Letitia (Letty) L. Long

Phone: 502-***-****

PO Box 240, Sale Creek, TN 37373

Summary of Qualifications

Over 25 years of Bookkeeping and Accounting Experience along with Freelance Bookkeeping

5 years of experience within the financial industry including banking and securities.

Experience with Project and Time Management as well as a proven ability to work with cost and schedule constraints.

Exceptional focus on customer relationships including problem solving and negotiations.

Strong verbal, written and presentation skills.

Proficient in Microsoft products as well as other programs and a natural ability to learn new and understand new programs quickly. (Excel, Word, Publisher, Outlook, Power Point, One Note, Visio, Quick Books, Peach Tree, CSA, Access, Lotus, Winops, Sales Force, SharePoint, Laser App, Visual Basic, MySQL, HTML, eAutomate, Connectwise, and PDF.)

Experience with Budgeting

Experience with managing complex commission schedules and implementing

Experience with Human Resources, including Insurance, Various Benefit Packages, Organizing events for Employees, FMLA, and miscellaneous.

Experience in Retail Management and Supervision.

Various other skills such as Organizational Skills, Office Management, Knowledge of trucking industry, Knowledge of the Construction Industry, Sales and Marketing, and limited knowledge in the medical field.

Work Experience

06-22-20 to Present, Administration/Accounting/Order Entry

InfoSystems, Inc, Chattanooga, TN

-Order Entry, Product Orders, Receiving, Warehousing, Invoicing, Purchase Orders, Service Agreements, CC Reconciliations, Bank Reconciliations, Payables

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10-21-19 to 06-19-20, Accountant/Office Administrator

Bankruptcy Affiliates. Eron Epstein, Atty, Chattanooga, TN

-All accounting work, including but not limited to, AP (Managing Vendors and Vendor information, managing bills an bill payments, expense, reimbursements, credit card management and entry and reporting), managing past due accounts and reporting, Payroll (Running payroll, Monthly and Quarterly reporting and payments, year-end reporting, Working with 3rd party administrators, securing new accounts with local and state entities when necessary, and entering payroll into Quick Books), Bank Reconciliations (monthly bank and credit card reconciliations), Month-end and Year-end entries to close out the period, GL, Reporting(Monthly and weekly financials, AP and AR, or any other requests).

05-30-18 to 10-15-19 Accountant

Byrne Insurance Company, Louisville, KY

-All accounting work, including but not limited to, AP (Managing Vendors and Vendor information, managing bills an bill payments, expense, reimbursements, credit card management and entry and reporting), AR (Managing customer detail, billing and receiving payments, managing past due accounts and reporting), Payroll (Running payroll, Monthly and Quarterly reporting and payments, year-end reporting, Working with 3rd party administrators, securing new accounts with local and state entities when necessary, and entering payroll into Quick Books), Bank Reconciliations (monthly bank and credit card reconciliations), Month-end and Year-end entries to close out the period, GL, Reporting(Monthly and weekly financials, AP and AR, or any other requests), Commissions Management.

08-15-11 to Present, Self Employed Accountant

-All accounting work, including but not limited to, AP (Managing Vendors and Vendor information, managing bills an bill payments, expense, reimbursements, credit card management and entry and reporting), AR (Managing customer detail, billing and receiving payments, managing past due accounts and reporting), Payroll (Running payroll, Monthly and Quarterly reporting and payments, year-end reporting, Working with 3rd party administrators, securing new accounts with local and state entities when necessary, and entering payroll into Quick Books), Bank Reconciliations (monthly bank and credit card reconciliations), Month-end and Year-end entries to close out the period, GL, Reporting(Monthly and weekly financials, AP and AR, or any other requests).

10-12-16 to 04-12-17, Accountant

Craig Henry PLC, Louisville, KY

-Accounts Payable, Accounts Receivable, Bank Reconciliations, General Ledger, Financial Reporting and Miscellaneous assigned daily duties

11-16-16 to 02-01-17, Sales Associate

Five Star/Newcomb Oil – Bardstown, KY

-Cashiering, Miscellaneous Duties, Customer Service

06-01-16 to 10-12-16, Financial Secretary

First Presbyterian Church, Bryan, OH

-Payroll & Tax Reporting, Bank Reconciliations, Accounts Payable, Offerings and Deposits, General Ledger, Financials, Budgets, and Miscellaneous items

06-24-13 to 05-31-16, Staff Accountant

Penrod & George, Inc.

-Payroll Processing (Entering client payroll and running checks and direct deposits, Monthly and Quarterly reporting and payments, year-end reporting), 1040’s (Individual Tax Returns and estimates), Accounts Payables, Bank Reconciliations, and Monthly Financial Reconciliations (Auditing monthly transactions to make certain everything is recorded properly and printing financials for CPA review.)

06-13-11 to 04-19-13, Accounting Controller/Analyst

Ruralogic, Inc., Bryan, Ohio

(Company went out of Business after 2 years of trying to generate business. Continued working 8 months with no pay.)

-All Accounting processes, including payables, receivables, GL, Tax Reporting, and Financial Reporting.

-All Client Accounting Outsourcing, including Controller for Factory.

-Computer Analyst work focused primarily on SharePoint.

12-2007 to 01-21-11, Transition Team Coordinator

NRP Financial, Inc., Bryan, Ohio

(Company was bought out by LPL Financial and shut down operations in Ohio. This was at the time when there were no jobs available.)

- Develop, maintain and strengthen relationships between the broker dealer home office

and the field associates.

- Assist in facilitating broker dealer to broker dealer transitions for new field staff

affiliations and acquisitions with NRP Financial.

- Implement new business procedures to drive growth and revenue for NRP Financial

member firms.

- Organize on-site visits for potential new advisor candidates as well as newly

transitioned advisors for NRP Financial.

- Facilitated Advisor payout arrangements and contracts with NRP Financial. (This entailed managing all the various commission structures and managing within the company as well as providing the input for the contracts for each individual broker.)

- Supervised the completion of data entry within various programs utilized by all

departments within NRP Financial.

- Successful and accurate completion of Various projects needed to continue a high level

of quality service to our advisors as well as the end client.

-Audit and Analyze Incoming Commissions for Plans to assure that all commissions for plans are per agreement and are level.

I also have experience as a receptionist, office administrator, bookkeeping for non-profit organizations (United Way and Churches), health insurance administration, fitness instruction, banking—customer accounting, nursing assistant, retail management, and sales.

Formal Education

02-2014 – Penn Foster College - Associate Degree in Accounting

01-24-11 to 06-03-11 – Northwest State Community College

-Associate Degree in Data Base Programming with Honors

2004—NDEITA (now NETA), Minnesota

- Group Fitness Instruction (Which also includes various classes of Pilates, Yoga, Total Body Fitness, Fitness for age 50 and over, Boot Camp, Step Aerobics, Dance Aerobics and Cardio Core Aerobics.)

1983—1984—Mount Vernon Bible College, Mt. Vernon, OH - Bible

1982—1983—Christ for the Nations Institute, Dallas, TX - Bible

1981—1982—Licking County Joint Vocational School, Newark, OH - DECA—Sales and Marketing

1982—Heath Senior High School, Heath, Ohio - High School Diploma

References:

Available upon request.

Contact this candidate