Debra Young Email & Phone Number

Corydon, Indiana, United States

Louisville, Kentucky, United States

Louisville, Ky

Maintain and update complex excel spreadsheets for quarterly performance of multiple investments of all types. Upwards of 50 different portfolios are updated each quarter with multiple types of reports produced. Data for updates comes from multiple data sources and then converted to proper formats to run macros, update links and calculate performance results. Part time work as a 1099 contractor that includes compliance work and light bookkeeping.

Responsible for the daily operations of a financial advisory firm in a small team environment. The firm has a unique process to protect the downside risk of its client portfolios. Solely responsible for accounts payable, payroll, payroll taxes, account reconciliation, financial reports and general ledger entries. Process data and produce custom, detailed financial reports for financial analysis and evaluation. Prepare presentations for individuals, endowments and foundations and defined… Show more Responsible for the daily operations of a financial advisory firm in a small team environment. The firm has a unique process to protect the downside risk of its client portfolios. Solely responsible for accounts payable, payroll, payroll taxes, account reconciliation, financial reports and general ledger entries. Process data and produce custom, detailed financial reports for financial analysis and evaluation. Prepare presentations for individuals, endowments and foundations and defined contribution plans. Show less

Jeffersonville, In

Responsible for the daily operations of a financial advisory firm in a small team environment. The firm has a unique process to protect the downside risk of its client portfolios. Solely responsible for accounts payable, payroll, payroll taxes, account reconciliation, financial reports and general ledger entries. Process data and produce custom, detailed financial reports for financial analysis and evaluation. Prepare presentations for individuals, endowments and foundations and defined… Show more Responsible for the daily operations of a financial advisory firm in a small team environment. The firm has a unique process to protect the downside risk of its client portfolios. Solely responsible for accounts payable, payroll, payroll taxes, account reconciliation, financial reports and general ledger entries. Process data and produce custom, detailed financial reports for financial analysis and evaluation. Prepare presentations for individuals, endowments and foundations and defined contribution plans. Show less

Louisville, Ky

Responsible for all accounting functions with an emphasis on payroll, benefits and human resources. Work closely with the accounting administration team to assure proper accounting procedures are maintained. • General Journal • Payroll and timekeeping• Accounts Payable/Receivable• Budgeting/Cash Management• Financial Reporting• 1099 form preparation• 401k Compliance testing preparation• 5500 form preparation• Process documentation and improvement• Policy… Show more Responsible for all accounting functions with an emphasis on payroll, benefits and human resources. Work closely with the accounting administration team to assure proper accounting procedures are maintained. • General Journal • Payroll and timekeeping• Accounts Payable/Receivable• Budgeting/Cash Management• Financial Reporting• 1099 form preparation• 401k Compliance testing preparation• 5500 form preparation• Process documentation and improvement• Policy and Procedures documentation• Auditing• Ad hoc projects as needed Show less

Jeffersonville, In

Responsible for the management of 1 manager and 10 professionals. The department performs outgoing debits and credits in excess of $2mil monthly processing all incoming rejected transactions, collections, and loss recovery functions. Supervision of associates’ responsibilities includes staffing, performance management, development, training and compensation. Oversaw and coordinated the budget and budget reconciliation processes for all 11 cost centers to include rollup reports, monthly variance… Show more Responsible for the management of 1 manager and 10 professionals. The department performs outgoing debits and credits in excess of $2mil monthly processing all incoming rejected transactions, collections, and loss recovery functions. Supervision of associates’ responsibilities includes staffing, performance management, development, training and compensation. Oversaw and coordinated the budget and budget reconciliation processes for all 11 cost centers to include rollup reports, monthly variance reporting and specific on-demand reports for each cost center as requested. Show less

Louisville, Ky

Responsible for the financial aspects of a small start up business including setting up the books, creating process flows, job costing, budget and tax reports. Act as financial consultant in the discussion and analysis of the business budget and business plan with the company owner.

Bachelor'S Degree, Finance/Econmics, 3.875

Activities and Societies: Distinguished Senior Finance Award Dean's list, highest honors

Bachelor Of Arts - Ba, Accounting And Finance

Activities and Societies: distinguished senior finance award

Associate’S Degree, Accounting, 3.875

Activities and Societies: Phi Beta Kappa Highest honors, deans list.

Bachelor Of Arts - Ba, Accounting And Finance

Bachelor Of Arts - Ba, Accounting And Finance