Experience

Embassy Healthcare

• United States
• Hospitals and Health Care
• 100 - 200 Employee

• Accountant

  • Nov 2020 - Present



Equity Trust Company

• United States
• Financial Services
• 200 - 300 Employee

• Senior Staff Accountant

  • Sep 2015 - Mar 2020

  Create various monthly financial analysis to review general ledger accounts and budget variancesCompile original and recurring journal entries to timely record accurate financial recordsAudit monthly financial statements to ensure accuracy before month closeRecord hundreds of bank transactions each monthReconcile numerous bank accounts on a monthly basisMaintain fixed asset records to ensure depreciation and asset balances are accurateProcess payroll in a backup capacitySuccessfully act as liaison with internal and external auditorsPrepare monthly financial summary for review by the Accounting ManagerAct as first point of contact for financial information requests by Department ManagersVarious other general accounting tasks to help the Chief Financial Officer maintain accurate accounting records



AmeriMark Direct

• United States
• Retail
• 100 - 200 Employee

• Senior Staff Accountant

  • Jun 2011 - Sep 2015

  Complete various monthly financial analysis to help control costs and maintain budgetsProcess journal entries to timely record accurate financial recordsReview and audit monthly financial reports to ensure accuracy before month closeVerify, record, and approve daily bank requests and transactions to achieve positive cash flow and accurate banking recordsReconcile many bank accounts on a monthly basisMaintain fixed asset records to ensure depreciation and asset balances are accurateManage several corporate credit accounts to maximize the benefits for the organizationSupervise and lead three accounting clerksMaintain and file annual reports to various states to ensure complianceProcess, track, and file multiple states unclaimed funds reports and paymentsVarious other general accounting tasks to help the Chief Financial Officer maintain accurate accounting records



Brambleton Group, LLC

• Assistant Controller

  • Feb 2005 - Mar 2011

  Complete various financial schedules at the direction of the Chief Financial Officer. This includes, but is not limited to, budget summaries, cost allocations, owners’ equity, audit schedules, and cost analysisOversee and manage all accounts payable functions Provide direction to accounts payable personnel and responsible for achieving accuracy, timeliness, and overall improvement for that personnelMonitor work flow and work volume of accounts payableTrain new employees on the accounting system and the accounting proceduresSuccessfully act as liaison with external auditors to finalize financial statementsAssist in maintaining set budgets by recording, monitoring, auditing, and reporting costsManage vendor contracts including obtaining signatures, processing in accounting system, and maintaining paper file copiesMaintain fixed asset records to ensure depreciation and asset balances are accurateMaintain vendor relationships to ensure timely invoicing and paymentsProvide feedback and testing on updated accounting software Various other general accounting tasks to help the Chief Financial Officer maintain accurate accounting records



First Federal Savings & Loan Association of Lakewood

• Financial Counselor

  • Jan 1996 - Dec 2004

  Performed all tasks associated with originating and processing commercial and personal accounts, including loan applicationsResearched and evaluated clients credit reports, income documentation, debt ratios, and credit worthinessPrepared and packaged loan documents for presentations to loan committees Established and maintained customer records, many of which were confidential in natureCreated and maintained numerous regular (weekly and monthly) financial budget reports Conducted retail sales of personal savings and numerous loan productsServed as a mentor and trainer for new team membersProvided computer support and training as requiredProvided feedback and suggestions after testing new financial softwareEstablished annual objectives, on a personal and professional level, mutually agreed upon with managerContinuously updated knowledge and skills on business and technology processes