Insurance Accounting
Resume:
Joseph A. “Jody” Penton
Jackson, MS 39211
**********@******.**.***
EXPERIENCE
Morgan White Group, Inc. - Jackson, MS
Internal Auditor (2012-August 2014)
• Responsible to Boards of Directors of two national insurance companies and several international insurance companies for all internal audit functions.
• Responsible for instituting the internal audit function as none was present prior to my employment.
• Tasked with the financial due diligence prior to and all accounting and internal control integration in connection with the multi-million dollar purchase of a California domiciled insurance business.
• Assumed all compliance research and investigatory responsibilities within the holding company family.
Wilson & Biggs, PLLC - Ridgeland, MS
Accountant (2010-2012)
• Served as firm In-Charge accountant for audit field work on multiple Corporate & Not for Profit clients. Duties included all audit field work, maintenance of fixed assets and amortization schedules, payroll, income and expense work. Also responsible for creating drafts of financial statements using Creative Solutions Accounting and Microsoft Office software.
• Preparation of U.S. Tax forms 1040, 1041, 1120, 1120-S, K-1 and 990 as well as all corresponding MS Tax forms for multiple clients using Creative Solution’s Ultra Tax CS tax preparation software.
Community Bancshares of MS - Brandon, MS
Internal Audit Officer (2009-2010)
• Responsible for all internal audit duties for 3 banks, each with multiple branches, within MS and TN.
• Duties included reviewing bank compliance with all Federal and State regulations including the Bank Secrecy Act, Patriot Act, and Sarbanes-Oxley Act.
• Responsible for review of all reconciliations done by bank employees on subsidiary accounts, A/R, A/P &
payroll functions within the bank.
Lefoldt & Co., PA - Ridgeland, MS
Accountant (2007-2009)
Penton, Hooker & McElroy, PLLC - Ocean Springs, MS
Accountant (2000-2002, 2007 & 2010)
• Preparation of U.S. Tax forms 1040, 1041, 1120, 1120-S, & K-1 as well as all corresponding MS Tax
Forms for multiple clients using Pro System FX tax preparation software.
• Field work for corporate, retail clients and 501C(3) medical foundation and church audits and reviews including Preparation of Financial Statements and Audit Reports using Pro System FX software and Microsoft Office software products.
• Responsible for monthly accounting work, subsidiary account reconciliation and adjusting journal entries for several corporate clients including schedules of fixed assets, amortization schedules, and payroll preparation functions using Pro System FX, Quickbooks and Peachtree accounting software.
Joseph A. “Jody” Penton
1935 Aztec Drive
Jackson, MS 39211
**********@******.**.***
EDUCATION
University of Notre Dame - Notre Dame, IN
Bachelor of Business Administration in Accountancy (2000)
University of Mississippi - Oxford, MS
School of Law (2002-2006)
Unverisdad de Salamanca - Salamanca, Spain
Certificate of Completion awarded - Cursos Internacionales (2002)
University of South Alabama - Mobile, AL
Additional studies in Life Sciences and Spanish (2000-2002)
CERTIFICATIONS
Certified Public Accountant Exam Mississippi - Candidate
Passed BEC Test - April 2010
Passed REG Test - July 2011
Passed AUD Test – August 2012
CONTINUING PROFESSIONAL EDUCATION
Becker Professional Review Clinton, MS
Certified Public Accountant Review Course
LEGAL CLERKSHIPS
The Scruggs Law Firm - Oxford, MS
Law Clerk (3/2004-12/2004)
• Legal research for the firm both on the internet and in legal publications regarding tax issues relating to Not for Profit hospitals and their billing and investment policies with respect to 501C(3) designation by the IRS.
• Drafting legal memos and briefs for client cases
• Coordinating outside legal research for the firm.
Dogan, Wilkinson, Kinard, Smith & Edwards - Pascagoula, MS
Law Clerk (6/2003-8/2003)
• Legal Research for the firm both on the internet and in legal publications.
• Drafting legal memos and briefs for client cases.
*References available upon request.
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