Accounting Assistant
Resume:
DALE GRAHAM, CPA
Woodstock, GA 30188
Skills
QuickBooks Pro, Enterprise, & Online Pro-Series Ultra Tax Hyperion SAGE-MAS 90 Drake Tax
JD Edwards Charting Pro MS Office -Advanced VBA GAAP Tax
Experience
Davis & Associates, CPA June 2017 –Present
Tax Manager
Manage tax group of nine individuals
Review individual, corporate, & partnership tax returns
Handle IRS tax notices and requisite correspondence
Coordinate with accounting and payroll groups
Implement process improvements
Discuss tax planning & strategies and implications of new tax law with clients
David Pierce P C August 2012- June 2017
Sr Accountant/Tax Accountant 8/12 to present
Complete compilation of financial statements
Payroll and quarterly payroll tax returns
Corporate income tax returns
Individual income tax returns for clients with multiple investments and numerous rental properties and businesses.
Trust and Estate income tax returns for estates with investments and rental properties.
Olympus Media LLC October 2010- July 2012
Business Manager-Barter Division May 2011- July 2012
Set-up accounting system for tracking barter transactions in QuickBooks totaling $500k in revenue annually.
Restated financials to reflect presentation of barter activity in accordance with GAAP.
Automated processes for shortened month end book close reducing close from 6 days to 4.
Initiated implementation of internal controls and trained personnel.
Accounts Payable entry and batch processing MAS 90 system
Client billing using Charting Pro/Sales by category reporting
Accounts Payable and Receivable October 2010 – April 2011
Processed batched A/P
Improved processes and efficiency
Dale Graham Accounting August 2001 – September 2010
Accounting Firm
Full charge bookkeeping for small businesses.
Complete small business accounting services.
Financial statement preparation, budgeting, payroll, tax preparation
BellSouth Cellular Corp. June 1989– March 1998
Assistant Controller August 1997 – March 1998
Excelled at developing strong interpersonal relationships with all levels in the company. As Assistant Controller managed four direct reports with seven team members.
Performed budget variance analyses via monthly financial presentations to Controllers and CFO.
Led accounting team to provide accurate and timely monthly financial statements at regional, market, and partnership levels.
Established strong relationships with field Business Operations directors and General Managers to keep abreast of marketing programs and other initiatives and ensure that such programs were quantifiable and appropriately reflected in the financial statements.
Excelled at managing accounting for large projects such as the digital conversion of capital equipment.
Recommended training and assigned developmental tasks.
Maternity leave February 1997 – August 1997
Assistant Controller –Consolidations April 1995 – February 1997
Managed team of three direct reports.
Coordinated information gathering for year end audit by our external and internal auditors
Led team to implement new system controls for customer credit refunds resulting in savings of thousands.
General Ledger Design Team Leader January 1994 – March 1995
Led Financial System Conversion, G/L team in designing new general ledger
Ensured necessary internal system controls were implemented during financial system conversion project.
Regional Accounting Mgr. August 1992 – December 1993
Led accounting teams to provide accurate and timely monthly financial statements at regional, market, and partnership levels, including five markets and four partnerships
Targeted areas for cost reduction.
Corp. Accountant June 1989 – July 1992
Performed staff accountant duties.
Posted month end accruals and adjusting entries
Reconciled balance sheet accounts.
Education
CPA Certification 1999
Georgia State University,
Bachelor of Business Administration, Accounting. 1990
Dekalb Community College
Associate Degree, Accounting 1984
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