Sameh Francis, CPA, MAcc

Staff Accountant at MCCANNON, ROGERS, DRISCOLL & ASSOCIATES, LLP
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Contact Information
us****@****om
(386) 825-5501
Location
US

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Credentials

  • QuickBooks Certification
    Intuit
    Oct, 2021
    - Nov, 2024
  • CPA
    North Carolina State Board of CPA Examiners

Experience

  • MCCANNON, ROGERS, DRISCOLL & ASSOCIATES, LLP
    • United States
    • Accounting
    • 1 - 100 Employee
    • Staff Accountant
      • Aug 2021 - Present

      Full client service cycle from bookkeeping to personal tax return. Providing insights and planning. Full client service cycle from bookkeeping to personal tax return. Providing insights and planning.

  • Wells Fargo
    • United States
    • Financial Services
    • 700 & Above Employee
    • Credit Analyst
      • Jun 2019 - Aug 2021

      Analyze financials statements and notes to create financial spreads. Calculate financial ratios to test customer compliance with loan covenants and interest pricing. Read loan documents and set up ticklers and covenants to track customer compliance with loan requirements. Special project to analyze incoming volume of spread and compliance requests utilizing advanced excel functions including pivot tables, nested formulas, vlookup. Analyze financials statements and notes to create financial spreads. Calculate financial ratios to test customer compliance with loan covenants and interest pricing. Read loan documents and set up ticklers and covenants to track customer compliance with loan requirements. Special project to analyze incoming volume of spread and compliance requests utilizing advanced excel functions including pivot tables, nested formulas, vlookup.

  • Walmart
    • United States
    • Retail
    • 700 & Above Employee
    • Accounts Payable Supervisor
      • Jan 2017 - Jan 2019

      • Supervised a team of 14 accounts payable specialists. • Managed accounts payable process with invoice volume of 8000+. • Provided guidance on transactions and invoice reconciliations. • Reviewed completed invoices and provided feedback and training. • Analyzed data utilizing Tableau and advanced Excel features. • Built relationship with vendors and resolved billing concerns. • Cascaded new process changes. • Assisted in process improvements. • Saved over five million dollars in shrink. • Resolved backlogged work.

Education

  • Liberty University
    Master of Science (M.S.), Accounting
    2016 - 2017
  • Helwan University Cairo
    Bachelor of Science (BS), Accounting

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