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Customer Service Assistant

Location:
Loganville, Georgia, United States
Posted:
December 11, 2018

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Resume:

Ericka James, MSA

**** ******** **** ***** **********, GA 30052

229-***-**** (C) ac7xrt@r.postjobfree.com

An accounting and tax professional on the CPA Track with a proven ability to adapt to changing work environments. As a team member of your organization, I can provide: Strong analytical skills, excellent verbal and written communication skills, excellent time management skills, maturity, honesty and the ability to work as a team player. Technical skills include QuickBooks, ProSystem, FAS, Oracle, MRI, Khalix, Blackline, and Microsoft Office Suite (Word, Excel, PowerPoint, Access). Intermediate Excel skills include: formulas, pivot tables, v-lookups and graphs.

PROFESSIONAL EXPERIENCE

Majors Management, LLC Lawrenceville, GA November 2015 - November 2018

Accounting and Tax Professional

Prepare monthly accrual reconciliations for property and flood insurance, real and personal property taxes and CAM Expenses, post journal entries to the general ledger and assist with month and year-end closing process.

Maintain the fixed asset and depreciation system; update depreciation and amortization roll-forward schedules.

Reconcile general ledger accounts to source documents - bank and 1099 statements, contract, leases and other pertinent information.

Prepare Partnership (1065) and S-Corporation (1120S) tax returns, related K-1s and work-papers for 300+ LLCs, with minimal supervisor.

File personal property & inventory tax returns for retail rental, gas centers, and convenience stores located in AL, FL, GA, LA, MS, NC, OH, SC and TN.

Liaison with external auditors for year-end audits.

Accomplishments: I quickly learned how to prepare 1065 and 1120S tax returns when the tax department lost employee, having no prior tax experience. Having the ability to be a fast learner, I increased productivity and prepared more tax returns which allowed the tax supervisor to prepare the more complex returns.

Gwinnett Community Bank Duluth, GA May 2014 - November 2015

Assistant Controller

Prepared monthly financial reports for Board of Directors meeting

Analyzed/calculated monthly” Allowance for Loan Loss” for the Federal Deposit Insurance Corporation (FDIC) and quarterly impairment worksheet computation for management review.

Prepared monthly bank reconciliations.

Audited loans related to the Community Reinvestment Act.

Performed monthly reconciliation general ledger for internal audits.

Performed ad hoc analysis/reporting for CFO.

Accomplishments: Prepared monthly financial reports quickly and accurately; was given the responsibility of preparing the financial statements and presentation for the annual Stock Holder’s meeting.

UPS Atlanta, GA June 2013 – May 2014

Accountant

Tested controls related to the Supply Chain Management Solutions.

Coordinated the communication with external auditors for SSAE16 testing.

Prepared SSAE16 report for management review in compliance with Sarbanes-Oxley (SOX).

Accomplishments: I quickly learned how to run Khalix, Blackline and other UPS applications to pull financial information for the quarterly and interim financial audits. 100% accuracy of testing controls and following up with management teams and customers. In my Annual Quality Performance Review, I was rated a Strong Performer.

Georgia Gwinnett College Lawrenceville, GA September 2010 - June 2013

Accountant II (April 2012 - June 2013)

Prepared reconciliations for federal and state Title IV funds.

Assisted internal staff and external customers with account needs.

Prepared third-party invoices for vendors.

Monitored A/R aging reports and followed up on outstanding accounts

Assisted with month and year-end closing process.

Accomplishments: I had an outstanding rating of being a team player with coworkers and customer service with the student body. Met high volume deadlines with 99.7% accuracy.

Accountant (October 2011 - March 2012)

Processed tuition payments and prepared daily bank deposit

Participated in the month-end closing process.

Prepared and posted journal entries to the general ledger;

Accomplishments: Promoted to Accountant II within six months.

Internship / Accounting Assistant (September 2010 - September 2011)

Classified, recorded and summarized financial data.

Compiled and kept financial records using QuickBooks

Assisted with preparation of monthly financial statements

Compiled statistical financial accounting and auditing reports/tables.

Processed vendor payments.

Communicated with customers regarding billing inaccuracies.

EDUCATION

Master of Science in Accounting May 2013

Kennesaw State University Kennesaw, GA

Bachelor of Business Administration May 2011

Major: Accounting

Georgia Gwinnett College Lawrenceville, GA



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