Accounting Manager Financial Analyst

*** ** ****** ***, • PORT ST. LUCIE, • FL • *****

PHONE 772-***-**** • E-MAIL ********@*****.***

HTTP://WWW.LINKEDIN.COM/PUB/DAVID-MINNER/11/578/234

DAVID MINNER, MBA

SUMMARY OF QUALIFICATIONS

A high-energy, accountant with a solid and proven track record of mentorship, and professionalism all delivered decisively and compassionately. Key strengths include the ability to meet and exceed goals/targets, excellent presentation and passion to deliver outstanding goal driven outcomes through critical thinking, strategic planning and teambuilding with downline staff.

EDUCATION

State University of New York, Utica, NY BS (Accounting and Business Management)

Walden University, Minneapolis, MN MBA (Finance)

PROFESSIONAL EXPERIENCE

Liberation Business Development

Manager (04/2019 – 10/2019)

Oversee a staff of 15 people

Find ways to improve business efficiencies

Implement findings to save business money

When I first started, there were daily issues with one of our main customers. Beginning in Mid-June, those complaints were down to zero for

the week.

Implemented inventory changes, based upon what was noticed when I first started. These changes have helped the employees to be more

efficient, when it comes to finding product, prior to sending out to customers.

ASIG (PBIA)

Accountant (07/2017 – 04/2019)

●Since I started at this position, I have been able to cut my daily input from 1 day, to only 3 hours per fuel day. (A 60% time saving.)

●Input fueling information into a software program which keeps track of daily fueling for various fuels for the company’s customers

●Help with fueling efficiency within the company by producing a daily report of fuel on hand, which helps determine how much fuel is needed for future requirements.

●Input fueling loads onto an accounts receivable spreadsheet, which helps keep track of projected monthly revenues.

●Input specific codes for AP invoice processing, prior to submitting to AP (located at US headquarters in Dallas, TX.)

●Work with AP and vendors when payment issues arise, to help get clarification or resolve the issue at hand

RECOVERY ASSOCIATES of the PALM BEACHES, Inc., West Palm Beach, FL. (Company closed 05/2017)

Accountant – Finance (12/2016-05/2017)

●Autonomous for all day-to-day financial aspects including AR, Aging, Collections, AP Budgeting, Transfers, Payroll transfers and distributions and tax payments and reporting’s.

●Supervised over 3 other people

●Interfaced with insurance brokers to ensure proper limits were upheld and costs were competitive.

●All financial reconciliations with all vendors and contract negotiations.

●End of month closing process, eg. (Credit Card reconciliations and journal entries.)

●Assisted with client/vendor billing for services rendered/due.

●Cash and fiscal management directly within my preview.

●Prepare financial statements/ Month-End Closing Process (Financial reports, reconciliations and journal entries on Quick Books Online)

●Responsible for all cash receipt and bank deposit postings.

●Facilitate all bank reconciliations, and general ledger.

●Recording of all credit notes and perform inventory adjustments.

●GAAP Usage

BENEFIT CAPTIVE RE, Stuart, FL (Department was moved out of state)

Accounting Manager (11/2015 – 07/2016)

●Autonomous for all day-to-day financial aspects including AR, Aging, Collections, AP Budgeting, Transfers, Payroll transfers and distributions and tax payments and reporting’s.

●Prepare financial statements/ Month-End Closing Process (Financial reports, reconciliations and journal entries on Quick Books Online)

●Responsible for all cash receipt and bank deposit postings.

●Facilitate all bank reconciliations, and general ledger.

●Recording of all credit notes and perform inventory adjustments.

●GAAP Usage

LAP LASER, Boynton Beach, FL.

Accounting Manager (06/2014 / 10/2015)

●Realized year over year reduction greater than $45K by reviewing and correcting Insurance needs.

●Effectively manage large staff of accountants and monitor performance.

●Cash and fiscal management directly within my preview.

●Manage and supervise all staff and ensure that staff is performing at company expectations.

●Prepare financial statements/Month-End Closing Process (FRX reports, reconciliations and journal entries)

●Responsible for all cash receipt and bank deposit postings.

●Facilitate all bank reconciliations, and general ledger.

●Review/approve all documents prior to posting.

●Recording of all credit notes and perform inventory adjustments.

●Process all accounts payable and accounts receivable. (Client/vendor billing)

●Process (Customs Broker) payments via ACH weekly in advance.

●Oversee all collections activities.

●Compile monthly COG invoice list, calculate interest to be paid.

●Record ACH US Customs & Border payments thru A/P once withdrawn from bank.

●Process (Customs Broker) payments via ACH weekly in advance.

●Fixed Assets setup and depreciation.

●Track and record expenses for varied vendors

●Process and monitor all employee cash reimbursements and allocate all expenses for credit card and phone service provider to appropriate department

●Conduct all payroll activities for existing employees

●File Sales Tax returns - FL, TX, CA and WI

●File Partner’s withholding tax deposits (8813)

●Setup and post recurring batches to allocate prepaid expenses

●Setup and maintain fixed allocation schedule for worker’s compensation and health insurance

●Assist with yearly budget preparation

●Fiscal Period Maintenance

●GAAP Usage

Martin, Palm Beach, St. Lucie County School Districts, FL

TEACHER

08/10 - 06/14

Dr. David Rooney, Fort Lauderdale, FL

BOOKKEEPER

05/10 - 08/10

●Verified taxes owed to IRS, which was less than anticipated by $1,500

●Worked with clients, to help improve A/R by at least 15%

●Worked with owner, to verify the reconciliation bank statements for the prior tax years

●GAAP Usage

24 HOUR TAX SERVICES, Margate, FL

OFFICE MANAGER/TAX PREPARER

12/09 - 04/10

Worked with the marketing of the location, throughout the tax year, to bring in new clients

Able to improve income flow by 50% when compared to the start of the tax year

Managed staff and assisted staff member with answering complex tax issues

Assisted the owner in the preparation of the tax offices at the beginning of the year, to

include the installation of the hardware and software for the new tax year

Responsible for assisting the owner for end of year tax preparation

RA PRENTISS, Clarksville, TN

ACCOUNTING MANAGER

09/07 - 12/09

Supervised staff to ensure that staff is adhering to all company policies and procedures

Prepare financial statements

Assisted with client billing for services rendered.

Worked with vendors to lower costs of materials, due to volume purchasing, by at least 10%

oReconciled/audit 10 different bank statements against the general ledger. (There were 10 cards, for the various painters, and their various job needs.)

Cost accounting

oWorked with the owner to improve job costing, thus improving gross income by at least 5%, with reduced job material wastes

Worked with IRS, to reduce taxes due by $5,000, due to overpayment of prior year payroll

taxes

SENECA NATION of INDIANS, Salamanca, NY

FINANCIAL ANALYST/ACCOUNTANT

03/04 - 07/07

Prepared yearly budgets for Federal, state and county agencies, through the creation of my own budgetary forms, which were

used by other staff

•Recorded monthly expenditures, which were tied to the initial budget, to verify against the main accounting software, which helped save time and effort, as most months, these figures were 90% correct. The 10% differential was due to journal entries or budget modifications, which took more time to be processed by the main accounting office

Created a new Accounts Payable processing system, to help with the numerous vendors and accounts which were being charged for the program needs. This helped to reduce the stress on the accounts payable department, overseeing the whole Seneca Nation of Indians

Assisted with client/vendor billing for services rendered/due.

ADDITIONAL SOFTWARE

●MS Office Suites (1998 - 365; Word, Excel, and Power Point)

●MS Dynamics Navision/Great Plains

●QuickBooks (Online, Pro, Premiere)

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