Assisting customers in setting up bank downloads● Categorizing transactions○ Assisting or adding the automation of bank download categorization bycreating rules○ Reviewing and accepting bank downloads○ Categorizing and updating transactions based on information provided by thecustomer○ Setting up recurring transactions● Reconciling accounts○ Reconciling bank accounts○ Reconciling credit card accounts○ Posting AJEs to reconcile to customer provided balances for the followingaccounts:■ Receivables■ Investments (does not include detailed breakout)■ Escrow accounts■ Inventory (excluding LIFO)■ Accumulated depreciation / amortization■ Payable s■ Payroll and Sales Tax liabilities■ Loan balances● Chart of Accounts setup and maintenance● Checking the general ledger for errors● Preparing the trial balance

• Implemented network computer system, accounting information systems (AIS), front and back office process, and customer billing.• Setup human resources department, for coordinating benefits, new hire processing, I-verify system access, background checks, electronic staff access entry and time tracking system.• Established an accounting department to handle, AR/AP, bookkeeping, payroll, process payroll for staff and contractors. Setup automated inventory management, and purchasing systems. • Implemented communication process for status reporting with Attorneys, Executive Director, Controller, and the CPA firm to ensure the accounting function were compliant with all federal, state, and local laws.• Processed accurate and timely positive pay transactions, processed monthly and quarterly reports, banking reconciliation, budgeting and forecasting activities. • Generated and filed 940 returns for unemployment reporting, and 941 returns for quarterly tax reporting. Managed accounts receivable for an organization of sixty personnel.

Providing individuals, families, self employed and small businesses with health & life insurance. We offer Medicare solution, Final expense planning and annuities.Parent company: M&M Business Solutionswww.wmcgeeassociates.com

Analyze fuel excise tax due on purchase for Circle K businesses, prepare and submit sales and use tax returns to various taxing authorities on a monthly calendar basis ensuring that all taxes reconcile to the general ledger for the month for each state. Processing state fuel diversions to ensure excise taxes are paid or calculated correctly for monthly return processing, review carrier documents, invoicing, terminal load sheets are correct. Responding to state audits, for missed, under reported fuel loads diverted, incorrect schedule or miss-identified fuel product.

MBA degree accounting specialist with over 10 years of experience performing full cycle accounting duties, interpreting, classifying, analyzing, and reporting and summarizing financial data.Other accounting task performed include, recording financial transaction, bank reconciliation, reconciling monthly bank statements, monitoring cash flow, AR/AP, payroll register, time keeping, wage calculation using in-house and outsourced solutions, also performed workman’s comp annual reviews. Examines financial records to ensure the accuracy of those records, and prepared financial reports for management regarding the company’s profits and losses. Tax return consultant, working with corporate, small business, non-profit and individuals. Employer's Quarterly Federal Tax Return, and 940 returns to report annual Federal Unemployment Tax (FUTA), State Unemployment Tax (SUTA). Processing payroll for staff and contractors, prepares W4s, W2s, I9's, W9's, 1099's wage garnishments, payroll deductions, interfaced with state, local and federal tax authorities.

Sr. Payroll Tax Coordinator focused on new hire and rehired consultant’s payroll tax information setup (federal, state and SUTA, FUTA and FICA taxes) to ensure that consultants’ wages and tax are in balance for each payroll processed. The position requires strict attention to detail, high level of confidentiality and personal accountability, reconciling of pay period, monthly and annual tax deposit summary. Other duties include verifying payroll setup of (NRA) non-resident-aliens, using tax treaty guidelines, visa types and status and EAD cards terms and conditions.

Detail-oriented processing of Account Receivable and Collections of customer accounts.Responsible for tracking and resolving outstanding payment issuesMaintain an accurate aging report, updating transaction to reflect payments on accounts, credits, under payments or duplicate paymentsResponsibilities include but are not limited to, making daily collection calls Conduct account research and analysis Prepare and maintain various reports, Identify and execute the necessary process adjustments Send statement to outstanding customers, interact with customers to resolve outstanding issuesWorking knowledge of general accounting principalsUtilizing client tools and MS Office (especially Excel).Demonstrating strong organizational skills, the ability to prioritize and multitaskStrong communication, both written and over the phone.

Conducted internal auditing of business processes, detailing extensive research of insurance related information in order to complete daily processing assignments in the business unit's various queues Ensuring state and federal guidelines are followed. Provided lenders with reports of customer specific business service level agreements are met, while adhering to processing guideline required by Fannie Mae and FEMA.Processing of insurance-related documentation across multiple work flows, and analyzed complex dataContacted insurance agents, carriers, HOA's, and property management via outbound service calls, fax or emailconducting in-depth research to update lender specific databases Analyzed bank owned property policy coverages to ensure lender's financial interest for each mortgage loan were fullycovered.Provided comprehensive, timely responses to complex inquiries and requests provided by an internal tracking databasesystem, listing each lenders assetProvided subject matter expertise by utilizing comprehensive knowledge of processes, queue controls and client-specificprocedures to support multiple work-flows and resolve complex, escalated processing Issues.Assisted with department initiatives by participating in assigned projects and assuming lead duties as required tosupport delivery of effective services and ensure team alignment with business goals.