Tracy Grady, Cpa Email & Phone Number

Atlanta, Ga, Us

Greater Atlanta Area

• Monthly accounting and reconciliation of $1.2 billion purchase and participated loan portfolio• Detail loan load into FICS and reconciliation of loan portfolio to accounting records• Monthly meeting and review of Credit Committee book• Documenting and updating departmental processes and procedures• Analysis of new counter parties, pool bids, and pool closing documentation• Set up of all aspects of new counter parties and new pools• Ongoing pool analytics

Greater Atlanta Area

Tracy's role at DCCU involves her with a wide variety of accounting activities and financial professionals. Responsibilities include:• Led BI initiative to automate information retrieval and expedite process for NCUA regulatory filings• Developed new process and procedures for filings of personal property tax returns for 26 branches• Developed standardized contractual accounting format for all purchased and participated loan partners• Led efforts to enable research of VISA cash advance issues online • Monthly accounting and reconciliation for all purchase and participated loan portfolio• Monthly variance analysis of actual vs. budget and accountability follow up with cost center VP's• Review monthly GL account reconciliations• Lead daily reconciliation of VISA cash advances for 26 branches• Review monthly GL account reconciliations• Support monthly financial statement and Board package preparation• Budgeting and forecasting preparation and support

Atlanta, Georgia

Since 2004, Tracy has assisted individuals and families with their personal financial and organizational needs. She endeavors to first understand her client's needs, challenges and objectives, then works with them to develop custom and personalized strategies for self-management. Typical strategies and tactics include:• Customize personal/family financial systems to be user friendly and manageable• Organize daily household routines to run smoothly• Organize work spaces for efficiency• Help pay bills, source, and manage outside contractors

Atlanta, Georgia

Although Tracy's primary focus in accounting has been on general ledger accounting, year end reporting, cash flow analysis, audit prep and management,plus budget planning and analysis, she also has some experience with tax preparation and consulting for an Atlanta tax practice. As a tax consultant, she primarily focused on small business clients, helped clients close year-end books and prepared tax returns for individual and small business clients.

Atlanta, Georgia

While an auditor for Deloitte & Touche, Tracy was recruited by her client at Southern Electric International. While there she helped re-organized and manage the core accounting department. Key responsibilities included: • Supervision of A/P, A/R, payroll, and general ledger staff• Management of D&T relationship and coordination of external and internal audit• Supervising monthly and yearly financial closings and related reporting • Analyzing and consulting with CEO and executive management on accounting and contractual issues • Review and editing of business proposals for potential financial statement impact• Participation in management of cash flow and borrowing• Leading presentations of corporate financial information at monthly company-wide meetings• Development and documentation of company overhead structures to conform to government contracting regulations• Researching and consulting with executive management on accounting treatment for variety of transactions including acquisitions, software sales, power purchase agreements, equity investments, and joint venture consolidations• Actively participated on various company task forces

Atlanta, Georgia

While in college at The University of Georgia, Tracy was recruited by D&T to be on its audit staff. During that time period she earned her CPA certification. As an auditor Tracy coordinated and participated on audits, financial reviews and inventories of various clients across banking, retail, manufacturing, and energy industries. When she was not in the field, studying or sitting for her CPA license, she participated in college recruitment of new professional staff.