Senior Accountant Resume Example Custom Fit Bookkeeping Tax

SENIOR ACCOUNTANT

Experience

Senior Accountant, 01/2019 to Current
Custom Fit Bookkeeping Tax – Nashville, TN

Work with business clients on preparation of payroll tax returns, income tax returns.
Perform monthly bank reconciliations, credit card statement reconciliations.
Meet with new clients to discuss their needs and build a proposal for our services.
Set up tax accounts with proper state and federal agencies.
Process payroll for clients including depositing of 941 taxes.
File sales tax returns.
Respond to client requests in a timely manner.
Prepare financial statements and financial packages for clients.
Work with banking officers to help clients secure funding.
Work with clients to prepare annual budgets.
Daily Accounting and bookkeeping needs in QuickBooks.
Serve as lead Accountant for a wide variety of businesses.
Set up loans and ensure proper amortization for tax benefits.
Balance Sheet reconciliations.
Trial Balance reconciliations.
File quarterly payroll returns.

Senior Accountant/Financial Analyst, 06/2017 to 01/2019
Pace Financial – Franklin, TN

Maintained financial statements and reporting in QuickBooks for 6 different entities
Responsible for full accounting cycle work on a monthly basis
Made GL entries and adjustments to reflect daily activity of 6 different finance companies
Insured the accuracy and integrity of financial statements
Audited cash and credit card payments in bank account against cash and credit card receipts
Audited Cash Drawer reports for accuracy and to ensure proper use of funds
Tracked daily activities of 6 different finance companies using bank records and a CRM system
Audited inventory and reconciled against titles and contracts to ensure 100% accuracy
Completed the monthly close process on time
Reconciled bank statements for 6 different finance companies

Revenue Cycle Analyst, 08/2016 to 05/2017
Vivere Health – Franklin, TN

Vivere Health is a private company specializing in fertility treatments.
Vivere currently operates surgical centers and labs in 7 states and expanding.
Current revenues are $60million), Compute, verify, and report to Accounting monthly revenue for all locations.
Calculate and report volumes to operational and executive leadership.
Verify contractual allowances pertaining to insurance contracts/payments.
Ad Hoc reporting requests from operational, development, and executive leadership.
Financial planning and analysis for expansion projects.
Revenue Cycle reporting for VP of Revenue Cycle.
Maintained compliance of revenue recognition under ASC 606.
Built custom reports in Excel and Adaptive for C suite executives.

Financial Analyst, 03/2015 to 07/2016
Community Health Systems – Franklin, TN

Community Health Systems is a publicly traded company owning/leasing, and operating 199 hospitals in 29 states in the U.S.
Along with home health, hospice, and physician services.
2014 annual revenue was $18.8 billion, Supported the management team with bi-weekly and monthly conference calls with hospitals through the preparation, review, analysis and validation of reports and analysis.
Assisted management team in the monitoring of the financial performance of weekly and monthly key indicators by gathering accurate data through a variety of database products.
Track and prepare reports indicating weekly, monthly, and quarterly revenue recovery within the contract management and compliance division.
Collaborate with division leaders to improve revenue cycle management and revenue recovery within PCCM.
Preparation of annual budget.
Responsible for the accuracy and validity of $40.8 million in annual revenue in compliance with ASC 606.
Database management of PCCM to include 199 hospitals and $45 million in current inventory of contractual revenue.
Relational database management.

Financial Analyst, 04/2011 to 05/2014
1st America Home Medical Equipment, LLC – Valdosta, GA

(1st America is a single member limited liability corporation that covers all of southern Georgia for DME, home oxygen, and IV therapy
2013 revenue was $450 million), Conducted comprehensive financial audits, federal and state compliance audits, and agreed upon procedures
Responsible for all general ledger activity, reconciliations, and cash activities
Performed analytical procedures/investigations to detect unusual financial statement relationships
Performed internal control and substantive testing
Identified and communicated accounting and auditing matters to Directors and Owner
Identified alternate revenue streams and capture through forensic review of records, resulting in $7 million plus in new revenue

Managing Partner/Controller, 02/2001 to 06/2011
Charley O'Corley's Irish Pub & Grill – Valdosta, GA

Charley O'Corley's is a single member limited liability corporation that served the Lowndes and surrounding area
Annual revenue was $25million.), Purchased business in 2001 and grew revenue from $400,000 to $25 million
Managed financial statement preparation, inventory procurement and all financial, human resource and entertainment aspects of the operation
Worked with CPA on preparation of all tax returns, 1065, 1040A, and state returns
Expanded business from one location to twelve locations
Managed 350 employees on a seven day a week, three shift schedules
Responsible for all compliance measures with federal, state, city and county regulatory bodies

Work History

Senior Accountant, 01/2019 to Current
Custom Fit Bookkeeping Tax – Nashville, TN

Work with business clients on preparation of payroll tax returns, income tax returns.
Perform monthly bank reconciliations, credit card statement reconciliations.
Meet with new clients to discuss their needs and build a proposal for our services.
Set up tax accounts with proper state and federal agencies.
Process payroll for clients including depositing of 941 taxes.
File sales tax returns.
Respond to client requests in a timely manner.
Prepare financial statements and financial packages for clients.
Work with banking officers to help clients secure funding.
Work with clients to prepare annual budgets.
Daily Accounting and bookkeeping needs in QuickBooks.
Serve as lead Accountant for a wide variety of businesses.
Set up loans and ensure proper amortization for tax benefits.
Balance Sheet reconciliations.
Trial Balance reconciliations.
File quarterly payroll returns.

Senior Accountant/Financial Analyst, 06/2017 to 01/2019
Pace Financial – Franklin, TN

Maintained financial statements and reporting in QuickBooks for 6 different entities.
Responsible for full accounting cycle work on a monthly basis.
Made GL entries and adjustments to reflect daily activity of 6 different finance companies.
Insured the accuracy and integrity of financial statements.
Audited cash and credit card payments in bank account against cash and credit card receipts.
Audited Cash Drawer reports for accuracy and to ensure proper use of funds.
Tracked daily activities of 6 different finance companies using bank records and a CRM system.
Audited inventory and reconciled against titles and contracts to ensure 100% accuracy.
Completed the monthly close process on time.
Reconciled bank statements for 6 different finance companies.

Revenue Cycle Analyst, 08/2016 to 05/2017
Vivere Health – Franklin, TN

Vivere Health is a private company specializing in fertility treatments.
Vivere currently operates surgical centers and labs in 7 states and expanding.
Current revenues are $60million), Compute, verify, and report to Accounting monthly revenue for all locations.
Calculate and report volumes to operational and executive leadership.
Verify contractual allowances pertaining to insurance contracts/payments.
Ad Hoc reporting requests from operational, development, and executive leadership.
Financial planning and analysis for expansion projects.
Revenue Cycle reporting for VP of Revenue Cycle.
Maintained compliance of revenue recognition under ASC 606.
Built custom reports in Excel and Adaptive for C suite executives.

Financial Analyst, 03/2015 to 07/2016
Community Health Systems – Franklin, TN

Community Health Systems is a publicly traded company owning/leasing, and operating 199 hospitals in 29 states in the U.S.
Along with home health, hospice, and physician services.
2014 annual revenue was $18.8 billion, Supported the management team with bi-weekly and monthly conference calls with hospitals through the preparation, review, analysis and validation of reports and analysis.
Assisted management team in the monitoring of the financial performance of weekly and monthly key indicators by gathering accurate data through a variety of database products.
Track and prepare reports indicating weekly, monthly, and quarterly revenue recovery within the contract management and compliance division.
Collaborate with division leaders to improve revenue cycle management and revenue recovery within PCCM.
Preparation of annual budget.
Responsible for the accuracy and validity of $40.8 million in annual revenue in compliance with ASC 606.
Database management of PCCM to include 199 hospitals and $45 million in current inventory of contractual revenue.
Relational database management.

Financial Analyst, 04/2011 to 05/2014
1st America Home Medical Equipment, LLC – Valdosta, GA

(1st America is a single member limited liability corporation that covers all of southern Georgia for DME, home oxygen, and IV therapy.
2013 revenue was $450 million), Conducted comprehensive financial audits, federal and state compliance audits, and agreed upon procedures.
Responsible for all general ledger activity, reconciliations, and cash activities.
Performed analytical procedures/investigations to detect unusual financial statement relationships.
Performed internal control and substantive testing.
Identified and communicated accounting and auditing matters to Directors and Owner.
Identified alternate revenue streams and capture through forensic review of records, resulting in $7 million plus in new revenue.

Managing Partner/Controller, 02/2001 to 06/2011
Charley O'Corley's Irish Pub & Grill – Valdosta, GA

Charley O'Corley's is a single member limited liability corporation that served the Lowndes and surrounding area.
Annual revenue was $25million.), Purchased business in 2001 and grew revenue from $400,000 to $25 million.
Managed financial statement preparation, inventory procurement and all financial, human resource and entertainment aspects of the operation.
Worked with CPA on preparation of all tax returns, 1065, 1040A, and state returns.
Expanded business from one location to twelve locations.
Managed 350 employees on a seven day a week, three shift schedules.
Responsible for all compliance measures with federal, state, city and county regulatory bodies.

Education

Bachelor of Business Administration: Accounting, 12/2014
Valdosta State University - Valdosta, GA

GPA: 3.7

Summary

Financial and Accounting professional with expertise in financial analysis, audit, compliance, financial accounting, forecasting, budgeting, and procurement in the healthcare industry. Strong working knowledge of GAAP, FASB, SOX, and ASC 606 procedures. Exceptional analytical ability and problem-solving skills, analysis and solutions of complex problems in conjunction with managing financial outputs, managing teams to achieve defined outcomes with over 15 years' experience in a variety of organizational roles. Advanced knowledge of Microsoft toolsets. Results oriented with proven track record of quick learning ability, increased responsibilities and rapid advancement.

Highlights

Power User of Microsoft Excel Epicor NetSuite QuickBooks Hyperion Great Plains Sage Intacct
Accounting, Hyperion
Accountant, Insurance
Ad, Inventory
Auditing, Leadership
Trial Balance, Microsoft Excel
Balance Sheet, Excel
Monthly bank reconciliations, Payroll
Banking, Process payroll
Benefits, Procurement
Bookkeeping, Proposal
Budgets, QuickBooks
Budget, Relational database
Bi, Reporting
C, Revenue recognition
Community Health, Sage
Compliance audits, Sales
Contract management, Tax
Contracts, Taxes
CPA, Tax returns

Credit, Therapy
CRM, Validation
Client
Clients
Database
Database management
Finance
Financial
Financial audits
Financial planning and analysis
Financial statement preparation
Financial statements
Prepare financial statements
Funds
General ledger
GL
Great Plains
Home health
Hospice
Human resource

Skills

Power User of Microsoft Excel Epicor NetSuite QuickBooks Hyperion Great Plains Sage Intacct,

Accounting, Accountant, Ad, auditing, Trial Balance, Balance Sheet, monthly bank reconciliations, banking, benefits, bookkeeping, budgets, budget, bi, C, Community Health, compliance audits, contract management, contracts, CPA, credit, CRM, client, clients, database, Database management, finance, financial, financial audits, Financial planning and analysis, financial statement preparation, financial statements, Prepare financial statements, funds, general ledger, GL, Great Plains, home health, hospice, human resource, Hyperion, insurance, inventory, leadership, Microsoft Excel, Excel, payroll, Process payroll, procurement, proposal, QuickBooks, Relational database, reporting, revenue recognition, Sage, sales, tax, taxes, tax returns, therapy, validation

Resume Overview

Companies Worked For:

Custom Fit Bookkeeping Tax
Pace Financial
Vivere Health
Community Health Systems
1st America Home Medical Equipment, LLC
Charley O'Corley's Irish Pub & Grill

School Attended

Valdosta State University

Job Titles Held:

Senior Accountant
Senior Accountant/Financial Analyst
Revenue Cycle Analyst
Financial Analyst
Managing Partner/Controller

Degrees

Bachelor of Business Administration : Accounting , 12/2014

Senior Accountant Resume Example

Resume Score: 90%

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