Terry W. Porter
509 Hopewood Court

Franklin, TN  37064-5529
615-975-1349

TerryWPorter@comcast.net

PROFESSIONAL ACCOUNTANT SUMMARY

·         Looking for the part of accounting/bookkeeping that I love.

·         Skilled accounting professional with experience in financial and operational areas of insurance, banking, data processing, and non-profit.

·         Excellent track record of reducing cost and time management by using organizational skills.

·         Proven skills in developing innovative ways to organize and report data.

·         Approaches problems with common sense and logical thinking.

PROFESSIONAL EXPERIENCE

Accountant, CoCard Marketing Group, October 2022 to March 2023

Responsibilities:

Ø Pull reports from various credit card processors.

Ø Prepare residual reports for company members.

Ø Enter transactions into QuickBooks.

Temp Accountant Positions, December 2021 to August 2022

Responsibilities:

Ø  Account Payable functions.

Ø  Entered data for daily hotel sales revenue report.

Achievements:

Ø  Expanded sales revenue report to make it more useful.

Ø  Gained experience with Great Plains and OnBase AP system.

Accountant III, Caterpillar Insurance Co Nashville, TN   November 2020 to November 2021

Responsibilities:

Ø  Prepared month end closing entries

Ø  Completed parts of the NAIC P&C Statutory Annual & Quarterly Statements

Ø  Completed & Filed State and other Regulatory Filings

Ø  Account reconciliations

Achievements:

Ø  Met daily, weekly, monthly, quarterly, and yearly deadlines.

Ø  Improved reconciliation worksheets.

Senior Accountant, Brentwood Services Administrators, Brentwood, TN   December 2018 to August 2020

Responsibilities:

Ø  Investment reporting

Ø  Completed parts of the NAIC P&C Statutory Annual & Quarterly Statements

Ø  Completed & Filed State and other Regulatory Filings

Ø  Account reconciliations

Achievements:

Ø  Improved and documented the investment reporting processes and procedures.

Advanced Staff Accountant, First Bank, Nashville, TN   June 2018 to November 2018

Responsibilities:

Ø  Performed various projects for the Finance Department.

Achievements:

Ø  Creating reconciliations including a special reconciliation for ATM machines

Senior Accountant, FNB (formerly Peoples State Bank of Commerce), Nolensville, TN   June 2015 to November 2017

Responsibilities:

Ø Produced accurate and timely monthly board reports and FDIC Call Reports.

Ø Prepared and filed regulatory reports insuring proper investment levels.

Ø Verified incoming and outgoing wires.

Ø Reconciled Balance Sheet accounts.

Ø Supervised Account Payable activities.

Ø Produced various ad hoc reports with Excel and IBM Cognos.

Achievements:

Ø Prevented wire fraud.

Ø Revised reconciliation sheets.

Ø Recognized income was not being reported timely and changed the procedures.

Ø Took over supervision of Accounts Payable.

IT Financial Support Specialist, Fiserv (formerly Fi-Data), Franklin, TN   August 2006 to August 2014

Responsibilities:

Ø Provided technical support to client banks in the following areas:  General Ledger, Fixed Assets, Check Reconciliation, Accounts Payable, Investments and Budgets.

Ø Helped other customer tech support staff outside of my area of expertise.

Achievements:

Ø Resolved problems of various kinds on different modules.

Ø As part of the conversion team, accomplished the first important step in converting general ledgers.

Staff Accountant, Civitas BankGroup, Franklin, TN   January 2003 to June 2006

Responsibilities:

Ø Prepared quarterly and annual FDIC Call Reports.

Achievements:

Ø Became reconciliation expert in reconciling complex accounts.

Bookkeeper, Brentwood High School, Brentwood, TN   January 2001 to January 2003

Responsibilities:

Ø As a full-charge bookkeeper, collected cash, recorded transactions, and deposited funds.

Achievements:

Ø  Developed reports to track teacher accounts and spending limits each school year.

Ø  Convinced and tested out a more user-friendly financial reporting system.

Vice President and Assistant Treasurer, Franklin American Life Insurance Company, Franklin, TN   February 1989 to January 2001

Responsibilities:

Ø Prepared NAIC Life Statutory Financial Statements (Cash, Accrual & GAAP)

Ø Prepared and helped analyze and file all quarterly and annual GAAP reports to the SEC.

Ø Booked investment transactions.

Achievements:

Ø  Promoted to Vice President and Assistant Treasurer from Staff Accountant

Ø  Supervised one assistant.

Ø Prioritized work among 2 holding companies and 5 subsidiaries to meet deadlines by 2 weeks

Ø Maintained duties as the organization grew from $19 million with 1 holding company and 1 subsidiary to $60 million between 2 holding companies and 5 subsidiaries.

Ø Streamlined the data collection, reporting and analysis of financial information.

Accountant, American General Life and Accident Insurance Company, Nashville, TN   January 1984 to January 1989

Responsibilities:

Ø  Gained experience in the structure of a large insurance company.

Achievements;

Ø  Reorganized the Chart of Accounts.

Ø  Promoted to be part of the Statutory and GAAP reporting team.

Ø  Supervised data collection team within Accounting Department.

EDUCATION

Ø   BSBA, University of Alabama-Huntsville, Huntsville, AL

SOFTWARE

Ø  Microsoft Office Excel (Pivot Tables, formulas, Vlookups, SUMIFS), Word.

Ø  Other programs:  QuickBooks, Cognos, Quicken, Great Plains, Sage Intacct, FIS, Oracle, Bill.com, M3.

RELATED EXPERIENCE

Ø  Certified QuickBooks Pro Advisor.

Ø  American Association of Professional Bookkeepers member.

Ø  Former Director/Secretary/Treasurer, 19 years, Williamson County Soccer Assoc., Franklin, TN.  Performed all accounting functions.  This included payroll and budgeting.

Ø  Former Deacon/Former Treasurer, 20 years.  The Church of Christ at Millview, Franklin, TN.

AS Treasurer, performed all accounting, payroll, budgeting, and tax functions.

Ø  Former Treasurer.  1 year.  Cougar Athletic Club at Centennial High School.