Patrick Clay Email & Phone Number

Tulsa, Oklahoma, United States

Performing duties for monthly crude settlement.Created spreadsheet to assist with crude settlement benefiting others in department.Processing invoices in RightAngle.Preparing crude inventory reconciliations.Maintaining lease payments for truck stations.Assisted with cash forecast in propane department.

Tulsa, Oklahoma

Assisted with physical inventory count.Unboxed materials to prepare for receiving.Picked material for production.

Assisted with month end close.Aided with monthly financial statements.Submitted bi-weekly payroll to corporate.Order fulfillment backup.

Tulsa, Oklahoma

Prepared 400+ individual tax returns.Consulted individuals with tax planning.

Tulsa, Oklahoma

Supervised 4 accounting staff.Prepared weekly payroll & various HR functions.Prepared quarterly & annual payroll tax filings.Reviewed & prepared journal entries.Acted as main contact for financial audit & annual tax return preparations.Oversaw cash management, investment balances & transactions.Reconciled bank statements.

Tulsa, Oklahoma

Tulsa, Oklahoma Area

• Coordinated SOX testing • Reconciled balance sheet accounts.• Prepared journal entries.• Prepared daily reports for plant leads.• Prepared weekly financial reports for controller and general manager.• Audited year-end inventory count.

Tulsa, Oklahoma Area

Reconciled census data.Coded consultant invoices.Built report for reporting medical cost on 2012 W2s.Identified budget variances.

Kennesaw Ga

• Reconciled monthly general ledger accounts.• Performed month end accounting close.• Prepared supporting documentation for financial audit.• Prepared census data for 401k testing.• Administered the Enercon’s ESOP including preparing financial statements and providing data to 3rd party administrator.• Maintained records for stock option & stock appreciation right exercises

Tulsa, Oklahoma Area

• Managed accounting department of 12 employees during Interim.• Reviewed payroll (900 employees) during Interim.• Assisted controller with his duties during his illness.• Assumed controller responsibilities while company searched for more experienced replacement.• Performed various treasury duties: check signing, wire transfers, ACH approvals.

Tulsa, Oklahoma Area

• Calculated overhead rates for government contract proposals.• Prepared consolidated financials on a quarterly basis to comply with bank covenants.• Reconciled monthly general ledger accounts.• Administered the Enercon’s ESOP including preparing financial statements and providing data to 3rd party administrator• Made recommendation to change ESOP plan document to better define retirement.• Maintained records for stock option & stock appreciation right exercises• Prepared W-2s• Prepared supporting documentation for financial audit, corporate income tax returns and Defense Contract Audit Agency (DCAA) audit.• Reviewed contracts for insurance requirements • Served as liaison to insurance company and outside CPA’s• Completed insurance renewal applications (May 2005 – December 2007)• Prepared census data for 401k testing• Served on Enercon’s 401k committee, nonqualified deferred compensation committee, Enercon’s ESOP Communication Committee • Assisted controller with annual budget: office leases, insurance, ESOP distributions.

Tulsa, Oklahoma Area

• Prepared partnership, S Corporation, C Corporation, trust, and individual income tax returns using Prosystem Fx tax software.• Prepared compilation for lumber company for four months. • Observed inventory count for a lumber company and metal cutting company.

Tulsa, Oklahoma Area

• Preparation of FAS 109 Accounting for Income Taxes for Samson’s Financial Statements.• Review of state corporate tax compliance.• Built federal and state income tax estimation model• Performance of federal and state corporate/partnership income tax compliance and research for multiple entities.• Accumulation of financial data for federal income tax compliance.• Preparation in state income/franchise tax for: TX, LA, CA, CO, KS, KY, OK, MI, MT, ND, TN, FL.