Senior Accountant Financial Services

CHARLOTTE, US, ***** • ********.***@*****.*** • 704-***-****

MIKE MAXWELL

SENIOR ACCOUNTANT

PROFESSIONAL SUMMARY

Dynamic Senior Accountant with over 20 years of comprehensive experience in financial management, excelling in streamlining accounting processes and enhancing operational efficiency. Demonstrates mastery in preparing GAAP-compliant financial statements and effectively facilitating audits, contributing to a 20% boost in previous roles. Passionate about leveraging extensive expertise in KPI reporting and data analysis to drive strategic decisions and foster financial excellence.

EMPLOYMENT HISTORY

SENIOR ACCOUNTANTSep 2023 - Present

Allied Financial Services IncCharlotte, NC

• Streamlined the general ledger and monthly close processes, ensuring timely account reconciliations and enhancing overall financial accuracy.

• Empowered executive strategic decisions through in-depth KPI reporting and performance analysis, leading to a 20% improvement in operational efficiency.

• Prepares and analyzes monthly, quarterly, and annual financial statements, ensuring compliance with GAAP and regulatory requirements, while successfully facilitating external audits as company audit liaison.

SENIOR ACCOUNTING ANALYSTFeb 2020 - Aug 2020

United Rentals IncCharlotte, NC

• Remotely performed month-end closing process, journal entries, and bank account reconciliations via Blackline.

• Developed and delivered monthly divisional financial reporting packages for management, providing timely and accurate financial information for strategic decision-making.

ACCOUNTANT AND FINANCIAL MARKET ANALYSTSep 2014 - Feb 2020

Owner - Trader LLCSt Petersburg, FL

• Streamlined accounting functions, including AR, AP, and GL, improving efficiency while training and supervising four virtual assistants.

• Performed precise account reconciliations and market analytics, while developing performance forecasts and financial reports that guided strategic business decisions.

ACCOUNTING SUPERVISOR, FINANCIAL REPORTINGFeb 2005 - Sep 2014

TransAmerica Asset ManagementSt Petersburg, FL

• Oversaw comprehensive accounting operations for a Fortune 500 Asset Management Division generating $360 million annually, enhancing efficiency in A/R and A/P processes, delivering in-depth financial reporting, and providing vital support to executive leadership.

• Delivered precise monthly, quarterly and year-end closes while expertly coordinating annual audits with E&Y and PWC, leading to timely executive reports and improved financial oversight.

• Streamlined financial statement preparation and budgeting processes, ensuring accuracy in entries and enhanced profitability analysis.

• Developed comprehensive SOX accounting policy and procedure control manuals, enhancing compliance and operational efficiency, while leveraging expertise in GAAP, SOX, and FASB.

• Project Management and Process Improvement team leader - Increased departmental reporting efficiencies by 25%.

• Improved month-end closing process by 20% via establishment of a closing schedule and better operational controls.

SENIOR ACCOUNTANT & FINANCIAL ANALYSTJul 1999 - Jul 2002

Raymond James FinancialSt Petersburg, FL

• Led monthly closing and financial statement preparation for a Fortune 500 financial services division, supporting $1.5 billion in annual revenue, resulting in timely audits and improved account accuracy.

• Budget Team Leader - Allocated $25 million in shared annual company-wide expenses to 400+ departments.

• Created and maintained complex monthly financial reporting packages for executive management, including revenue-expense trend and variance analysis, divisional profit forecasting and bad debt reserves.

• Coordinated annual financial industry SunAmerica Advisory survey projects. Forecasted, reported and tracked extensive company-wide financial and operational data.

EDUCATION

BACHELOR OF SCIENCE FINANCIAL ACCOUNTING

Lemoyne CollegeSyracuse, NY

CERTIFICATIONS

CERTIFIED BUSINESS ASSOCIATE (CBA)

National Association Credit Management

ONLINE CERTIFIED PROADVISOR (QBO)

QuickBooks

SERIES 7 (INACTIVE)

FINRA

SKILLS

Journal Entries

Account Reconciliation

Blackline

Accounts Receivable

Accounts Payable

Financial Reporting

Balance Sheet

Income Statement

Advanced Excel

MSFT Office

General Ledger

Accounting Software

ERP Systems

SAGE

ORACLE

QUICKBOOKS

GAAP

SOX

Regulatory Compliance

Financial Analysis

ERP Systems

Communication

Organization

Management Reporting

SEC Reporting

Organization

Leadership

Project Management

IFRS

FASB

Auditor Auditing

Full Cycle Accounting

Variance Analysis

Forecasting

Budgeting

Accounting Systems

, Project Management, IFRS, FASB, Auditor, Full Cycle

LINKS

LinkedIn: https://www.linkedin.com/in/mike-maxwell-nc.

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