Aaron Morrison

Harvey IL, ***** 630-***-**** adzb8e@r.postjobfree.com

SUMMARY

Started accounting career with a family company in growth mode. Recently left Shear Designs to expand accounting knowledge with various larger firms in contract positions. Currently seeking a full-time Senior Accountant opportunity where I can leverage my small business knowledge and grow within a company long-term.

EXPERIENCE

Various Companies – Chicago, IL May 2022 – June 2023

Staff Accountant (Contract)

Full cycle accounting, including: AP, AR, journal entries, reconciliations general ledger maintenance, financial reporting, fixed assets, costing, payroll, among other responsibilities.

Ensured that various accounts were balanced and reconciled accurately.

Created complete records of financial transactions for each company.

Calculated employee payroll by considering hours worked, benefits, and tax obligations according to state and federal regulations.

Managed cost accounting for a manufacturing company, optimizing resource usage and understanding cost points and break-even thresholds.

Physically deposited money into accounts and made bank transactions.

Maintained schedules to track the gradual decrease in value (amortization) and wear and tear (depreciation) of assets.

Prepared detailed invoices for vendors and clients based on their specific transactions.

Shear Designs — South Holland, IL July 2016 – Present

Interim Consulting (May 2022 – May 2023)

Bookkeeper (July 2016 – May 2022)

Conducting financial analysis to assess the company's performance, identify trends, and evaluate financial viability.

Providing insights and recommendations to management for improving profitability, cost control, and operational efficiency.

Analyzing key performance indicators (KPIs) and financial metrics to support strategic decision-making.

Reconciling accounts in the general ledger compared to the bank statements.

Ensuring that financial records accurately reflect transactions and balances.

Comparing and reconciling the company's general ledger accounts with bank statements to identify any discrepancies.

Investigating and resolving any discrepancies or errors to maintain accurate financial records.

Operating a fund accounting system, controlling the usage of donor funds, and budgeting:

Managing a fund accounting system to accurately track and allocate donor funds.

Ensuring compliance with donor restrictions and reporting requirements.

Collaborating with management to develop budgets aligned with the organization's goals and objectives.

Preparing and maintaining the company's balance sheet, which includes assets, liabilities, and equity.

Ensuring accurate recording of financial transactions to reflect the company's financial position at a given point in time.

Providing regular financial statements to management and stakeholders.

Managing payroll processes, including calculating wages, tracking hours worked, and withholding appropriate taxes.

Ensuring compliance with state and federal laws and regulations regarding payroll and employee benefits.

Accurately accounting for tax deductions and preparing required tax filings.

Implementing inventory management systems and procedures to track and control inventory levels.

Utilizing the first-in, first-out (FIFO) method to manage inventory flow and ensure accurate valuation.

Conducting periodic inventory counts, reconciling physical counts with recorded quantities, and investigating any discrepancies.

Collaborating with sales and operations teams to forecast future inventory needs based on historical data, market trends, and sales projections.

Developing inventory budgets and monitoring actual performance against budgeted targets.

Identifying and addressing potential inventory shortages or excesses to optimize working capital.

Conducting financial analysis and research to evaluate potential acquisitions or investments.

Assessing the financial viability, risks, and potential synergies of acquisition opportunities.

Making informed recommendations to management regarding the feasibility and financial impact of acquisitions.

Participating in negotiations and financial due diligence processes to ensure favorable outcomes for the company.

EDUCATION

Western Illinois University – Macomb IL

Bachelor of Accountancy, Minor: Spanish 2021

SKILLS

Advanced Excel, Spanish Speaker, JD Edwards, Quickbooks, Microsoft 365, Ajera, NextTrennd, Tableau, Oracle, Sage

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