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Education

20102015

B.S.B.A.

AUBURN UNIVERSITY AT MONTGOMERY
  • College of Business, School of Accountancy BSBA (Magna Cum Laude): May 16, 2015

  • Masters of Accountancy (MAcc): expected Fall 2017

Omicron Delta Kappa (ΟΔΚ)

Beta Gamma Sigma (ΒΓΣ)

Phi Kappa Phi (ΦΚΦ)

Delta Epsilon Kappa (DEK)

  • Watson Robbins Taylor Endowment Scholarship 
  • Association of Government Accountants chapter scholarship (x3)
  • President's Education Award (x2)
  • 1st Place ACTE South Central Region Web Design Competition 
  • Association of Government Accountants
  • Alabama Society of CPAs & American Institute of CPAs (AICPA)
  • Dean’s List
20152018

MAcc (2018)

Auburn University at Montgomery College of Business, School of Accountancy

Masters of Accountancy (MAcc): expected Fall 2018

Omicron Delta Kappa (ΟΔΚ)
Beta Gamma Sigma (ΒΓΣ)
Phi Kappa Phi (ΦΚΦ)
Delta Epsilon Kappa (DEK)

Work experience

20162017

Accountant/Client Bookkeeping (full-charge)

Aldridge Borden & Co., P.C.

Account manager: responsible for executing monthly accounting, payroll, & bill-pay services for 10-14 small-medium sized entities on a regular basis ad serviced most other OneSource clients as needed using integrated cloud-based accounting technology
- Research, resolve, & process transactions within integrated systems on a real-time basis
- Directly managing deposits to separate accounts or sub-accounts for incoming monies (e.g., trust vs. operating accounts & fund-accounting)


〓 Reporting: includes monthly financial statements, general ledger & reconciliation reports, sales, payroll, & income tax return preparations, and various custom reports (client-specific) which further provides for immediate access to reliable financial information accessible to client(s) virtually anywhere, anytime
- 1099 - 1040 - w9 - sales tax - payroll tax - PTIN current

-account management (full bookkeeping services from period open to close) and complete monthly financial reporting (statements) for at least 14 designated entities


-asset management & tracking (tangible & intangible) -amortization valuation & schedules -Royalties & Franchises including maintenance of debt agreements (record, track, and/or adjust for accuracy)

-Accruals: daily invoicing, AR, & AP (unique to each client), trust accounting/transfers
-AR & Revenues: daily deposits to general operating accounts, sub-accounts, (e.g., NFP/ fund-accounting), and total (or split) multi-national contributions


 Xero Certified 🟐 Bill.com Expert Certification


☑ ReceiptBank

Karbon

☑ UltraTax 

☑ Tax1099 

☑ CS/Workflow

☑ T-Value

☑ SurePayroll

20132015

Accounting Technician

State of Alabama: Transportation Dept.
  • Accounting: posted routine transactions in different subsystems using established procedures for appropriate entries (or adjustments) to expenditure and budgetary control accounts

  • Internal control: find and/or correct discrepancies through financial reconciliations, document verification, & accurate distribution according to prescribed fund classifications

  • Human capital management: designated training coordinator and personnel liaison responsible for managing employee processing, web content, and vendor or agency relations

  • Customer focus: create agency awareness & support mission by (1) meeting agencies’ needs, (2) promoting customer service, and (3) establish effective statewide fleet management program

  • Conference coordinator: schedule, prepare, and attend directors’ meetings & events

  • Analytics: Implemented fleet baseline methodology outlining state agency fleet operations that required tracking fixed assets, acquisitions, & disposals of roughly 145 state agency-fleets (refer to Office of Governor Robert Bentley Administration Accomplishments 2011 - 2014)

  • Developed optimal fleet-tracking program helping to improve staff efficiency by streamlining a more rapid system of internal operations

  • Assessed fiscal viability comparing historical fleet analysis to emerging data attributed to progressive fleet restructuring efforts, collaborative strategic planning, and direct feedback
  • Researched, interpreted, & developed fleet activity & financial reports used to address agency-specific purchase-program options as well as program benefits, proposals, & progress
20082009

Operations Clerk

Holloway Credit Solutions
  • Receivables & payables: Processed routine cash payments, reconciliations, & disbursements

  • Clerical: internal/external correspondence, switchboards, administer & grade applicants for employment

  • Data entry: Accurately posted hundreds of default account to be collected upon on a daily basis
20072008

Administrative Assistant

Worldwide Dedicated Services (WDS/TDI Koch Foods)
  • Payroll & record maintenance: assisted in weekly payroll processing of 90+ company drivers

  • Logistics: created out-of-state (regional) driver routes improving logistic processes (still used)

Portfolio

Leadership

-Student Accounting Advisory Board (AUM)

-AUM Accounting Club, President 

-International Programs Committee (AUM)

-Student Accounting Advisory Board

-Campus Ambassador for Becker CPA Review (AUM)

-NAFA Fleet Management Association, AL Chapter Secretary 

-Student Government Association, Ambassador at Large

-College of Business Ambassador

Portfolio

Recent Career Project Highlights

In less than 28 months, I earned at least 4 promotions whereby I (1) started as a temporary summer intern then (2) transitioned to a to full time state employee, and (3) successfully tested out and ranked in band 1 for both the Account Clerk exam and the Accounting Technician exam all before graduation. In addition, I'm currently on the state register for the Accountant & a Tax Valuation Analyst I positions (also band 1).