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Accounting Assistant Tax Preparer

Location:
Gadsden, AL
Posted:
July 26, 2021

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Resume:

adnwu6@r.postjobfree.com 256-***-**** Gadsden, AL (willing to relocate)

SUMMARY

Experienced accounting professional specializing in AP leadership. Exceptional track record in accounts payable operations and top-notch training abilities.

"Ms. Hendrix’s Mathematical and bookkeeping skills are truly phenomenal, in just one year she helped us become financially efficient, while also training, and mentoring board members and volunteers to standard." Gabrielle Saunders, Veternation, Executive Director

“Laterica is honest, dependable and incredibly hard working, beyond that she is always able to address complex issues with strategy and confidence."

Audrey Noel, Finance/ Office Manager, Community Enabler Developer INC.

EXPERIENCE

DentaQuest. Boston, MA

Accounts Payable Coordinator - Remote 05/2021 - Current

Maintains department efficiencies by verifying accuracy, control, and meeting deadlines for weekly suspense, ensuring to follow all accounts payable practices.

Reconciled company bank, credit card and line of credit accounts by set suspense, investigating, and resolving discrepancies to keep accounts audit-ready & documents upload timely and accurately.

Supports the daily/weekly claim processing interfaces to the Oracle financial system, and ensure the daily deadlines are met for all EFT and positive pay files.

Provides daily AP payment report to AR team for Positive pay reconciliation and ensures all files have been created and confirmed daily.

BB&T / Truist Bank. Anniston, AL

Mortgage Loan Officer/ Admin Assistant - Remote 08/2020 - Current

Manage $37B asset and market capitalization portfolio in financial accounts and services, with the 15th dominate bank-holding companies in the nation.

Originate and process first & secondhand mortgage loan applications and negotiate sales of conforming/ nonconforming conventional, FHA, VA, & MHFA mortgage loans.

Drive new business and profitability by building customer relations and recovering and maintaining accounts in good standing.

Recommend & Counsel homebuyers loan products with options to meet individual client needs.

Veternation, INC. NC

Bookkeeper - Remote 02/2020 - 05/2021

Established QuickBooks AP & AR system to reflect accurate financial records for nonprofit standards.

Diminished financial discrepancies and managed monetary transactions, including deposits and credit card transactions.

Identified all accounting errors by developing cross-referencing databases.

Completed payroll for employees and maintained detailed records of procedures.

Supported operations by communicating with customers, filing documents, and managing data.

Reviewed and filed financial documents, coded accounting entries for data processing and posted daily receipts and payments in accordance with all corporate protocols.

Trained board members, volunteers and provided guidance to executive director on financial & accounting management.

Quality Of Life Health Services. Gadsden, AL

Accounts Payable Clerk - Contract 09/2019 - 03/2020

Served 200+ Accounts payable nonprofit organization incurring revenue of $25 - $50M annually.

Maintained and managed a nationwide network of vendors and suppliers, verifying distribution, accuracy, and maintenance of invoices.

Processed 2,000 invoices equal to $1M monthly.

Validated content resolving all issues while assessing closed A/P sub-ledger monthly.

Edgar And Associates, LLC. Glencoe, AL

Bookkeeper / Accounting Assistant - Contract 04/2018 - 04/2019

Assumed responsibility for Certified Public Accounting firm sustaining annual revenue of $200,000.

Created invoices, collected, and deposited checks, credit card payments, PayPal, credited back overpayments, wire transfer, applied cash receipts to invoices and jobs.

Posted bills, 3 way-match before cutting checks for bills weekly and monthly expense.

Provided bank statements and accounting reports for monthly bank reconciliation, closing, or upon request from customers and vendors.

Assisted management on all levels with research and analysis on various tasks assigned.

Managed & maintained over 30,000 company records and documents.

Collaborated on special job assignments from clients with sales and production department.

Directed clients to appropriate accountants, answered phone calls and replied to office emails for excellent customer service.

Jackson Hewitt. Gadsden, AL.

Tax Preparer 01/2013 - 04/2018

Consulted with clients to assess and mitigate future tax liabilities and determine eligibility for tax abatement with one of the nation’s largest retails with over 6,000 locations.

Delivered comprehensive tax documentation required for accurate individual and corporate returns.

Reviewed clients tax filing papers thoroughly to determine eligibility for additional tax credits or deductions.

Prepared written responses or tax return amendments to resolve state and federal notices.

Contacted IRS or other relevant government organizations on behalf of client to address issues related to tax self-preparation.

Krispy Kreme. Glencoe, AL

Shift Supervisor 09/2015 - 01/2018

Supervised bakery operations with annual revenue of $518M.

Supervised up to 15 employees at a time.

Built performance-oriented culture with satisfied, hardworking employees by clearly highlighting employee success and developing leaders from within.

Provided fast, efficient, and friendly work environment, ensuring a total quality experience for both customers and team members, while assisting store manager daily.

Demonstrated commitment to company guiding principles and house rules by assisting in training, customer service, product knowledge, and education, encouraging safe work practices.

Evaluated employee skills and knowledge regularly, training, and mentoring individuals with lagging skills.

Maintained a clean, organized stock environment while also assisting in the distribution of product shipments.

Performed all Point-of-Sale duties, front and back of house functions including opening and closing procedures, coordinating with the corporate office, as necessary.

Established effective employee schedules and delegated tasks to take advantage of individual abilities and meet expected demands.

Assisted in planning and execution of all sales promotions effectively and efficiently.

EDUCATION

Ashford University

San Diego, CA

Bachelor of Arts: Accounting

GPA: 3.0

Walden University

Minneapolis, MN

02/2022

Master of Science: Accounting

GPA: 4.0

CERTIFICATIONS

Human Resources Certificate of Training - University of Phoenix

Graduate Certificate in Managerial Accounting - Walden University

QuickBooks Pro Advisor Certified

ST Certificate in Accounting Technology - Snead State Community College

AFFILIATIONS

Member of The National Society of Leadership and Success

LinkedIn:

https://www.linkedin.com/in/laterica-hendrix/

SKILLS

Written and interpersonal communication

Microsoft Office Suite Information Systems

Google Suite

Systems; Oracle, QuickBooks, Xero, Sage, NetSuite,

Strategic and financial planning

Verbal and Written Communication

Data trending

Budget forecasting

Financial analysis and reporting

Process implementation

Critical thinking

Multitasking abilities

Computer proficiency

Expense tracking

Entry Verification

Accounts Payable & Accounts Receivable

General Ledger

Invoice auditing

Workflow Management

Cost accounting

Sales Tax, Quarterly & Preparation

Accounting Fundamentals Sales Tax

Quarterly Tax

Tax Preparation

Payroll Processing

Petty Cash Management

Laterica Hendrix



Contact this candidate