Financial Analyst Accounting Manager
Resume:
Karen Young
ACCOUNTANT
West Palm Beach, FL *****
******@******.***
Professional Summary
Accounting Manager / Sr. Accountant / Financial Analyst Dedicated Accountant with over twenty years of experience developing and implementing financial systems, strategies, processes and controls that significantly improve P&L scenarios. Expert in establishing accounting functions, systems and best practices; cost-reduction, automation and tax strategies; and lasting business relationships to ensure goal-surpassing fiscal performance. Computer skills include proficiency in Great Plains Dynamics, Excel, Peachtree, Access, QuickBooks Online, QuickBooks Pro, QuickBooks Enterprise, Powerpoint. Willing to relocate: Anywhere
Authorized to work in the US for any employer
Work Experience
Controller
Jeff Albert Roofing-Lake Worth, FL
May 2024 to March 2025
Solely responsible for all aspects of Quick Books Online. Cleaned up data, set up financials, created rules, audited and reconciled to tax return and payroll tax filing. Set up depreciation schedule. Independent Contractor/Consultant
Reliasure Insurance Company-Delray Beach, FL
January 2024 to April 2024
Audited Quick Books Online for 2023, making corrections and reconciling banks and credit cards, reviewing and auditing monthly financials. Reconciled Trial Balance and prepared documents for Tax return Preparation. Led a team that researched and developed a process to import commissions into sales software.
Independent Contractor/Consultant
OYSTER BAY YACHT CLUB-Fernandina Beach, FL
February 2022 to October 2023
Independent Contractor reviewing and auditing monthly financials. Training staff on Quick Books and proper GAAP procedures. Reconciled Trial Balance and prepared documents for Tax Return preparation. Established Capitalization Policy. Prepared closing entries and schedules for year end close. Finance Director
NASSAU COUNTY COUNCIL ON AGING-Fernandina Beach, FL October 2013 to May 2022
1. Finance Director: 2013 -2017 Manage accounting staff, produce monthly financials, prepare documents and schedules for year end audit.
2. 2018-2019 returned as independent contractor to assist Finance Director with year end audit, produce financials, reconcile General Ledger
3. 2020 Interim Finance Director-Manage Accounting staff, Produce financials 4. 2021-2022: Senior Accountant - Assisting first two weeks of the month to help produce financials and review entries, reconcile balance sheet accounts, train Finance Director EDI Manager
WELL TRAVELED LIVING, INC-Fernandina Beach, FL
February 2011 to May 2013
Responsible for all Electronic Data Interchange functions, customer price lists, reviewing and posting of all sales documents, and daily inventories. Responsible for interfacing with IT for all changes and updates to EDI system. (Great Plains Dynamics)
Key Results:
• Improved Processes by utilizing more functions of and making enhancements to available programs and software.
• Worked with IT to create an import program so that non-EDI orders did not have to be manually keyed. Controller/Corporate Treasurer
WATSON MORTGAGE COMPANY-Jacksonville, FL
September 2007 to November 2008
Supervised accounting staff and oversaw financial analysis, financial audits, G/L, A/R, A/P and statutory accounting in accordance with GAAP standards. Developed and managed external financial relationships
(e.g., banks, insurers, auditors) and constantly looked for ways to strengthen overall financial performance. Assisted staff with reconciliation of G/L accounts, bank reconciliations, payroll, accounts payable, loan funding, loan accounting, escrow reconciliation.(Quick Books Enterprise) Key Results:
• Automated private mortgage loan accounting previously tracked in Excel by converting to a mortgage software. Worked with programmer to customize to meet our needs.
• Streamlined accounting procedures
• Developed budget and prepared comparative financial statements for executive review. ACCOUNTING MANAGER/INTERIM CONTROLLER
HARDEN AND ASSOCIATES-Jacksonville, FL
October 2005 to July 2007
Responsible for supervision of accounting staff. Produced all month end journal entries. Prepared Financial statements and Sales Reports. Budget Preparation. Reconciled insurance agent commissions. Responsible for all payroll. Trained new personnel on Applied systems (insurance software). Key Results:
Major player in team projects to assess, purchase and implement: a) paperless system
b) new benefits administration program Automated payroll (ADP PayXPert) integration with benefits administration system
Controller
GREENE-HAZEL AND ASSOCIATES-Jacksonville, FL
July 1997 to September 2005
Responsible for supervision of accounting staff. Month end Financial statements. Budget preparation. Reconciled insurance agent commissions. Responsible for all payroll. Trained personnel on Applied systems (insurance software). Responsible for insurance premium payments to carriers and collection of commissions.
Key Results:
• Lead purchase and implementation of new insurance software system (Applied Systems).
• Revamped G/L, financial systems, reports and schedules to improve forecast precision and standardize reporting procedures.
• Produced system in Access to track direct bill insurance commissions. V.P. Of Finance/Controller
THE PRUDENTIAL NETWORK REALTY-Jacksonville, FL
November 1986 to July 1997
Produced all financial information for 13 branch offices/departments, budgeting, proformas, due diligence on acquisitions, cost analysis, forecasting, implementing new systems, interface with auditors for annual certified audit, monitor budgets.
Education
Bachelor of Arts in Business Administration/Accounting COLUMBIA COLLEGE OF MISSOURI-Columbia, MO
September 1996 to May 2000
Associate of Arts in Business
FLORIDA STATE COLLEGE-Jacksonville, FL
May 1990 to May 1996
Skills
• Account Reconciliation
• General Ledger Accounting
• Tax experience
• Google Suite
• Forecasting
• Accounting software
• Bookkeeping
• Data entry
• Auditing
• Journal Entries
• Filing
• Organizational skills
• Payroll
• General Ledger Reconciliation
• GAAP
• Google Docs
• Microsoft Dynamics GP
• Financial Report Writing
• Customer service
• Analysis skills
• Microsoft Outlook
• Pivot tables
• Computer skills
• E-commerce
• Scripting
• Financial Analysis
• Profit & Loss
• Office Management
• Yardi (6 years)
• NetSuite
• Accounts Payable
• Bank Reconciliation
• Accounts Receivable
• Windows
• Non-profit accounting
• QuickBooks
• Accounting
• Microsoft Excel
• Administrative experience
• Financial Statement Preparation
• Microsoft Office
• EDI
• Data collection
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