MANAGER-TRANSACTION TAX Resume
LORI BURGESS
HIGH QUEST
(CELL)
(HOME)
SUMMARY OF QUALIFICATIONS:
Certified Public Accountant
Broad experience in financial analysis and budgeting
Extensive cash flow management
Extensive experience with software programs including Excel, Hyperion, Oracle, Quicken, Asset Keeper, Financial Data Warehouse (FDW), and Word
Coordination of external audits and compliance procedures
Strong interpersonal skills
Excellent communication and analytical skills
WORK EXPERIENCE:
ACCOUNTING MANAGER July -Present
AT&T INC– SAN ANTONIO, TEXAS
AT&T Inc. is one of the world’s largest telecommunications holding companies and is the largest in the United States.
Oversight of daily accounting functions including maintaining the general ledger for Non-Telco Wireline subsidiary to insure accurate and timely financial reporting.
Month-end close, prepare monthly (year-end) recurring and non-recurring journal entries, financial statement preparation, and analysis.
Monthly submission to corporate office of operating results for external reporting.
Oversee the integrity and related controls in place over the financial data, reconciliation of general ledger account balances, and research of accounting issues in accordance to GAAP and Sarbanes Oxley requirements.
Review and implement accounting policies to ensure GAAP and Sarbanes Oxley compliance.
Assist the business units in understanding financial results, assessing accounting impact of future activities, and project anticipated results.
Monthly reconciliation of business unit to legal entity.
Prepare audit schedules and coordinate with external auditors.
Preparation of various Ad Hoc reports for different levels of management.
Prepare, file, and submit payments for Municipal Telecommunication, State Infrastructure, and Sales and Use taxes for Midwest region.
Recovered over $ million dollars in assessments, accrued interest and penalties.
Respond to all notices and municipal audits from taxing authorities within days avoiding all assessments.
Review and interpret State Department of Transportation contract clauses’ for invoice billing and insuring contractual obligations are ascertained.
STAFF ACCOUNTANT March -July
OKLAHOMA CONFERENCE OF THE UNITED METHODIST CHURCH – OKLAHOMA CITY, OK
Circle of Care is a not-for-profit agency with historic roots in the Oklahoma United Methodist Church.
Full accounting responsibility for Circle of Care, agency of Oklahoma United Methodist Church.
Oversight of daily accounting functions including maintaining the general ledger, accounts receivable, accounts payable, fixed assets, tax reporting, and payroll.
Responsible for cash management, forecasting, and banking/treasury functions, and bank reconciliation.
Preparation of annual operating budget.
Establishment of internal controls and adherence to safeguard company assets.
Month-end close and consolidated financial statements
Perform complex analysis of income and balance sheet statements.
Interpretation of financial reports and made recommendations to management for reducing expenses and improvement of operating results.
Cost analysis of project implementation and recommendation to Executive Committee and Board of Directors.
Coordination of external auditors to ensure annual audit is completed and submitted to appropriate parties.
Manage accounts payable and accounts receivable staff.
EDUCATION AND PROFESSIONAL MEMBERSHIPS:
Certified Public Accountant, License in State of Oklahoma
BBA in Accounting, University of Oklahoma, December
American Institute of Certified Public Accountants
Oklahoma Society of Certified Public Accountants
