Vivienne Haven-Potter

Mount Pleasant, SC

adou0r@r.postjobfree.com cell: 843-***-****

Highly accomplished Senior Accountant with deep accounting and finance experience in multiple industries. Self-starter with demonstrated interpersonal and technical skillset. Strong detail orientation with line of sight to the larger objective

Areas of Expertise

Financial Forecasting • Budgets • Accounting Analysis and Audits • Reconciliation of banks/credit cards • Month End Closing • Calendar Management • AR/AP • Payroll Entries • Job Cost Reports • Expense Reports • Vendors

Software

QuickBooks • Sage • Deltek Vision • ADP • Money Guide Pro • Morning Star • Riskalyze • Charles Schwab • Trade PMR • Cost Point • MAS 90 Financials • MS Office Suite 365 (Word, Excel, Publisher, Vlookups, Pivot Tables, etc.) • Photoshop

Education

Bachelor of Science Degree in Accounting and Finance

Krivij Rih Business University, Ukraine

Top Secret Clearance

Independent Accountant & Consultant, 2019-Present

Self-Employed

Maintain accurate bookkeeping records for clients in various industries, non-profit entities, as well as individuals and families

Bank and credit cards reconciliation, AR/AP, tax filing

Reconcile business and individual bank and credit cards

Help clients with budgeting and monthly billings

Prevail Wealth Management, LLC – Kirkland, WA 2017-2018

Financial Advisory Firm

Operations Manager

Oversaw daily office operations in fast-paced advisory firm working directly with nearly 150 clients and several advisers to ensure an optimal client experience

Served as administrator for Customer Relationship Management (CRM) software (Redtail)

Set up, managed and modified $300M+ of accounts at Charles Schwab and Trade PMR

Ensured compliance with securities regulations and special projects as directed by the President

Troubleshoot client inquiries and concerns, calendar management and timesheets

SNP Global, LLC (SDVOSB) – Charleston, SC 2015- 2017

Consulting services and training exercises for US Special Mission Units (SMU), HUMINT/SIGINT

Senior Accountant

Handled accounting and bookkeeping activities, including multistate payroll process, bank and credit card reconciliations, expense reimbursements for up to 100 people

Created and distributed invoices to vendors, bank statement reconcile and accounts payable/receivable

Reviewed invoices, contracts and agreements for proper coding and accounting recognition

Participated in the month-end close process including journal entry preparation

Produced Financial Statements for review

Provided financial advice to Managing Partners during contract negotiations

Gryphon Partners – Washington, DC 2014- 2015

Global advisory firm focused on frontier markets with $7M in revenue

Accounting Manager

Oversaw financial and tax concerns for Gryphon Partners, Metis Analytics, ARCH 501 (c) (3) as well as Ambassador’s personal finances and investment properties, and investments through Goldman Sachs and Merrill Lynch

Managed day to day general ledger, accounts payable, accounts receivable and preparation of financial statements, provided payroll support and timekeeping services in ADP, expensed reimbursements, submitted invoices, tracked project expenses, bank accounts and American Express reconciliations for three entities, managed all aspects of payroll & taxes, and 1099’s

Audited and reconciled Gryphon Partners, Metis Analytics, ARCH 501 (c) (3) financials/books dating back to 2010; identifying numerous errors, adjusting P&L and refiling earnings to IRS limiting legal exposure for improper reporting

Set up new accounting system; creating processes to eliminate duplication of efforts and accounting discrepancies, and providing accurate asset depreciation reports

Implemented conversion from Wells Fargo payroll to ADP software

Praemittias Group – Lorton, VA 2012- 2013

Consulting and engineering services for US Government with $70M in revenue

Principal Accounts Manager (contract)

Set up, managed and modified $70M+ of Cost Plus and Time & Material contracts in Costpoint and in accordance with the terms outlined in signed contracts, utilizing proper billing rates & mark-ups. Provided project status report documentation and analysis.

Provided accounting support to Project Managers to ensure Program Managers reached milestones and deliverables on time and within budget.

Performed timesheet corrections, executed payroll and project cost move

SunTrust Bank – Richmond, VA 2009 –2012

Servicing more than one million loans, with over $175 billion in revenue

Mortgage Accountant

Managed all accounting duties associated with 243 accounts averaging over $350 million monthly with zero discrepancies

Responsible for balancing daily settlements up to $3 billion of exceptional processing accounts with 100% accuracy

Created and implemented new payee filing system dramatically increasing office productivity by streamlining and reorganizing antiquated processes

Processed deposit requests, executed DDA & GL tickets, and carried out check processing

Oversaw incoming and outgoing bank wire transfers up to several billion dollars per month

Colonial Webb Contractors – Richmond, VA 2007 –2008

Mid-South leader of superior construction, installation and service of building mechanical systems

AP Specialist (contract)

Creative Office Environments – Ashland, VA 2006 –2007

Specializes in workplace solutions in the Corporate, Healthcare and Government sectors

Accounting Administrator (contract)

E.C. Robins International, Inc. – Richmond, VA 2006

Leading fine wine distributor with businesses in several different industries, including pharmaceuticals, private air charter, and sports nutrition

Accountant Assistant (contract)

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