Assistant Controller Senior Accountant - Accounting Bookkeeping Resume
Assistant Controller Senior Accountant - Accounting Bookkeeping Resume
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Assistant Controller/Senior Accountant Resume

Desired Industry: Accounting/Bookkeeping SpiderID: 80266
Desired Job Location: Phoenix, Arizona Date Posted: 12/4/2017
Type of Position: Full-Time Permanent Availability Date: Immediately
Desired Wage: 65000
U.S. Work Authorization: Yes
Job Level: Management (Manager, Director) Willing to Travel:
Highest Degree Attained: Bachelors Willing to Relocate: No

Detail-oriented, multifaceted, and success-driven professional, offering well-rounded experience in accounting business operations.

Armed with proven expertise in financial statement analysis and preparation, account reconciliation, cash flow analysis, and accounting

internal controls. Skilled at developing cost-effective solutions; analyzing business requirements; and identifying opportunities to

improve profitability, enhance competitiveness, and drive positive results. Equipped with communication and interpersonal skills to

establish relationships and work with individuals of multicultural backgrounds.



Heritage Advisors, LLC - Phoenix, AZ
Controller Oct 2016–Oct 2017
Efficiently handled a multiple entity organization accounts including Heritage Advisors LLC, Heritage Certified Public Accountants

PLLC, Heritage Wealth Management LLC, Heritage Insurance Advisors LLC, Nelson Healey PC, and Juncture Wealth Strategies LLC
Carried out cash account reconciliations and short-term cash flow analysis and forecasting, while guaranteeing on-time reporting of

regulatory and loan covenant requirements
Applied strategic leadership to accounts receivable clerk, while dealing with the company’s legal, wealth management, and insurance

practices to identify additional services for tax clients
Guaranteed invoicing and monthly close-out of all billable time for Heritage Certified Public Accountants PLLC; documentation of

Heritage Wealth Management LLC receivables and deposits; and reconciliation of bank deposits with accounts receivable (AR) subsidiary

Performed multiple accounting functions, such as receiving and encoding invoices; identifying recurring payments for cash flow

analysis; and creating and paying invoices
Took full charge of estimating sales commission; overseeing retirement changes and health insurance deductions; generating and

documenting bi-weekly payroll; and ensuring tax obligations and regulatory compliance
Created and evaluated ad hoc reports for strategic decision-making, such as budget variance, historical production analysis, and daily

cash flow reports
Held accountability in preparing year-end closing and consolidation procedures, as well as business and personal tax returns for

Heritage entities and owners
Generated process and procedures for payroll, accounts receivable, accounts payable, and monthly financial statements

Vice President of Tax Operations Nov 2014–Oct 2016
Maintained timely and accurate tax and accounting reports for over 200 business and personal client relationships by creating tax

operation procedures
Supervised five staff accountants on assigned workflow and collaborated with office administration and leadership

Minyard &Co., PC (Acquired by Heritage Advisors, LLC) - Phoenix, AZ
Senior Accountant Jul 2006–Nov 2014
Generated client business, trust, and personal tax returns; monthly, quarterly and annual account reconciliations; financial

statements; and payroll, sales tax, and ad hoc reports
Provided prompt solution to client Internal Revenue Service (IRS) issues, notices and letters.


Bank of America - Tempe, AZ
Check Fraud Analyst
Bank of America - Glendale, CA
Sales/Sales Trainer & Customer Service Representative



Certified Public Accountant

Master of Business Administration, GPA: 3.80 – University of Phoenix, Phoenix, AZ
Bachelor of Science in Business Accounting, GPA: 3.77 – University of Phoenix, Phoenix, AZ



Core competencies include:

Cash Flow Reporting and Forecasting ~ Tax Accounting ~ Accounts Receivable and Accounts Payable
Regulatory and Standard Compliance ~ Organizational Leadership ~ Strategic Planning
Financial Statement Preparation ~ Process Improvement ~ Staff Training and Supervision

Additional Information:


QuickBooks Premier and Enterprise | CCH | Ultra Tax | Lacerte | Microsoft Office Suite (Excel, Word, and PowerPoint)

Available upon request.

Candidate Contact Information: has chosen not to make contact information available on this page.
Click "Contact Candidate" to send this candidate a response.


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