TERRY W. PORTER

*** ******** *****, ********, ** 37064-5529

615-***-**** adxkoi@r.postjobfree.com

PROFESSIONAL ACCOUNTANT SUMMARY

• Skilled accounting professional with experience in financial and operational areas of insurance, banking, data processing, and non-profit.

• Excellent track record of reducing cost and time management by using organizational skills.

• Proven skills in developing innovative ways to organize and report data.

• Approaches problems with common sense and logical thinking.

PROFESSIONAL EXPERIENCE

Accountant, CoCard Marketing Group, October 2022 to March 2023

Responsibilities:

Pulled reports from Pegasus and other resources for the various members and non-members of CoCard

Initiated and distributed residual reports for company members and non-members.

Entered transactions into QuickBooks from Excel and other sources.

Accountant, Bento Nashville May 2022 to July 2022

Responsibilities:

Account Payable functions.

Entered data for daily hotel sales revenue report.

Achievements:

Digitized invoices.

Expanded sales revenue report to make it more useful.

Gained experience with Great Plains and OnBase AP system.

Accountant, Simplify Compliance December 2021 to April 2022

Responsibilities:

Entered detailed descriptions of ACH items, some being international.

Verified ACH invoice details.

Posted ACH items to Oracle.

Achievements:

Sorted and maintained ACH and non-ACH Account Payables.

Accountant III, Caterpillar Insurance Co Nashville, TN November 2020 to November 2021

Responsibilities:

Prepared month end closing entries

Completed parts of the NAIC P&C Statutory Annual & Quarterly Statements

Completed & Filed State and other Regulatory Filings

Account reconciliations

Achievements:

Met daily, weekly, monthly, quarterly, and yearly deadlines.

Improved reconciliation worksheets.

Senior Accountant, Brentwood Services Administrators, Brentwood, TN December 2018 to August 2020

Responsibilities:

Investment reporting

Completed parts of the NAIC P&C Statutory Annual & Quarterly Statements

Completed & Filed State and other Regulatory Filings

Account reconciliations

Achievements:

Improved and documented the investment reporting processes and procedures.

Advanced Staff Accountant, First Bank, Nashville, TN June 2018 to November 2018

Responsibilities:

Performed various projects for the Finance Department.

Achievements:

Creating reconciliations including a special reconciliation for ATM machines

Senior Accountant, FNB (formerly Peoples State Bank of Commerce), Nolensville, TN June 2015 to November 2017

Responsibilities:

Produced accurate and timely monthly board reports and FDIC Call Reports.

Prepared and filed regulatory reports insuring proper investment levels.

Verified incoming and outgoing wires.

Reconciled Balance Sheet accounts.

Supervised Account Payable activities.

Produced various ad hoc reports with Excel and IBM Cognos.

Achievements:

Prevented wire fraud.

Revised reconciliation sheets.

Recognized income was not being reported timely and changed the procedures.

Took over supervision of Accounts Payable.

IT Financial Support Specialist, Fiserv (formerly Fi-Data), Franklin, TN August 2006 to August 2014

Responsibilities:

Provided technical support to client banks in the following areas: General Ledger, Fixed Assets, Check Reconciliation, Accounts Payable, Investments and Budgets.

Went beyond my responsibilities to helped other customer tech support staff.

Achievements:

Resolved problems of various kinds on different modules.

As part of the conversion team, accomplished the first important step in converting general ledgers.

Staff Accountant, Civitas BankGroup, Franklin, TN January 2003 to June 2006

Responsibilities:

Used financial support services and reports to prepare quarterly and annual FDIC Call Reports.

Reconciled Balance Sheet accounts.

Achievements:

Became reconciliation expert in reconciling complex accounts.

Bookkeeper, Eagle Bookkeeping Services, Franklin, TN February 2001 to Present

Responsibilities:

Perform full charge bookkeeping services from journal entries to financial statements.

Achievements:

Converted a client from Peachtree to QuickBooks.

Converted a client from a manual system to QuickBooks.

Helped pull a non-profit soccer association come out of a $75,000 deficit.

Bookkeeper@ Brentwood High School, Williamson County School District, Brentwood, TN January 2001 to January 2003

Responsibilities:

As a full-charge bookkeeper, collected cash, recorded transactions, and deposited funds.

Achievements:

Developed reports to track teacher accounts and spending limits each school year.

Convinced and tested out a more user-friendly financial reporting system.

Vice President and Assistant Treasurer, Franklin American Life Insurance Company, Franklin, TN February 1989 to January 2001

Responsibilities:

Ran reports on a Cash, Accrual (SAP) and GAAP basis.

Used financial resources and reports in preparing the NAIC Life Statutory Financial Statements.

Initiated journal entries in preparing and analyzing all quarterly and annual GAAP reports to the SEC.

Booked investment transactions.

Kept track of regulatory deposit requirements.

Achievements:

Prioritized work among 2 holding companies and 5 subsidiaries to meet deadlines by 2 weeks

Maintained duties as the organization grew from $19 million with 1 holding company and 1 subsidiary to $60 million between 2 holding companies and 5 subsidiaries.

Streamlined the data collection, reporting and analysis of financial information.

Accountant, American General Life and Accident Insurance Company, Nashville, TN January 1984 to January 1989

Responsibilities:

Gained experience in the structure of a large insurance company.

Achievements;

Reorganized the Chart of Accounts.

Initiated journal entries and gathered reports from other departments in the preparation of the NAIC Statutory statement and the SECGAAP reports.

Supervised data collection team within Accounting Department.

EDUCATION

BSBA, University of Alabama-Huntsville, Huntsville, AL

SOFTWARE

Microsoft Office Excel (Pivot Tables, formulas, Vlookups, SUMIFS), Word.

Other programs: QuickBooks, Cognos, Quicken, Great Plains, Sage Intacct, FIS, Oracle, Bill.com, M3.

RELATED EXPERIENCE

Certified QuickBooks Pro Advisor.

Former Director/Secretary/Treasurer, 19 years, Williamson County Soccer Assoc., Franklin, TN. Performed all accounting functions. This included payroll and budgeting.

Former Deacon/Former Treasurer, 20 years. The Church of Christ at Millview, Franklin, TN.

AS Treasurer, performed all accounting, payroll, budgeting, and tax functions.

Former Treasurer. 1 year. Cougar Athletic Club at Centennial High School.

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