JUDY ANCELLI

17136 Red Feather Drive

T: 704-341-4303
Charlotte, NC 28277
jaf8e37a@westpost.net

ACCOUNTANT * BOOKKEEPER
Top-performing and detail-oriented accounting professional with 20+ years' exper
ience in business services, non-profit, and private companies. Expertise prepari
ng and distributing accurate and timely reports, performing various account reco
nciliations, and processing payroll and invoices. Proven success creating proces
ses that reduce costs and streamline operations. Demonstrated ability to adapt t
o various environments and consistently provide outstanding accounting support.
Exceptional research, problem-solving, and analysis skills. Always well-prepared
and valued contributor to cross-collaboration teams.
Financial Statements * Budgeting * Invoices * Internal Controls * Payroll * AP/A
R * Expense Control
P&L * Balance Sheets * Process Improvements * Reconciliations * General Ledger *
Tax Reporting

PROFESSIONAL EXPERIENCE
SHERPA LLC, Charlotte, NC
2010-Present
Accountant/Bookkeeper
Assigned to various businesses to provide temporary accounting and bookkeeping s
upport.
Carmel Country Club, Charlotte, NC
Served as senior accountant performing AP/AR for country club with 800 members a
nd 100 employees. Processed up to 100 invoices per week, coded data, verified si
gnatures, and entered information into system. Prepared accounts payable aging a
nd disbursement reports for controller authorization, distributed checks, reconc
iled vendor account statements, and resolved invoice discrepancies. Processed ac
counts receivables, monthly dues, and bank deposits, and completed general ledge
r entries. Monitored electronic payments, reconciled monthly journal and bank st
atements, and prepared aging reports for collection.
* Successfully fulfilled assignment with no training.
* Recognized for outstanding technical knowledge demonstrated by ability to perf
orm all duties requested, complete work with high degree of accuracy, and easily
adapt to work environment.
The Johnson Group, Charlotte, NC
Provided bookkeeping and office management services for commercial cleaning comp
any. Managed daily cash deposits, prepared estimates, and generated monthly invo
ices. Performed accounts payable, processed payroll, and compiled financial stat
ements including P&L and balance sheets for owner's review.
* Implemented process to track invoices resulting in higher accuracy and improve
d method for collecting on aging accounts payable.
* Effectively performed all assigned duties with no training and little supervis
ion.
GENERAL DYNAMICS, Armament & Technology Division, Charlotte, NC
2009-2010
Accountant
Managed payroll, invoices, and account reconciliations for operations center for
world's fifth largest defense contractor. Processed hourly payroll and performe
d closing, reporting, and reconciliations. Maintained petty cash account and pro
cessed invoices. Received, recorded, and deposited cash and checks. Resolved com
plex variance issues for corporate credit card holders.
* Developed and implemented payroll and accounting processes to support new busi
ness requirements resulting in increased financial controls.
RICH CAMPE INTERNATIONAL, Matthews, NC
2008-2009
Finance Business Manager
Oversaw accounting operations for company providing executive and corporate entr
epreneurial consulting services across the U.S. with annual revenue of $2M. Reco
nciled accounts to general ledger, performed
Judy Ancelli Page 2
(Rich Campe International, continued)
account closes, and prepared balance sheet, income, and P&L statements. Produced
cash flow and expense to budget variance reports. Processed expense and travel
reimbursements and calculated monthly commissions and quarterly bonus packages.
Reconciled credit card accounts and investigated suspicious transactions. Collab
orated in capital budget process with CPA's and executive management.
* Developed and implemented standard accounting procedures and standardized clie
nt billing process.
* Created daily cash flow statement that linked to daily bank statement resultin
g in accurate cash status.
* Reconciled six month old bank statements and maintained accurate monthly recon
ciliations.
CHARLOTTE REGIONAL PARTNERSHIP, Charlotte, NC
2007-2008
Accounting Assistant
Performed accounting activities for non-profit organization dedicated to promoti
ng economic development in Charlotte. Monitored leases, fixed assets, and contra
cts. Processed bank checks and reconciled bank transactions and statements. Prep
ared and distributed invoices. Processed payroll, 401K contributions, and expens
e and travel reimbursements, and reconciled associated accounts. Contributed to
annual budgeting process and maintained health insurance records.
* Reduced office supply expenses 75% by creating web-based ordering system throu
gh Staples Business Advantage that offered better pricing.
* Decreased over limit and late payment charges on corporate credit cards 85% by
developing internal controls to maintain tighter budget management and purchasi
ng controls.
* Partnered with external auditors to create accounting and procedural manual.
MASSMUTUAL FINANCIAL GROUP
1979-2007
Accounting Specialist, Settlement Solutions, Charlotte, NC (2002-2007)
Served as accounting specialist for Fortune 500 company offering insurance and f
inancial services to companies and individual with $19B in annual revenue. Proce
ssed all accounts payable invoices, reconciled corporate credit cards and expens
e reports, and monitored budget and expenditures. Performed bank and account rec
onciliations. Processed premiums, benefits, commissions, and expenses of $250M+
in annual sales. Prepared cash flow and investment hedging reports. Researched a
nd resolved general ledger variances and administrative issues with third party
administrator.
* Key stakeholder for developmental testing in new process improvements reducing
individual premium processing time ~60% per policy.
* Automated commission processing reducing weekly processing time 75%.
* Reduced processing time for SAP uploads 90% by automating process.
* Collaborated with IT developers to create disbursement process reducing curren
t processes 40%.
* Key contributor in development of policies and procedures supporting crucial c
ontrols and remediation of internal control weaknesses in compliance with Sarban
es Oxley.
Accounting Specialist, Financial Controls, Springfield, MA (1990-2002)
Senior Client Service Analyst, Individual Product Line, Springfield, MA (1981-19
90)
Cash Surrender Analyst, Individual Product Line, Springfield, MA (1979-1981)
EDUCATION & ADDITIONAL CREDENTIALS
BBA in Finance and Accounting, AMERICAN INTERNATIONAL COLLEGE, Springfield, MA
Graduated with honors: Magna cum Laude
AS in Accounting, HOLYOKE COMMUNITY COLLEGE, Holyoke, MA
Certified Notary Public
Member, American Institute of Professional Bookkeepers
Proficient in MSWord, Excel, Access, Outlook, QuickBooks Pro, Lotus Notes, ACT
and experience with SAP, Oracle, and Jonas