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QUALIFICATIONS SUMMARY

Accountant with 4 years of extensive experience in a corporate accounts receivab


le and payable setting, utilizing financial analysis and auditing. Visionary wi
th proven ability to solve difficult problems, pay close attention to detail and
meet short notice deadlines. Skilled at rapidly translating data into informat
ion management can use. Ability to master steep learning curves and the energy
to conquer imposing workloads. Flexibility to fold in an auditors outlook to ke
ep quality and trust high.
EDUCATION
University of Phoenix-Online Campus, Phoenix, AZ
M.S., Business Accounting/Graduated-1/2009
Auburn University of Montgomery, Montgomery, AL
B.S., Business Accounting/Graduated-5/2001
WORK EXPERIENCE
Thompson, Cobb, Bazilio & Associates, PC
Pro Forma Accounting/Tax Professional-(FDIC) Contractor 4/2010-
Present
Review, reconcile, confirm, and adjust assigned balance sheet accounts for the c
losed institution through the date of closing. Review and analyze tax related a
ccounts on the books of the failed institution, such as deferred taxes, taxes pa
yable, and expenses payable. Gather tax related records, to include files, corr
espondence, and work papers.
Prepare memos in detail demonstrating the research, reconcilements, and adjustme
nts to each assigned balance sheet account and who will take responsibility for
the failed institutions balance sheet balance.
Solomon Edwards Group LLC
8/2009-Present
Pro Forma Accounting Professional-(FDIC) Contractor
Review, reconcile, confirm, and adjust assigned balance sheet accounts for the c
losed institution through the date of closing. Assist the Pro Forma Team Leader
in reviewing the detail general ledger or trial balance received from the closi
ng institution. Obtain an understanding of the failed institution balance sheet
accounts by meeting with banks presidents, controllers, chief financial officer
s, supervisors, and/or employees. Prepare memos in detail demonstrating the res
earch, reconcilements, and adjustments to each assigned balance sheet account an
d who will take responsibility for the failed institutions balance sheet balance
.
Portfolio Asset Management Professional-(FDIC) Contractor
Manage mortgage portfolio loans by way of analysis, researching, and case-writin
g submissions. Coordinate the verification process of loans, subsidiaries, off
balance sheet assets and most of the institutions other assets. Locate and secu
re all notes, collateral documents, and asset files in note department. Locate c
ollateral receipts/register and maintain dual control of the negotiable collater
al.
Omega Tax, Montgomery, AL
1/2009-3/2009
Tax Consultant-Contractor
Performed services for client engagements on-site as assigned in the local offic
e area. Responsible for researching and consulting on various tax matters. Uti
lized tax related software to prepare and process individual and business tax re
turns. Conducted the following tasks: compliance and reporting, process improv
ements, and risk and control assessments. Responded to inquiries from the IRS o
n reject items.
Regions Bank, Montgomery, AL 11/2
005-10/2008
Mortgage Support Specialist IV
Performed data entry of forms, correspondence and reports. Handled assignment o
f new loans to underwriters, closers, and/or processors based on new loan plans
and status. Submitted borrower information to the Federal Housing Authority for
the issue of a FHA case number.
Spherion Staffing, Montgomery, AL 9/2005-11/2005
Accounting-Procurement Associate
Maintained records and produced accounting reports for supplies, equipment, and
services through donation, rental or purchase for disaster response. Processed
expense invoices that were reported to management for budgeting, forecasting, an
d
financial analysis. Coordinated the accounts receivable/payable expenditures fo
r the logistics function.
Aspire Staffing, Inc., Montgomery, AL 1/2005-9/2005
Staff Accountant-Senior Regulatory Analyst
Prepared financial statements and the Weekly Report of Selected Assets sent to t
he federal banking supervisory agencies. Compiled consumer assets from Mobius d
atabase for financial analysis and accounting reports in spreadsheet format repo
rted for the Treasury International Capital B forms to be filed with the United
States Treasury. Prepared financial adjustments to financial statements due to
addition of assets obtained from bank mergers and acquisitions.
Union Planters Bank, Montgomery, AL.
6/2001-9/2004
Accounting-Funding/Accounts Receivable Analyst-Loan Servicing
Audited and reviewed conventional and government loans for proper compliance wit
h state and government laws. Made use of GAAP, accounting techniques, and princ
iples to solve discrepancies and provide timely information for mortgage loan ac
counts. Analyzed and prepared financial reports for daily receivables on mortga
ge loan accounts. Reconciled deposits and funding errors to the EMPOWER general
ledger system. Communicated and reported funding errors to management and clos
ing agents. Paid out overages on mortgage funding to closing agents and mortgag
e brokers. Researched several accounts receivable issues for month and year-en
d close.
OTHER
Income Tax Preparation, Crosslink 2009, H & R Block(Certification)
Management Experience-2 years(1989 & 2002)-managed 8 people
MS Office Technology Certification (Word, Excel, and PowerPoint)
TM1, DROMIS, Mobius, and AS400