Catherine Pettus Email & Phone Number

Charlotte, Nc, Us

Charlotte, Nc, Us

· Oversee daily, weekly, and monthly general accounting activities and reporting. Including: bank reconciliation, general ledger maintenance, financial report analysis, balance sheets and income statements.· Oversee budget and financial strategies.· Forecast future revenue needs and expected revenue streams to maximize cash flow.· Monthly WIPs.· Perform the risk analysis of feasibility of future projects.· Direct and supervise accounting staff to ensure adherence to GAAP, strong internal controls, and compliance of company policies and procedures.· Assist leadership team with evaluation of insurance policies.· Coordinate all internal and external audit requests.

Charlotte, North Carolina, Us

Responsibilities• Process and record cost of employee’s; labor, taxes, deductions and withholdings, net pay, andemployer taxes (FICA, FUTA, SUTA)• Redistribute labor cost for semi-monthly employees from fixed code block to code block based onemployees’ MyTime timesheet data• Work with business units to reclassify activity recorded to suspense accounts, utilizing RPA technology• Work closely with Human Resources and other parties to analyze payroll activity used to preparegeneral ledger account reconciliations for payroll taxes, garnishments, employee relocation, employeereceivables, payroll bank accounts, and fixed labor distribution accounts• Prepare labor data support for various regulatory requests and audits• Participate in systems and process improvement projects, including Lighthouse initiatives, as necessary• Maintain Labor Distribution System process documentation and SOX documentation• Perform monthly, quarterly, and annual closing and reporting tasks relating to stock-based compensation, EPS calculation, and other administrative tasks. Stock based compensation experience including service-based RSUs, performance and service-based RSUs, and performance, market and service-based RSUs.• Maintain appropriate standards of internal control to ensure the accuracy and quality of financial statements produced and in support of SOX compliance efforts.

Charlotte, North Carolina, Us

• Responsible for Asset Retirement Obligation Accounting for 8 utility jurisdictions; including recognition revisions, and settlements• Coordinate with field personnel and executing the Annual ARO Update• Assist with internal and external auditing and reporting requests• Assist with special projects within the group• Assist with the preparation of all aspects of SEC reporting, including preparation of Forms 10-K, 10-Q, and 8-K, annual Proxy statement, disclosure checklists, footnote preparation, and financial statement tie-outs• Perform quarterly closing and reporting tasks including preparing account reconciliation, roll-forwards, and other schedules• Maintain appropriate standards of internal control to ensure the accuracy and quality of financial statements produced and in support of SOX compliance efforts.

Charlotte, North Carolina, Us

• Account for fuel inventory including balancing the subledger system information (Comtrac) to the general ledger for fuel related items. • Process inventory, payable and receivable transactions for fuel used in generation• Prepare, analyze, and/or review journal entries. • Perform account reconciliations, prepare financial schedules, regulatory schedules and reports. • Review balance sheet and income statement for area of responsibility. • Assist with integrating and streamlining accounting processes including system and process integration. • Research accounting guidance for new transactions and recommend actions. • Research and apply GAAP and regulatory accounting guidance. • Create reports using various reporting tools such as Excel, Access, Business Objects, Hyperion and other query tools for financial review and analysis. • Assist with Fuel audits in various jurisdictions• Maintain good working knowledge of GAAP, SEC, FERC, and state utility commission requirements, and related corporate accounting policies and internal controls. • Assist with special projects within the group such as implementing new systems, integrating systems, systems upgrades, and related items.

Chicago, Il, Us

BDO is the 5th largest public accounting firm internationally. As an Expatriate Tax Associate at BDO, I specialized in tax compliance for individuals involved in corporate global mobility programs. This includes: Foreign Earned Income Exclusion (FEIE), Housing Exclusion and / or Housing Deduction, and Foreign Tax Credits (FTC), Tax Treaties between the U.S. and foreign countries.

As a tax accountant, I completed federal and multi-state tax returns; prepared tax projections; quarterly estimates; tax research on asset purchases/disposals and 1031 exchanges. I also regularly met with clients, both at our office and at their locations. Specialties: Prepare Tax Returns including Individual, Business, and Homeowner Association; Adhere to GAAP; Full Charge Bookkeeping utilizing QuickBooks; Accounts Payable; Accounts Receivable; Payroll and all Payroll Taxes; Sales and Use Tax; Tax Research; Financial Analysis

• Processed payroll and all applicable payroll taxes for 30 clients in multiple states (NC, SC, GA, MN, DC)• Prepared Sales and Use tax returns (NC, SC and GA)• Full service bookkeeping including issuing compilation financial statements• Taught clients how to use accounting software• I helped business owners set up their office, tax accounts, and QuickBooks.

Master’S Degree, Accounting

Bachelor Of Science (B.S.), Accounting