Traci Singleton Email & Phone Number

Franklin, Wisconsin, United States

Contract with business for accounting and auditing servicesReview bookkeeping and accounting practices with clientsEncourage process improvements and efficiencies where necessaryComplete general accounting dutiesFacilitate Financial Meetings with clients on a monthly basisCommunicate pertinent accounting information, reports, and relevant data to support.

Co-managed sales activities and sales team Collaborated with Manager on monthly retail strategiesWorked closely with Underwriting to obtain credit approval for subprime finance applicantsCommunicated with interrelated departments to deescalate complaints and retain customersArranged and presented finance contracts to purchasing customer baseTrained new.

Performed daily and monthly cash position, market value, and interest reconciliations Updated NAV calculation for portfolio clientele Reviewed trade entries for errors and recalculationsUtilized Excel spreadsheets with macros and formulas for daily reconciliationCoordinated with Supervisor for necessary adjustments

South Milwaukee

Completed general accounting dutiesSubmitted monthly Sales & Use Tax returnsReconciled retiree premium accountsMaintained employee records and payroll filesCoordinated reimbursable Medicaid billingsFacilitated internal audit practices and processes

West Allis

West Allis

Performed desk reviews on financial reports ensuring reasonable facility costs.Prepared detailed schedules and adjustment reports to complete timely cost settlements and reimbursements. Reported audit findings and documented variances to audit team.