Experienced Accountant

Joan Beans

**** * ****** ******, **********, CO 80121 303-***-****

*********@*****.***

PROFESSIONAL SUMMARY

Detailed oriented, team-builder, strategic leader. Proven as a managerial leader who

develops other people, possesses keen insight to resolve business challenges in a timely

manner, creates realistic solutions and executes plan with enthusiasm an hard work.

Ability to cultivate positive customer relationships and strategic alliances.

PROFESSIONAL EXPERIENCE

AMG National Trust Bank 1992 - April 2009

Revenue Manager, 2004 to April 2009

Designed tracking process to account for the rapid growth in our capital management clients.

Monitored growing revenues and allocation of revenues between departments.

Review contracts to ensure new accounts are set up accordingly.

Work with counselors and officers to make certain that the contracts are followed.

Continuing to audit software calculations of fees.

Implement changes to account set ups when the software has had enhancements.

Provide detailed revenue analysis for department heads.

Reconcile revenue accounts to excel tracking reports.

Assistant Controller, 1995 - 2003

Maintained control of ongoing, day-to-day accounting processes.

Setting up a new general-ledger system to meet company needs following a merger.

Designed revenue tracking system for financial counselors.

New tracking system ensured constant, uninterrupted billing of clients.

Resulting in improved timing of receivables and smoothed cash flow.

Allowing management a better assessment of counselors’ revenues.

Maintained financial reports on 12 private capital ventures.

Responsible for A/P, A/R, and Payroll functions with a staff of four.

Manager of Accounting and Financial Reporting, 1992 - 1994

Create and monitor financial reports and reporting systems.

Oversee monthly creation of financial statements for 5 regional offices.

Distribute these reports by the 7th of each month, never missed a deadline.

Responsible for year end audit work papers.

The Gary-Williams Company 1983 - 1991

Tax Accountant, 1989 to 1991

Involved in the preparation of tax returns for both S and C Corporations.

Prepared 20 Oil and Gas Partnership returns.

Processed all the JIBs on a South American Oil Venture.

Responsible for personal property declarations of corporate assets.

Converted corporate fixed assets to BNA software.

Financial Accountant, 1985 to 1988

Maintained independent financial information for several real estate joint ventures.

Developed methodology for 5 year business plan for real estate joint ventures.

Reconciled general ledger accounts on a monthly basis.

Was involved in the monthly closes.

General Accountant, 1983 to 1984

Responsible for daily cash deposits and general ledger postings.

Reconciled two years of accounts receivables.

Invoicing of company’s plane usage.

EDUCATION

Bachelor of Science - Accounting 1983

Doane College, Crete, NE

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