Experience

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  Ernst & Young

  • Raleigh, North Carolina, United States

  • Senior, Indirect Tax

    • Jan 2022 - Present
    • Raleigh, North Carolina, United States

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  CH Wells CPA PC

  • Knightdale, NC

  • Accountant

    • Nov 2016 - Dec 2021
    • Knightdale, NC

    Preparation of individual and corporate income tax returns; estimation of taxes owed in filing income tax extensions; pro forma preparation to estimate corporate tax clients projected future year end tax liability for adjustment of salary rate and withholdings; payroll preparation, payment of withholdings, quarterly and year end reconciliations and filings; prepare client sales tax returns keeping up with constantly changing sale tax guidelines and regulations; bank reconciliation preparation and resolution of unknown transactions in QuickBooks Desktop and QuickBooks Online. Work with both individual and small business clients closely to obtain information for all of the above. Training and review of clerical level tax data input.• Training and review of clerical input of tax information.• Demonstrates excellent use of online research to ensure proper tax regulations are being followed • Excellent reporting and communication skills with all types of people, many whom are not finance savvy

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  Hudson Memorial Presbyterian Church

  • Raleigh-Durham, North Carolina Area

  • Accountant

    • Jul 2006 - Jul 2017
    • Raleigh-Durham, North Carolina Area

    • Develops strategic plan by studying technological and financial opportunities; presenting assumptions; recommending objectives. • Established plans, budgets, and results measurements; allocating resources; reviewing progress; making mid-course corrections; managed month-end/year-end close. • Prepares and records asset, liability, revenue, and expenses entries by compiling and analyzing account information. • Manages accounts payable, and billing; maintains and balances accounts by verifying, allocating, posting, reconciling transactions; resolves discrepancies. • Prepares budget, issues financial statements, and manages cash flow. • Demonstrates extensive knowledge of utilizing and leveraging GAAP accounting methodologies. • Develops reports and processes necessary to facilitate, support and document tax impact of business operations. • Initiates process improvements around finance and accounting issues.

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  PRICEWATERHOUSE COOPERS

  • Raleigh-Durham, North Carolina Area

  • Senior Audit Associate

    • 2004 - 2005
    • Raleigh-Durham, North Carolina Area

    • Ensured successful planning, execution and completion of audit engagements, inclusive of pre-planning and wrap up activities. • Managed and directed daily activities of more junior auditors. • Applied risk and control concepts to scenarios encountered and identified any potential issues. • Communicated identified issues with leadership to ensure any potential concerns were addressed in a timely and effective manner. • Researched, analyzed and ensured accuracy of financial statement to ensure Sarbanes-Oxley compliance; aligned methodologies with GAAP, GAAS and PCAOB standards. • Set leading examples with professional skepticism, independence, and objectivity. • Managed financial and audit engagements with a diverse clientele including manufacturing, food service, government, not-for-profit, software development, and retail. • Performed quality assessment of internal control policy and procedures maintained by clients. • Provided recommendations to executive level management for improving operating flow within the organization.

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  New Apple, Inc.

  • Raleigh-Durham, North Carolina Area

  • Director of Cash Management

    • 2002 - 2004
    • Raleigh-Durham, North Carolina Area

    • Oversaw organization’s daily, weekly, and monthly cash flow to reduce amount of cash in collectable status while ethically maximizing amount of time between receiving payable goods or services and disbursing payment. • Developed corporate investment strategy while maintaining liquidity. • Practiced precise data collection and invoicing in order to ensure payment and disbursement records were correct and in compliance. • Ultimately responsible for actual disbursement of funds. • Implemented and adjusted cash flow processing procedures, analyzed and addressed trends and variances, and developed cash management strategy with other managers and executives. • Supervised and trained staff accountants in the performance of monthly bank reconciliations, credit card reconciliations, sales polling, cash shortage tracking/correction, and revenue reporting. • Managed organization's bank accounts, including oversight of staff responsible for account reconciliation and transfer of funds.• Monitored cash balances, tracked payables, and reviewed intercompany activity and payroll. • Directed process of daily revenue reporting of over 50 restaurants. • Tracked construction progress and applied for construction loan reimbursements for new restaurant construction projects. • Oversaw and streamlined the restaurant daily sales reporting process.

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  Deloitte

  • Raleigh-Durham, North Carolina Area

  • Senior Accountant, Assurance and Advisory

    • 1998 - 2002
    • Raleigh-Durham, North Carolina Area

    • Led diversified accounting and auditing assignments; demonstrated competency in technical skills, work quality, and application of professional and firm standards. • Used skills and experience to give companies, investors and regulators confidence in validity of financial statements and business-critical information or processes. • Increased effectiveness by orienting, training, coaching, and counseling auditors. • Communicated business strategies and objectives; assigned accountabilities; planned, monitored, and appraised results. • Consistently met time constraints and client deadlines; built client relationships and maintained positive working relationship. • Effectively managed projects within given budgetary parameters; assisted junior staff in prioritizing and managing workload. • Approached projects with a sense of urgency and was completion orientated.• Evaluated internal control policy and procedures while determining sufficient adherence to procedures. • Evaluated audit team members while supporting performance management initiatives.

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  Healthsource North Carolina

  • Raleigh-Durham, North Carolina Area

  • Senior Accountant, Supervisor

    • 1995 - 1997
    • Raleigh-Durham, North Carolina Area

    • Oversaw self-insured claims cash management function with accountability to external corporate clients and internal management. • Assessed operations to facilitate provision of top quality third-party-administrator services to clients. • Ensured client accounts were properly funded. • Developed and delivered reports that detailed claims paid for clients. • Managed internal financial information including reconciliations of all general ledger accounts, 25 client cash accounts, and monthly account analysis.