Lynette Gregory, Cpa Email & Phone Number

Cmc-Northeast Concord, Nc

Supervise 3 senior and staff accountants, review monthly journal entries prepared by my direct reports, prepare monthly journal entries, manage grant funded capital process for CMC-Northeast, manage Northeast Foundation's financial reporting process, track grant revenue for operating departments, analyze monthly expense variances to budget, in charge of expense budgets for over 300 departments, prepare quarterly consolidation reports, correspond with outside accounting firms for preparation of annual tax filings and audits

Supervise four senior and staff accountants, review monthly journal entries prepared by my direct reports, review account reconciliations, prepare monthly journal entries, manage equipment inventory accounting process, prepare monthly account reconciliations, assist in journal entry automation efforts,prepare balance sheet forecasts, analyze monthly cost variances

Manage inventory cost control process, record inventory received and sold, reconcile inventory records to outside vendor recordsMonthly direct cost accounting for 4 major product linesConsolidate and prepare monthly variance analyses for four major product linesCost Variance Trend analysisRegulatory reporting

Prepare journal entries for month-end close, review monthly financial statements for accuracy, perform special analysis of revenue for various business segments, prepare financial budgets, prepare pricing scenarios to assist sales and client services associates, analyze budget variances and report to senior management, prepare incentive calculationsReviewed SAS70 document for inclusion of proper internal controls testing procedures.Work closely with corporate accountant to make sure all revenue and expenses are reported properlyDesigned a special graphical analysis of revenue and volume historical trends to help client services and sales representatives determine future volume and revenue streams in order to present the most effective pricing structure to clients.Designed a statistical analysis to compare clients to others with similar volume levels to determine relative profitability.Re-designed the pricing scenarios form to be more efficient by using various excel functions.Interact with client services and sales personnel in order to provide needed supportMake weekly projections of revenue and volumeConstructed complex Excel Business Reporter spreadsheets with live data used to analyze expenses by cost center and to make comparisons to budget and prior years

Supervised two staff accountants. This included reviewing monthly reconciliations prepared by the accountants, performing high level analysis of operating results for the subsidiary companies in my group, and training accountants in my group on month end processes.Trained two staff accountants on how to use the accounting software and reporting tools.Primarily responsible for designing workpapers and month-end processes for two major acquisitions. This also involved setting up various sub ledgers for the new units and integrating the units into the business.Reviewed and executed internal controls procedures such as verifying proper approval on payables invoices and expense reports, approving check registers for payment, and approving ACH wire payments.Perform the overall accounting functions for three subsidiaries. This includes preparation of monthly financial statements, coordination of the monthly closing process with financial analysts, and timely preparation of account reconciliations. Prepare bank reconciliations for three subsidiaries. Analyze financial statements and provide explanations of variances.Manage fixed asset accounting for three subsidiary companies. This includes recording additions and disposals, calculating depreciation and reconciling the fixed asset system to the general ledger. This also involved serving as resource for other accountants in regards to fixed assets. Assist with annual financial statement audit. This includes preparing schedules for the external auditors as well as providing explanations of accounts and activity.

Assisted in the execution of financial statement and benefit plan audit engagements for manufacturing and retail companies, financial institution, and not-for-profit organization Served as in-charge assurance associate on financial statement and benefit plan audit engagement Reviewed client financial statements and perform reasonableness tests on client financial data Analyzed the design and operating effectiveness of clients' internal control environment Selected random samples and performed various tests of control

Assisted in the execution of financial statement for manufacturing and retail companies, financial institution, and not-for-profit organization Reviewed client financial statements and perform reasonableness tests on client financial data Analyzed the design and operating effectiveness of clients' internal control environmentCOMPUTER SKILSMicrosoft Excel - vlookups, sumif function, pivot tables, statistical formulas, graphsMicrosoft Word and Power PointAccessAS400Great PlainsEnterprise ReportingProClarity with extensive Business Reporter ExperienceQuickBooks Pro

Mba, Business

Mba

Mba

Msa, Accounting

Masters Of Accountancy; B.S, Accounting

Assistantship for graduate year

Education record