Shelly Roddy
Staff Accountant at Add On Systems- Claim this Profile
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Credentials
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Marketing on Instagram
LinkedIn -
Excel: Financial Functions in Depth
LinkedIn -
Finance Foundations
LinkedIn -
Strategic Planning Foundations
LinkedIn -
Certified Public Accountant
Oklahoma Accountancy Board
Experience
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Add On Systems
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Software Development
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1 - 100 Employee
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Staff Accountant
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Jan. 2005 - –Heute
● Hired by the president of the organization to assist in financial transactions including writing checks and deposits, ensuring 100% accuracy and seamless operations.● Instrumental in ensuring completion of the journal entries and payroll reports for 17 full-time employees through financial expertise and experience.● Utilize Peachtree accounting software fluently, including creating a report for traceability as well as to show who the top 10 revenue-generating customers are at any given moment.● Work with 100+ large and small trucking companies as customers, resulting in the financial books being accurate at all times.● Helped prepare for an IRS audit, ensuring all paperwork was accurate and in place to pass the audit successfully.
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PRENTICE, NAPIER AND GREEN, INC.
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United States
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Oil and Gas
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Contract Accountant
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Jan. 2014 - –Heute
● Established internal controls due to finding $1.5M in embezzled funds from an employee, resulting insecuring financials and leading to saving the company millions in return.● Successfully filed 2 years of payroll back taxes as part of the revamping of accounting and business processes.resulting in stopping the IRS from shutting down the business and saving the company's reputation● Incorporated an ADP payroll outsource plan for the organization, streamlining the accounting processes to ensure secure and accurate operations, as well as traceability of financials.
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Grant Thornton LLP
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Canada
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Accounting
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1 - 100 Employee
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Assurance Associate
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Jan. 2004 - Okt. 2004
● Assisted in the planning, execution, and completion of 3 audits for Quail Creek Golf & Country Club, Mathis Brothers, and Fred Jones.● Utilized auditing skills and performed specific steps under the supervision of the Senior Auditor, including assisting in the planning process to ensure audit went 100% without any errors.● Communicated directly with senior executives on any potential audit issues or findings, including writing up detailed reports to pass up the chain of command● Created complete, accurate, and comprehensive audit documentation to support work performed, leading to increased efficiencies across the organization concerning auditing tasks.
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Field Consultant/Project Manager
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Apr. 1999 - Aug. 2001
● Acted as a Field Consultant and trained upwards of 10 clients on Innovative Transportation Software.● Served as a Project Manager by working with customers through the project management timelines from end-to-end, resulting in increased customer satisfaction due to being a part of the process.● Led coordination efforts and developed project plans with programmers and installation professionals to ensure on-time installations for customers.● Utilized project management and customer-facing skills to ensure the customer was informed andknowledgeable, resulting in retention and increased sales due to successful transactions.
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Education
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University of Central Oklahoma
Accounting -
Oklahoma Baptist University
Bachelor of Business Administration (B.B.A.), International Business