Gerald Patterson
Chelmsford,Canada
Summary
Goal-focused Accountant with record of accurate reporting and budget management. Offering 20 years of experience handling finances for four locations. Processed payroll, budgets, reports, audits, journals, expenditures and payments. Diligently maintains latest training on tax regulations and legal issues impacting financial operations.
Overview
20
20
years of professional experience
Work History
Senior Accountant
Bakertilly
Greater Sudbury, ON
01.2013 - Current
- Prepared monthly journal entries and reconciliations.
- Updated general ledger with latest entries.
- Reconciled balance sheets and streamlined best practices for balance sheet processes.
- Handled month-end and year-end end finances by managing and reporting fixed assets and other data.
- Partnered with auditors on annual audits and realized compliance with governmental tax guidelines.
- Calculated tax owed, prepared and submitted returns and upheld compliance with all applicable laws.
- Completed biweekly payroll and maintained employee records.
- Evaluated and improved accuracy and completeness of financial records.
- Tracked and documented all expenses.
- Tracked financial progress by creating quarterly and yearly balance sheets.
- Gathered data on taxable income, deductibles and allowances for tax preparation.
- Brought errors to near-zero in reporting, payroll administration and general bookkeeping.
- Coordinated with clients to improve accounting, payroll and tax operations.
- Examined, reviewed and gathered financial statements for government entities.
- Conducted detailed technical and analytical review of federal/state corporate, partnership and S corporation tax returns, FAS 109 provisions, and quarterly estimates prepared by associates.
- Documented cash, credit, fixed assets, accrued expenses and line of credit transactions.
- Reconciled accounts and reviewed expense data, net worth and assets.
- Completed daily cash functions like account tracking, payroll and wage allocations, budgeting, donating and cash and banking reconciliations.
- Set up and improved accounting systems and processes to meet business needs and maximize operational success.
- Prepared and filed state and federal tax forms for commercial and individual clients.
Controller
Moran Mining And Tunnelling
01.2008 - 11.2013
- Managed budgets, assets, portfolios, accounts payable and receivable and general financial reporting procedures.
- Managed daily financial functions in collaboration with accounting and payroll personnel.
- Managed payroll data entry and processing for 100 employees to comply with predetermined company guidelines.
- Completed journal entries, reconciliations and account analysis to prepare quarterly financial documents and general account management.
- Followed up with delinquent accounts to obtain funds and reduce aging balances.
- Provided treasury and cash management by overseeing reconciliation of banking activity, credit card processing and sales tax returns.
- Managed outstanding balance amounts by evaluating reports and determining collection statuses.
- Developed new payroll system, saving over [Number] hours per [Timeframe] for accounting department.
Accountant
FCR
09.2003 - 12.2008
- Gathered financial information, prepared documents, and closed books.
- Documented cash, credit, fixed assets, accrued expenses and line of credit transactions.
- Completed daily cash functions like account tracking, payroll and wage allocations, budgeting, donating and cash and banking reconciliations.
- Reconciled accounts and reviewed expense data, net worth and assets.
- Collected and arranged financial information and entered details into [Software] financial management system.
- Assisted [Job title] with year-end financial audits.
- Created journal entry schedules to improve efficiency, support and documentation of accounting processes.
- Completed end-of-year financial audits by collaborating with various coworkers.
- Contacted customers to immediately find resolutions for escalated issues.
- Identified and investigated variances to financial plans and forecasts.
- Analyzed business operations, costs and revenue in balance sheet to project future revenue and expenses.
- Prepared monthly and quarterly payroll taxes for high net worth clients.
Education
Cambrian College of Applied Arts And Technology
Greater Sudbury, ONSkills
- Financial statement review
- Recordkeeping
- General ledger accounting
- Account updates
- Expense tracking
- Financial records review
- Biweekly payroll
- Annual reports
- Budget Analysis
- Bookkeeping
- Account reconciliation processes
Timeline
Senior Accountant
Bakertilly
01.2013 - Current
Controller
Moran Mining And Tunnelling
01.2008 - 11.2013
Accountant
FCR
09.2003 - 12.2008
Cambrian College of Applied Arts And Technology
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