- Lead accountant and point of contact for five high net worth family clients.- Conducted daily bill pay reports and prepared cash flow reports, balance sheets, and income statements.- Performed monthly bank reconciliations for over fifty checking and savings accounts.- Reviewed and corrected numerous general ledger codes to coincide with firm’s financial reporting efforts. - Executed quarterly financial reports clients to provide in depth snapshot of assets and liabilities.- Part of specialized team formed to conduct investment reconciliations for new accounting software.- Trained new employees on processes and procedures

- Maintained all previous responsibilities of Staff Accountant role.- Executed month end procedures including AP & Credit card accruals.- Reconciled, processed and paid monthly corporate credit card statements for 5 separate accounts.- Processed payroll, HSA, and 401k wire payments to parent company twice per month.- Implemented and launched companywide expense reporting through Concur.- Trained employees to successfully create, edit and submit expense reports through the Concur system.

- Received, coded and processed all invoices for Triad Advisors and Triad Hybrid Solutions.- Strengthened audit controls by implementing planning techniques and tests for more efficient reporting.- Analyzed monthly National Financial clearing statements to find discrepancies and reduce liabilities.- Entered and released ACH and Wire payments on a weekly basis.- Performed daily check deposit for Triad Advisors, Triad Hybrid Solutions and Triad Insurance.- Researched and resolved vendor/client inquiries on a case-by-case basis.- Created new accounts and updated existing accounts when needed.

- Licensed in life and health insurance sales in the state of Georgia- Partnered with insurance specialists to analyze clients’ financial needs and pair with appropriate products- Support clients in creating financial security through comprehensive planning and analysis- Called on numerous prospective clients on a daily basis to set up face to face meetings- Created financial illustrations to outline deficiencies and areas of concern in client’s financial portfolios

- Instituted accounting controls on inventory and sales tracking of firm owned clothing company- Executed profitability analysis of various product lines - Performed customer demographics analysis- Researched, analyzed, and presented market trend reports on a weekly basis

- Metro Atlanta float team- Primary personal contact point for branch customers- Promoted growth of new customer checking and savings accounts- Balanced bank tills at the end of each day using cash-in, cash-out spreadsheet