Financial Accountant

Experienced administrative professional with keen analytical and problem solving skills as well as extensive financial management and administrative experience seeking position to effectively utilize my experience while maintaining cost efficiency and achieving objectives.

EDUCATION

University of Montevallo, Bachelor of Business Administration with Concentration in Accounting, 1997

SKILLS

Proficient in all Microsoft products and financial software systems including SAP, Zortec, McAleer, PeachTree, Sage Software, Quicken, QuickBooks and QuickBooks Pro, ProSystems, Pro Series, Perform Plus, One World, and Quantum Vertex and various remote access systems.

PROFESSIONAL EXPERIENCE

Protective Life (Vaco), Birmingham, Alabama

Reconciliation Specialist, 04/2019 –Present

Responsible for monitoring accounts on a regular basis, investigating discrepancies, determining the proper resolution, and reporting various issues to leadership.

Investigate and resolve applicable posting errors and subsequently complete journal entries to correct errors.

Work with other members of the organization to investigate errors and ensure timely completion of reconciliations.

Adhered to all policies and procedures and standards of operations.

City of Bessemer, Bessemer, Alabama

Senior Accountant, 06/2008 – 09/2018

Effectively performed administrative and financial management functions ensuring efficient and effective operations.

Researched and compiled data for budget preparation and maintain budgetary control of expenditures.

Served as a liaison to external agencies providing pertinent information regarding financial activities and business operations.

Performed human resource management functions such as staffing and payroll.

Provided directed supervision to subordinate personnel regarding policies and procedures.

Monitored processes to identify areas for improvement in an effort to maintain optimal operations and efficiency and in accordance with compliance.

Accurately managed documentation processes as well as maintain safekeeping of assets and financial instruments.

Provided analysis of financial statements and budgetary line items for decision making ability and financial reporting.

Implemented policies and created training modules in an effort to maintain current financial policies in accordance with established guidelines.

Generated financial reports to provide pertinent information regarding all financial activities.

Managed cash account operations ensuring proper allocation of funds.

New Grace Covenant, Birmingham, Alabama

Accountant, 01/1999 – 06/2009

Effectively managed all aspects of financial and administrative operations.

Trained personnel regarding operational processes and procedures.

Generated routine financial reports as well as prepared budgets and forecasts for revenues and expenditures and maintained records for compliance.

Managed documentation processes ensuring accuracy and compliance.

Prepared W-2 and 1099 forms and other documentation as required.

Birmingham City Schools, Birmingham, Alabama

Staff Accountant, 10/2003 – 05/2006

Effectively managed all aspects of financial and administrative operations including account payable and receivable.

Prepared bank reconciliations, financials, indirect cost reports, and journal entries, budgets and other reports as needed.

Managed unemployment compensation reporting processes.

Generated routine financial reports as required.

Jefferson County Schools, Birmingham, Alabama

Staff Accountant, 04/2001 – 10/2003

Served as lead personnel delegating responsibilities to staff.

Trained staff regarding policies and procedures.

Prepared budgets, purchase orders, and financial reports as required.

Managed documentation processes ensuring compliance.

Managed accounts payable and accounts receivable processes.

Kellum, Wilson, & Associates, PA, Birmingham, Alabama

Accountant, 08/1997 – 04/2000

Served as independent auditor of local schools and support organizations.

Trained staff regarding policies and procedures.

Prepared taxes for company and individuals.

Prepared W-2 and 1099 forms and other documentation as required.

Maintained records in accordance with compliance.

Prepared bank reconciliations, financials, reports, and journal entries.

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