Jonna J. H. Email & Phone Number

Memphis, TN, US

Carmel, Indiana, US

• Manage month-end/year-end close, financial statement preparation and budget variances. Assist management to resolve variances.
• Prepare journal entries, reconciliations and trend analyses as required for monthly close.
• Engage with internal audit team to complete documentation regarding SOX compliance.
• Streamline current procedures and develop and implement control systems

• Prepare and reviews State and Local Sales and Use tax returns
• Preforms research and maintain knowledge of multi state laws and perform internal state and local tax audit to reduce liability.
• Manager State Annual reporting, state and local licensing and property tax filing.
• Maintain and reconcile tax general ledger accounts.
• Prepares audit lead schedules for outside audit firms.

US

• Coordinated and completed monthly close ensuring timely financial statement preparation and issuance.
• Preformed monthly accruals to ensure accuracy of Revenue recognition; Performed complex client audit and reporting.
• Performed month-end accounting processes; prepared month-end financial entries to general ledger system.
• Prepared audit lead schedules for outside audit firms.
• Performed month-end variance review and provided monthly forecast variance explanation.
• Maintained balance sheet accounts and ensured they are accurately stated in Great Plains.

US

• Provided corporate accounting services which include managing multi-state tax and various miscellaneous tax returns as needed, along with Ad Hoc reporting for management
• Examined sales and use tax, excise tax, property tax, and franchise tax for irregularities in record keeping as well as tax areas to determine if errors were due to negligence or fraud.
• Resolved tax issues and handle tax notices/inquiries from federal and states agencies.
• Prepared monthly, quarterly, and annual consolidated financial package.
• Coordinated processing and mailing of all state extensions and returns
• Prepared tax provision/tax return workbook.

US

• Reconciled sub-ledgers to General Ledger; prepares monthly journal entries and GL accounts.
• Assisted in month-end close and consolidation process, financial report and audit process.
• Maintained and analysis balance sheet accounts and ensures they are accurately states.
• Conducted timely account reconciliations
• Gathered and analyzed data reflected in the company income statement ensuring it is stated properly and reflected accurate information.
• Communicates issues, project status and other applicable information to management.

US

• Managed accounting functions including reconciliations of General Ledger, Month end close outs, internal financial analysis, and data preparation for external filing.
• Utilized effective accounting and financial skills when preparing general ledger sub-schedules, general ledger reconciliations, and other general accounting duties
• Optimized and maintained fixed assets procedures
• Verified accuracy of Balance Sheet and Income Statement
• Generated monthly close of financials
• Posted journal entries

US

• Posted cash receipts into Great Plains
• Performed weekly Accounts Receivable analysis and communicated with field regarding client accounts
• Cleared aged unapplied cash on multiple customer accounts
• Performs reconciliation on multiple accounts monthly
• Performed weekly outstanding Accounts Receivable reports and sent to senior management on a timely basis
• Streamlined procedures and improved overall efficiency of operations and procedures.

Mpac, Taxation

Business, Accounting