Human Resources Customer Service

Katie L. Merritt

**** ******** ******, *******, ** 23507

Email: acb33e@r.postjobfree.com

Tel: 757-***-****

Katie L. Merritt

**** ******** ******, *******, ** 23507 Email: acb33e@r.postjobfree.com Tel: 757-***-****

Seeking a position in the accounting field where my excellent analytical

Objective and technical skills can be utilized to improve the company's profitability .

Talented finance professional with experience in the following:

Extensive knowledge of accounting principles, financial procedures and

Core Competencies banking procedures

Highly skilled in financial statement writing, and report writing for

financial analysis.

Highly skilled in general ledger reconciliation, and journal entry

preparation and posting

Extensive knowledge of construction and job-cost accounting

Extensive knowledge of payroll processing and filing requirements on

the state and Federal levels

Excellent organizational skills, and attention to detail

Excellent knowledge of statistical & mathematical applications

Excellent computer skills

Excellent analytical, problem solving & communication skills

Ability to multi-task and work in a fast paced environment

Excellent customer service skills

Ability to train and supervise staff

Experience Accountant

November 2012 – Present, e:countable, LLC., Norfolk, VA

Provide daily support to multiple clients remotely

Perform daily bookkeeping duties and process daily transactions for

accounts payable and receivable for multiple clients

Audit general ledger and prepare monthly and weekly job-cost and

utilization reports for month end closing

Perform bank account reconciliations

Onboarding of new clients with an in depth analysis of bookkeeping

procedures and solutions to problems

General ledger audit and adjustments involved with onboarding of new

clients

Maintain asset database for multiple clients

Provide training and support for employees

Train clients on the use of QuickBooks software and monthly

bookkeeping and general ledger reconciliation

Prepare month end and year end closing workpapers and reconciliations

Prepare and post journal entries for monthly accruals and year-end

closing

Process weekly, bi-weekly, monthly and quarterly live and after-the-fact

payroll for multiple businesses

Perform yearly workers compensation audits for multiple businesses

Respond to tax inquiries and audits from state and federal tax agencies

Calculate and prepare sales tax returns, personal property returns and

business license renewal applications

Research account transactions, demonstrating the ability to quickly

recognize and resolve discrepancies

Establish and maintain human resources related employee files

reflecting salary increases, deductions, garnishments, benefits, payroll

exceptions, and W2 withholdings in confidentiality

Accountant

August 2010 – November 2012, Moss & Associates, P.C., Chesapeake, VA

Act on behalf of clients as Controller and assist in financial decision

making and planning; provide daily support on site and remotely

Perform daily bookkeeping duties and process daily transactions for

accounts payable and receivable

Audit general ledger and prepare month end job-cost and utilization

reports for month end closing

Maintain asset database

Provide training and manage employees

Prepare month end and year end closing workpapers and reconciliations

Prepare and post journal entries for monthly accruals and year-end

closing

Process weekly, bi-weekly, monthly and quarterly live and after-the-fact

payroll for multiple businesses

Prepare quarterly, monthly and yearly payroll tax reports for businesses

in various states; including W2 and 1099 filings in a timely manner

Perform yearly workers compensation audits for multiple businesses

Prepare financial statements for various types of businesses and not for

profit organizations

Conduct audits of not for profit organizations and employee benefit

plans, compilations, and reviews of financial statements

Tax research and solution implementation

Tax plan preparation

Respond to tax inquiries and audits from state and federal tax agencies

Fiduciary accounting and preparation of Estate tax returns

Prepare business and individual income tax returns

Calculate and prepare sales tax returns, personal property returns and

business license renewal applications

Train clients on the use of QuickBooks software and monthly

bookkeeping and general ledger reconciliation

Full Charge Bookkeeper / Controller

July 2006 – July 2010 Precon Marine, Inc., Chesapeake, VA

Process weekly payroll for 90+ employees in multiple states

Prepare certified payroll reports for weekly payroll

Prepare and file weekly, monthly, quarterly and yearly payroll taxes for

multiple states in a timely manner

Perform month-end, quarter-end, and year-end reconciliations and

closings for payroll processes

Manage accounts payable operations for job-costing

Qualify new accounts, authorizing product purchases, and extending

Katie L. Merritt

1000 Westover Avenue, Norfolk, VA 23507 Email: acb33e@r.postjobfree.com Tel: 757-***-****

lines of credit

Manage asset and equipment database

Perform bank account reconciliations

Prepare and record monthly accrual entries

Perform credit analyses, research financial history, and review account

status

General ledger audit and reconciliation

Research account transactions, demonstrating the ability to quickly

recognize and resolve discrepancies

Establish and maintain human resources related employee files

reflecting salary increases, deductions, garnishments, benefits, payroll

exceptions, and W2 withholdings in confidentiality

Perform yearly workers comp audits

Controller

June 2004 – July 2006 Cavalier Marine, Inc., Norfolk, VA

Process bi-weekly payroll for 45+ employees

Prepare and file monthly, quarterly and yearly payroll taxes in a timely

manner

Perform month-end, quarter-end, and year-end reconciliations and

closings for payroll processes

Manage diversified accounts payable/receivable and expense control

procedures including bank and account reconciliations, cash receipts,

disbursements, finance charges, billings, invoicing, purchase

order/inventory verification, charge backs, rebates, and preparation of

daily bank deposits

Qualify new accounts, authorizing purchases, and extending lines of

credit

Negotiate and enforce collections to expedite the clearance of

delinquent accounts

Manage asset and equipment database

Perform bank account reconciliations

Prepare and record monthly accrual entries

Perform credit analyses, research financial history and review account

status

General ledger audit and reconciliation

Research account transactions, demonstrating the ability to quickly

recognize and resolve discrepancies

Prepare financial statements

Establish and maintain human resources related employee files

reflecting salary increases, deductions, garnishments, benefits, payroll

exceptions, and W2 withholdings in confidentiality

Perform yearly workers comp audits

Attend human resources related seminars

Controller

June 2004 – July 2006 Sterling Wholesale, LLC, Norfolk, VA

Katie L. Merritt

1000 Westover Avenue, Norfolk, VA 23507 Email: acb33e@r.postjobfree.com Tel: 757-***-****

Process bi-weekly payroll for 10 employees

Prepare and file monthly, quarterly and yearly payroll taxes in a timely

manner

Perform month-end, quarter-end, and year-end reconciliations and

closings for payroll processes

Manage accounts payable/receivable and expense control procedures

including bank and account reconciliations, cash receipts, disbursements,

finance charges, billings, invoicing, charge backs, rebates, and

preparation of daily bank deposits

Qualify new accounts, authorizing purchases, and extending lines of

credit

Negotiate and enforce collections to expedite the clearance of

delinquent accounts

Manage asset and equipment database

Perform bank account reconciliations

Prepare and record monthly accrual entries

General ledger audit and reconciliation

Perform credit analyses, research financial history and review account

status

Research account transactions, demonstrating the ability to quickly

recognize and resolve discrepancies

Prepare financial statements

Establish and maintain human resources related employee files

reflecting salary increases, deductions, garnishments, benefits, payroll

exceptions, and W2 withholdings in confidentiality

Bookkeeper/Customer Service Manager

August 2000 – June 2004 Allied Enterprises, Inc., Norfolk, VA

Perform bank account reconciliations

Prepare and record monthly accrual entries

Manage accounts payable/receivable and expense control procedures

including bank and account reconciliations, cash receipts, disbursements,

finance charges, billings, invoicing, charge backs, rebates, and

preparation of daily bank deposits

Qualify new accounts, authorizing purchases, and extending lines of

credit

Negotiate and enforce collections to expedite the clearance of

delinquent accounts

Perform month-end, quarter-end, and year-end reconciliations and

closings for payroll processes

Bachelor of Science in Accounting

Education Old Dominion University

Norfolk, VA

December 2012

Minor in Business and Financial Analytics

Katie L. Merritt

1000 Westover Avenue, Norfolk, VA 23507 Email: acb33e@r.postjobfree.com Tel: 757-***-****

GPA: 3.5

QuickBooks Accounting – Contractor, Premier Accountant, Pro, Basic

Computer Literacy Timberline Accounting

Peachtree Accounting

Mas90 Accounting (versions 3.7 thru 4.5)

Creative Solutions Accounting including Ultratax CS, Fixed Assets CS,

Filecabinet CS, and Planner CS

Account Edge Accounting

Microsoft Navision Accounting

Microsoft Excel, Word, Access, PowerPoint, and Photoshop

EPS Estate Planning Systems

Lacerte Tax Software

Springahead Software

Big Time Timekeeping Software

Bill.com

References are available on request.

References

Katie L. Merritt

1000 Westover Avenue, Norfolk, VA 23507 Email: acb33e@r.postjobfree.com Tel: 757-***-****

Contact this candidate