Jill O'Connor

Houston, TX ***** • 832-***-**** • adz75g@r.postjobfree.com

Professional Summary

Detail oriented and organized accounting professional skilled in maintaining general ledger, accounts payable, accounts receivable, payroll, and budget preparation. Successful in managing multiple priorities with a high degree of accuracy. Willingness to take on added responsibilities to meet team goals.

Education

BBA: Accounting

Texas A&M University - College Station, TX

Work History

Tax Preparer/Bookkeeper, 01/2017 to 10/2022

Peterson And Peterson, LLC – Houston, TX

Recorded and reconciled clients bank and credit card activity into Quickbooks Online. Prepared clients monthly, quarterly, and year-end financial statements. Prepared and filed clients federal tax returns with ProSeries tax software. Generated and distributed clients bi-monthly payroll. Processed payroll tax deposits through EFTPS.

Prepared and filed quarterly employer tax forms electronically. Issued payments to contract employees after proper approval. Prepared and distributed W-2s and 1099s at year end. Contract Controller, 09/2019 to 08/2022

First Christian Church – Houston, TX

Recorded journal entries, performed bank reconciliations and account analysis to prepare monthly financials.

Performed accounts payable and receivable duties.

Processed payroll for forty employees bi-weekly.

Paid payroll tax payments through EFTPS.

Filed quarterly payroll tax forms.

Prepared and distributed contribution reports to parishioners. Prepared and issued yearly W-2s and 1099s.

Completed Payroll Protection Program (PPP) loan and forgiveness applications. Straus Systems, Inc., 10/2012 to 11/2016

Controller – Stafford, TX

Prepared monthly financial statements and present to President. Supervised Accounts Payable, Payroll, and Service clerks. Deposited customer payments and apply to open accounts receivable. Reviewed A/R Aging reports with President.

Reconciled monthly bank statements.

Reconciled balance sheet accounts monthly and proactively corroborate with other team members to resolve items of interest.

Consulted with Project Managers to properly code job cost invoices for Accounts Payable Clerk. Researched and resolved payment and billing discrepancies. Reviewed Service Clerks job cost reports and invoices to ensure work orders are processed correctly.

Prepared Revenue and Job Cost reports for Projects, including budget variances, and present to President and Project Managers.

Maintained fixed asset schedule and ensure company trucks have current registration. Prepared PBCs for financial auditors.

Provided payroll reports to TWC auditors.

Worked closely with software vendor to implement new Service module. Trained employees to properly transfer data from old to new system and to use new system correctly.

Contract Controller, 01/2005 to 12/2012

Houston Volunteer Lawyers Program – Houston, TX

Completed journal entries, reconciliations, and account analysis to prepare monthly financial statements.

Maintained budgets, assets, accounts payable and receivable, and general financial reporting activities.

accurate, Generated efficient, and compliant completion of monthly financial reporting packages. Assisted Director in preparing grant budgets.

Prepared and issued Grantor's reports of actual expenditures spent on grants. Provided all PBCs to financial auditors.

Contract Accountant, 01/2006 to 12/2010

High Wealth Individuals – Houston, TX

Recorded deposits, paid bills, reconciled bank statements and investment portfolios. Provided financial statements and supporting documentation to CPA firm to assist with preparing tax returns.

Contract Accountant, 01/2004 to 12/2010

Nonprofit Organizations – Houston, TX

Museum of Printing History

Cypress Trails United Methodist Church

Fairhaven United Methodist Church

Handled day-to-day accounting processes to drive financial accuracy. Reconciled bank and balance sheet activity monthly. Prepared monthly financial statements to Executive Directors to present to Financial Boards. Assisted Executive Director with yearly budgets.

Worked closely with and provided PBCs to outside financial auditors. Properly recorded deposits and expenditures to appropriate appropriation funds. Contract Accountant, 01/2005 to 12/2008

For-Profit Organizations – Houston, TX

Griffin Partners

Southern Warehouse

Handled day-to-day accounting processes to drive financial accuracy. Completed daily cash functions like recording deposits, paying invoices, reconciling bank statements and preparing monthly financial reports. Worked closely with attorneys by gathering, verifying, and preparing documentation for due diligence bankruptcy filing.

Collaborated with software company to install new construction software and trained employees to properly and accurately record transactions and generate reports. Accounting Manager, 01/1997 to 04/2004

Saltgrass Steakhouse LLP – Houston, TX

Managed revenue and accounts payable employees.

Managed banking reconciliations and monthly balance sheet statements. Collaborated with other departments to achieve accurate and prompt financial reporting. Distributed to and reviewed financial reports with 32 restaurant mangers. Created journal entries and reconciliations.

Developed and implemented various procedures to improve accounting process. Applied proper codes to invoices, files, and receipts to keep records organized and easily searchable.

Prepared and reconciled intercompany transactions. Implemented reporting software conversion.

Collaborated with financial auditors and prepared PBCs. Skills

Microsoft Office, especially Excel

Quickbooks

Quickbooks Online

ProSeries Tax Software

Turbo Tax

Timberline/Sage

Solomon

Crystal Reorts

Yardi

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