Accounts Payable Data Migration
Resume:
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Anna, TX *****
******@*********.***
PROFESSIONAL
SUMMARY
Seasoned Business Software
Consultant excelling in
system integration and client
communication. Proven track
record in enhancing software
reliability and project delivery,
leveraging expertise in
accounting, ERP solutions
and database management.
Demonstrated leadership in
onboarding and post-
implementation support,
significantly improving user
experience and operational
efficiency.
Lesley Mayse
EXPERIENCE
January 2021 - Current
Business Software Consultant Anton Systems, Inc.
• Provided customized implementation
• Seamless integration with existing systems, databases, and third- party applications
• Efficient data migration
• Specialized in post-implementation support
• Provided functional support to ensure that our ERP software meets customer’s objectives by combining industry best practices, product knowledge, and business acumen.
• Liaison closely with customers for the business process reviews to build the as-is-business process model. Configure, setup and implement the accounting module of our ERP software per customer requirements.
• Trained users on Acumatica ERP modules by leading customer onboarding projects.
• Collaborated with Project Managers to ensure the on-time and in- budget delivery.
• Migrated and validated large sets of legacy data into the ERP System.
• Onsite cutover and go-live activities including data migration, finance module system configuration, and go-live support.
• Conducted user acceptance testing of new software applications
• Recommended changes to improve system performance and reliability
• Conducted system analysis, debugging, testing and maintenance of existing systems.
• Identified areas for improvement in existing software products and processes.
• Maintained continued educational certifications
January 2012 - Current
Freelance Accountant (non-CPA) Professional Accounting Solutions
& Services, Inc. (P.A.S.S.)
• Software setup; Company Profile, Chart of Accounts, Customers, Vendors, Employees, Opening Balances
• Sales Invoicing
• Accounts Receivable
• Collections
• Accounts Payable
• Job Cost
• General Journals and Accruals
• Inventory
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SKILLS
• Internet Explorer
• Microsoft Office
• Outlook
• Word Perfect Windows
• Excel
• ERP Solutions
• Acumatica
• Budgetrac
• QuickBooks
• DataPro
• Sage 100
• Yardi
• Bank Reconciliations
• Financial Statements -- ready for corporate tax return preparation
• Payroll - Includes Tax Deposits and Quarterly/Annual Payroll Tax Returns, W-2's
• 1099's
• Workers' Compensation- Includes Quarterly/Annual audits and appeals
• Sales Tax - Monthly/Quarterly Tax Returns
January 2018 - January 2021
Senior Accountant Chris Allen Enterprises, LLC
• Coded job cost documents according to company procedures
• Real Estate Inventory- record acquisitions and sales
• Calculated and Processed Sales Commissions
• Performed Bank Reconciliations for multiple entities
• Financial Statements -- corporate tax return preparation
• Managed Insurances and License Renewals
• Prepared and distributed Year-End Tax Documents
• Managed month-end close process including journal entries, account reconciliations, and accruals
• Processed banking deposits and completed bank account fund transfers to maintain sufficient account balances
• Reviewed financial data to identify discrepancies and take corrective action as necessary
• Monitored accounts payable transactions for accuracy and proper general ledger posting
• Created, maintained, and reconciled general ledger accounts to ensure accuracy of financial statements
• Processed payments, prepared invoices, reconciled bank statements, and maintained records of accounts receivable and payable
• Accurately entered financial transactions into accounting software and ensured that all data was accurate and up to date
• Prepared biweekly payroll cycles which included deductions for taxes, insurance premiums and expense reimbursements
• Assisted in the preparation of reports for internal management use and external auditors as requested
• Tracked fixed assets to prepare depreciation schedules
• Monitored status of loans and accounts to ensure that payments were up to date
• Performed ad hoc analyses as requested by executive management team
January 2015 - January 2018
Accountant & Payroll Specialist Mavericks in Education Florida, LLC.
/ Edison Learning, LLC
• Maintained all payroll general ledger accounts by preparing reconciliations and analytical reviews, performing account analysis and accounting entries
• Administered biweekly payroll expenditures, tax withholdings, all garnishments, FICA, state and federal withholdings, deductions for employee health insurance, and any other payroll withholding
• Processed employee payroll, paying taxes, making deposits for withholdings, transmitting direct deposits, preparing employer's quarterly tax return, coordinating with departments to ensure proper payments, processing garnishments, tax liens,
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bankruptcies and child support, annual W-2 reporting, cash advances and duplicate checks, and performing duties in the absence of any Finance department staff
• Reconciled payroll roster from payroll vendor after payroll has been processed and released
• Assisted with the reconciliation of bank accounts, special fund accounts, and intercompany accounts
• Directed new hire orientation where payroll pay periods, direct deposits, timesheets and the importance of reviewing pay stubs are discussed
• Managed new hire's paperwork, address changes, salary increases, job title changes, bonuses and terminations
• Reviewed benefits invoices for payment for appropriate coding, authorizations, and documentation
• Resolved discrepancies and ensures policies and procedures are adhered to
• Communicated clearly and professionally with vendors, managers, and all levels of staff, both verbally and in writing
• Achieved timely and accurate processing of benefit vendor payments while assuring adherence to policies and procedures
• Responsible for training secretaries and other personnel at the schools in using and maintaining a time clock system and accurate time sheets for all employees
• Participated in annual audits
January 2004 - January 2012
Staff Accountant Martino Industries, Inc. Riviera Beach, FL
• Processed and balanced Corporate Accounting including AP, AR, and billing, cash flow, bank reconciliations, and financial statements
• Tracked and released commission royalties
• Audited and reconciled general ledgers for all A/R and A/P accounts
• Responsible for filing SUTA, FUTA, 941, UCT-6, Workers' Compensation and Property Sales Taxes
• Calculated and process weekly payroll
• Updated new hires, terminations, salary increases, and status changes
• Created and maintained employee files
• PTO Scheduling and tracking
• Completed monthly and quarterly payroll taxes
• Managed benefits including Health, Savings, Retirement, Disability and Life
January 2000 - January 2003
Assistant CFO/ Payroll Director The Rendina Companies Palm Beach Gardens, FL
• Assisted Company Controller and CFO with Corporate Accounting including AP, AR, billing and collections, cash flow, bank reconciliation's, financial statements, and Federal and State Income Tax Return preparation
• Managed Human Resource Department
• Calculated and transmit payroll for multiple entities
• Processed new hires, terminations, salary increases, and status changes
• Created and maintained employee files
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• Employee benefit reporting (Ex: 401K, Insurance, Flex Spending, Workers' Compensation)
• PTO Scheduling and tracking
• Audited and reconciled general ledgers for all A/R and A/P accounts
• Responsible for legal department billing
• Printed pre-bills for review and approval
• Prepared bills for distribution
• Recorded all receipts and debits
• Monthly collections process to follow up on outstanding invoices EDUCATION
April 2024
Texas Notary Commission
National Notary Association
February 2017
Florida Notary Commission
National Notary Association
January 2012
Bachelor of Arts Accounting, Business Management Keiser University, FL, US
January 2005
Associate of Arts Accounting, Business Administration Palm Beach Community College, US
January 2005
Certified Payroll Professional
American Payroll Association, US
CAPABILITIESPROFILE
• Data Analysis
• System Integration
• Client Communication
• IT Infrastructure Management
• User Experience Design
• Database Management
• Project Management
• Client Communication
• Business Analysis
• Software Module Configuration and Testing
• Technical Support
• Workflow Implementation
• Problem Solving
• Critical Thinking
• Time Management
• Meticulous
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