Joel Scott Cadwell

Radford, VA *****

540-***-**** • ac087e@r.postjobfree.com

Accountant

Extensive success implementing process improvements that enhance accounting operations

Detail-focused, high-performance accounting professional with extensive experience in general accounting, financial analysis, reporting, budgeting and reconciliation. Self-motivated team player with keen business acumen and expertise in accounts payable / receivable, general ledger analysis, and superior customer service.

Excellent analytical, organizational, research, and interpersonal skills with a proven ability to communicate effectively with cross-functional departments. Outstanding work ethic with a record of successfully and accurately completing projects ahead of schedule. Proficient in Microsoft Word, Excel, Outlook, Sage ERP, Quicken, and various tax software.

Core Competencies:

GAAP compliance

Financial / Business Analysis

Investment / Financial Recommendations

Customer Service Excellence

Staff Training & Coaching

Account Reconciliation

Month-end Closing Activities

Report Generation / Analysis

Professional Experience

Inorganic Ventures, Christiansburg, VA

Accounting Lead, 6/2013 – 2/2017

Lead end-to-end processes to ensure cost control and accuracy in reporting for yearly budget of $8M+. Managed daily procedures to include A/R and A/P, general ledger, journal entries, bank and account reconciliations, tax reporting, budget management, vendor relations, and invoicing. Balanced budgets, created forecasts, ensured compliance, and developed reports. Communicated routinely with vendors, customers, and peers.

Key Achievements:

Managed accounting staff of three; coached staff in financial procedures, delegated tasks, ensured accuracy of work and departmental adherence to GAAP. Served as liaison with contracted CPAs.

Performed critical financial/cost analysis and developed detailed monthly reports relative to financial planning, budgeting, and forecasting, for senior management.

Oversaw creation, implementation, and management of company credit card program, which resulted in a fifteen-thousand dollar return back to the company.

Consistently met deadlines while demonstrating strong analytical and problem-solving skills and maintaining accuracy and compliance objectives.

Recognized as valuable resource for clients, colleagues, and management regarding accounting issues, cost optimization and questions.

Lead departments/teams in creation and adherence of project budgets.

Ameriprise Financial, Radford, VA

Assistant Financial Planner, 5/2008 – 6/2013

Consulted with diverse client base to provide tailored recommendations of financial products and services to address immediate, short-range, and long-term wealth management goals. Built rapport and provided education on market trends and managed expectations; explained complex concepts in every day terms to increase comprehension and confidence. Carefully documented all customer interactions and protected confidential information.

Key Achievements:

Engaged in a heavy volume of face-to-face meetings and telephone calls in building business.

Promoted variety of financial product solutions; reviewed accounts and assessed profitability of bond sales and acquisitions.

Established reputation for resourcefulness; flawlessly resolved customer concerns and mitigated risk to retain customer relationships.

Provided analytical research and reporting to advisors for client consultations.

Prior experience as Assistant to the Senior Auditor (Internship) for Radford University, Office of Audit & Advisory Services; Seasonal Tax Professional for Jackson Hewitt; and Store Accounting, Department Manager for KMART Corporation.

Military Background

Virginia Army National Guard

Sergeant

Developed and implemented plans and strategies to achieve organizational goals. Provided motivational employee leadership and highly effective coaching through performance feedback. Enforced and ensured staff compliance with policies, procedures, and regulations.

Key Achievements:

Served as Team Leader in austere environments while deployed in Afghanistan (Operation Enduring Freedom); responsible for health, welfare, training, and professional development of subordinates.

Planned, coordinated, and implemented humanitarian aid activities.

United States Marine Corps

Corporal

Served as Section Chief in charge of all tactical communications vehicles and associated equipment; supervised training and development of drivers.

Key Achievement:

Operated / maintained radio and GPS systems as part of communications team while deployed in Kuwait (Operation Desert Storm).

Education and Credentials

Bachelor of Business Administration, Accounting (2008)

Bachelor of Business Administration, Finance (2008)

Radford University, Radford, VA

Affiliations:

Beta Gamma Sigma, (Business Honor Society), Inductee

Marine Corp League, Member

Veterans of Foreign Wars, Member

American Legion, Member

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