Michele Forbis
Harrisburg
Summary
Detail-oriented financial professional with a strong ability to coordinate fiscal plans, AP and AR operations, and project accounting. Committed to ensuring company financial operations are compliant, accurate, and cost-effective. Demonstrated expertise in effectively handling multiple tasks in fast-paced environments. Excited to leverage 15+ years of experience and embrace new challenges in a dynamic role.
Overview
17
17
years of professional experience
Work History
Controller
S&H Systems, Inc.
04.2022 - Current
- Completed journal entries, reconciliations, and account analysis to prepare monthly, quarterly and yearly financial documents and general account management.
- Prepared balance sheets and income statements.
- Provided treasury and cash management by overseeing reconciliation of banking activity, credit card processing, and sales tax returns.
- Supervised accurate, efficient, and compliant completion of monthly financial reporting packages.
- Mentored junior staff members, fostering a positive work environment conducive to professional growth and development.
- Reduced month-end closing time by optimizing reconciliation procedures and improving collaboration between departments.
- Provided insightful financial analysis to support executive team in making informed business decisions.
- Streamlined annual audit process, working closely with external auditors to ensure accurate representation of company''s financial position.
- Enhanced financial reporting accuracy by streamlining accounting processes and implementing internal controls.
- Led cross-functional teams in the implementation of new accounting software, improving overall efficiency within the finance department.
- Prepared detailed variance analyses on a monthly basis, enabling more effective tracking of actuals versus forecasted figures.
- Oversaw accounts payable and receivable operations.
Senior Tax Accountant
HCJ CPAs & Advisors PLLC
01.2019 - 04.2022
- Prepare and analyze financial statements and supporting schedules
- Reconcile accounts and review all materials including income, expense data, net worth and assets
- Document all cash, credit, fixed assets, accrued expenses and line of credit transactions
- Post adjusting journal entries as needed
- Complete bi-weekly payroll for company employees, including calculating taxes, vacation and sick time
- Prepare monthly, quarterly and annual payroll taxes
- Prepare federal and state income tax returns for individuals, businesses, trusts, estates and non-profits
- Accurate income tax planning
- Conduct tax research for favorable tax treatment/approach
Accounts Receivable Specialist
Colson Casters
04.2014 - 01.2019
- Prepared, verified and processed invoices for sales or services rendered
- Processed customer payments by recording cash, checks and credit card transactions and entering them into general ledger or accounting software
- Reconciled accounts receivable ledger to ensure that all payments were accounted for and properly posted
- Verified validity of account discrepancies by obtaining and investigating information from sales, trade promotions, customer service departments and customers
- Prepared wire transfer requests for payment of international vendors
- Summarized receivables by maintaining invoice accounts, coordinating monthly transfer to accounts receivable account, verifying totals and preparing reports
- Responsible for monthly reconciliation of all accounts receivable accounts
- Collected on accounts by sending invoice reminders and communication with customers via phone, email, fax or mail
- Trained as back-up to accounts payable
Human Resource Administrator
DSC Logistics
08.2008 - 04.2014
- Received and verified invoices for accuracy
- Prepared batches of invoices for data entry and data entered invoices for payment
- Maintained budget and assisted with preparation of budget
- Compiled expense and labor accruals for month end
- Handled on-boarding process for newly hired employees, which included new hire training and distribution of all paperwork
- Addressed employee conflicts with appropriate urgency, following all corporate procedures
- Oversaw exit interviews and off-boarding process for resigned and terminated employees
- Answered employee inquiries regarding health benefits and 401k options
- Organized facility-wide events designed to boost employee morale
Education
Master of Accountancy - Accounting
Arkansas State University
State University, AR12.2018
Bachelor of Science - Accounting
Arkansas State University
State University, AR05.2018
Skills
- Preparing financial statements
- ERP Software (Epicor and NetSuite)
- General ledger accounting
- JD Edwards
- Revenue recognition
- AS400
- Month-end and year-end closings
- Intuit QuickBooks
- Accounting management
- Attention to detail
- Project accounting
- Teamwork and collaboration
Timeline
Controller
S&H Systems, Inc.
04.2022 - Current
Senior Tax Accountant
HCJ CPAs & Advisors PLLC
01.2019 - 04.2022
Accounts Receivable Specialist
Colson Casters
04.2014 - 01.2019
Human Resource Administrator
DSC Logistics
08.2008 - 04.2014
Bachelor of Science - Accounting
Arkansas State University
Master of Accountancy - Accounting
Arkansas State University
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