Dallas, TXmarcus.whitfield@email.com(555) 016-3348
CPA with six years in audit and corporate accounting, now running month-end close for a $180M manufacturer in NetSuite. Cut the close from nine business days to five and auditor adjustments from 11 to 2.
- Own month-end close for three entities; cut it from 9 business days to 5 by moving 40 accruals to templates.
- Reconcile 60 balance sheet accounts a month in NetSuite; cleared a $210,000 backlog of open items.
- Prepare the schedules for the annual audit; auditor adjustments fell from 11 to 2 year over year.
- Audited 12 clients a year in manufacturing and distribution, with revenues of $20M to $300M.
- Tested inventory and revenue controls; findings went into four client management letters.
- Certified Public Accountant (CPA), Texas State Board of Public Accountancy, Jan 2022
Month-end close, Account reconciliation, US GAAP, Accruals and journal entries, NetSuite, Excel (pivot tables, XLOOKUP)