Caleb Mccoy Email & Phone Number

Charlotte, NC, US

Charlotte, North Carolina, US

• Prepare journal entries for monthly settlements, advances, interest accruals, intercompany exchanges, for ZBA and cash account
• Prepare journal entries for net book value adjustments
• Audit clearing accounts to ensure they are in balance
• Reconcile accounts for assigned tasks and/or companies in FloQast for auditors to review for monthly, quarterly, and yearly shareholder statements
• Analyze and review daily cash accounting in ZBA and cash accounts
• Audit the daily cash in Canadian and US Bank accounts

Charlotte, North Carolina, US

• Used cloud-based accounting software to code and allocate office expenses and purchase orders
• Coordinated check runs and issued ACH payments through CMIC
• Reviewed and approved purchase orders, change orders, and personal expense allotments
• Forecasted spending for purchase order and change order amounts
• Ran reports to track spending overages and plan for future spending
• Audited sales tax for out of state vendors

Charlotte, North Carolina, US

• Use SAP Concur to code and allocate operating expenses for subsidiary companies
• Coordinated check and ACH payments via Microsoft Great Plains for US and Canada vendors
• Resolved issues between subsidiaries and vendors
• Coordinated and approved expedited payments to US and Canadian vendors
• Assisted IT department with tracking hardware rentals, creating and updating reports
• Led vendor meetings to resolve equipment discrepancies with IT department

Schindellegi, Schwyz, CH

• Processed accounts payable invoices timely to take advantage of discounts
• Created custom functions, edited excel templates and used custom macros to format reports
• Added charges to work orders after auditing statements of accounts
• Addressed payment processing issues and vendor concerns related to issuing payments
• Implemented processes to distribute workloads and improve overall efficiency
• Trained new hires on invoices, statement of accounts, and correct errors in system

• Organized project documents through excel from hard copies and project auditing for transmissions and substations teams for low-volume equipment and high-volume finances.
• Maintained records and reports relating to project finance and completion.
• Collaborated with various internal teams for financial and project documentation.
• Maintained and improved functions of databases through advanced excel functions for engineers licensing, financial and business licenses.
• Performed data cleansing/ scrubbing of the licensing database to rid of duplicate entries, errors, and discrepancies.
• Created Excel workbook to standardize/ organize data entry for auditing, licensing, and financials for web entry.