and IRS audit support. Clients appreciate our responsive and attentive service when dealing with their tax and audit needs. We are more than accountants: we are our clients' trusted business advisors.
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Senior Financial Accountant
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Jan 2016 - Aug 2016
On site Controller and Accountant for various client base.
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American Safety Shelter, LLC
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Tulsa, Oklahoma Area
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Financial Controller
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Jan 2015 - Jan 2016
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Tulsa, Oklahoma Area
Production of all periodic financial reports, maintenance of accounting records including; Accounts Payable and Receivable, Sales Tax, and 1099 preparationEnsure that reports comply with generally accepted accounting principles and reporting standardsProduced a comprehensive set of controls and budgets designed to mitigate risk and enhance the company's financial resultsSoftware used: Quick-books EnterpriseReported to Mark Morelli & David Gentry
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Modco Industries, LLC
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Conroe, TX
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Financial Controller
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Nov 2011 - Oct 2014
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Conroe, TX
Train personnel on the use of Quick Books software system Prepare and reconcile financial statementsAccounts Receivable and CollectionsAccounts Payable, Payroll, Bank Reconciliations Audit preparation Assist upper-level management with ad hoc financial analysisReported to Andreas Segert
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Bank of Oklahoma
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Tulsa, OK
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Mortgage Accountant
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Mar 2010 - 2012
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Tulsa, OK
Ensure accurate accounting records for receipts and/or disbursements.Prepare financial, statistical, and technical reports.Processed Federal wire transfer for Mortgage loansSoftware used: NetSuite, Fiserv, Regis, Synergy reporting
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Western Filter Co
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Tulsa, OK
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Controller/System Analyst
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2006 - 2009
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Tulsa, OK
Controller for Western Filter Company, Inc. Hawkins Filtration, Inc., Gene LarewLures, Larew Manufacturing, LLC, Weslar Management, Inc., PatCar Inc.Managed department personnel with accountability for performing payroll for 3 companies in multiple states Planned, organized and directed the functions of the accounting department including accounts payable, accounts receivable, collections, payroll, general ledger and financial statement preparation; extensive knowledge of multi-state sales tax, payroll and reports.Software used: MAS 90 & MAS 200, Reported to Chris Lindenberg
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Gates CPA
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Tulsa,OK
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Staff Accountant
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2005 - 2006
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Tulsa,OK
Prepared tax returns, compilations and franchise returns & Write upDivorce litigation researchSoftware used: Quick-books, Lacert
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IBM
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Tulsa, Oklahoma Area
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Temporary Payroll Analyst through Accounting Principles
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Nov 2005 - Dec 2005
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Tulsa, Oklahoma Area
Temporary Payroll Analyst for IBM while position is being transferred to Iraq. Preformed Queries on accounts using People Soft software. Utilized Excel spreadsheets to transfer and submit information to upper management
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SemGroup LP
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Tulsa,OK
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Accounts Payable Accountant / Supervisor
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Jan 2004 - Jun 2005
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Tulsa,OK
Supervised and trained a 2 member team and processed over $10 million in accounts payable for 7 companies weeklyResponsible for bank reconciliation of 8 accounts Working knowledge of accounts receivable cash postingsManaged vendor relations, new vendor set up and W-9 forms while assisting with all vendor inquiriesReviewed invoices for proper approval and coding Assisted auditors with corporate audits
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ONEOK
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Tulsa,OK
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Contract Accountant for The Rowland Group
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2005 - 2005
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Tulsa,OK
Reconciled major subsidiary accounts to general ledger for HR department.
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Frank Klemensky, Paul Emmons, CPAs
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Tulsa,OK
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Staff Accountant
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1995 - 2004
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Tulsa,OK
Performed general accounting functions focused on bank reconciliation, journal entries, financial statements, W2s,1099s and income tax preparation, utilizing expertise in Intuit tax and accounting software systems and Time and billing software. Brought in new clients.Oversaw customer service and staff trainingSoftware used: Tax & Accounting Software, Lacert, Time & Billing
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Honeywell Aerospace
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Owass, OK
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Temporary Accountant for Manpower Professionals
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Jun 2003 - Jul 2003
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Owass, OK
Filled in for Accountant out on medical leave. Analyzed major accounts and prepared monthly reconciliation of subsidiary accounts to General Ledger, Bank reconciliations, Journal entriesSoftware used: Manman, Reported to Shannon Townsend
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QuikTrip
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Tulsa, Oklahoma Area
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Temporary Tax and License Analyst through Axiom International
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Aug 2002 - Nov 2002
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Tulsa, Oklahoma Area
Fill-in person for employee out on maturity leave. Processed state and local license for new stores. Updated files using Access software. Filed Department of Energy reports for the state of Kansas, Iowa, Oklahoma, Texas, Georgia, Arizona, Nebraska, and Missouri. Processed utility accounts payable.Reported to Laura Stahll
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American Airlines
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Tulsa, Oklahoma Area
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Contract Accounts Payable / Internal Auditor through Accounting Solutions
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Mar 2001 - May 2002
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Tulsa, Oklahoma Area
Audited accounts payable invoices for proper coding and authorization. Scanned invoices. Assisted in TWA / American Airlines merger. Data entry of all TWA files. Updated contracts. Awarded "Employee of the Quarter" for outstanding service. Job ended due to 9/11 layoffs.Software used: SAP, ORACLE JDE , Enterprise software application.
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Education
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1973 - 1975Putnam City West High School
Accounting and Finance -
Tulsa Community College
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Putnam City West, Oklahoma City OK, Tulsa Community College
Accounting and Finance
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