Senior Accountant

Tammy Banks

Dallas, TX 817-***-**** **************@*****.*** LinkedIn

Professional Summary

Finance professional with extensive experience in accounting, treasury, compliance, and risk management. Skilled in cash flow forecasting, liquidity management, internal controls, and audit preparation. Adept at building banking relationships, improving financial processes, and ensuring adherence to regulatory standards.

Core Skills

• Treasury Operations • Cash Flow Forecasting • Liquidity Planning • Banking Relationships

• Compliance Monitoring • Risk Assessment • Internal Controls • Audit Preparation

• Regulatory Reporting • SOX Compliance • Financial Controls • Policy Development

Professional Experience

Contract Senior Accountant – Compliance & Controls Financial Reporting Refund Express • 12/2023–Current

• Track and record daily financial transactions, ensuring accuracy in general ledger postings.

• Reconcile financial statements and bank accounts, reporting regularly to stakeholders.

• Ensure compliance with federal, state, and local tax laws and regulations.

• Compute and prepare tax returns for individuals and businesses, ensuring accurate filing.

Senior Accountant – Compliance & Property Accounting Prescott Realty, Dallas, TX • 07/2021–11/2023

• Managed full-cycle accounting for commercial real estate properties, including monthly financial reporting.

• Conducted bank reconciliations, balance sheet reconciliations, and reviewed accounts payable coding.

• Administered lease data in Yardi Voyager, tenant billings, and revenue accruals.

• Prepared partnership capital calls, distributions, loan draws, and escrow requests.

Senior Accountant – Risk & Compliance Reporting Weitzman, Dallas, TX • 04/2016–07/2021

• Prepared loan compliance reports, investor financial statements, and reconciled complex accounts.

• Maintained and improved internal financial controls and operating procedures.

• Prepared construction project cost summaries, capital calls, and lender draw packages.

• Provided support for internal and external audits and recorded partner equity activities.

Senior Accountant – Compliance & Operations Lincoln Property Company, Dallas, TX • 02/2014–04/2016

• Prepared monthly and quarterly financial packages for institutional owners and asset managers.

• Worked with property managers to develop budgets, forecasts, and reviewed lease compliance.

• Maintained and reconciled general ledgers, balance sheets, and income statements.

• Monitored cash activity and prepared funding reports for ownership distributions.

Accountant – Compliance & Asset Services CB Richard Ellis, Memphis, TN • 12/2008–09/2013

• Prepared journal entries, financial packages, and analyzed balance sheets under GAAP.

• Responded to accounting inquiries from clients and management teams.

• Processed cash applications, billing, and accounts payable transactions.

• Participated in budgeting, forecasting, and provided audit support documentation.

Education

Bachelor of Business Administration (Concentration: Accounting & Finance)

American Intercontinental University, Hoffman Estates, IL

Graduated Cum Laude, GPA: 3.5

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