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Fayetteville, North Carolina, United States
August 21, 2018

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Stephanie Batson

Fayetteville, NC 706-***-****

Staff Accountant Profile

Financial Management General Accounting Financial Analysis Highly skilled and accomplished professional with notable expertise in all facets of accounting, financial management, bookkeeping, financial analysis, and regulatory reporting within high-profile corporations. Experienced in managing new and existing accounts, and developing processes to achieve business and financial objectives. Integral in streamlining and improving policies and procedures, enhancing productivity, and implementing technical solutions. Well-versed in processing state and federal tax returns, bookkeeping, establishing Work Compensation/General Liability Insurance, and developing Power of Attorney forms for various clients.

Financial Statement Analysis

General Ledger Accounting

Strategic Planning & Analysis


Account Reconciliation Expert

Competitive Intelligence


Reporting Proficiency

Account Management



Budget Forecasting Expertise


OmayraD.Coon, CPA, P.C Fayetteville, NC

OfficeManager/TaxStaffAssociate,2016 – 2018

Handled all financial processes for 8 – 12 monthly bookkeeping clients using Intuit Online and QuickBooks desktop. Provided ongoing support for clients with various projects including negotiating and establishing Work Compensation/General Liability Insurance, establishing budgets for 501(c) (3) grants, and managing retirement benefits for employees. Processed GL analysis and reconciled balance sheet accounts, and monthly bank and credit card transactions. Prepared month-end closing entries, payroll, and negotiated federal and state tax debts. Developed Power of Attorney forms, researched and resolved Federal and State tax notices, and filed monthly, quarterly, and yearly tax filings including sales tax returns, annual filing reports, and payroll withholding taxes. Acquired invaluable knowledge of Installment Agreements, Equitable and Hardship Relief, Offer in Compromise, and various abatements.

Processed and verified newemployeepaperwork,meeting all new-hire reporting requirements for payroll clients.

Facilitated all tax in-takemeetingswithnewandexistingclients,verified available taxdeductionsandtaxcreditsin compliancewithIRSstandards,and organized taxpaperworkfortaxpreparation. R. Spencer Waddell, Inc. Columbus, GA 2012–2016 General Manager, 2013 – 2016

Managed overall construction operations, including strategic planning, overseeing construction personnel, and daily activities. Providedmanagementoversightfor13projectssimultaneous,and handled all aspects of day-to-day processes including client requests, budgets, resources, and on time delivery. Facilitated project meetings with cross-functional project teams, project stakeholders, and clients to establish criteria for project milestones, discuss safety protocols and regulations, and ensure compliance with contract and quality standards. Managed business relationships with new and existing clients, sub- contractors, and vendors, and explored new business opportunities by assessing current partnerships and current product offerings. Developed and distributed progress reports, cost tracking reports based on materials costs, budget estimates, overhead, andmiscellaneousexpenses.

Successfully maximized profits on aper-project basis by employing job-cost analysis and initiating newcontract negotiationswithvendors.

Secured a5-8% annual profit growth by implementing client upgrade and change order fees, leveraging revenue management opportunities, increasing employee efficiency, andmanagingcontrollablecosts. Full Charge Bookkeeper, 2012 – 2013

Established GL and vendor accounts, and created cost codes for the Sage 50 Account Software, processed A/R and A/P transactions, and maintained chart of accounts. Handled all Worker’s Compensation and General Liability insurance claims, including payments, and associated documentation. Reconciled balance sheet accounts, credit card and bank statements, Stephanie Batson

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prepared 1099’s and W2’s, and processed payroll. Validated all cost codes, figures, postings, and documents containing financial data to ensure accuracy, prior to final submittal and processing. Prepared and filed quarterly taxes, assisted Accountant with yearly corporate returns, and utilized the appropriate adjustments, deductions, and credits to keep clients’ taxes toaminimum.CompiledWorker’sCompensationandinsuranceinformationforannualaudits. K.C. Hawaii, Ltd Kaneohe, HI

General Manager, 2009 – 2012

Oversaw daily operations for the business office including managing all new and existing wholesale accounts, developing and organizing return policy, monitoring work orders, and backordered products. Used QuickBooks Pro to invoice 150+ accounts daily, and handled chargebacks and credit memo approvals. Controlled the ordering process including order entry, maintenance, client communications, pricing, drop-ship program, stock levels, inventory, and expected delivery date. Managed all multinational corporate accounts, utilizing Electronic Data Interchange (EDI) to place wholesale orders, and process invoices. Facilitated daily meetings with office staff to enhance work performance, quality control, and time management skills.


Bachelor of Science in Business Administration and Accounting University of Phoenix 2016 TECHNICAL PROFICIENCIES

Microsoft Word, Excel, Outlook, PowerPoint, Sage 50, QuickBooks, Smartsheets, Yardi, Drake

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