Staff Accountant Financial Reporting

Shanell Lightfoot

*******.*******@*****.*** 501-***-**** Fort Worth, TX

https://www.linkedin.com/in/shanell-lightfoot-a81b30ab/ SUMMARY

Dedicated accounting professional with 5 years of experience, including a Staff Accountant role at Guaranteed Rate, Inc., adept at financial reporting, reconciliations, and month-end accruals. Proven track record in general ledger review, journal entry adjustments, and supporting year-end financial audits. Seeking a Staff Accountant position to leverage expertise in financial analysis, process improvement, and adherence to GAAP. WORK EXPERIENCE

7-11 Irving, TX

Fuel Accounting Specialist May 2024 - Present

• Perform fuel invoice reconciliation to ensure accuracy in accounting records.

• Update and maintain departmental misload spreadsheets to support operational efficiency.

• Review account activity and resolve discrepancies prior to month-end close to maintain financial integrity. Guaranteed Rate, Inc. Remote, Chicago, IL

Staff Accountant Jan 2021 - May 2023

• Managed comprehensive financial reporting, including handling prepaid accounts, maintaining schedules, conducting reconciliations, and performing event settlements and month-end accruals.

• Facilitated accurate financial documentation by participating in both internal and external audits, ensuring adherence to Generally Accepted Accounting Principles (GAAP) and regulatory standards.

• Contributed to the maintenance of financial integrity by monitoring accounts receivable and payable, and reconciling account balances to prevent discrepancies and uphold accuracy.

• Supported year-end financial procedures, including the preparation of statutory accounts, and delivered effective training to new staff on accounting practices and organizational protocols. Stearns Lending, LLC Remote, Lewisville, TX

Accountant Jan 2019 - Jan 2021

• Managed daily financial operations, including cash transactions, loan funding, and settlements, and ensured accurate journal entries and account reconciliations were maintained.

• Conducted thorough month-end reconciliations, analyzing and resolving aged items, and coordinated with Finance to determine necessary accruals and reclassifications to facilitate the month-end close process.

• Processed and reconciled large invoices, posted regular accruals, and handled the deposit and coding of incoming checks, as well as investigated company credit card charges and refunds. SWBC Mortgage Corporation Plano, TX

Mortgage Treasury Funding Specialist Jan 2015 - Jan 2019

• Ensured accurate and timely funding of mortgage loans, mentoring peers and coordinating the reconciliation of funding transactions.

• Optimized warehouse line utilization for loan funding, adhering to banking facility covenants and corporate policies through customized problem-solving strategies.

• Applied in-depth knowledge of sales tax, mortgage regulations, and compliance across Texas, Florida, Georgia, and Colorado to maintain loan processing integrity.

• Collaborated with IT and cross-functional teams to streamline mortgage funding, achieving process automation and enhancing operational efficiency.

Transamerica Insurance Group Plano, TX & Little Rock, AR Premium Specialist Jan 2012 - Jan 2015

• Managed and expanded a portfolio of third-party accounts, growing from two to 14, encompassing a significant portion of the department's accounts, including a major automotive employee insurance account.

• Processed and reconciled extensive monthly reports detailing premium activities and cash remittance, ensuring accuracy and timely delivery.

• Collaborated with IT to design and implement technology solutions that automated and optimized routine administrative tasks, enhancing efficiency and accuracy. New Business Representative Jan 2012 - Jan 2014

• Managed accurate application of insurance premium payments and policyholder data upkeep, ensuring policy records reflected current and precise information.

• Processed policy alterations including terminations and refunds, and adeptly handled billing and coverage discrepancies through thorough research and resolution.

• Interpreted policy terms regarding portability and continuation, crafting and dispatching relevant communication to stakeholders about billing and policy updates.

Arvest Bank Little Rock, AR

Loan Assistant Jan 2008 - Jan 2012

• Monitored key dates and successfully acquired necessary information within deadline constraints.

• Established and maintained productive relationships with clients and industry professionals, contributing to an increase in profitability and customer base expansion.

• Assessed and ensured loan compliance with mortgage lending laws and regulations, facilitating the ordering and review of credit reports, environmental assessments, and property appraisals. Deposit Counselor Jan 2010 - Jan 2010

• Assisted with accurate, high-volume money counts using manual and machine-assisted methods to ensure financial integrity.

• Provided personalized financial consultations to customers, enhancing trust and optimizing sales opportunities while effectively managing issues related to compromised debit cards and account maintenance. Assistant Branch Manager Jan 2008 - Jan 2010

• Managed scheduling, performance reviews, audits, and security reviews, while contributing to business development initiatives to enhance branch operations.

• Improved customer satisfaction through effective resolution of concerns and facilitated staff development by conducting weekly meetings and training new team members on financial products, loans, and credit lines. EDUCATION

DeVry University

Bachelor of Science, Technical Management

Oakbrook Terrace, IL

SKILLS

Microsoft Excel (Pivot Tables and VLOOKUP’s) • Microsoft Office • Kronos • Encompass • SAP Concur • WorkDay

• Blackline • Power BI

Contact this candidate