- Performed all daily accounting processes and entry involving cash, accounts payable, accounts receivable, fixed assets, sales tax, leases and equity transactions. - Completed month end close processes, including finalizing journal entries and reconciliations for balance sheet work papers, managing revenue and SaaS ARR reporting, and reviewing financials and general ledger for accuracy and presentation. - Created and maintained supporting documentation for journal entries and accounting processes.- Collaborates with the sales and account teams on contract review and renewals.- Managed the rollout of the company’s first travel and reimbursement expense program, including staff onboarding. - Singlehandedly spearheaded a long-term project to compile customer contracts into the Maxio software platform. This process ultimately ensured compliance with ACS 606 for proper revenue recognition for our SaaS startup company.- Implemented various added controls and procedures in all financial areas as the startup evolved and grew.- Executed and provided audit requests for the company’s first financial audit which resulted in an unqualified opinion.

- Responsible for all the daily financial processes within the church, related day school, and FUMC Foundation, including accounts payable, account reconciliations, contribution reporting, fixed assets, investments, designated funds, and payroll.- Prepares and presents monthly financials, quarterly financial packets, and the annual budget and forecasting for management and appropriate church committees.- Creates and compiles all year-end financial reporting for the United Methodist Conference close-out process. - Prepares, reviews, and corresponds with outside agencies regarding all tax-related documents including payroll tax, sales tax, property tax, and federal 990 tax reporting.- Works with auditors on their annual review to ensure sound and compliant accounting principles.- Reviews and approves management, insurance, and facility contracts to guarantee they represent the best possible pricing and outcome for the organization.- Implemented many procedural controls and new policies to better streamline and add to the efficiency of the church.

- Managed all daily accounting activities for the partnership investment company, the related operating company, and over ten of their portfolio companies. - Maintained full responsibility over general ledger, accounts payable, accounts receivable, asset management, sales tax reporting, cash management and account reconciliations for portfolio companies.- Managed payroll, paid payroll taxes, and prepared payroll quarterly and annual tax reports for three portfolio companies and prepared 1099 annual reports for all portfolio companies. - Produced financial reports for management and tax accountants and acted as liaison for tax accountants and auditors.

- Assisted the Property Manager with accounting duties for approximately ten property companies.- Performed monthly and year-end close duties, including posting rent, preparing journal entries, and balancing cash and financial reports.- Assisted with accounts payable duties, aided in the maintenance of cash and budget reports for management, and assisted in year-end triple net reporting to tenants.

- Maintained full responsibility over general ledger, accounts payable, asset management, sales tax, payroll tax, cash management reports, and account reconciliations.- Produced monthly financial reports and addressed cash management issues with leadership team.- Worked with annual auditors on needed reports and questions.- Performed daily accounts payable duties, recorded daily cash entries, and reviewed weekly payroll. - Prepared all payroll quarterly and year-end tax reports, as well as 1099 and 1098 forms.- Acted as liaison with all vendors and the IRS on payroll tax matters.

- Managed all daily accounting activities and supervised accounting staff.- Maintained full responsibility over general ledger, accounts payable, accounts receivable, payroll, asset management, sales tax, and cash and account reconciliations.- Produced all monthly and annual financial reports for management.- Worked with and was the primary contact for outside tax accountants and auditors.- Acted as the primary liaison for customers and vendors on all financial matters.

- Worked with a team of accountants to prepare all financials for the multi-level company.- Prepared daily reconciliations and reports for the Controller using FoxPro programming and custom accounting processes.- Worked closely with all accounts receivable, accounts payable, and payroll personnel to ensure the validity of all financial information. - Maintained full responsibility over general ledger reconciliations and monthly journal entries. - Prepared reports for and worked closely with financial auditors to complete the end-of-year audit.

- Reported directly to the CFO and prepared all monthly financials for the company.- Supervised the accounts receivable and accounts payable departments, managing up to 8 personnel at a time.- Dealt directly with all high-level vendors and customers. - Maintained all general ledger accounts and financials and held full responsibility for all company-wide reconciliations.- Performed several internal audit procedures to ensure accuracy of all accounts and worked closely with outside auditors to complete the annual audit.

- Performed annual audits for clients as part of the firm’s audit team.- Worked closely with a wide array of banking, manufacturing, retail and distribution clients, performing various accounting processes and inventories for the companies, as well as their annual audits. - Prepared final audit summary reports for supervisors. - Worked on a special acquisition project for Nations Bank.