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Sales Accounting

Location:
Lexington, Kentucky, United States
Posted:
October 21, 2018

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Resume:

Patrick T. Malone

**** ********** ***, ***. ****

Lexington, KY 40515

Cell: 859-***-****

ac7gbw@r.postjobfree.com

Education

Master’s of Business Administration from Miami University

Bachelor’s of Business Administration in Accounting from Eastern Kentucky University

Bachelor’s of Business Administration in Managerial Finance from Eastern Kentucky University

Minor in Economics from Eastern Kentucky University

Experience

Cost Accountant at IMA Louisville in Louisville, KY – January of 2018 through September of 2018

oPrepared journal entries, corrections for journal entries, month-end reconciliations, and month-end account closings. Used the AS-400 software to enter, correct, and remove certain data from the company’s journals and general ledger.

oTracked and modeled freight charges for the entire company with CassWare software. Helped gather information and created a model for the freight charges for the appropriate budgetary forecast planning for the 2019 fiscal year. Contacted freight vendors and the Penske freight network to ensure that any improper or excessive charges were reduced or eliminated.

oTracked both hourly and salary payroll requirements for specified levels of production with Paycor software. Quantified data to ensure that the plant-level efficiency stayed at certain levels for each individual product line. Helped to forecast labor needs for new product lines.

oKept track of fixed assets and capital spending. Entered fixed asset data into Sage Fixed Assets module, and retrieved invoices from PeopleSoft’s Payables module. Created Fixed Asset packets that included In-Service Verifications, pictures, invoices, purchase orders, and FAS printouts. Kept track of idled assets and removed them from service. Monitored the Construction-In-Progress account and ensured proper entry and reconciliation with payables and accrued accounts.

oTracked and reconciled any variances in any variances for labor, freight, labor, fixed assets, and construction-in-progress accounts.

oUsed the Warrior Software to track receivables and clear receivable discrepancies.

oUsed Coupa software to track and approve purchase orders.

oLeft because I was contracted for only a short time period.

Senior Accountant at Xerox, Inc. / Conduent, Inc. in Lexington, KY – October of 2016 to May of 2017

oReconciled pro forma sales data to GAAP and corporate accounting standards to confirm consistency, compliance, conservatism, and accuracy.

oRecommended changes to sales forecasts to ensure compliance with corporate accounting policy.

oReconciled sales forecasts with contractual agreements with clients to verify that the signed agreements were being followed for sales contracts as varying from $100,000 to $25,000,000 per year.

oSuggested changes to depreciation methods, sales revenue recognition, and other expense recording to the sales staff to help them acquire an acceptable operating margin.

oMade the determination of the proper revenue recognition methods, capital asset depreciation, expense recording, and loan amortization for sales deals that were charged to me.

oPrepared memorandums, questionnaires, reconciliation reports, and other materials for third party auditors such as Deloitte.

oProvided guidance to the general accountants in Manila, Philippines so that subordinates could make the proper general ledger entries.

Auditor at the U.S. Dept. of Labor – Employee Benefit Security Administration in Fort Wright, Kentucky – October of 2011 to January 2016

oPromoted from GS-7 to GS-11 in two years.

oAudited employee retirement and healthcare benefit plans; which included tasks such as reviewing previous work papers, guidance materials, and pro forma financial data.

oInvestigated civil and criminal violations of the Employee Retirement Income Security Act ("ERISA") of 1974; which included tasks such as reviewing labor and material costs, general ledger reports, invoices, receipts, payroll slips, and reconciling that data against the appropriate data to determine the materiality of the discrepancies involved.

oHad to actively and positively participate and communicate with other team members, the entities and people being audited, and any third party contractors that were involved; while resolving disagreements between parties via the telephone, email, fax, and face to face.

oExamined financial records such as Annual Reports Form 5500's, bank statements, trust statements, payroll records, actuarial reports, plan documents, and other financial data for accuracy and the legal compliance with ERISA, ACA, HIPAA, and COBRA.

oEnsured that pension plan entities were abiding by the Sarbanes-Oxley Act.

oStudied, examined, compared, and opined, both written and orally, on the application of federal and state laws to certain pension and healthcare plans, and compliance thereof.

oPrepared financial reports, tax statements, loan reconciliation records, memorandums, and other work papers. Reconciled account statements that sometimes totaled in the billions of dollars.

oReviewed Limited Partnership agreements to ensure that the investments were an appropriate choice for retirement or healthcare plans.

oDeveloped spreadsheet and database reconciliations to track such items as contribution delinquencies, pension plan obligations, and the compound interest or lost opportunity costs related to both.

oApplied the Generally Accepted Accounting Principles, analysis, theories, concepts, and practices to the plans being audited to ensure that the plans accounting data was reliable, verifiable, and objective.

oEmployed the Generally Accepted Accounting Principles in the resolution of unprecedented problems and situations while utilizing unconventional methodologies as required to properly adjudicate the situation.

oCompleted Bankruptcy Proof of Claims, attended trustee meetings, held contact with bankruptcy trustees, and attended property auctions to ensure that any claim the Department of Labor had against a bankrupt entity was fulfilled to the uppermost extent possible.

oRated Highly Effective for two consecutive years; which, during any given year, only approximately ten percent of the any Employee Benefit Security office rates as Highly Effective.

Auditor at the Kentucky Dept. of Revenue in Florence, Kentucky – October of 2009 to October of 2011

oAudited Property Tax, Sales and Use Tax, Corporate Tax, Utility Gross Receipts License Tax, Severance Tax, and Energy Direct Pay Taxes.

oLearned the details and work processes of the different types of local businesses by interviewing company officials, supervisors, and employees to determine the suitability of the applicable taxes to the property involved.

oReconciled the data given to me in raw form, converted the raw data to usable documentation to the data provided on the tax returns to ensure the records matched.

oPrepared pivot tables, v-lookups, macros, and other excel functions to help positively identify the appropriate data to audit.

oUsed Microsoft Word, Excel, Access, PowerPoint, and Outlook to effectively demonstrate my conclusions.

oExamined federal and state tax returns, sales and use tax returns, property tax returns, general ledgers, sales and purchase journals, sales invoices, and many other types of financial records for legal compliance.

oProvided financial accounting advice, analysis, assistance, and recommendations to superiors and the companies being audited to develop better accounting and tax preparation systems.

Honors & Activities

Have successfully completed two sections of the CPA exam and sitting for a third section shortly.

Completed and Passed two sections of the Certified Employee Benefit Specialist Exam.

Enlisted in the U.S. Army from April 2001 to April 2007. Served in Iraq. Awarded a Valorous Army Commendation Medal, Combat Action Badge, Overseas Service Medal, and an Honorable Discharge.

Earned a membership to the Delta Epsilon Iota Academic Honor Society.

Made the Campus and National Dean’s List four consecutive semesters.



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