Grant Edward Lerette

**** ******* *******

Katy, TX, 77494

Phone: 254-***-****

adi6c0@r.postjobfree.com

PROFESSIONAL SUMMARY

Skilled professional with 10 years of experience in Audit, Financial, and Tax accounting. Proven ability to manage multiple assignments while meeting tight deadline schedules, and while performing work in an ethical manner. Excels when challenged with difficult and complex issues requiring critical thinking and decision-making skills while continuously seeking process improvements. I continuously improving myself in accounting and business by studying for the CPA and working on a Master’s in Economics/Entrepreneurship at University of Houston.

SUMMARY of SKILLS

•Ability to develop and maintain influential relationships with customers.

•Self-motivated, flexible, honest, and hard-working individual.

•Demonstrated ability to develop, identify and implement process improvements.

•Part Time consultant D&G Machinery and Grant Edward IC March 2020-Present

Languages

English, Italian Basic, Basic Mandarin Chinese

Computer/Technical

Microsoft Word, Excel, Power Point, Visio, QuickBooks, SAP, Access, Seibel, Sage works, Pro-System FX Engagement, APT, Case Ware, Idea, Micros.

Leadership Skills

•Navy – Directed several teams

•Accenture - Supervised and reviewed journal entries and reconciliations.

•BDO - Trained and supervised new staff in audit areas such as P&L, cash, AR, liabilities, and equity.

•Peli Peil- Managed trained an accounting team of three in all areas in the balance sheet and income statement, trained 2 operation team members and 13 restaurant managers on inventory control, and product costing.

WORK EXPERIENCE

US Navy Reserve

Logistics Specialist 09/2018-Present

Created cost and price analyses of contractor’s proposals, Negotiate prices for sole source contracts.

Managed and oversaw purchasing processes, ensuring all policies and procedures were followed and completed accurately.

Issued custody receipts or similar documents for all property assigned to an individual.

Monitored the storage, utilization, transfer, and disposal of property.

Houston Dental Health Management 3/2019-03/2020

CFO

Produced month end closing KPI reports, bank/credit card reconciliations, and financial reports to ensure accuracy.

Headed marketing efforts, which expanded the customer base and geographic area in Austin county by 25%.

Designed and executed meetings with office managers and regional manager in order to come up with more efficient policies and procedures for the company’s accounting, and operation functions.

Assembled and filed quarterly 941 federal payroll tax report, prepared salaries accounts and made sure salaries were paid on time.

Blackstone/ Alta Mesa Resources 10/2018-03/2019

Consultant/Accountant-Contract Oil and Gas Company

Assembled monthly reconciliations of General Ledger and sub-ledger accounts to ensure accuracy.

Made major adjustments to the Balance Sheet and Income Statement for 2018 tax purposes.

Created processes for Inventory that managed the transfer of inventory to capture the true COGS in all entities.

Researched and Determined proper sales and use taxability of customers and transactions that helped the company recover over 300K in sales and use taxes paid in 2018.

Texas Medical Management Services 2/2018-10/2018

Manager/Senior Accountant

Supervised and trained of accounts payable department – verified invoices, purchase orders, tracked supplies, and audited AP account.

Created monthly reconciliation of General Ledger and sub-ledger accounts to ensure accuracy.

Assembled business personal property renditions for 14 different properties that saved the company 50K in property taxes due to accurately reporting of fixed assets.

Saved the company 13% off their tax liability by correcting 17 entities financial statements for S Corporation and Limited Liability Tax return filings.

Created and maintained fixed asset depreciation schedules for all entities and posted depreciation expenses.

Peli Peli Restaurant Group, Houston, TX 8/2017-2/2018 Controller

Operations/Financial Achievements

Created processes for Inventory that managed the transfer of inventory between restaurants to capture the true COGS in all entities, which saved the restaurant group $30-$45K in theft or waste.

Succeeded in cleaning up major areas in the balance sheet such as Cash, AR, AP, Debt, Capital Assets, Inventory, and Equity that saved the company $50K if was done by an outside accounting firm.

Conducted internal audits regarding Inventory, AR, Cash, Payroll, and AP that help decreased errors to these accounts by 50%.

Analyzed and established product line gross profit margins and corrected cost on major menu items that increased revenue by $62K.

Slashed SG&A expenses around $5K

Audited payroll and found over $10K in payroll overpayments between two restaurant employees that was being overpaid both hourly and salary wages.

Belt Harris & Pachacek, Houston, TX 2016 - 2017

Auditor Lead

Ensured 100% compliance with established internal control procedures by examining records, reports, operating practices, and documentation.

Produced reports for management concerning scope of audit, financial conditions found, and source, and application of funds.

Budgeted engagements and oversight to ensure work was complete within budgeted timeline, I was 100% on schedule and 95% on budget.

Supervised and trained all audit areas performed by staff auditors with 97% accuracy before sending it to the partner in charge.

UHY/BDO, Houston, TX 2013 - 2016

Senior Staff Auditor

Executed middle and large market financial statement audits in diverse industry fields such as oil and gas, manufacturing, energy, real estate, construction, distribution, hospitality, retail, and mining.

•Examined and analyzed accounting records to determine financial status of establishment and created financial reports concerning operating procedures: Analyzed data regarding material assets, net worth, liabilities, capital stock, surplus, income, and expenditures.

•Created reports for management concerning scope of audit, financial conditions found, and source, and application of funds.

•Collected and analyzed data to detect deficient controls, duplicated effort, extravagance, fraud, or non-compliance with laws, regulations, and management policies.

•Inspected accounting systems for efficiency, effectiveness, and use of accepted accounting procedures to record transactions.

•Developed and managed external financial relationships, constantly seeking ways to improve work processes.

Accenture, San Antonio, TX 2009 - 2013 Lead Accountant

•Managed and executed general accounting processes, reconciliations on major accounts, reviewed journal entries, and responsible for researching technical accounting issues.

•Created Financial Statements for multimillion-dollar government program.

•Enhanced month-end and year-end closing procedures which decreased procedure process by 33%.

•Reconciled all funds and entered final adjustments.

•Ensured integrity to company's financial guidelines by reviewing work of fellow associates.

Jon Corbell and Associates, Houston, TX 2008 - 2009

Staff Accountant

•Assembled tax returns for individuals, partnerships, estates, corporations, and S corporations.

•Investigated technical accounting issues involving taxation, and audit standards.

•Created five and ten-year analysis for clients that were starting new businesses or wanted financial forecasts on current businesses.

Compiled and analyzed data to prepare, sales tax, property tax, and tax returns that reduced my client’s tax liability.

EDUCATION

University of Houston, Katy, TX Expected Graduation 05/2021

Master of Science-Economics/Entrepreneurship

University of Houston, Houston, TX Graduated

Supply Chain MGMT/BBA

Baylor University, Waco, TX Graduated

Bachelor of Business Administration – Accounting

Licenses/Training

CPA candidate.

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