Experience

Spitzer Industries, Inc.

• United States
• Oil and Gas
• 100 - 200 Employee

• Operations Controller

  • Dec 2020 - Present



FORGE

• United States
• Construction
• 1 - 100 Employee

• Sr Accountant

  • May 2020 - Dec 2020



Hudson Products Corporation

• United States
• Oil and Gas
• 100 - 200 Employee

• Project Account

  • Aug 2018 - Apr 2020

  • Preform Percentage of Completion Accounting (POC). • Review the POC files to make sure all jobs were being accounted for correctly. • Meet with the project manager to discuss any issues on jobs • Reconcile the balance sheet WIP Accounts • Calculate all Sales Representative commissions and submit to AP for payment. • Asset in New job Entry • Asset in the setup of Job Budgets

• Sr Accountant

  • Nov 2017 - Aug 2018

  • Balance all bank accounts to the General Ledger weekly • Monitor the Construction in Progress account to see what projects can be capitalized • Run depreciation and post to the General ledger • Reviewed all open sales orders Monthly to see if any Cost needed to be accrued



Spinnaker Oilfield Services Company LLC

• United States
• Oil and Gas
• 1 - 100 Employee

• Senior Accountant

  • Aug 2014 - Oct 2017

  • Help with the addition of new company to Private Equity Group’s Portfolio • Prepared Weekly Cash Forecast for Spinnaker and Cretic. • Connected with the field employees to get information needed to prepare the Balance sheet, Income statement and Cash Flow 12 Month Forecast quarterly for Spinnaker. • Prepare Monthly Journal Entries, Financials and Quarterly Board Packet for Spinnaker and Cretic. • Set companies up on Concur credit card tracking to make sure all charges were recoded… Show more • Help with the addition of new company to Private Equity Group’s Portfolio • Prepared Weekly Cash Forecast for Spinnaker and Cretic. • Connected with the field employees to get information needed to prepare the Balance sheet, Income statement and Cash Flow 12 Month Forecast quarterly for Spinnaker. • Prepare Monthly Journal Entries, Financials and Quarterly Board Packet for Spinnaker and Cretic. • Set companies up on Concur credit card tracking to make sure all charges were recoded for Spinnaker, Cretic and Roywell. • Prepare Spinnaker invoice and submit to customer. • Run AR Aging, review DOS and contact customers for collections keeping DSO low for Spinnaker. • Set up new companies with the payroll company Roywell Cretic • Run 401K investment reports to be submitted by Investors to 401K. • Maintain Fixed Asset Schedule and run deprecation monthly. • Balance Fixed Asset schedule to balance sheet monthly to ensure all Assets are being deprecated. • Communicate with investing company on financial issues • Prepare monthly reconciliations of all balance sheet accounts. Show less • Help with the addition of new company to Private Equity Group’s Portfolio • Prepared Weekly Cash Forecast for Spinnaker and Cretic. • Connected with the field employees to get information needed to prepare the Balance sheet, Income statement and Cash Flow 12 Month Forecast quarterly for Spinnaker. • Prepare Monthly Journal Entries, Financials and Quarterly Board Packet for Spinnaker and Cretic. • Set companies up on Concur credit card tracking to make sure all charges were recoded… Show more • Help with the addition of new company to Private Equity Group’s Portfolio • Prepared Weekly Cash Forecast for Spinnaker and Cretic. • Connected with the field employees to get information needed to prepare the Balance sheet, Income statement and Cash Flow 12 Month Forecast quarterly for Spinnaker. • Prepare Monthly Journal Entries, Financials and Quarterly Board Packet for Spinnaker and Cretic. • Set companies up on Concur credit card tracking to make sure all charges were recoded for Spinnaker, Cretic and Roywell. • Prepare Spinnaker invoice and submit to customer. • Run AR Aging, review DOS and contact customers for collections keeping DSO low for Spinnaker. • Set up new companies with the payroll company Roywell Cretic • Run 401K investment reports to be submitted by Investors to 401K. • Maintain Fixed Asset Schedule and run deprecation monthly. • Balance Fixed Asset schedule to balance sheet monthly to ensure all Assets are being deprecated. • Communicate with investing company on financial issues • Prepare monthly reconciliations of all balance sheet accounts. Show less



Atwood Oceanics

• United States
• Oil and Gas
• 300 - 400 Employee

• Senior Accountant

  • Mar 2013 - Jul 2014

  • Perform daily financial transaction entries and accumulation in the general ledger • Assist the preparation of internal financial reports, trend analysis and discrepancy resolution by department • Review department Financials to make sure all transactions are recorded correctly • Prepare monthly reconciliations • Track Long and Short term Debt making sure it ties to the GL • Track all monthly accruals making sure they are reversed the following month • Clean up old out of… Show more • Perform daily financial transaction entries and accumulation in the general ledger • Assist the preparation of internal financial reports, trend analysis and discrepancy resolution by department • Review department Financials to make sure all transactions are recorded correctly • Prepare monthly reconciliations • Track Long and Short term Debt making sure it ties to the GL • Track all monthly accruals making sure they are reversed the following month • Clean up old out of balance intercompany transactions • Track all current intercompany accounts to make sure they are in balance • Track all Finance SOX controls and make sure they are prepared Monthly Show less • Perform daily financial transaction entries and accumulation in the general ledger • Assist the preparation of internal financial reports, trend analysis and discrepancy resolution by department • Review department Financials to make sure all transactions are recorded correctly • Prepare monthly reconciliations • Track Long and Short term Debt making sure it ties to the GL • Track all monthly accruals making sure they are reversed the following month • Clean up old out of… Show more • Perform daily financial transaction entries and accumulation in the general ledger • Assist the preparation of internal financial reports, trend analysis and discrepancy resolution by department • Review department Financials to make sure all transactions are recorded correctly • Prepare monthly reconciliations • Track Long and Short term Debt making sure it ties to the GL • Track all monthly accruals making sure they are reversed the following month • Clean up old out of balance intercompany transactions • Track all current intercompany accounts to make sure they are in balance • Track all Finance SOX controls and make sure they are prepared Monthly Show less



Velocity Express

• United States
• Transportation, Logistics, Supply Chain and Storage
• 100 - 200 Employee

• Sr. Accountant

  • Sep 2012 - Mar 2013

  • Report directly to Controller • Prepare JE Entries in preparation for monthly close • Review monthly closing checklist to make sure all JE have been prepared • Run all month end closing reports • Assist in the preparation of the monthly Financial Statements • Help in the reviewing of financials monthly to make sure all charges are accurately recorded • Close AP, AP and GL in the accounting software at month end • Maintain FAS 13 schedule and record the monthly… Show more • Report directly to Controller • Prepare JE Entries in preparation for monthly close • Review monthly closing checklist to make sure all JE have been prepared • Run all month end closing reports • Assist in the preparation of the monthly Financial Statements • Help in the reviewing of financials monthly to make sure all charges are accurately recorded • Close AP, AP and GL in the accounting software at month end • Maintain FAS 13 schedule and record the monthly adjustments • Use the FAS 13 schedule to update monthly rent payment schedule for all location lease/rent payments to submit to Accounts Payable for payment • Maintain Fixed Asset schedule and post all deprecation and new assets to the GL • Perform monthly account reconciliations on most GL accounts • Back up treasury accountant in preparation of daily bank reports • Back up treasury accountant in posting of daily positive pay and sending wires • Assist other departments with any Accounting/Financial information they may need • Review accounting functions to make sure jobs are being preformed as fast and accurate as possible • Ensure compliance with company agreements and controls • Work with auditors and provide all information they require • Perform audits on rental agreements to make sure company is not overpaying • Perform audit on all security deposits and work on getting all owed deposits back to the company • Special projects as assigned by CFO or Controller Show less • Report directly to Controller • Prepare JE Entries in preparation for monthly close • Review monthly closing checklist to make sure all JE have been prepared • Run all month end closing reports • Assist in the preparation of the monthly Financial Statements • Help in the reviewing of financials monthly to make sure all charges are accurately recorded • Close AP, AP and GL in the accounting software at month end • Maintain FAS 13 schedule and record the monthly… Show more • Report directly to Controller • Prepare JE Entries in preparation for monthly close • Review monthly closing checklist to make sure all JE have been prepared • Run all month end closing reports • Assist in the preparation of the monthly Financial Statements • Help in the reviewing of financials monthly to make sure all charges are accurately recorded • Close AP, AP and GL in the accounting software at month end • Maintain FAS 13 schedule and record the monthly adjustments • Use the FAS 13 schedule to update monthly rent payment schedule for all location lease/rent payments to submit to Accounts Payable for payment • Maintain Fixed Asset schedule and post all deprecation and new assets to the GL • Perform monthly account reconciliations on most GL accounts • Back up treasury accountant in preparation of daily bank reports • Back up treasury accountant in posting of daily positive pay and sending wires • Assist other departments with any Accounting/Financial information they may need • Review accounting functions to make sure jobs are being preformed as fast and accurate as possible • Ensure compliance with company agreements and controls • Work with auditors and provide all information they require • Perform audits on rental agreements to make sure company is not overpaying • Perform audit on all security deposits and work on getting all owed deposits back to the company • Special projects as assigned by CFO or Controller Show less



Oil States Energy Services/Specialty Rental Tools and

• Houston, Texas

• Accountant

  • Oct 2009 - Sep 2012

  • Report directly to Controller • Prepare multiple JE Entries in preparation for monthly close • Check JE Entries prepared by other accountants for accuracy before posting to GL • Review GL accounts and make sure all entries are posted properly before month end close • Ensure compliance with company agreements and controls • Gather various information and generate reports requested by parent company and or the auditors • Perform monthly account reconciliations on most GL… Show more • Report directly to Controller • Prepare multiple JE Entries in preparation for monthly close • Check JE Entries prepared by other accountants for accuracy before posting to GL • Review GL accounts and make sure all entries are posted properly before month end close • Ensure compliance with company agreements and controls • Gather various information and generate reports requested by parent company and or the auditors • Perform monthly account reconciliations on most GL accounts • Prepare analyzes on accounts to check for compliance and accuracy of the reporting • Assist in the preparation and review of the monthly Financial Statements • Assist in Reviewing and approving employee reimbursements and expense reports • Combined all locations Purchase Order Logs, track and report on the outstanding Purchase Orders for the company • Manage all company cell phone bills, code for payment and approve all orders for new equipment. • Perform Audit of job bonuses paid • Review all A/R Batches for accuracy before posting payments • Prepare Check run to send to Parent Company Treasury Department for printing of checks and posting the check run to the G/L • Special projects as assigned by CFO or Controller Show less • Report directly to Controller • Prepare multiple JE Entries in preparation for monthly close • Check JE Entries prepared by other accountants for accuracy before posting to GL • Review GL accounts and make sure all entries are posted properly before month end close • Ensure compliance with company agreements and controls • Gather various information and generate reports requested by parent company and or the auditors • Perform monthly account reconciliations on most GL… Show more • Report directly to Controller • Prepare multiple JE Entries in preparation for monthly close • Check JE Entries prepared by other accountants for accuracy before posting to GL • Review GL accounts and make sure all entries are posted properly before month end close • Ensure compliance with company agreements and controls • Gather various information and generate reports requested by parent company and or the auditors • Perform monthly account reconciliations on most GL accounts • Prepare analyzes on accounts to check for compliance and accuracy of the reporting • Assist in the preparation and review of the monthly Financial Statements • Assist in Reviewing and approving employee reimbursements and expense reports • Combined all locations Purchase Order Logs, track and report on the outstanding Purchase Orders for the company • Manage all company cell phone bills, code for payment and approve all orders for new equipment. • Perform Audit of job bonuses paid • Review all A/R Batches for accuracy before posting payments • Prepare Check run to send to Parent Company Treasury Department for printing of checks and posting the check run to the G/L • Special projects as assigned by CFO or Controller Show less



Wade & Company

• Houston, Texas

• Tax Accountant

  • Jan 2009 - Sep 2009

  • Prepared Federal Tax Returns and supporting documents for multiple companies: 1040, 1040-ES, 1041, 1041-ES 1120, 1120s, and 1065. Companies included professional offices (law firms, doctors offices), farms, retail establishments, and small businesses • Prepared Federal and Texas payroll forms, 940, 941, W-2, W-3 and 1099 • Recorded book adjusting entries • Prepared Estimated payments for multiple type returns including personal, corporations, partnerships, trusts and… Show more • Prepared Federal Tax Returns and supporting documents for multiple companies: 1040, 1040-ES, 1041, 1041-ES 1120, 1120s, and 1065. Companies included professional offices (law firms, doctors offices), farms, retail establishments, and small businesses • Prepared Federal and Texas payroll forms, 940, 941, W-2, W-3 and 1099 • Recorded book adjusting entries • Prepared Estimated payments for multiple type returns including personal, corporations, partnerships, trusts and estates • Prepared Texas State Franchise Tax, Public Information, Ownership Information and other Annual Reports • Prepared various reports and researched tax issues for firm partners • Communicated with clients to request information needed to complete returns and answer any tax questions • Knowledge of accounting software including Protax, Go File Room, and Creative Solutions Accounting. Show less • Prepared Federal Tax Returns and supporting documents for multiple companies: 1040, 1040-ES, 1041, 1041-ES 1120, 1120s, and 1065. Companies included professional offices (law firms, doctors offices), farms, retail establishments, and small businesses • Prepared Federal and Texas payroll forms, 940, 941, W-2, W-3 and 1099 • Recorded book adjusting entries • Prepared Estimated payments for multiple type returns including personal, corporations, partnerships, trusts and… Show more • Prepared Federal Tax Returns and supporting documents for multiple companies: 1040, 1040-ES, 1041, 1041-ES 1120, 1120s, and 1065. Companies included professional offices (law firms, doctors offices), farms, retail establishments, and small businesses • Prepared Federal and Texas payroll forms, 940, 941, W-2, W-3 and 1099 • Recorded book adjusting entries • Prepared Estimated payments for multiple type returns including personal, corporations, partnerships, trusts and estates • Prepared Texas State Franchise Tax, Public Information, Ownership Information and other Annual Reports • Prepared various reports and researched tax issues for firm partners • Communicated with clients to request information needed to complete returns and answer any tax questions • Knowledge of accounting software including Protax, Go File Room, and Creative Solutions Accounting. Show less



KSA

• Houston, Texas

• Tax Accountant

  • Nov 2007 - Jan 2009

  • Prepared Federal Tax Returns and supporting work papers for multiple companies: 1041, 1041-ES 1120, 1065, 2220, 1065 • Assisted in preparation of Consolidated Tax Return for parent company • Determined Book and Tax gains on sale of assets for separate companies • Created work papers to record all M-1 to take book income to taxable income • Recorded book adjusting entries • Prepared Estimated payments on multiple types of companies including corporations, partnerships, trust… Show more • Prepared Federal Tax Returns and supporting work papers for multiple companies: 1041, 1041-ES 1120, 1065, 2220, 1065 • Assisted in preparation of Consolidated Tax Return for parent company • Determined Book and Tax gains on sale of assets for separate companies • Created work papers to record all M-1 to take book income to taxable income • Recorded book adjusting entries • Prepared Estimated payments on multiple types of companies including corporations, partnerships, trust and estates • Reconciled assets retired or sold with gain or loss recorded • Provided analysis of accumulated depreciation of fixed assets for tax purposes • Filed multiple State returns including Franchise, Margin, Public Information and Annual Reports for Texas, Louisiana, Delaware, California, and Mississippi • Reconciled general ledger accounts Show less • Prepared Federal Tax Returns and supporting work papers for multiple companies: 1041, 1041-ES 1120, 1065, 2220, 1065 • Assisted in preparation of Consolidated Tax Return for parent company • Determined Book and Tax gains on sale of assets for separate companies • Created work papers to record all M-1 to take book income to taxable income • Recorded book adjusting entries • Prepared Estimated payments on multiple types of companies including corporations, partnerships, trust… Show more • Prepared Federal Tax Returns and supporting work papers for multiple companies: 1041, 1041-ES 1120, 1065, 2220, 1065 • Assisted in preparation of Consolidated Tax Return for parent company • Determined Book and Tax gains on sale of assets for separate companies • Created work papers to record all M-1 to take book income to taxable income • Recorded book adjusting entries • Prepared Estimated payments on multiple types of companies including corporations, partnerships, trust and estates • Reconciled assets retired or sold with gain or loss recorded • Provided analysis of accumulated depreciation of fixed assets for tax purposes • Filed multiple State returns including Franchise, Margin, Public Information and Annual Reports for Texas, Louisiana, Delaware, California, and Mississippi • Reconciled general ledger accounts Show less