Josh Kerr Email & Phone Number

Owasso, Oklahoma, United States

Accounting support for Capital Homes and related entities.

♦ Led budget process for annual +$50M budget and quarterly forecasting ♦ Monthly reporting and variance analysis, ad-hoc reporting, and AR and AP variance reconciliations♦ Bi-weekly generation of up to 80 invoices in accordance with client’s requests

Tulsa, Oklahoma, United States

♦ General accounting support for month-end close and financial statement preparation♦ Reviewed and posted JEs prepared by other financial accountant♦ Contact for annual financial statement audit requests

* Led month-end close process and financial statement preparation for multiple privately held entities* General accounting stuff like account reconciliations, inter-company transactions and settlements, G&A allocations* Assisted with income tax preparation for privately held entities* Served as go-to for special projects and Excel wizardry

Tulsa, Oklahoma Area

I moonlit as a personal trainer for the opportunity to teach strength training and fitness. It was a good experience and I enjoyed it.

Tulsa, Oklahoma Area

* Three years of audit and attestation engagements for small to mid-size entities* One season of tax preparation services for small corporations, partnerships, individuals, and estates

Wayzata, Mn

* Managed cost allocation systems and processes; assisted with maintenance of allocation rules and related systems* Assisted in creation, compilation, and review of internal reports for executive team

* Provided divisional accounting assistance remotely and on-site, including month-end closing and balance sheet reconciliations* Organized and supported semi-annual inventory for 80 vehicle maintenance locations