Summary
Overview
Work History
Education
Skills
Accomplishments
Certification
Languages
Timeline
Generic

Terry Roghair

Montgomery

Summary

Dynamic Certified Public Accountant with expertise in GAAP and tax advising at Reese Winter & Associates, LTD. Proven track record in optimizing cash flow management and enhancing operational efficiencies. Strong analytical thinking and excellent communication skills drive successful client relations and strategic financial planning. Committed to delivering accurate financial statements and improving profitability.

Overview

10
10
years of professional experience
1
1
Certification

Work History

Certified Public Accountant

Reese Winter & Associates, LTD
11.2022 - Current
  • Setup accounts, ledgers and reporting systems per GAAP standards and regulatory requirements.
  • Followed all GAAP standards and complied with regulations when setting up accounts, ledgers and reporting systems.
  • Advised clients on tax planning strategies, helping them minimize liabilities while adhering to tax laws and regulations.
  • Ensured timely completion of monthly and annual financial statements, maintaining strict adherence to regulatory requirements.
  • Assessed operational efficiencies and made recommendations for improvement.
  • Created detailed financial reports based on financial statuses and data.
  • Created accounts, wrote ledgers and set up reporting systems based on GAAP standards and regulations.
  • Suggested ways to improve operational efficiencies.
  • Streamlined accounting processes by implementing efficient software solutions, resulting in reduced errors and improved financial reporting.
  • Optimized cash flow management by analyzing trends in accounts receivable/payable balances and negotiating favorable payment terms with clientsvendors.
  • Diminished outstanding debts by analyzing accounts for issues.
  • Provided journal entries and performed accounting on accrual basis.
  • Reviewed accounts, resolved coding areas, and tracked recurring expenses for accrual entry.
  • Used accounting software to issue tax returns and prepare consolidated reports.
  • Kept up-to-date with tax changes and industry trends by participating in professional organizations, opportunities, and networks.
  • Initiated comprehensive account assessments to check viability, stability, and profitability of business operations.
  • Identified legal tax savings and recommended ways to improve profits.

Operations Supervisor

USF Holland
08.2020 - 10.2022
  • Managed daily operations for optimal performance, ensuring smooth workflows and timely completion of tasks.
  • Maintained open lines of communication with upper management to provide regular updates on operational progress and challenges faced by the team.
  • Conducted regular performance evaluations for direct reports, identifying areas for improvement and setting development goals accordingly.
  • Enhanced team productivity by providing ongoing training, coaching, and mentoring to staff members.
  • Ensured compliance with company policies, industry regulations, safety standards, and local laws during daily operations.
  • Led continuous improvement initiatives aimed at reducing waste, increasing efficiency, and enhancing overall productivity levels within the organization.
  • Coordinated emergency response plans in times of crisis situations or natural disasters affecting company operations.
  • Improved operational efficiency by streamlining processes and implementing time-saving strategies.
  • Collaborated with cross-functional teams to develop innovative solutions for improving overall business performance.
  • Oversaw logistics coordination for seamless transportation of goods between various departments and locations.
  • Developed and implemented standard operating procedures to ensure consistency in service delivery across all shifts.
  • Contributed to long-term strategic planning discussions within the leadership team to help shape future direction for the business unit.
  • Developed strong relationships with key customers to better understand their requirements and tailor services accordingly.
  • Fostered culture of continuous improvement, leading to enhanced operational workflows and staff satisfaction.
  • Enhanced team productivity by implementing dynamic scheduling system that matched tasks with expertise.
  • Optimized delivery schedules to enhance customer satisfaction with timely order fulfillment.

Staff Accountant

Erichson Kallsen & Associates
06.2015 - 10.2022
  • Maintained general ledger accuracy through regular account reconciliations, journal entry adjustments, and transaction reviews.
  • Monitored accounts receivable, accounts payable and other account balances to track transactions, avoid discrepancies and maintain accuracy.
  • Prepared and processed journal entries to record in general ledger and maintain consistent documentation.
  • Managed accounts payable processing, ensuring timely payments to vendors while maximizing cash flow management strategies.

Education

Bachelor of Arts - Accounting

Buena Vista University
Storm Lake Iowa
05-2016

Skills

  • Accounts receivable management
  • Auditing expertise
  • Bank reconciliation
  • Inventory counting
  • Client relations
  • Bookkeeping expertise
  • Fixed asset management
  • GAAP
  • Tax preparation
  • Revenue recognition
  • Financial planning
  • Financial forecasting
  • Quickbooks mastery
  • Tax advising
  • Business valuation
  • Fixed assets management
  • Problem-solving
  • Time management
  • Reliability
  • Journal entries
  • Excellent communication
  • Critical thinking
  • Decision-making
  • Relationship building
  • General accounting
  • Journal entry preparation
  • Operating budgets
  • Microsoft office
  • Accounting processes
  • Critical thinking and analysis
  • Account reconciliation processes
  • Balance sheets
  • Financial statements
  • General ledger accounting
  • Self motivation
  • Analytical thinking
  • Interpersonal skills
  • Tax return filing
  • Goal setting
  • Risk assessment
  • Professionalism
  • Accounting software systems
  • Tax return preparation
  • Workload management
  • General ledger

Accomplishments

Manage 145 customers taxes and business accounting. Many types of personal and various business returns.

Certification

  • CPA - Certified Public Accountant

Languages

English
Full Professional

Timeline

Certified Public Accountant

Reese Winter & Associates, LTD
11.2022 - Current

Operations Supervisor

USF Holland
08.2020 - 10.2022

Staff Accountant

Erichson Kallsen & Associates
06.2015 - 10.2022

Bachelor of Arts - Accounting

Buena Vista University

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