Summary
Overview
Work History
Education
Skills
Timeline
Generic

Stacey Porter

Meridian

Summary

Results-driven financial accountant with extensive experience in financial reporting, audit coordination, and payroll administration. Proven ability to manage accounts efficiently and support cross-functional teams to enhance financial processes.

Overview

18
18
years of professional experience

Work History

Financial Accountant

Your Health Idaho
Boise
05.2020 - Current
  • Managed financial records and transactions for State Exchange.
  • Prepared monthly financial statements and reports for management review.
  • Conducted reconciliations of accounts to ensure accuracy and compliance.
  • Assisted in budget preparation and forecasting for departmental needs.
  • Collaborated with cross-functional teams to streamline financial processes.
  • Analyzed expense reports to identify trends and variances in spending.
  • Reviewed financial records, including income statements and balance sheets, to ensure accuracy.
  • Coordinated audit activities by providing necessary information and preparing requested documentations.
  • Managed fixed assets register ensuring accurate tracking of all additions, disposals, transfers.
  • Cross-trained employees, enabling completion of priority tasks during personnel absences.
  • Processed payroll on a bi weekly schedule for employees using Paylocity software and maintained accurate records.
  • Assisted in year-end reporting for retirement plans and HSA/FSA plans, including W-2 preparation and distribution.
  • Reviewed timecards and resolved discrepancies with employees and supervisors.
  • Managed employee benefits enrollment and changes in payroll system.
  • Collaborated with HR to update employee information in the payroll system.
  • Trained new staff on payroll procedures and system usage effectively.
  • Created and maintained employee records, including new hires, terminations, salary changes, and tax withholding forms.
  • Reconciled monthly benefit statements from vendors to ensure accuracy of information in the payroll system.
  • Processed accounts payable and receivable transactions efficiently.

Accountant

Knitting Factory Entertainment
Boise
03.2016 - 04.2020
  • Prepared financial statements and reports for management review.
  • Maintained organized financial records in compliance with regulations.
  • Processed accounts payable and receivable transactions efficiently.
  • Reconciled bank statements with internal records to ensure accuracy.
  • Collaborated with team members to resolve accounting discrepancies.
  • Utilized accounting software to streamline financial operations.
  • Created journal entries accurately and timely for month end close processes.
  • Managed accounts receivable and payable, reconciled bank statements, and prepared financial reports.
  • Processed payroll for employees using payroll software and maintained accurate records.
  • Ensured compliance with federal, state, and local payroll regulations and policies.

Personal Trainer

Idaho Athletic Club
Meridian
05.2008 - 12.2016

Accountant

Mickey Rays BBQ
10.2010 - 06.2014
  • Managed daily financial transactions and maintained accurate records.
  • Reconciled bank statements with company accounts regularly.
  • Processed payroll and ensured timely employee payments.
  • Processed accounts payable and receivable transactions.
  • Ensured accuracy in all accounting entries and records.
  • Prepared financial statements, including balance sheets, income statements, and statement of cash flows.
  • Performed month-end closing activities.
  • Maintained full compliance when executing and tracking bank reconciliations, A/P, invoicing, billing, and collections.

Education

Bachelor of Arts - Business

University Of Puget Sound
Tacoma, WA
05-1999

Skills

  • Financial reporting
  • Account reconciliation
  • Budget preparation
  • Payroll administration
  • Audit coordination
  • Accounts payable processing
  • Data analysis
  • Team collaboration
  • Effective communication
  • Attention to detail
  • Expense processing
  • Bank reconciliation
  • Invoice auditing
  • Quality control
  • Accounts payable software
  • General ledger maintenance

Timeline

Financial Accountant

Your Health Idaho
05.2020 - Current

Accountant

Knitting Factory Entertainment
03.2016 - 04.2020

Accountant

Mickey Rays BBQ
10.2010 - 06.2014

Personal Trainer

Idaho Athletic Club
05.2008 - 12.2016

Bachelor of Arts - Business

University Of Puget Sound
Stacey Porter